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> I am pessimistic in US stocks because they are so concentrated on AI The russel 2000 index just made an all time high. The bull market is diverse and global.

by rapsey 1y ago

> I am pessimistic in US stocks because they are so concentrated on AI The russel 2000 index just made an all time high. The bull market is diverse and global. Indexes of many countries are also at all time highs.

Imustaskforhelp 1y ago
I am pessimistic in US S&P 500 for the most part actually given how concentrated it is in AI (refer to that hank green video) I also didn't know that the other world's stocks are doing fine actually. but maybe there is a difference in economy and stocks at this point... I believe that we can all surely agree on the legendary john bogle's philosophy and in the current day and age realize that us s&p stocks are too centralized on ai and world stocks can be better... Regarding russel 2000 index. I feel like a lot of money trickles down from the AI hype but its honestly great that russel is doing great. The point I am trying to make is that atleast for US right now, its political system is so shaky that I can't trust its economical system and there is no denying that if the AI bubble bursts, then it would bleed the whole economy at this point including russel. There was a great hank green video which I recommend about this concept https://www.youtube.com/watch?v=VZMFp-mEWoM https://www.youtube.com/watch?v=VZMFp-mEWoM Also, A lot of countries are definitely in turmoil right now so I am actually surprised by your statements that world economy is doing quite high, maybe stock markets are just another asset class which have gotten so inflated that they are out of touch from the ground reality... (Something I heard in an atrioc video) I am definitely a bit surprised to hear that the world stocks are doing fine from all the bloodbath of tarrifs and some political issues the world is facing right now...
- rapsey 1y ago
  Politics is a distraction and largely irrelevant to investing. The stock market has so much money going into it that it is in a bull market. Because people have nowhere else to put their money into (real estate is dead atm). You are letting your political biases poison your financial decisions.
  - Imustaskforhelp 1y ago
    It isn't even a political bias but rather we can't deny that the economy feels like kissing the ring whether its us buying intel stocks or sort of forcing nvidia to buy some intel stocks and etc. And I feel like its in a bull market because of AI Hype which was the main comment of the original parent to which you responded I think... If this AI hype fails to deliver. Literally the magnificient 7 will have a huge loss of money which would then make the stockholders feel less wealthy which will spend less and it would have a drastic impact in the WHOLE economy. Yes its in a bull market but I feel like I don't want to find out if I am in the peak of a bull market for an AI craze y'know? And I am not advocating against stocks omg, I am just saying that world stocks are better in current landscape and I doubt if its poisoning my financial decisions. NO I Don't want all of my saved money to go into an index which is going to be heavily dictated by the future of AI which I and many presume to be a bubble. I would much rather invest in index funds that target the world, heck maybe even index funds that target every country ex usa My point is that the bubble will burst and then atleast S&P / nasdaq will definitely bleed. Either we can talk about if you think its a bubble or not, since I am not comfortable investing in a bubbly situation no matter how lucrative it becomes y'know? What are your thoughts on it?
    - rapsey 1y ago
      You can find excuses not to invest at any time. Easiest thing in the world has always been finding an excuse not to invest. Mag7 are some of the most profitable and well run companies in history investing their insane profits. No other country has public markets as developed, regulated and liquid as the US. Likely you are just investing into the unknown with a ton of risk factors you are not aware of. In places outside of the US politics actually is a significant factor in investing.
      - Imustaskforhelp 1y ago
        Okay so I appreciate your comment once again. I hope that this discussion can happen in good faith and lets really continue it as I think that I can learn something new. I can be wrong, I usually am. That being said, My question to you is: Do you believe that it is an excuse if I don't invest in mag7 while they are most profitable and well run because I believe that their stock price is highly overflated and past performances aren't indicative of future performances unless we are talking over an aggregate time which the general markets do have. Now the question is, Do you think its an excuse if I don't want to invest in mag7 because I am worried that its an AI bubble and that worry is backed up by the fact of this AI craze. If AI doesn't deliver on its prices, can you wager that MAG7 would actually do good? Of course it wouldn't. What do you mean to think that AI would deliver to its prices as it seems to be either only hyper applicable in tech and all other AI tech is seemingly run at a loss and I can see no way how they might force normal users when there is so much foss ai to actually pay for ai... What is the monetization plan? Is it to churn the money that you get from stocks into AI to get a higher evaluation of stocks and do some passing around the circle from one company to other and repeat? Well run is another questionable term given how Magnificient7 includes tesla but maybe we can talk about it later. I believe that time in the markets beats timing in the markets, so your experiences shouldn't be with a market that feels bubbly y'know? Otherwise, you might just stop it alltogether and I feel like that things might fall down quicker than we think as AI is kinda scrambling through, A lot of people felt disappointed in gpt-5. Reality is settling in, but is reality settling in those magnificient 7 stocks? I consider myself to be an average investor in the sense that being a superior investor is insanely insanely difficult and its much easier to think you are a superior investor because you might get lucky and then lose more money than you could've made over a long term of time and you try to recoup previous money and previous money.... I definitely don't want to experience it in first place to keep my experiences somewhat moderate y'know? This is HN so I presume you don't get bored with this response as I love this talk & trying to understand your point in good faith!

by rapsey 1y ago

Imustaskforhelp 1y ago

I am pessimistic in US S&P 500 for the most part actually given how concentrated it is in AI (refer to that hank green video) I also didn't know that the other world's stocks are doing fine actually. but maybe there is a difference in economy and stocks at this point... I believe that we can all surely agree on the legendary john bogle's philosophy and in the current day and age realize that us s&p stocks are too centralized on ai and world stocks can be better... Regarding russel 2000 index. I feel like a lot of money trickles down from the AI hype but its honestly great that russel is doing great. The point I am trying to make is that atleast for US right now, its political system is so shaky that I can't trust its economical system and there is no denying that if the AI bubble bursts, then it would bleed the whole economy at this point including russel. There was a great hank green video which I recommend about this concept https://www.youtube.com/watch?v=VZMFp-mEWoM https://www.youtube.com/watch?v=VZMFp-mEWoM Also, A lot of countries are definitely in turmoil right now so I am actually surprised by your statements that world economy is doing quite high, maybe stock markets are just another asset class which have gotten so inflated that they are out of touch from the ground reality... (Something I heard in an atrioc video) I am definitely a bit surprised to hear that the world stocks are doing fine from all the bloodbath of tarrifs and some political issues the world is facing right now...

rapsey 1y ago
Politics is a distraction and largely irrelevant to investing. The stock market has so much money going into it that it is in a bull market. Because people have nowhere else to put their money into (real estate is dead atm). You are letting your political biases poison your financial decisions.
- Imustaskforhelp 1y ago
  It isn't even a political bias but rather we can't deny that the economy feels like kissing the ring whether its us buying intel stocks or sort of forcing nvidia to buy some intel stocks and etc. And I feel like its in a bull market because of AI Hype which was the main comment of the original parent to which you responded I think... If this AI hype fails to deliver. Literally the magnificient 7 will have a huge loss of money which would then make the stockholders feel less wealthy which will spend less and it would have a drastic impact in the WHOLE economy. Yes its in a bull market but I feel like I don't want to find out if I am in the peak of a bull market for an AI craze y'know? And I am not advocating against stocks omg, I am just saying that world stocks are better in current landscape and I doubt if its poisoning my financial decisions. NO I Don't want all of my saved money to go into an index which is going to be heavily dictated by the future of AI which I and many presume to be a bubble. I would much rather invest in index funds that target the world, heck maybe even index funds that target every country ex usa My point is that the bubble will burst and then atleast S&P / nasdaq will definitely bleed. Either we can talk about if you think its a bubble or not, since I am not comfortable investing in a bubbly situation no matter how lucrative it becomes y'know? What are your thoughts on it?
  - rapsey 1y ago
    You can find excuses not to invest at any time. Easiest thing in the world has always been finding an excuse not to invest. Mag7 are some of the most profitable and well run companies in history investing their insane profits. No other country has public markets as developed, regulated and liquid as the US. Likely you are just investing into the unknown with a ton of risk factors you are not aware of. In places outside of the US politics actually is a significant factor in investing.
    - Imustaskforhelp 1y ago
      Okay so I appreciate your comment once again. I hope that this discussion can happen in good faith and lets really continue it as I think that I can learn something new. I can be wrong, I usually am. That being said, My question to you is: Do you believe that it is an excuse if I don't invest in mag7 while they are most profitable and well run because I believe that their stock price is highly overflated and past performances aren't indicative of future performances unless we are talking over an aggregate time which the general markets do have. Now the question is, Do you think its an excuse if I don't want to invest in mag7 because I am worried that its an AI bubble and that worry is backed up by the fact of this AI craze. If AI doesn't deliver on its prices, can you wager that MAG7 would actually do good? Of course it wouldn't. What do you mean to think that AI would deliver to its prices as it seems to be either only hyper applicable in tech and all other AI tech is seemingly run at a loss and I can see no way how they might force normal users when there is so much foss ai to actually pay for ai... What is the monetization plan? Is it to churn the money that you get from stocks into AI to get a higher evaluation of stocks and do some passing around the circle from one company to other and repeat? Well run is another questionable term given how Magnificient7 includes tesla but maybe we can talk about it later. I believe that time in the markets beats timing in the markets, so your experiences shouldn't be with a market that feels bubbly y'know? Otherwise, you might just stop it alltogether and I feel like that things might fall down quicker than we think as AI is kinda scrambling through, A lot of people felt disappointed in gpt-5. Reality is settling in, but is reality settling in those magnificient 7 stocks? I consider myself to be an average investor in the sense that being a superior investor is insanely insanely difficult and its much easier to think you are a superior investor because you might get lucky and then lose more money than you could've made over a long term of time and you try to recoup previous money and previous money.... I definitely don't want to experience it in first place to keep my experiences somewhat moderate y'know? This is HN so I presume you don't get bored with this response as I love this talk & trying to understand your point in good faith!