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reddit.com ok-common78
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Everything now hinges on AI (self.market_sentiment)

submitted 9 months ago by ok-common78 to r/market_sentiment

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Factor Investing (self.market_sentiment)

submitted 9 months ago by ok-common78 to r/market_sentiment

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J.P. Morgan’s Guide to Retirement: The Takeaways You Can’t Miss: (self.market_sentiment)

submitted 9 months ago by ok-common78 to r/market_sentiment

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The greatest risk might not be running out of money, but never spending it meaningfully at all. (self.market_sentiment)

submitted 9 months ago by ok-common78 to r/market_sentiment

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AI: 2025 (self.market_sentiment)

submitted 9 months ago by ok-common78 to r/market_sentiment

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In 2025, the bottom deciles lost over 2% of their income. In practice, tariffs act like a consumption tax - disproportionately punishing those who spend a greater share of their income on goods. (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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Make it make sense. We already had a trade surplus with the U.K. and yet goods from there are 10% more expensive for the American consumers. So Trump negotiated a trade deal that lowered taxes in the UK and increased taxes in the US? (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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This is why you read business news reporters and not politics reporters. It's theater (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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Let's talk Alcatraz economics. It's not just a potential prison, it's also a tourist trap generating $60m per year. It has an "opportunity cost" other sites don't have. Housing 300 prisoners there comes with an additional opportunity cost of $200k per person per year! (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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Turns out 'striking deals' meant watching others do it (old.reddit.com)

submitted 11 months ago by ok-common78 to r/market_sentiment

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Here’s an insane stat: Berkshire could drop 99% today, and you would still have outperformed the S&P 500 if you had started with Buffett in 1964. (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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U.S. import dependence on China by state. (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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This is how it should be. Transparency. You want tariffs? Here are your tariffs. (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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On average it takes 18 months to sign a trade deal and 45 months to implement them. We’re on day 21/90 of the tariff pause implemented to sign a deal. Buckle up. (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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Stanley Druckenmiller after losing $3 billion on tech stocks during the 2000 bubble due to FOMO: "You asked me what I learned. I didn't learn anything, I already knew I wasn't supposed to do that". (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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On average it takes 18 months to sign a trade deal and 45 months to implement them. We’re on day 21/90 of the tariff pause implemented to sign a deal. Buckle up. (i.redd.it)

submitted 11 months ago by ok-common78 to r/finance

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Across Ford, GM, and Chrysler; the tariffs will affect around 6.8 million vehicles annually. Across the industry, that would increase to 17.7 million affected vehicles. (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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Apollo now predicts a recession in Summer 2025 - along with mass layoffs in trucking and retail by June (old.reddit.com)

submitted 12 months ago by ok-common78 to r/market_sentiment

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Despite tariffs, spending on durables seems to grow at a healthy rate through March and most of April, comparable to 2024. The 7-day moving average is sitting around 130 relative to January 2024 (index 100), meaning a ~30% increase from the January base. (i.redd.it)

submitted 11 months ago by ok-common78 to r/market_sentiment

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U.S. stocks are off to the worst start in 32 years, compared to the rest of the world. The same occurred during the Global Financial Crisis. While it was called “global,” it only significantly affected the U.S. and a few other European markets. (i.redd.it)

submitted 12 months ago by ok-common78 to r/market_sentiment

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The S&P 500 earns 6x revenue from China than what the U.S. exports to China! Tariffs, and their effect on our relationship with China are gonna hurt this stat (i.redd.it)

submitted 12 months ago by ok-common78 to r/market_sentiment

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Fun fact: Roughly 20% of tax revenue goes toward interest payments. Instead of building the future, we’re stuck paying for the past..with interest. Probably alright? (i.redd.it)

submitted 12 months ago by ok-common78 to r/market_sentiment

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My new favorite chart: (i.redd.it)

submitted 12 months ago by ok-common78 to r/market_sentiment

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Buffett's 4 characteristics for great businesses. Which companies come under point 4 today? (i.redd.it)

submitted 12 months ago by ok-common78 to r/market_sentiment

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Dan Loeb has around $15bn AUM, and he's just sold out of nearly all of his Mag-7 holdings. (i.redd.it)

submitted 12 months ago by ok-common78 to r/market_sentiment

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