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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (78319)	10/24/2025 1:20:28 PM
From: Elroy	Respond to of 78430

Oh OK in that I agree, I don't own any retailers. But then, what I do own also doesn't make much sense.....

To: Madharry who wrote (78319)	10/24/2025 1:31:49 PM
From: Paul Senior	Respond to of 78430

Your point of view makes sense to me. To me, it surely looks like tougher times ahead for a lot of people - med costs, food costs, clothing. People living paycheck-to-paycheck - if they are even going to have jobs - will be backs against the wall. Wondering if this is already in the price of some of the discretionary stocks. I suspect the worst may not be close. With very little confidence, I'll take a contrary position though, and assume there are enough people with spendable funds who are willing to spend some on entertainment. I'll start a VERY small tracking position in Dave & Buster's (PLAY). Except for Covid era (2020), stock has traded every year past nine, at least 50% higher than current price, mostly double or more. finance.yahoo.com

To: Madharry who wrote (78319)	10/24/2025 3:07:18 PM
From: Ccube	Read Replies (1) \| Respond to of 78430

They keep saying it's K shaped economy. Lower income is hurting or starting to hurt. higher default rates. Higher income is just doing fine. (wealth effect from stocks, houses etc...) so right now higher income folks are driving the economy. Supposedly we should stay bullish because of the Fed rate cuts ( Don't fight the Fed) .... that should help with mortgage (housing) small business loans etc... so small caps and financials. interest sensitive part of the economy should start to kick in. Basically if economy, job market get weaker or tank. Fed is doing helicopter, QE, 50 basis cuts even if we get higher inflation. Trump/Congress will send checks or something to juice up the economy. (Tariff dividend or such) I just started a position on NEM .... I still think gold will go higher. (I believe in the debase trade) Instead of selling B (Barrick) I have a GTC order to buy more if it dips. But I do want to start selling some stocks (especially tech) toward end of the year. December (top) or January (top). For a decent correction probably incoming in 2026... for various reasons. Debt rollover, liquidity, investor sentiment (hits all time highs in early 2026) .... Fed might be forced to pivot if inflation goes out of control.