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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: cemanuel who wrote (20744)	9/30/2025 8:37:54 AM
From: SeeksQuality	2 Recommendations Recommended By cemanuel Smart_Asset Respond to of 21802

Re: AI taking jobs will certainly happen but traditionally efficiency improvements tend to create other jobs at the same time. I think that's the key... If we can maintain employment with efficiency gains, that means increased production and ultimately increased wealth for everybody. If employment falls off, we could still see increased profits but would have broader economic weakness with a lot of households struggling to afford stuff. In that scenario wealth would become increasingly concentrated. China has been dealing with weak domestic demand and deflation, even while their modern automated factories turn out the cheapest goods that the world has ever seen. Of course they also have a massive debt problem, which limits their response to deflation. For years the US had exported its inflation through global trade. Without that channel, inflation in the US (and other leading economies like Germany) is rising while China is seeing the opposite impact. (Not sure whether I am for or against this, just observing.)

To: cemanuel who wrote (20744)	9/30/2025 11:24:33 AM
From: Affinity4Investing	2 Recommendations Recommended By jritz0 SeeksQuality Respond to of 21802

" I've been moving into less volatile stuff such as bonds and alternatives such as precious metals but it's a slow process at the moment." Bingo. Bonds & Baby bonds are interesting areas some might want to dive further into, especially as related to our trusty ute's. Within the past week, for example, DTE brought out a baby bond - ticker DTK. Dual investment grade, 6.25% par. Dominion just brought out 2 bonds ~yesterday, one with a 6% floor and the other with a 6.2% floor. Info on the latter can be found here: new D bonds