How much are you down right now?
- Thread starter jjz
- Start date
As of early May 2026, the South Korean stock market (KOSPI) has experienced a historic, AI-driven surge, with some metrics indicating gains near or exceeding 190%–200% over a 12-month period. The market has recently surpassed Canada to become the world’s seventh-largest stock market.
+7% ytd
over weight Alberta oil, CDN banks, 2 of the mag 7, pipelines, trimmed materials, a few odds and ends (PNG, NFG and LUNR), 66/34 split.
NACHO portfolio
over weight Alberta oil, CDN banks, 2 of the mag 7, pipelines, trimmed materials, a few odds and ends (PNG, NFG and LUNR), 66/34 split.
NACHO portfolio
Just keep an eye on it. I have a feeling that Q4 this year is where it starts to get messy.Up 16% year to date. It's a great year so far. TSX looks to be up 6%.
Just checked, up 50% since late February 2025 on WS.
Oh no, not a bubble. No doubt this time "is different".
Shrug, mabye. I'm been hoping it's gets messy for about 3 years now. I've seen general calls saying 500 days from May 1st but in general, who knows right?
Aside from crypto, I'm up on majority of my holdings (TD, ENB, SPY, MSFT, TSLA) on the YTD. Late March/Early April was a great time to buy, especially with big caps. Started trimming up to 25% on some of these as of late last week. Will be using some of the funds for DCAing crypto, and the rest waits for the next buying opportunity while I continue to save my fixed amounts bi-weekly.
The markets are up today, mostly because Trump said peace talks are nearing an end with Iran, implying the war may soon be over.
When pigs fly, suckers!
When pigs fly, suckers!
he's just manipulating the market for his own gain I suspect
I'm up $100K in the last week alone. Really? This is going to fall hard...
I'm up $100K in the last week alone. Really? This is going to fall hard...
That is certainly a possibility.
The current stock markets may be one huge Ponzi scheme.
Because the stock markets are currently one of the few places to earn money higher than the inflation rate + taxes, investors are shrugging off very problematic current situations, especially those investors nearing their hoped for retirement ages:
The very expensive war In Iran, which doesn't seem to be ending any time soon, no matter what Trump says.
The price of oil keeps rising, while the buffer reserves are being depleted. That means that oil may hit $150 per barrel if oil can't flow freely internationally by mid-July
Consumer debt proportionate to income is rising, and bankruptcies and consumer proposals are hitting levels not seen since 2009.
Real wages for the lower and middle classes are quite stagnant.
Lenders and banks are tightening up on the credit they will extend.
There will likely be no further U.S. and Canada interest rate cuts in 2026, and there may even be increases in 2027.
Housing prices, and especially condos, are falling rapidly since 2022, and are showing no signs of recovery in the mid-term.
Inflation in both the U.S. and Canada are rising due primarily to the rapid price increases of fuel and food.
And if the governments do not cut back their spending, and printing money in order to keep spending, inflation will keep rising.
Trump may not be badly damaged by the mid-terms, especially the way many "red" states' electoral districts are being gerrymandered in the Republicans' favour, even more effectively than what is being done in the "blue" states.
Just my opinion...
Oil price still not that high compared to the all time peak.
AI Overview
The inflation-adjusted (real) price of oil peaked in July 2008. During this commodity boom, West Texas Intermediate (WTI) reached an all-time intraday nominal high of $147.27 per barrel, which equates to approximately $186 to $224 in today's dollars depending on the specific inflation metric utilized.
AI Overview
The inflation-adjusted (real) price of oil peaked in July 2008. During this commodity boom, West Texas Intermediate (WTI) reached an all-time intraday nominal high of $147.27 per barrel, which equates to approximately $186 to $224 in today's dollars depending on the specific inflation metric utilized.
Shrug, people love to say that but the stock market doesn't really meet the definition of Ponzi scheme. As we see in the Politics section, people just LOVE to change definitions to make what's happening sound really unusual or really more important than it is. In addition, there are ALWAYS problems and issues to decide to be a Bear for any market. Listing reasons without the numbers on how it impacts 1,3, 5 profitability is just being emotional.
The stock market is an investment forum, that's it. Nothing special. Sometimes people under-value the stock market and sometimes people over-value the stock market. There are also outlier times when people are too negative (March 2003) and too positive (2000, 2009 and likely(?) 2027). Right now, people are over-valuing the stock market by assuming profitability will be better in the future than it is today due to AI. Perhaps AI will cause 'this time to be different' but I suspect not. More and more news articles and substacks are pointing out the flaws in the 'stories' that we've been told about AI the last 8 to 12 months.
Instead of listing all the problems, financial analysis is a much better approach but natrually FAR from perfect. If we had perfect analysis, markets wouldn't fall or rise much beyond 6%-8%. Examples would be the P/E (ok), the Shiller PE Ratio (better), Buffett Indicator (no idea?) as well as many others. However, markets can remain over-valued or under-valued for a long time so these are just sign posts, not a road map.
Shrug. Mine is, "if it grows like a weed, it's a weed and it's going to get wacked".
But, as you say, IMO.
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Income via dividends up 11.2% so far this year...crazy times.
Down $100K (actually $88k) for the week, that's more like it! Crash baby crash!
Yikes. I was up about 0.5% on the week in my TFSA. Up about 4.5% on the week in my corporate investment account. Not sure about RRSP.
