Key insights
- The author expresses surprise at negative sentiment given strong market performance, citing SP500 gains, tech stock rallies, positive economic data, and earnings. They acknowledge some negatives like high gas prices and a weaker dollar but highlight significant portfolio growth. The author trimmed holdings to SGOV, suggesting a slightly cautious outlook despite overall bullishness. This reflects positive sentiment and momentum in US equities.
Is it because most of you guys went to cash during tariff's 13 months ago?
You are waiting for that crash?
We are about to hit 7400 on the freaking SP500. That's insane.
Google and NVDA are mooning. Amazon finally took off.
Fannie Mae is making big time progress.
Job numbers were very good today.
Interest is stable.
Earnings was absolutely beautiful. Companies are doing extremely well.
Consumers are spending.
There's always some downside somewhere. Gas is high. The dollar is a little weaker.
I would have never dreamed my portfolio would double in less than 3 years. That's insane.
If given the choice, I would take a weaker dollar, higher gas, some inflation, etc to double my portfolio in 30 months!
Today I trimmed 20% to SGOV for my guaranteed retirement money.
So why is everyone so down? The only thing that makes sense is youre not making money. Most people are happy when money comes this easy.