A purely emotional response to "possible" agreements with China and a firming of the dollar against other currencies. Gold is still up 45%ish YTD so if I had been holding long term this dip is a non-issue. If someone blew their whole wad on gold 3 weeks ago and went heavy on margin... They are probably wetting the bed on this downturn. Two very different outcomes.

I just bought ORA today. They are in the right space and doing the right things and their stock price reflects it.

Hoping most of you are holding one or more: AAPL, AMZN, LLY, NVDA, GE, GEV, GM, GOOGL, VRT, HOOD, TSM, SOFI, MCK and with the 10 for 1 split announcement NFLX.

I have 10 of 14

I’ve had AAPL for nearly 20 years… it’s been good.

Been working on Japanese stocks recently. Iron Geisha Takaichi wants to build up Japan’s “Self Defense Forces”, build up the domestic defense industry, export weapons throughout Asia, etc. Japan has spent only about 1% of GDP on defense, it is already boosting spend to 2%, her cabinet is talking about 3% or more.

Priorities are long range missiles (cruise, antiship, hypersonic), missile defense, fighter aircraft (Japan uses domestically built F15 and F2, but is buying F35s and developing a 6th gen fighter with the UK and Italy), naval (surface, sub), detection-command-control, cyber. Japan can make quite a lot of that domestically, the government is trying to get the defense industry to expand and invest, and has raised the target profit margin on defense contracts.

I’ve made good money on European defense names, hoping there’s still opportunities in Japan. It’s not that easy to research Asian stocks, but it is interesting.

What if ya don't have any of those (currently) ... or gold?

Would you buy more today?

"Uninquiring minds don't wanna know" - me :D

I miss McLovin .... this reminded me of him ;)

The list of stocks I used to own (and sold after a while) is impressive imnsho.... and not in a good way ;)...

They call me $toopid ...

And I DO answer their call :D