What will 2025 bring to the stock market?

[Bobby Bucks]

It will be interesting to see the market reaction to Trump’s announcement about the AI infrastructure project, the scale will be massive. Larry Ellison will be involved. SoftBank, Open AI. Glad I have some Oracle. Holding everything AI related.

 

[DTB]

A little off-topic: My wife and I met with our finance guy the other day. He mentioned TJ Max as one of the hot stocks. They turn over stock fast, and the average customer family income is 182K. Customers shop six times a month.

TJX has been a great stock for a long time.

Your guy might be a bit behind, just sayin'.

 

[Airstream]

Right now there is a lot of volatility in the market. My son, who works for a big investment bank, says it is going to be this ways for a while. The biggest headwind to the market is the debt which Biden exacerbated in the last few years. Two way to get rid of it, cut government spending or increase revenues through economic growth or both. I think DOGE can get some cuts done (I really hope they surprise me), but ultimately it is going to be growth through things like AI. Trump is also looking to sell a lot of Federal buildings that are not being used. Lots of controversy here because if the FED starts dumping property it could cause problems in the real estate market. But surely they need to start unwinding which is really a lot of capital just being wasted.