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bucolic_frolic

(51,502 posts)

10. That is all true.

Reply to Bernardo de La Paz (Reply #8)

Fri May 23, 2025, 12:38 PM

May 23

Just about every fund has MAG7 stocks in the top % of holdings. Even mid-cap funds. And small cap funds own AI and MAG7 "feeder" companies. If MAG7 ever becomes the Nifty-Fifty, stocks will take a bath. You Tube, CNBC, investment gurus are all harping on valuation and risk. Get the timing right, or at least hedge it a bit, and one could be better off by more than a bit in the worst case scenario.

Domestically I only hold mid-cap growth and value funds, and very little of them, but I've also edged out. So I'm ok.

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Bernardo de La Paz

13 replies

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Highlight:

European stocks tumble, bonds rally after Trump proposes 50% EU tariff [View all] WSHazel May 23 OP

Who isn't on to his game at this point? NCDem47 May 23 #1

The marmalade moron is flinging poo again C_U_L8R May 23 #2

One bond/income fund I watch changed their allocation to totally domestic a few weeks back bucolic_frolic May 23 #3

From January to May, Europe has been on a big bull run while US has zeroed out and dollar declined Bernardo de La Paz May 23 #8

That is all true. bucolic_frolic May 23 #10

with tariffs to manipulate the markets who needs tax cuts? Marthe48 May 23 #4

I don't know much about the stock market kkmarie May 23 #5

The first thing to know is that early in a move nobody knows how big a move it is. Bernardo de La Paz May 23 #7

To call it manipulation is to give him too much credit. Can't say he is insane and a mastermind. Bernardo de La Paz May 23 #6

This isn't mastermind level stuff WSHazel May 23 #9

Except those short & long positions are standard contrarian strategy INDEPENDENT of tRump. . . . nt Bernardo de La Paz May 23 #11

The difference is WSHazel May 23 #12

Trump got pissed that Greenland signed a lucrative mineral deal with Greenland LetMyPeopleVote May 23 #13