CG

Various_Couple_764

For growth index funds taxes will be generated by capital gains distributions, dividends, and when you sell shares of the funds. Capital gains distributions and dividends generate tax every year. ETF only have dividends which are typically reinvested by investors. ETFs have a way of absorbing capital gains distributions. Mutuala funds pay out capital gains distributions and dividend. You should reinvest all of that. But you will still pay a tax on both Capital gains distribution are sporadic and not predictable. Some years FXAIX has no CG distributions, other years small ones, and rarely big ones. So in genral FXAIX will probably generate higher taxes. But that won't be an issue in retirment account. only in a taxable account. But the tax hit in a taxable account son't be significant until you have about 1 million invested in FXAIX.

Historical_Course587

People are talking about cartoons, but I'd bet this is more about Disney wanting to be on the ground floor of any technology that could disrupt the special effects industry. Between Disney building green screen studios to replace on-location shooting, and the fact that ILM has touched pretty much every movie with CG in it over the last 30 years, this is them hedging bets to protect the way they make movies.

Caroline4999

The amount that was acquired within the last year is taxed at short term rate and the remainder is taxed at the long term CG rate.

aywwts4

Do the math there and you will realize securing profit should always come before marginal tax on profit optimization. Indeed not making money is the superior tax move. Losing money is even better! Set your stop loss range with short term CG in mind, maybe these profits I reinvest will get lucky next time and see a quiet year+ of low volatility drama free gains at long term capital gains maturity, or maybe they get really lucky again and I pay short term capital gains having secured profits and avoided losses. If hype-chasing drunken AI momentum traders decoupled from fundamentals enter your equity and want to pay out your entire multi-year ROI thesis in weeks instead of years, don’t decline the gift because you’ll owe taxes on the profit, pay the fucking taxes.

TheOpeningBell

It's more than that. What if you were able to have positive total returns with harvested losses, some matched to gains, and have a flatter future CG liability??

Complex-Challenge374

On the hiring side: employers announced 488,077 planned hires through October, down ~35 % from the same point in 2024 (750,333) and the lowest year-to-date since 2011 according to CG&C.

writenroll

Many employers use CG/American Funds for 401ks, etc. in case that's a possibility. Best to call the customer service number on the website (not on the letter) to get the lowdown.

knocking_wood

I see.  I have some highly appreciated stock that I would pay 23.8% including CG taxes on today but if I wait until I am RE, I could pay as little as 0 taxes.  For me, doing a collar strategy makes sense.  But a put to protect from downside risk and the sell a OTM covered call to pay for the put.  My gains and losses are both capped but if I buy the options to expire in 2026, I can more or less lock a lot of my current gains in without selling until my income has gone down.

mafugga77

Why? He has general wealth from his time at CG and can do anything anywhere after his term. He doesn’t give a shit

desturel

It already is. They've already stated replacing "normal" looking women on adult websites with AI generated CG.

Master_Excuse9041

Why 100? Take the CG tax into calculation too

slowwolfcat

meaning CG IS IN AGI full stop ?

slowwolfcat

> the extra gains are taxed at 15% e.g. filing as Single: ONLY income is LTCG of $49K, LTCG Tax: 0% up to $48,350 So 15% CG tax on (49000 - 48350) ?

slowwolfcat

> capital gains rate of 0% applies if your taxable income is CG counts as taxable income , right ?

Me-Regarded

GIS is what I just bought. Good earnings, suffering from the SNAP drama. CG a contender. I think COST is also down because of snap

Hungry-Storage6789

depends which country you are remitting too from what i have learned so far. The country i would be a tax resident in taxes foreign CG regardless of where it comes from now, so i am kind of screwed

Hungry-Storage6789

here in Canada i could do the same thing but i would see a 25% withholding tax immediately and if the gains in a given year exceed a certain amount i could get taxed at 40% or higher. Seems to me that the 35% top end tax bracket in Thailand would net less tax if i was remitting 5+million baht/year. Sounds like (given the current rules) i have to accept that investing through thailand is only marginally more beneficial then my citizenship country Canada. And unfortunately it doesn't matter which country i invest, i am going to get hit bringing in any money into thailand. The only + with my situation is that i can bring my entire networth/liquidity into thailand with zero tax because it would be from the sale of real estate which i already paid CG on in Canada, which the DTA helps in this case. What would you do if you could bring over, hypothetically. 1 million USD to thailand tax free given the new rules?

Hungry-Storage6789

Interesting, i had no idea, thank you very much for the clarification. Could you please let me know your opinion on the best way to remit foreign earnings in light of the new rules to Thailand in hopes of avoiding that nasty 30-35% CG tax?

Hungry-Storage6789

"If you are a tax resident in a country that charges CG tax annually without realizing the gain, you owe it regardless of where which country your gain is in." Correct me if i am wrong but my thai tax advisor confirmed that CG is only taxable if it is remitted to thailand in the same year it was realized. It can be liquidated in another country and remitted the following year with zero tax.

SLR_ZA

I thought you were talking about somewhere with real issues, like Libya, Zimbabwe, or Myanmar. What percent of people have had their funds seized and for what in Canada? It sounds much easier to just hold global diversified ETFs. If you are a tax resident in a country that charges CG tax annually without realizing the gain, you owe it regardless of where which country your gain is in. If you are not, then you should be thinking about where you are at the time you realize gains.

rackoblack

Keep DCA'ing, with same or larger amount. Put the balance in something that will beat inflation safely - T-Bills, maybe some in PULS, FLRN, SKOR - the ETFs are easier to trade in/out of when you need that capital (share prices don't rise much, they just throw off dividends, so no CG tax worries). You don't say whether it's in a taxable or tax-advantaged fund...

walrusparadise

Anything to share about your PE hypothesis? CG, APO, and KKR are down 13-20% on the month and I'd be interested in getting in but don't see signs of it turning around soon

username00009999

Emergency funds are for emergencies and should be liquid (access within 72-hours or less) and not tied to market fluctuations. Ideally, they should grow with at least inflation, after tax. FXAIX fails that test because it’s subject to market fluctuations. I personally am using BOXX for my emergency funds within a taxable brokerage. This can carry some tax advantages (deferred LT CG) but has potential future tax risks (IRS changes tax treatment). I am in a state without income tax and willing to take the risk.

chibriguy

To start out, I'm a dummy. I tried to google this, but couldn't really find a clear answer. I have a questions on how capital gains work that I'm hoping you guys can help me with. Lets say I have a salary of 90k, and I've made 150k on short term capital gains this year. I live in a state that has a flat 5% capital gains tax. I am a single filer. 1. when it comes to what short-term Capital gains tax bracket I fall into, is my salary factored in at all? So without my salary, I top out at the 24% bracket (84k - 160k). But if my capital gains starts at 91k, that would push me up to the 35% bracket (204k - 510k). 2. Is the Capital gains tax flat? like, if my CG is at 150k, is the whole thing taxed at 24% or is it by bracket, like the first 10k being taxed at 10%, then 10k-40k being taxed at 12%, 40k-84k at 22%, and so on. Again, I'm an idiot. I know these questions are super basic, but this is the first year of my life that I'm going to have a large amount of capital gains and I want to make sure I'm prepared when taxes come around. Thank you.

enola007

Oncology stocks looking good - CG & Kura

smoop86

Is CG being punished for announcing the bad news lol

SDirickson

"Can I realize a short-term gain in a taxable account without paying STCG taxes?" That would be a No. If you're concerned about CG taxes, that means you're already winning, so complaining about it sounds a bit silly.

dqdg

Interesting. So you don’t have CG when you sell the shares?

charliemike

Aren't there investment vehicles that allow a person to invest capital gains into like reinvestment zone funds or whatever and if they keep them there for a mandated amount of time they don't have to pay those CG in the end?

Teembeau

How is this ever going to work? Avengers Infinity War was filmed in USA, Phillipines, Brazil, UK and had CG teams in UK, USA, New Zealand. Then do you pay a tax because of Paul Bettany, Pom Klementieff , Chris Hemsworth? If there's a moment where filmmaking shifts to somewhere else like UK, Canada or maybe China, this is it.

Nuclear_N

Married....CG tax is 0 is taxable income is less than 90ish.

PHL1365

Thanks. I don't really care about CG taxes. I just want to avoid ordinary income so that I can maximize Roth conversions during this window.

PHL1365

Thanks. My goal would be to keep my taxable income to zero while I convert IRA money to Roth at the 12% marginal rate. I'd like to maximize the amount I can convert. I have no problem paying CG tax, which I understand would not impact my income for Roth conversion purposes.

2112-Bytor-2112

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ParticularAsk3656

This would only really affect rich people who run for office anyways, so CG would further deter wealthy from entering office. Which is a positive

Peripatetictyl

...It is a truly impressive number to a truly impressive number of people... Most people are not deliberating on the best way to handle $400K of CG.

will0593

No they should have to pay CG taxes just like we would. Who cares if they'd be selling due to political office

Sp4m

Just FYI, you're responding to your own post on C**E**TX, not **CG**TX.

FrankDrebinOnReddit

You could sell and rebuy shares. As long as you kept your realized gains to 40k or 45k or whatever the top of the 0% CG bracket is, you'd have no tax consequences.

rackoblack

Just try not to bump your marginal tax bracket into the next one with this extra CG income, so you don't pay the higher income tax rate on any regular income. If there's any chance of a low income year coming up in the next few years (taking a nonpaid sabbatical, for instance), booking gains in that year will get you lower tax rates, maybe even 0% on part of it.

TheBigCoool

On project here in CG to ramp up production. We are averaging over 90 units a day up from mid 60s. Cars are being built and there is a need to bring in outside help to ramp up production. Take that how you will.

hbk268


Sidebottle

I got caught with about 1k in hood on a yolo, not in an ISA, forgot about, now it's about 15k worth. There goes my CG allowance for the next 5 years.

Level_Impression_554

QSBS tax exclusion and thus tax free is a perfect example of how they laws are made by the rich to benefit the rich. Congrats on the big payout. I have a few shares that are QSBS but I think we are going lose our status so I will be at the CG rate.

Upstairs_Whole_580

Good job dude. I had everything in the market and lost mid 7 figures. Why? Because I didn't want to sell and pay the CG tax. But I had no idea how bad it would have gotten. If I was in a Roth, I'd have sold at 150 with him announcing tariffs. That was a scary time, but there was no question NVDA would be alright. I DID think it'd potentially go to 60 but Trump reversed course on the tariffs. But shit, I realized if I could go back and do 2024 over again, starting with my initial capital to start 2024, it'd take 5 trades(of stocks I DID invest in like SMCI, QBTS, RGTI, then NVDA again) and I'd be worth.... like 6B dollars! LOL... I mean, it's a silly practice, and just one that hurts. I feel like right now if I sold everything and put it in Eth, I'd see 3X returns this year. But I'm not going to do it(I mean, maybe I'll put 10% in there). But I don't have the guts to sell NVDA. I've been sitting for about 7 years and have added a few times. In fact, my big regret is I sold half my AVGO shares during this time. But I bought AMD, META, SMCI and TSM with the other half. But I'd much rather have kept all 8700 shares in AVGO. I would have also known to not invest in about 8 other speculative plays that cost me money. But fuck, you didn't have the benefit and you nailed it...so congrats!

plumpa-dumpa

OPTT had an amazing year between contracts and general relations with the Navy and CG… I think we are onto something here

iamfunny90s

What you said matches up with the animated explained video on it: https://youtu.be/OjpFZXvVP2M?si=-CG3QnaorE8U9ueU

AgreeableAct2175

Taxes... Nope. Depends on where you live.  I get a much better deal with a mix of divs and CG than I would with either exclusively.

jorcon74

All mining plays are about dividends not CG unless your are an insider! Playing mines for capital growth is juggling with dynamite, better to leave it to the pros and buy a mining ETF with a good dividend record!

HugelyIndecisive

Depends on the PE firm in question. There are a few that are publicly traded. Carlyle Group (CG), KKR, Blackstone Inc (BX) to name a few that are publicly traded. Most of them you have to file an additional Schedule K-1 with your taxes as they are a Limited Partnership. KKR does not have the Schedule K-1 requirement. I remember when this was approved and announced. It was a huge deal that they were the first and perhaps the only still that doesn’t have you have to file that Schedule K with your taxes. You can even correlate that event on their stock chart and see how the price went higher.

HugelyIndecisive

OP, don’t listen to these fools. 💯 Not true, Carlyle Group (CG), KKR, Blackstone Inc (BX) to name a few that are publicly traded. Most of them you have to file an additional Schedule K-1 with your taxes as they are a Limited Partnership. KKR does not have the Schedule K-1 requirement. I remember when this was approved and announced. It was a huge deal that they were the first and perhaps the only still that doesn’t have you have to file that Schedule K with your taxes. You can even correlate that event on their stock chart and see how the price went higher.

Untouchable-Ninja

Dude, you should read about the absolute annihilation that's happening in the VFX / CG community right now. Every month or two there's articles about a studio folding, and hundreds of people suddenly being out of work. I've been working in it for over 10 years, and I'd say that 60-70% of the people I know are struggling & looking for work.

baconography

Darth Cheney-esque, boomer megacorps like CG, HON, HAL, pretty much anything in the XLB sector.

guitartb

We have 40% in taxable,40% in IRAs/401ks, 20 in Roth. CG on taxable draws will be around 60% for our first year of retirement. We wont pay much tax at all until SS draw and RMD time. Flexibility is really what I’m getting at. Don’t put ALL of your eggs in IRAs, especially if you are retiring early.

MattieShoes

> Right, but every dollar of gains you draw from tax deferred is eventually taxed at ordinary income rates, instead of zero % CG rate. Far more likely instead of 15% CG rate. > If all of your draw is ordinary income can cause issues with ACA subsidies and IRMAA for medicare, and could easily force taxes on SS. It's not that there aren't downsides -- it's that there are upsides AND downsides, and generally the upside of retirement account outweighs the downsides. Quick and dirty envelope math ahead... lets say we want to throw in $10k towards retirement. The taxable account way: * Throw $10k into a taxable account, leave it for some decades. Now it's worth $100k. * Liquidate, pay $13,500 in capital gains on that $90,000 of gains, live on the remaining 86,500. * Have $90k AGI because CG is included in adjusted gross income, get lousy subsidies because you ain't broke. The retirement account way: * Throw $13,150 into a 401k because it's the same out-of-pocket ducking a 24% marginal income tax rate, leave it for some decades. It's now worth $131,500. * Take out $104,500, leaving $27,000 behind. Pay ~17.2% because you're traversing the tax brackets, live on the same $86,500. * Have $104,500 AGI, get lousy subsidies because you ain't broke. * Your $27,000 is worth about $30,000 the following year, roughly 1/3 of the way towards paying for the following year of retirement.

guitartb

Right, but every dollar of gains you draw from tax deferred is eventually taxed at ordinary income rates, instead of zero % CG rate.

_hiddenscout

>Meta eyes raising $29B to fund AI data center push, FT reports Meta (META) is eyeing raising $29B to fund its major push into AI, turning to private capital firms to finance its data center expansion in the U.S., the Financial Times' Eric Platt, Oliver Barnes, and Hannah Murphy report. Discussions between the social media giant and private credit investors have advanced, with major players including Apollo (APO), KKR (KKR), Brookfield (BAM), Carlyle (CG), and Pimco involved in the talks, the authors say, citing people familiar with the matter. Meta is seeking to raise $3B of equity from these firms and then an additional $26B of debt, the authors note.

EasttoWest9

Thanks for those reminders. I would have to wait until Aug. for it to become a long-term CG. It has swelled to 17% of my portfolio.

Better_Swimmer

Of course, you could sell the stock when the outlook turns negative, but then you're paying CG taxes (i.e., it's no longer a long-term / retirement investment). Not if it's a tax-protected account like IRA, Roth IRA etcc

UuuBetcha

Most of the answers I’m seeing amount to (paraphrasing): "sell each stock before the downturn, eat the CG tax, and move it into another stock with a solid 5-10 year outlook?" If I may rephrase my question: **Is there any way to assess the long-term viability of a company to the extent that it feels like a stock you can hold for 20-30 years?** For example, I know people who have had stocks in certain companies (TRV, IBM, MMM) for decades, having never sold them, even during downturns. So I’m curious if anyone has a way to assess that type of long-term viability.

UuuBetcha

What I’m asking is how OTHER people take into account the long-term life cycle of stocks. I proposed many potential answers to my own question, and based on the comments, one of my propositions was correct: "sell a stock before the downturn, eat the CG tax, and move it into another stock with a solid 5-10 year outlook?"

UuuBetcha

So, in other words (and tell me if I’m misunderstanding you)— Expect to sell your stocks and be prepared to pay the CG taxes. Yeah?

UuuBetcha

Yeah, that’s what I was thinking as well. Just means you’ll eat the CG taxes, but I guess that’s the price of playing.

KL_boy

It really depends on the country, and some countries do not even apply taxes of CT. In my case, the US has already applied a withholding tax on dividends, which I then claim when I pay the taxes, but my plan is to money box the CG when I am ready to retire in some country that does not charge CG taxes.

Limp_Incident_8902

I assure you I've seen more combat than 80% of infantry in the army/marines. You, like I, would be very surprised at what the CG has its hands in.

KL_boy

For me, it is the total returns after taxes that is important.  But some people like dividends as they don’t have to do anything, some people like them because the tax is lower than CG.  I personal do not like them as I rather see growth than dividends (usually more mature companies) and I pay less in CG. Also, it seems the US is also wanting to add more withholding taxes on dividends. 

txholdup

You aren't really asking what to invest in, you've already decided, the question you are asking is how to split it up or not. If I had an extra $25k I would buy some more IBM, MSFT when the price drops and might add BNS to my portfolio. I would also like to own some more CG. In the current market tariff driven roller coaster, I would wait until our fearless leader says or does something stupid and wait for the market plummet to add to any positions.

AtmosphereJealous667

Too much CG tax! I piece off to offset

dndnametaken

Forex and foreign stocks are different things. Forex I have never done. My 401k offers pre-packaged “options” which I can choose from; but I’m not sure others see the same thing. For example I allocated some to “CG EUROPAC GRTH U3”. It tracks a benchmark like an ETF, but it’s not available for anyone to purchase. About the market tanking and taking everyone down with it. Yes, if the US debt and stock market crashes it will drag everyone down with it. But not everyone will drop equally nor rebound equally. I am not a sage with a crystal ball, so what I’m doing is diversifying little by little over time. My most recent move was actually to sell stock and recast my 7% mortgage; it was a pretty safe bet.

Dry_Pound8158

https://www.reddit.com/r/wallstreetbets/s/KtPrcTH4CG

harrison_wintergreen

QQQ and VOO are OK by themselves. but they're not the only investments on the planet, and they won't always be the best performing options. - DODGX beat QQQ 1999 to 2020 https://imgur.com/a/spy-vs-lexcx-1999-to-2025-o6H41CG - IJR beat QQQ 2000 to 2025 https://imgur.com/a/ijr-vs-qqq-2000-to-2025-7OOKO5j - LEXCX beat SPY from 1999 to 2025 https://imgur.com/a/spy-vs-lexcx-1999-to-2025-o6H41CG

gamjatang111

CG's new stuff is nice, the old stuff is over done.

ColdCouchWall

Ass kissers in finance. The annoying fucks. Patagonia vests, deal sleds, SS sub. CG jacket in the winter Thinks they are Gordon Gecko while living in a 1 bedroom dump

Octavus

I live in Seattle and it's the same thing here, much less CG than a few years ago

Leading_Form_8485

Yeah, had puts. I live in nyc and montreal. No one rocks CG anymore. It's all mackage, moncler and moose. Ive been bamboozled.

ADrunkMexican

It makes no sense now, lol. But I bought one back in 2019 for maybe 1100? I was shopping for new winter jackets a few months ago. I ended up with moose knuckles. It was still 1100, but CG was like 1800, lol.

OwlMaterial4968


BooBrew32

Ralph's and Fred Meyer uses the same weird CG characters in their advertising and I'm tired of pretending they don't!

scorchie

I'm of the growing opinion that MMs are manipulating it so there isn't a considerable drawdown, which would spook "normal" investors into cash. They can't allow this for a few reasons: 1. Panic selling triggers a crash. No institution was positioned for the 10% drop from initial tariffs—Jane St. had to take out a term loan last week. Now, bid/ask spreads on everything are insane—thousands on each side at every single price point. Every intraday "dip" over 40bps is immediately bought into a reversal. 1. On this point, realized vol > implied vol.... Does a negative GDP print, empty ports, mass layoffs, rising withdrawals from 401ks (all documented, Google), and absolute chaos about anything, even near or mid-term.... Does VIX @ 25 seem optimistic here? Those dip buyers look more concerned about keeping VIX low than their DCA, lmao. 1. There is a massive disconnect from basic data points, such as foreign capital having fled US markets by 15%+ over the past few weeks (Google, a lot of coverage). So, where is that capital outflow being reflected in prices? It isn't. The outflows are documented, but where is their market reflection? 1. Privates (equity, credit, real estate) are distressed due to rising default rates and forced liquidations by endowments. It's so bad that [APO/BX/CG/ARCC](https://www.bloomberg.com/news/articles/2025-04-30/apollo-carlyle-buy-first-srt-tied-to-loans-to-private-debt-bdcs) and [D.E. Shaw](https://www.bloomberg.com/news/articles/2025-05-01/d-e-shaw-raises-1-3-billion-for-fund-targeting-risk-transfers) are raising capital for SRTs. This can't possibly be interpreted as anything other than banks being in serious trouble. Are those car loans and credit card balances with record missed payments [starting to catch up](https://www.bloomberg.com/news/articles/2024-05-01/rent-the-balance-sheet-banks-seek-ways-to-skirt-capital-rules)? Meanwhile, DFS/COF at ATHs....k. 1. You have a syndicated leveraged loan market - private loans held @ 50:1 [leveraged CLOs](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans), with a default rate of \~5.6% in Dec'24 (COVID low was \~4.4% for reference), showing further [record distress](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans) in April. Managers of these assets “print and sprint” the non-securitized/warehouse secondaries they hold because AAA traded below 1:1. Totes normal. 1. It is not getting enough coverage, but [Endowments ](https://www.reuters.com/world/us/harvard-university-exploring-1-billion-private-equity-stakes-sale-bloomberg-news-2025-04-24/)are forced to sell PE holdings due to Trump's tax threats. This is not getting the coverage it deserves because it will force liquidity and price discovery events to cascade across the private markets. So the.... you'd think, bad news listed above.... not priced in? Absolutely none of it? OK... let me continue.

scorchie

Tin foil hat, I know... but here me out: I'm of the growing opinion that MMs are manipulating it so there isn't a considerable drawdown, which would spook "normal" investors into cash. They can't allow this for a few reasons: 1. Panic selling triggers a crash. No institution was positioned for the 10% drop from initial tariffs—Jane St. had to take out a term loan last week. Now, bid/ask spreads on everything are insane—thousands on each side at every single price point. Every intraday "dip" over 40bps is immediately bought into a reversal. 1. On this point, realized vol > implied vol.... Does a negative GDP print, empty ports, mass layoffs, rising withdrawals from 401ks (all documented, Google), and absolute chaos about anything, even near or mid-term.... Does VIX @ 25 seem optimistic here? Those dip buyers look more concerned about keeping VIX low than their DCA, lmao. 2. There is a huge disconnect from basic data points, such as foreign capital having fled US markets by 15%+ over the past few weeks (Google, a lot of coverage). So, where is that capital outflow being reflected in prices? It isn't. The outflows are documented, but the market reflection of them... where? 3. Privates (equity, credit, real estate) are distressed due to rising default rates and forced liquidations by endowments. It's so bad that [APO/BX/CG/ARCC](https://www.bloomberg.com/news/articles/2025-04-30/apollo-carlyle-buy-first-srt-tied-to-loans-to-private-debt-bdcs) and [D.E. Shaw](https://www.bloomberg.com/news/articles/2025-05-01/d-e-shaw-raises-1-3-billion-for-fund-targeting-risk-transfers) are raising capital for SRTs. This can't possibly be interpreted as anything other than banks being in serious trouble. Are those car loans and credit card balances with record missed payments [starting to catch up](https://www.bloomberg.com/news/articles/2024-05-01/rent-the-balance-sheet-banks-seek-ways-to-skirt-capital-rules)? Meanwhile, DFS/COF at ATHs....k. 4. You have a syndicated leveraged loan market - private loans held @ 50:1 [leveraged CLOs](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans), with a default rate of \~5.6% in Dec'24 (COVID low was \~4.4% for reference), showing further [record distress](https://www.bloomberg.com/news/articles/2025-04-14/clo-market-poised-to-freeze-raising-risk-to-us-leveraged-loans) in April. Managers of these assets “print and sprint” the non-securitized/warehouse secondaries they hold because AAA traded below 1:1. Totes normal. 5. It is not getting enough coverage, but [Endowments ](https://www.reuters.com/world/us/harvard-university-exploring-1-billion-private-equity-stakes-sale-bloomberg-news-2025-04-24/)are forced to sell PE holdings due to Trump's tax threats. This is not getting the coverage it deserves because it will force liquidity and price discovery events to cascade across the private markets.

TheCommodore44

The new Type 55s are roughly comparable to a US Ticonderoga class CG, in terms of firepower but we only have estimates for softer factors like Ewar and sensors. Not to be underestimated but also not bleeding edge either. That said, they are building plenty of them. USN will still have dominance globally but in the Pacific in the immediate vicinity of China the PLAN has the benefit of being backed by PLA missile forces on the mainland and the PLAAF. But they wouldnt be able to defend the vital trade chokepoints further afield. A US blockade of oil through the straits of Malaca would cripple them - its one of the reasons China are pushing so hard for renewables and nuclear to reduce depending on oil imports to a more acceptable level

NebularMax

This lady is retarded. I was in the CG this isn’t new lmao

CompetitiveGood2601

glad your getting what you feel is competent advice, most people aren't, 2 month's ago i went to cash just off my ATH, had to fight with my money guy because their economists just weren't seeing it, after paying the unplanned capital gains taxes i'll have next year i'm significantly ahead being 90% out of the market - the only stuff i held had great at cost div.s and large CG exposure so it just wasn't worth selling they were all in the energy sector and have mostly held up - do either of us know what will absolutely happen in the next 6 months no, but given you can't trust the guy in a very powerful spot to do the right thing - i'm good with 3% on cash and the div's i'll get to wait - even if the market were to rise 10% i'm still ahead - i do think we will see reasonable results from the tech sector this week but the foreward guidances will be shakey, those result's are all pre trade war and no one's dealing with trump in any meaningful way - and that doesn't factor the global buy anything but american movements

keijikage

So I'll take a page from Bessents most recent talk as he's the closest thing to an adult in the room (you'll have to kind of look past the parts where he has to talk the administration's book). The big elephant in the room is that trade with China isn't really 'free' trade in that China has pretty strict capital capital controls so they can keep the Renminbi from appreciating. This permits them to "de value" their currency and support an export led economy since they don't have enough local demand to sustain all the industries being built, which in turn causes deficits (a lot of it the US) where new currency (dollars) are printed in order to buy those exports. This has in turn resulted in a hollowing out of many previously industrialized economies as you simply cannot compete with the cheaper labor. This is not a big deal in a world if you think Wars are a thing of the past, but the Covid pandemic made it very clear how integrated supply chains were and how fragile the foundation of the US's power was (where the value of the dollar is also implicitly backed by US military power). This is a big big problem in the world where you just print money to satisfy global demand, since eventually the world wakes up and realizes they don't need to take your printed money if you have no means to enforce it. This is really a clash of two super powers and everyone else is caught up in it. Now the execution? Total dogshit. [https://www.youtube.com/live/NsyNHd5Ce3c?si=bKDvAOhtUHy6eJzh](https://www.youtube.com/live/NsyNHd5Ce3c?si=bKDvAOhtUHy6eJzh) [https://www.brookings.edu/articles/chinas-currency-policy-explained/](https://www.brookings.edu/articles/chinas-currency-policy-explained/) [https://www.imf.org/external/datamapper/CG\_DEBT\_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA](https://www.imf.org/external/datamapper/CG_DEBT_GDP@GDD/CHN/FRA/DEU/ITA/JPN/GBR/USA)

WickedSensitiveCrew

I know just about everything is up today. But really happy with the PE firm sector APO, KKR, OWL, BX, CG etc. Really glad I bought a couple names when the tarrif stuff brought back the FUD of them going bankrupt from either people pulling out money from them or their private credit blowing up on them.

tinzor

Rather pay the CTG than lose the CG.

Had_to_happen

The real problem here is that you get it all the first day and then spend weeks hoping that you might get to keep some of that. Same emotional gamut as shorting a half dead NAS flim-flam for the "expires worthless" endgame plus short term CG tax. Except that it hasn't happened anywhere since COVID, no thanks!. If you can put up with that then selling the same lottery puts a guy like me buys is pretty reliable.

Inner-Detail-553

Look at private equity... balance sheets are murky, possibly margin calls or withdrawals leading to margin calls KKR CG BX, all are down about double what SPY is from the top

Mr_Pricklepants

Had been doing aggressive Roth conversions, but have stopped. So I've been living off the CG from my taxable investments. I can continue that for a while, but eventually will need to yield from either trad or Roth IRA and also resume Roth conversions. My future course will depend largely on what happens with tax policy and inflation, which like everything else right now I expect to be a total wild card.

Mr_Pricklepants

CG doesn't apply to retirement funds. Also, as a retiree, I've been gaming income for the past couple years to be in the 0% bracket for CG from taxable funds, which also helps reduce ACA insurance premiums.

Riseandshine47

Just curious… doesn’t CG tax pretty much make the point of cashing out null unless the drop is >20%?

dizzlebizzle23

I never understood this argument. Like yeah pay 15% CG or lose half your $ possibly

suicidaleggroll

Only if you’re still invested.  I sold everything in late Feb and moved it all to HYSA and CDs.  For my 401k I reallocated everything to bonds and European index funds.  I’ll owe some CG tax next year, but that’s nothing compared to what I would have lost staying in the market for the last 6 weeks.

phate_exe

Oh that was genuine praise. Realizing I probably should have said "if you preferred the design of BMW interiors 10 years ago". I sat in a [current-gen Mazda 3](https://pictures.dealer.com/r/rickcasemazda/0229/aa808ed71830e18cfadfc2fe89b90e62x.jpg) a while back and my first thought was "this looks like an [F30 3-series interior](https://images.squarespace-cdn.com/content/v1/5b15e914365f0269cc85dda3/1574221078974-QVX3BUA2CG6W9UDS2FRM/2015+BMW+335i+xDrive+Sedan+-+Flynn+Automotive-18.jpg?format=1000w)". I don't have much experience with Mazda's i-can't-believe-it's-not-idrive infotainment, but honestly if it's closer to the non-touchscreen NBT/NBTevo systems chances are I'd prefer that as well.

Idontgiveafuckbro

The good part about this is EU learned from the USA, you cant trust people to not vote idiotic, no more Le Pen in France, no CG in Romania, ADF might be banned in Germany If trump is the way EU learns how to protect democracy, i take that win.

greg24211

If you want exposure to private equity you can get it via public markets by investing in the firms. You can buy BX, APO, BN, Ares, CG, OWL, or KKR. If private equity does well - so will those securities. You also get the benefit of liquidity.

43987394175

My implementation cost is fairly low, I just do this inside tax-free and retirement accounts, so CG isn't a factor. But understandable if your allocations are spread between a lot of accounts that would increase complexity.

paragonx29

If you're looking for something quasi-international, look at FWWFX. Paid out a huge CG/share this year and it also has a decent divi.

B1GCloud

Hello, here is a video on how to use fidelity for beginners. https://youtu.be/tuEe6hm5bao?si=CG24qSgMI5nc7TVz

racks_long

CG, put the fries in the bag