MALA and your money

[Sytes]

I don't see how a future 3-28-2028 stock market valuation which is not adjusted so is apples to apples 3-28-2025 values. Not even sure a stock index is the measure to show whether your neighbors are better off in 36 months than today. Not everyone owns stocks. Or a house. Or a car. We all eat, though.

How about we bet on whether the price of a basket of groceries over these 36 months will go up more as a percentage than wages go up over the same 36 months? No need to adjust since are looking at growth or decline rather than absolute dollar change.

It sure would be an interesting world if the SEC decided to require COLA (Cost Of Living Allowance/Adjustments) towards the purchase of stocks... Until then, the Stock Market is as it is...

 

[JAG]

The reality is Trump has about six months before the next campaign cycle starts for Congress. If the economy is terrible, Rs will break from him. There’s a multitude of possibilities that can occur before 2028. Corrections will be made to correct the errors. Or, Trump will change his mind, or he won’t, or he will or…

This is a valid point and great characterisation of how things tend to happen and how change impacts the way future events may pan out.

In another thread, I observed that all the things Trump dreams of doing happened once before, but during a much longer time period: starting in 1933 when tons of jobs were added in the US to 1959 when two (2) states were added.

I also mentioned that he has four years, but your point about 6 months to make big moves is certainly the first time period to watch closely.

 

[JAG]

Investment strategy now, since the OP requested input from our us/advisors. I ran through my picks and thought about trading out of those that have remained stable since the recent potus election and into those that dropped significantly since then. Here's what my plan was:

Shifting funds from stocks of mine that held their value well in the past six months to balance with those picks that:

• dropped the steepest, but remain good businesses with low debt,
• have most assets and HQ's are on US soil,
• and to those that provide streaming services.

As I looked at the stocks that have dropped, they are still above one-year highs, and they include TSLA which has dropped precipitously since the election. I may add more TDD in the anticipation that the recent drop, due to a combination of insider sell-offs and updated AI-focused software, has absorbed the damage and will increase due to solid fundamentals and user acceptance of the software gaining traction.