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2025 Investment Thread

Only about 10% of my portfolio is in precious metals, so I'm hardly a "gold bro", but it's certainly helped me out these last couple years.
Kind of silly not to own some when our government sees no problem with devaluing our currency. Even with a Republican in charge. Could you imagine what would happen if a Dem takes charge next?
 
I opened a brokerage account at Wells Fargo recently, and when trying to research equities and funds, the website pops up this message (I am on a MacBook);
You are unable to view this page because third-party cookies are currently blocked. If using a web browser, update your settings to allow third-party cookies, then reload the page. If using the Wells Fargo app, enable “Allow Cross-Website Tracking” in the app settings.

Will doing so expose me to any sort of risk? I do my banking using wifi, but could plug in a cable.

Thanks.
 
900ss said:
I opened a brokerage account at Wells Fargo recently, and when trying to research equities and funds, the website pops up this message (I am on a MacBook);
You are unable to view this page because third-party cookies are currently blocked. If using a web browser, update your settings to allow third-party cookies, then reload the page. If using the Wells Fargo app, enable “Allow Cross-Website Tracking” in the app settings.

Will doing so expose me to any sort of risk? I do my banking using wifi, but could plug in a cable.

Thanks.
Click to expand...

Not sure about the specific question, but in general, I wouldn't trust Wells Fargo for anything.
 
Wells is currently recommending dumping out of high PE securities, especially in tech...read yesterday.
 
Holeshot said:
Wells is currently recommending dumping out of high PE securities, especially in tech...read yesterday.
Click to expand...

And if you did that yesterday you did very well :)

I have purchased lots of puts in the past few weeks, most are green I will be trimming positions and letting them ride as they are long dated. essentially I dont want to lose money if things turn around but want to keep the potential of upside alive
 
meh people can't stay away from AI/tech. It drives the entire market right now. Once we reach a perception that enough of a correction has occurred, the "smart" money will rush in and try to reposition to make up for all the gains they didn't make by sitting on the sidelines after liberation day. Or the retail buy the dippers will beat them to the punch yet again, the shorts will all get squeezed out, and the climb will continue.

For instance, Burry came out hemming and hawing about understated-depreciation "fraud" but you can't really believe a word that comes out of his mouth. Q3 cashflows for hyper scalers show that only about 35% of their current Capex is going to chips, the rest is going to land, pouring cement and laying pipes, gas turbines and generators, etc. Sure, chips have a 5-6 year depreciation cycle but these other things don't, they can and should be amortized over decades of useful lifespan.

And so if they won't have nearly the depreciation impact as the FUD seekers are grousing about, the only question becomes can these companies finance it? Yes they (AMZN/GOOG/MSFT/META) can and will, easily. OAI knows they are in the process of being squeezed by these players and is trying to do anything they can to get ahead of things. And if you need lots of money from someone very late to the game, you can't pick a better mark than Masayoshi.
 
Can someone explain this?

United States Money Supply M1

Money Supply M1 in the United States increased to 18912.80 USD Billion in September from 18836.40 USD Billion in August of 2025. This page provides - United States Money Supply M1 - actual values, historical data, forecast, chart, statistics, economic calendar and news.
tradingeconomics.com tradingeconomics.com
I think I understood it in college, but that was a long time ago
 
Butch said:
Can someone explain this?

United States Money Supply M1

Money Supply M1 in the United States increased to 18912.80 USD Billion in September from 18836.40 USD Billion in August of 2025. This page provides - United States Money Supply M1 - actual values, historical data, forecast, chart, statistics, economic calendar and news.
tradingeconomics.com tradingeconomics.com
I think I understood it in college, but that was a long time ago
Click to expand...
@Holeshot alert.
 
Wow, what a drubbing today in the market. Let me see, did anything I own do well? Ha, just my penny stock PGEN. I am up 201% on it, but it is the only "green on the screen" for me today. Oracle continues to crater (fuck you, Ellison), but I don't care; it didn't cost us anything. At least the Apple dividend came in today.:rolleyes Now I can stock up on rice and beans for a few months until grocery prices come down. Oh wait, we have it on GOOD authority that everything is coming down, everything is cheaper. Right? :shhh Thank you for your attention to this matter.
 
On another note, I have been using Empower to track my spending, debt, net worth ect.

Free "Personal Dashboard"




1763483932947.png
 
Butch said:
Can someone explain this?

United States Money Supply M1

Money Supply M1 in the United States increased to 18912.80 USD Billion in September from 18836.40 USD Billion in August of 2025. This page provides - United States Money Supply M1 - actual values, historical data, forecast, chart, statistics, economic calendar and news.
tradingeconomics.com tradingeconomics.com
I think I understood it in college, but that was a long time ago
Click to expand...
There is a fix to too much money in circulation.

 
My call spreads on NVDA are safe. I sold 2-3 week dated calls on NVDA at above their ATH. Even if they smashed earnings I doubted they would roll up that much. NVDA is 8% of the S&P500 and has a bigger market cap than the entire GDP of Germany.
 
AI tools f'ing the status quo. In's/ Out's are gonna get tough, IMO.
 
Caddywumpus said:
My call spreads on NVDA are safe. I sold 2-3 week dated calls on NVDA at above their ATH. Even if they smashed earnings I doubted they would roll up that much. NVDA is 8% of the S&P500 and has a bigger market cap than the entire GDP of Germany.
Click to expand...

if you have conviction, sell'em naked.
 
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