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Investing Discipline

It's wild seeing companies with trillion dollar market cap trading in weekly ranges of 20%.
 
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Volatility is off the charts right now. Hang in; summers are for corrections.
 
Yesterday I was a tiny bit worried when Dow Jones dropped over 1,000 points. Today it recovered.
Stock Market so resilient. It would have gone down further if FED increased interest rates which will eventually happen when November election is over.
 
Aschenbrenner is another reminder that you might be right, but if you get greedy, then you get punished. Probably going to be the same story for MSTR.
 
Joe Flacco said:
Aschenbrenner is another reminder that you might be right, but if you get greedy, then you get punished. Probably going to be the same story for MSTR.
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He got greedy and put all his eggs in one sector. I'm well diversified mainly invested in whole market. If whole market drops, I'll have to cut back on my traveling... or maybe not.
 
Fernando said:
He got greedy and put all his eggs in one sector. I'm well diversified mainly invested in whole market. If whole market drops, I'll have to cut back on my traveling... or maybe not.
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He didn't blow up because he put all his eggs in one sector. He put all his eggs in the right sector. He got blown up because he got greedy and leveraged the fund 400%.
 
Joe Flacco said:
He didn't blow up because he put all his eggs in one sector. He put all his eggs in the right sector. He got blown up because he got greedy and leveraged the fund 400%.
Click to expand...
"Right" sector. We know AI stocks are overvalue with high expectations of good returns. It's risky so you win big or you lose big.
I told my wife to buy SpaceX before IPO (wealthy customers get chance to buy at $130 before public can) and she didn't listen to me.
When it went up to $180, I was right. Now it's below $130 ($108 as of today), she is right.
 
Fernando said:
"Right" sector. We know AI stocks are overvalue with high expectations of good returns. It's risky so you win big or you lose big.
I told my wife to buy SpaceX before IPO (wealthy customers get chance to buy at $130 before public can) and she didn't listen to me.
When it went up to $180, I was right. Now it's below $130 ($108 as of today), she is right.
Click to expand...

He launched the fund in 2024 and the fund was up 1000%. He leveraged up in the last year and now he is getting margin called. He was "right" and he is still "right". He got greedy and blew up his fund.

The trend is probably going to continue higher now that the market shook him out.
 
As far as Space X, you were wrong.
 
Seems like the precious metals could be in for another run. Hoping for one more pullback before.

Thoughts on TIPS? Kind of a dichotomy between that and PMs, but the real yield is the highest in a long time.
 
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