USA Stocks discussion - Part 3

stanlawj

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No recession yet because the AI-led capital spending + record Federal deficit spending is still ongoing.

Side-effect is job loss now is primarily due to AI replacing labour, while ICE crackdown on illegals is cutting labour supply. Since the two counteract each other, there is no labour recession, but frozen job market.



recession or no recession?
for entertainment purpose only.
 
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tazzycorner

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20250929-151633.png


stats pointing to potentially better year end return
 

elvintay07

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Market uptrend lei. Elvin declared no sep dip unless tomorrow black swan event. Those naked position one left 1 day to pray for black swan. Seems like retail kana con and sold. Likely cheong into 2026
 

yslvlys

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Bought more PGY and PCTY.
NVO closed flat. Morgan Stanley must be really disappointed lol.
Last day for Sep dip~!
 
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stanlawj

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Gold and silver prices showing signs of a parabolic short-squeeze. News flowing from China suggests Chinese short-sellers there getting wiped out.
 

stanlawj

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SOFI going down hard and diverging significantly from HOOD after HOOD's inclusion into SP500 index.
One of them is obviously wrong.
 
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