Financial - Retirement - Stock Advice Thread

Is there cliff notes for your post?
 
Nomar06 said:
Is there cliff notes for your post?
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he's betting against basically all the big tech/ai companies saying it's an enormous bubble, and that the big companies are cooking their books to look more profitable by depreciating assets over longer periods to make their profits look better than they are.
 
webby said:
the Big Short Michael Burry - :think::think::think::think::think::think:

recent 13f filing shows he's basically got a 1 billion dollar put on palantir and roughly 200 million put on nvida.

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I wish I had that kind of money invested . . . could live quite comfortably just on the earnings.
 
AlmosN8kd said:
I wish I had that kind of money invested . . . could live quite comfortably just on the earnings.
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Well he’s a hedge fund manager, so that’s money from his clients he’s investing.
 
webby said:
Well he’s a hedge fund manager, so that’s money from his clients he’s investing.
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Fair enough....but, he's getting a percentage of that; and, with that kind of portfolio, it's likely decent.
 
I’ve got some of those assets. Mainly, META, MSFT, AMZN. Only $90k fully exposed to them. I bought in at $20k at the 2020 dip. I’ve stayed away from some others like NVDA to the dismay of my FA.
 
My 457B DEFERRED COMPENSATION PLAN and Roth IRA via my employer are doing well.

My wife and I have a financial advisor that my dad has used since 1987 managing our large funds. I need to log into the account and see. He has been doing well for us in the short time we've had him. We should have did that a long time ago though.
 
webby said:
he's betting against basically all the big tech/ai companies saying it's an enormous bubble, and that the big companies are cooking their books to look more profitable by depreciating assets over longer periods to make their profits look better than they are.
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Don’t look! Don’t look down…

Bad start to the week. Stock market back to September standards.
 
FooBird said:
Don’t look! Don’t look down…

Bad start to the week. Stock market back to September standards.
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Good time to buy some stuff though . . . hoping it comes back.
 
webby said:
60 day + auto loan delinquency hits new high for october since the 1990's

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I think you need to look at that graph again; it set a new high in October 2025, but not since the 90s. Looks like the 90s numbers were exceeded initially in early 2023 and have remained above that 6% threshold off and on for some time since.
 
AlmosN8kd said:
I think you need to look at that graph again; it set a new high in October 2025, but not since the 90s. Looks like the 90s numbers were exceeded initially in early 2023 and have remained above that 6% threshold off and on for some time since.
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Yes I should have worded that better
 
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