Key insights
- The author expresses frustration with perceived market manipulation and sector-specific rug pulls (Defense, AI). Concerns about tariff impacts, oil price sensitivity, and potential downside in broad indices (SPY, MDY) are highlighted. Overall sentiment is bearish, driven by a lack of confidence in individual stock picking and fear of broader market corrections.
Not sure if anyone else is in the same boat. Market rallied even though tarrifs were still in, but now those same companies are being punished for tarrifs a year later. Market rallied in spite of oil, but now those same companies are being punished 2 months later. Defense sector has to be the funniest. They ran it up so hard and rugpulled it non stop every day. So they could just do the same to all this ai stuff and there’s nothing we can do. Blowout mu quarter could send the stock to 500. So now what? Tempted to dump it all in spy or mdy or something but then they could bring it back to 2022 levels and say “well you’re still up if you invested at such and such time”. Honestly my only good stock that I feel confident in is all state but they might find a way to rugpull that too. Also I’m not ai.