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Rough year for the markets so far

Posted on 3/19/26 at 11:18 am
Posted by FAT SEXY
California
Member since Jun 2020
1887 posts
Posted on 3/19/26 at 11:18 am
50k Dow was short lived
Posted by Big Scrub TX
Member since Dec 2013
39564 posts
Posted on 3/19/26 at 11:21 am to
Informative post. Incisive. Would read again. Printing out to read to wife while I wait for your full newsletter to come out.
Posted by lsuconnman
Baton rouge
Member since Feb 2007
4887 posts
Posted on 3/19/26 at 11:22 am to
Someone send up the bat signal for fareplay’s money guy. We need to get a reading on the current situation.
Posted by FAT SEXY
California
Member since Jun 2020
1887 posts
Posted on 3/19/26 at 11:25 am to
Big Scrub definitely ain't happy looking at his portfolios.
Posted by bayoubengals88
LA
Member since Sep 2007
24200 posts
Posted on 3/19/26 at 11:30 am to
That’s why putting in some effort is better than buying an index.

Look at photonics for example.
Themes matter.
Posted by Lsu05
Member since Oct 2023
91 posts
Posted on 3/19/26 at 11:41 am to
Anyone see a pretty major drop coming down the pipe with all of these different negative factors starting to pile up?
Posted by Tiger4life306
Member since Apr 2016
746 posts
Posted on 3/19/26 at 11:57 am to
quote:

50k Dow was short lived



lol it will probably be short lived but not in the context you meant it by…

Here’s your history lesson for the day:

- November 1972 Dow Jones crosses 1,000 point mark for first time since inseption in 1896. — 76 year milestone
- March 1999 crosses 10,000 — 26 years
- January 2017 crosses 20,000 — 17.8 years
- Nov. 2020 crosses 30,000 — 3.8 years
- May 2024 crosses 40,000 — 3.5 years
- Feb. 2026 crosses 50,000 — 1.75 years
Posted by FAT SEXY
California
Member since Jun 2020
1887 posts
Posted on 3/19/26 at 12:17 pm to
You're right. Money printer goes brrr and the DJIA follows.

Posted by FAT SEXY
California
Member since Jun 2020
1887 posts
Posted on 3/19/26 at 12:38 pm to
Do y'all think American natural gas companies will see a sustained surge with all that infrastructure getting blasted in the ME?
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
3807 posts
Posted on 3/19/26 at 1:08 pm to
quote:

50k Dow was short lived


S&P was over 7k for about 12 seconds
Posted by Louie T
Member since Dec 2006
36689 posts
Posted on 3/19/26 at 1:44 pm to
quote:

Do y'all think American natural gas companies will see a sustained surge with all that infrastructure getting blasted in the ME?

Not really. It should be pretty transient unless conflict drags on forever.
quote:

QatarEnergy CEO: We will be losing 12.8 million tons per year of LNG for three to five years, around 17% of Qatar’s export LNG
Qatar down ~2 bcf/d if you believe their CEO, but the market was already long more than 2 bcf/d through cal-27.
Posted by bayoubengals88
LA
Member since Sep 2007
24200 posts
Posted on 3/19/26 at 2:07 pm to
Did the war just end or something?
Posted by TorchtheFlyingTiger
1st coast
Member since Jan 2008
3072 posts
Posted on 3/19/26 at 2:08 pm to
I'm no longer in accumulation phase otherwise I'd look at it as a buying opportunity.
Instead, I'll look to tax loss harvest and do some Roth conversions.
Posted by LemmyLives
Texas
Member since Mar 2019
15132 posts
Posted on 3/19/26 at 3:09 pm to
I'm still up 1.87% YTD as of right now. Unconcerned.
Posted by FAT SEXY
California
Member since Jun 2020
1887 posts
Posted on 3/19/26 at 3:17 pm to
quote:

Unconcerned


Likewise. I'm steadily investing for at least another 15-20 years.

It's why I said "so far"... We all know the markets will eventually get pumped
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33165 posts
Posted on 3/19/26 at 6:13 pm to
quote:

That’s why putting in some effort is better than buying an index.

I’m down like 0.5% less than SPY. Call me Warren Buffett
Posted by Crescent Connection
Member since Jun 2008
2385 posts
Posted on 3/19/26 at 7:13 pm to
FMOLHS just deposited their matching contributions for the previous calendar year to our 403b accounts at closing bell today. Better than depositing matching contributions at the market highs in late January I guess. Still wish they would match contributions biweekly.
Posted by slackster
Houston
Member since Mar 2009
91590 posts
Posted on 3/19/26 at 7:51 pm to
quote:

That’s why putting in some effort is better than buying an index.


Posted by slackster
Houston
Member since Mar 2009
91590 posts
Posted on 3/19/26 at 7:58 pm to
quote:

You're right. Money printer goes brrr and the DJIA follows.


What kind of chart scale BS is this?

Posted by TDFreak
Coast to Coast - L.A. to Chicago
Member since Dec 2009
9202 posts
Posted on 3/19/26 at 8:12 pm to
Currently beating the major indices by 20% ytd.

Got lucky with the metals, a few stocks, and was contrarian on oil before the current conflict. Wish I was more confident back when it was in the low 50s a barrel.

Currently in a defensive position. Mostly short term money market, dollar (USDU), TLT.
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