David Rosenberg prediction

Economics is unique to the student.

I can see problems with TFG. Then like the great alan Greenspan I hedge my language a dozen ways from Sunday.

If he means tariffs without exceptions against China we will have deflation and a downturn. IF IF IF

If he does austerity the bond market will look like Liz Truss has been here. IF IF IF

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There is the opposing viewpoint, too, as expressed by one of the great intellectuals of the 20th century: “It’s tough to make predictions, especially about the future.”

Pete

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The above implies "It’s tough to make predictions that come true, especially about the future.”

The Captain

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If you own the S&P 500, you’re also participating in the “AI goldmine”, since the big megacap players like Nvida, Microsoft, Google, etc. are over represented in the index.

intercst
a rising tide lifts all boats

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Over the last 5 years or so, I’ve been selling my index funds and buying Berkshire instead to avoid excessive dividends in future years. As a result I don’t own much pure S&P500 (or any index for that matter) anymore.

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Except the ones with holes in the bottom.

The Captain