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What are your thoughts on this potential economic impact of the oil prices?
2023-05-15 Wrinkle Brain Plays - In the style of someone who won a beauty contest years ago and still wears the banner everywhere they go
2023-05-10 Wrinkle Brain Plays - In the style of an Airline Pilot
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If you believe in astrology or voddoo, you want to make sure an index (or stock) takes out its prior high before turning bullish or putting in cash to invest. Once the Nikkei took out its 1990 top in 2024 we've seen a massive bull market in Japanese equities. $EWJ only goes back to 1996 but once it broke above its initial 1996 high in early 2025 the fund is up over 50% since. It's easier to see that price movement in $EWY. Once KOSPI broke above its 9/2021 high in 1/2026 it quickly did a 2x in 2026. Now it's given half of those 2026 gains back, but I would imagine once $EWZ takes out its 2008 top the index will see a massive bull market. But you have no hurry to get in until it takes out its prior 2008 top.
I think if you drove by a 612 acre data center construction site on your way to work everyday you might have a different opinion of just how much money is being spent. Then you see all that money flowing into housing (rents), equipment ($CAT, $URI), utilities, local taxes, and the local economy from these data center workers with your own eyes. Now this all has an expiration date. Once the data center construction sites are completed those jobs move to a different community where we rinse & repeat. You also see & hear how unpopular these data centers actually are b/c rents are exploding. I've had more luck buying indices here b/c while the AI cap ex spend will eventually slow, the hope is all this cash that has been pumped into theses economies in reinvested into new housing, utilities, businesses instead of Google and Amazon simply announcing more buybacks and repurchasing their own shares with that same cash. $VTI, $VXUS, $VT, $EWJ and $EWY is where I have been putting my cash vs waiting for these AI companies to go public like Anthropic or Open AI. I want to buy the AI cap ex picks & shovel companies over the OpenAI or Anthropic IPO's. Because I do agree that AI may have serious problems with these companies being capable of becoming profitable. But you can also buy the whole damn world or just the US stock index if you prefer before those inside trader politicians and corrupt central bankers simply turn on their money printers to go Brrrrrrrrr to cover up all their mistakes just like they did during COVID.
Downvotes are the only currency here worth paying attention to, hahaha. We might have one more violent move to the downside but this is close to the market sentiment in March when I bought heavily and moved my port from stocks to $VT, $VXUS, $GLD, and EWJ My stress level went from peak to zero and I started to enjoy listening to Rock music again.
Nikkei is up over 1.5% as well. $SOXX are up over 2.5% AH's. I'm heavily over leveraged in Pacific Asian ETF's. People here watch the $SOXX stocks. What I think most have missed is that higher crude oil, DXY, and US 10 yr yields are the same reason the $SOXX stocks and $EWY, $EWJ, $EWT have all had this pullback. It isn't the clickbait news AI / data center headlines that caused this pullback.
My port just turned Green. I added to $EWJ, $VXUS, and $EWT. The $SOXX are about to turn Green. The bottom is in, boyz. Crude Oil, DXY, and US 10 yr are moving lower.
I own $SKHY but I've also been watching $EWJ (Japan) and $EWT (Taiwan) outperform $EWY (South Korea) for over 3 months now. There's more competition coming for SK from not only Toshiba but Kioxia as well. The region ETF's have been pricing in that competition for awhile now. $SKHY stock has not.
$EWZ (Brazil) is popping up + 12.5% today. $EWJ (Japan) set new ATH. It looks like the rest of the world is finally following the US Fed & Gov't playbook. Stimulate to solve each & every economic problem. That's not a good sign for cash & bond holders or peeps that love fun-D-metals.
The US and World are going to print their way out of every economic crisis. This has been the US monetary policy since 2008 and the rest of the worlds monetary policy since 2020/COVID. My port is roughly 25% $VT, 25% $VXUS, 25% $GLD, 25% $EWJ/$VPL. As you can see I am bullish, but I am more bullish on Pacific Asia than the World and more bullish on the World than the USA.
My thesis is the Fed will move its inflation target to 3% from 2% and Iran has to open Hormuz soon or their entire economy will collapse. I'm also not smart enough to pick which stocks will go up or down so I just buy the entire fricking world $VT, Gold, $VXUS (world ex US), and $EWJ (Japan) which is a risky gamble on Robotics being the next huge cap ex market investment.
DXY is above 101 which has been a resistance level going back to March 2025. DXY did break above 110 in 10/22 and hit 110 in 1/25. But a DXY above 101 has been a BTD opportunity for International stocks all year. Think of it as selling high on the USD and buying low on $VXUS, $VEU, $EWJ, or whatever foreign stock or ETF that catches your fancy. I think the bigger concern should be that the DXY is only at 101.31 despite Crude Oil being above $95. Crude oil is sold in USD, so higher crude oil prices creates stronger USD demand. The fact that the DXY can't break out despite higher crude oil prices is very telling about the loss of value of USD.
$VT, $VXUS, $GLD and chill bro. You can take a swing at Asia and load up on $EWJ and $VPL if you want to feel better betting against America like I do. But buy something w/ your depreciating CAD$$$. Also don't check my reddit comment history. I'm having much more fun geeking out on music and anime. Life is too short to be consumed w/ this political theater. Both sides are bat shit crazy and it will consume you waiting for the end of the world. Also I believe public sentiment will be in the shitter for the next 10 years. People want 2019 inflation & pricing back. It's not happening until at least 2030-32. This is a repeat of the 1970s for inflation. Indices won't go down until unemployment spikes or the boomers are forced to sell. But the printing presses will keep pumping asset prices for those greedy boomers to keep us from an equity crash. The bubble ended up being in bonds not equities. I wish I caught onto this earlier.
Nikkei YTD +27.56% $EWJ YTD +20.73% (priced in USD) You picked the wrong day for your montly reddit war against Japanese debt. The Yen has strengthened to 155.5 Yen/ USD or appreciated 2% today which is a HUGE daily currency move. Do you know why Scott Bessent has the US Treasury assisting the BOJ in supporting the Yen?? It might have something to do with BOJ being the largest foreign holder of US Treasuries. Each time the BOJ intervenes to support the Yen they sell US Treasuries adding to supply. Additional supply adds pressure to increase US interest rates. Let's not forget that US government debt is increasing at a faster annual rate than the Japanese government debt YOY since COVID. Japan will be just fine.
Agreed. $EWJ currently pays me 3.86% divy. $VXUS 2.59%. Both pay over half of $TLT or US Treasuries.
It gets more extreme if you narrow down the region and don't consider ex US all the same. $EWJ TYD +18.21% (Japan) $VPL YTD +27.69% (Pacific Asia) $EWT YTD +65.61% (Taiwan) $EWY YTD +84.41% (South Korea) If you are not diversifying outside of the USA, you are a fucking idiot and underperforming the world market.
The KOSPI retail crowd has been one of the most aggressive short-squeeze targets for years — they pile in hard and hedge funds know it. The CPI print yesterday gave everything a bounce but watching $EWJ and $FLKR on MarketCast, Korean exposure is still lagging US recovery by a noticeable margin. Retail catching knives internationally while US indices rip is a tale as old as time.
we need [u/drew-gen-x](https://www.reddit.com/user/drew-gen-x/) back, all the stuff he buys are so bad $VXUS, $EWJ and $PHSY
You can invest in Japanese index funds anytime you want. Okay just cause you can’t change it doesn’t mean you need to participate when plenty of viable options are available for you. Go buy EWJ.
Are you trading futures or talking about EWJ?
There's a lot to like about the investments being made in Japan right now in AI & Robotics b/w Softbank, Kioxia, Sony, etc. I am not as big a gambler as many here, so I just buy $EWJ for exposure to Softbank & Kioxia. But I do like the upside.
The last time (March 2026) everyone was freaking out about the crude oil rig tanker zombie apocalypse, I just BTD on $VXUS, $VT, $GLD, and $EWJ when they hit support levels. The world will figure out how to solve this cluster f\*ck b/c there's too much money at stake and everyone will lose if a resolution to the crude oil rig tanker zombie apocalypse doesn't appear. Find what you want to own and then look at the charts. I will use $VXUS as an example b/c its my largest position and it's usually pretty boring. The 100 DMA is $82.51 so I bought 100 shares Friday morning when we came close to retesting that level. If we fall thru that support level then the next level of support is $79.56. I will buy another 100 shares if we retest that level. If that doesn't hold then the next level of support is the previous crude oil rig tanker zombie apocalypse low of $74.53 on March 31st. I will buy another 100 shares if we reach that price. There are no guarantees in life; and no one knows when a top or bottom will occur or if we start rallying. But the idea is to ALWAYS have a plan. You need a plan in case stocks rally. You also need a plan in case stocks crash. Good Luck.
This is the exact reason my port is heavy World ex US ($VXUS), Japan ($EWJ), and Gold ($PHYS). I have a large $VT position to get some US stock exposure. But I fail to see how US stocks rally when the AI cap ex hyperspenders are spending their entire 2026 FCF on overpriced semis and AI buildout plus they are adding debt. If google, miscrosofe, and the rest would slow their pace of the AI data center buildouts than they wouldn't be facing these extreme prices from Micron, Samsung, SK, etc. They AI cap ex spenders are their own worse enemies.
I agree as long as I stick to BTD's in $VTI, $VT, and $VXUS. I'm already extremely heavy ex US $VXUS and $EWJ b/c I like the AI & Robotics growth potential in Pacific Asia vs USA. I bought heavy & tried to catch the bottom in $SOXX and $DRAM this month and lost 20%. I decided to move that cash into $TSM, $SKHY, $EWJ, and $VT. Semis can rally now that I am lowering my risk. The market is acting like a casino right now w/ all the leveraged ETF's & leverage stock options avail rn.
I agree. I made the mistake of trying to time the semis bottom this week and it cost me a lot of money. Luckily 90% of my port is in boring $VT, $VXUS and $EWJ. This week is exactly the reason why I switched to 90% indices in my port over stocks in March. Unfortunately I gambled this week and tried to get a little too cute.
Today is a very green day for my world ex US heavy port. $EWY +4.7%, $EWJ +2%, $VXUS +1.49% vs. $VTI +0.45%. As long as the AI cap ex infrastructure buildout continues to expand, world ex US should continue to outperform US stocks. There is much higher volatility due to DXY fluctuation risks thou.
I agree with you here. You want full exposure to EWJ. They are leaning into this in a major way.
You want to be buying $SONY or at least Pacific Asia/Japanese ETF's if you think Robotics is gonna be the next big thing. Disclosure - I'm heavily invested in $EWJ with a small individual $SONY position b/c I agree.
That's why I am buying $VXUS, $EWJ, and $VPL over $VTI. I want Kioxia, ASML, SK Hynix, Samsung, and TSM over NVIDIA, AMD, and the US $SOXX stocks. This is another variation of the HALO trade buying the actual fabs manufacturing the damn chips. IP only gets you so far and then you are at the mercy of paying the price for fab manufacturing capacity just like everyone else.
I'm horrible at picking individual stock names so I'm just buying $EWJ. I imagine Kioxia, Sony, and Softbank will profit from the upcoming robotics & current AI boom/bubble.
Debating going all in on EWJ for when the Islamic Republic of Japan wins the war.
HAHA. None of us know what will happen. $MSFT could absolutely outperform. They have the track record. I'm just positioned otherwise. I thought about opening a position in $SOXX; but I hadn't added $VT in months so I played it a bit safer and added there and to $EWJ (Japan). I'm very bullish on Softbank, Kioxia, and Sony so I've been buying the entire Nikkei.
I bought more $VT and $EWJ. The bottom for the day is in.
I believe we will see mass Venezuela type inflation before we see a stock market crash. When I'm BTD on $VXUS, $VT, $EWJ and $EWY, and $GLD; I am NOT buying b/c I am bullish on the US or World econnomies. I am buying b/c every CB loves to turn their money printers on to go Brrrrrrrrrrr to solve every single economic problem they face. Good Luck.
$FLKR is a good choice as well. I like the trading volume of $EWY as I usually swing trade that position and hold & hold $VXUS, $EWJ, and $VPL b/c I am a degenerative gambler.
I own $VPL as well. I own $VXUS, $EWJ, $VPL, and $EWY in that concentration order. I usually swing trade $EWY b/c of the volatility and hold all the others. I'm all in on the Pacific Asia trade.
Inverting reddit and buying more $EWY and $EWJ. I don't think the AI semi bubble has popped just yet. I am more worried about those buying $MSFT, $GOOG, $AMZN, and $META in a flight to safety when they are about to announce increased AI cap ex spending during their upcoming earnings calls.
I buy & hold $VXUS, $EWY, $EWJ, and I trade $DRAM for my AI/Semis positions. My thesis is different from many others here I am sure. I think we are seeing the beginning of a long term cycle of cash move from West to East. The AI cap ex spenders (Google, Microsoft, Amazon, and META) have stopped all their stock buybacks and are now spending all of their 2026 FCF, diluting shareholders, and adding debt and sending the majority of that cash to Pacific Asia. (SK Hynix, Samsung, ASML, TSM, Kioxia and Softbank). I want to own the indices that are receiving this cash and reinvesting that cash back into their local economies (South Korea, Japan, Taiwan, etc.) This has more volatility than $VTI, $QQQ, or even $SOXX as I also face USD currency fluctuations. But I am looking at the long term big picture as we enter a new market cycle. I own $DE for the USA data center build out since it is trading at a much cheaper valuation than $CAT. Good Luck
It depends on what you own. $SOXX, which I don't own, appears to have found pretty good support at $554. $EWY has found support around $174 and $DRAM at $58.85. I own the latter 2. Sorry I don't trade individual stocks anymore so I'm not focused on the ind names. What I like is my 2 largest holdings $VXUS and $EWJ have broken above their previous 5 day resistance level ranges. This gives me confidence that $EWY might break out as well. I have no interest in buying the $SOXX above $560 and $DRAM would be the first one I'd cut or sell if the market turns. Esp w/ SK Hynix set to join the Nasdaq. I'm a bit concerned that investors that want to own SK Hynix will sell $DRAM and just buy SK stock outright. That's my gambling playbook for the week regarding semis.
Last week was people's last best chance to sell the Mag 7 AI cap ex spenders $GOOG, $AMZN, $META, $MSFT and $QQQ and buy $SOXX, $DRAM, $EWY, $EWJ, and $VXUS stocks. Sell the stocks spending more money than gawd and buy the dip on the stocks receiving more money than gawd. Follow the money.
The next boom will likely be imaging sensors or Robotics. Just invest in Pacific Asia. The USA doesn't manufacture anything. NVIDIA, etc send everything to TSM to fab. Just buy $VXUS, $VPL, $EWJ, or $EWY, etc. [https://money.usnews.com/investing/news/articles/2026-05-08/sony-tsmc-plan-new-japan-joint-venture-for-next-generation-image-sensors](https://money.usnews.com/investing/news/articles/2026-05-08/sony-tsmc-plan-new-japan-joint-venture-for-next-generation-image-sensors)
The stock market is a voting machine. If you own $SOXX, $EWY, or $DRAM you don’t wanna see Hyperspenders stock prices crash. That’s how Zuck finally pulled the plug on his Metaverse cash burn. He couldn’t take the 70% sell off in $META. What I wanna see as $VXUS, $VPL, and $EWJ heavy port is a slow bleed of cash out of the Bag 7 stocks into every thing else w/o spooking the market.
I'm a cautiously optimistic bear. I'll stick with $VXUS and $EWJ. I'm still outperforming most bulls here BTD in the Bag 7 stocks despite my bearish tendencies : )
$VTI +0.41% $VXUS +1.35% $EWY + 4.07% $EWJ + 1.45% Guess which index is underperforming b/c it has over 30% market cap concentration in the AI cap ex hyperspenders in it?? US stock indices outperforming the world no longer works if the Mag 7 are spending their entire FCF, plus adding debt, plus diluting their shares. In the past 15 years or so those stocks provided tailwinds for $VTI b/c of stock buybacks. Google, Microsoft, Amazon, Meta , etc are definetly NOT doing stock buybacks right now.
Nope. But I would also rather own $VXUS, $VPL, and $EWJ over the $SOXX and $EWY right now. B/C when that AI cap ex pullback starts at least 80% of the remaining fund is in financials, industrials, and other sectors besides just technology. It will still hurt. I'm heavily positioned in the AI trade, but I'm also not exactly all in.
Masayoshi Son is the OG of stock riverboat gamblers. I can't stomach the thought of buying Softbank stock outright; but I am glad I do own $EWJ as my 2nd largest position in case his wild bets do pay off.
I owned $EWY and sold out the Friday before last b/c the volatility was giving me a heart attack. It was a mistake. $VXUS, $EWJ, and $VPL are now my largest holdings. They all move in the same direction as $EWY but the volatility is about a 1/3 in $VXUS and about 1/2 in $VPL. I also believe that Japan will benefit more as the AI cap ex spending moves more to hardware.
We seeing the early signs of a potential market rotation. The food stocks I bought at close yesterday $CPB, $CAG, and $HRL are all up 2% while the MAG 7 AI cap ex hyper spenders are all down. I still think the AI/semi trade has more legs to it as I bought more $EWJ this morning; but I'm concerned about US markets. How can $VTI outperform when the MAG 7 which is over 30% market cap of the index can't catch a bid?
The market will likely go down from here as I just dumped 3 months of salary into $VXUS, $EWJ, and $VPL (Pacific Asia). You are welcome for the lower prices from here : )
Yeah that's what I'm thinking since it really doesn't move that much. It's not like I'm buying $SPCX here. $FXY moves less than 1% per day. If I lose cash on the Yen I'll likely make that money back on the appreciation of $EWJ. But I think the upside is that the Yen appreciates rapidly vs USD and I don't really want to sell shares in $EWJ and take the huge cap gains tax hit if that happens. It's all gambling : )
Might be a good way to hedge against currency risk here if you're in EWJ.
How much of EWJ is due to semis too? I mean I think Japan definitely has potential with it having its first real inflation in forever, but if semis finally sell off, would EWJ too?
Is this a bad time to point out that $VXUS, $EWJ, $EWT, and $EWY are outperforming the $SPY and $QQQ again today?? The cash spending train keeps departing from the US AI cap ex hyper spenders and those checks keep arriving & getting cashed in the Pacific Asia region. Follow the money.
Another new ATH for $EWJ and Nikkei. Money printing is very bad for cash holders & ordinary folk but very good for stocks and the elite who owns all the assets. Don’t sit in cash worrying about Iran or the end of the world.
Yeah, I'm 100% EFT's. I changed my entire strategy during the March 2026 sell-off. My port is currently $VXUS, $EWJ, $GLD, and $VT. I was down so much money from Feb to March that the only way I kept myself in the market and keep BTD was to just buy the whole damn world market and take the loss and sell all my individual stocks. It's worked out swimmingly as I am so much more stress free.
Agreed that's why I sold $EWY Friday. I wish I sold today or yesterday instead. I've been adding to $EWJ under $90. I'm buying gold & silver now the dip has passed for $VXUS and $EWJ. That was last week as they retested the 20 WMA and bounced.
I bought heavy into $EWY, $EWJ, and $VXUS along w/ $GLD during the March 30-31st bottom. But $EWY South Korean market is acting like a 3x leveraged $VXUS position so I sold a bit early last Friday and been adding to $EWJ instead since it isn't moving as a direct coorelation to $VXUS. BOJ raised interest rates this week while the Fed is expected to hold steady. Japan stocks are risky, but I think the Asian Pacific boom is going to spread to Japan as they align more w/ China & South Korea over the USA sadly. Besides Warren Buffet has been buying Japanese banks. I'm big into cycles and ever since the Nikkei 225 broke out of its 40 year bear market and set a new ATH, the Nikkei has outperformed the S&P 500.
I ignore the craziness and send congratulations to whomever profits on the bubble assets. But I ain't touching SpaceX just like I don't touch or short Tesla. I BTD on World ex-US $VXUS and Japan $EWJ heavy last week. This week I'm buying $PHYS (Gold) and $PSLV (Silver) heavily. These positions might blow up in my face but I don't think a potential Iran and DJT peace deal changes the world economies & gov'ts speed in pivoting away from the USD one bit. I hate betting against the USA, but all I see here is bubble after bubble w/ 4-6% inflation depending on how the CPI or PPI numbers are cooked.
Softbank getting turned down for a $10B loan because banks can’t value their OpenAI stake LOL. Japan (EWJ) going to continue to get gaped
I'm much more confident in my $VXUS and $EWJ dip buys today. The charts do NOT look good at all for Gold at all right now. But I made over $2500 on my $SOXS swing trade this morning and also bought back the $VXUS tax lot I sold at open near their bottom price for the day so far. This was my trading style in March. Buy support levels and sell resistance levels and DCA down your main conviction play positions. For that me that is $VXUS, $VT, $GLD and maybe Japan $EWJ.
It's the market concentration of a half dozen stocks or so making up 30-35% of the market cap concentration of $VTI or $SPY that has always concerned me into comparing today to dot. com 2.0. So far I have been wrong and have been hiding out in mostly $VXUS, $GLD, $EWJ, and $VT. But this volatility is just like dot com. We didn't have inflation like today then thou where holding cash or US Treasuries was an option.
Nope I'm a gambler & very heavy world ex us and very bearish DXY. My largest positions are $VXUS, $PHYS (Gold), $EWJ (Japan), $BRB-B, $VT, and $EWY in that concentration order.
I checked my tax lots as I was getting down voted here for buying on March 30-31st. $VXUS +15.92% $EWJ +13.99% $PHYS +0.9% (Gold). Buying gold was a miss. $EWY +77.3% These tax lots were from April 7th $VT +13.9% $VPL +20.34% If you are gambling its not a bad idea to throw more than 1 dart when buying. I would've expected Gold to outperform but the other 5 buys have done just fine and made up for the difference. I sold $EWY 2 weeks ago and have put that cash into $BRKB, $VXUS, and $EWJ. Diversify, diversify, diversify.
I'm net long. I BTD in $XVUS, $EWJ, and $GLD on Monday & Tuesday. But the $SOXX should pullback and retest $495. There's no more upcoming earnings to FOMO into.
You can buy 3% OTM options a month out on SPY, TLT, ACWI, EWZ, ILF, EWJ if you want a sure thing. Global small caps should rip as well
I keep my portfolio under 10% individual stocks. The March sell off this year convinced me that I’m nowhere near as smart as I think I am. The upside is I did time the March 31 bottom in $VT, $VXUS, $EWJ & $GLD. I’m much less stressed today than I was going through the March sell off. I’ll gamble with 10% of my portfolio but more than that isn’t worth the stress even if I did get lucky & bought the winning stocks.
BTD & added to $VXUS and $EWJ I'm sorry but I'm not buying American
Nope. I dropped over $60K into the market on the week of March 31, 2026 buying $VT, $VXUS, $EWJ and $GLD. I'm just not a reddit perma-bull tech bro. I am bearish on the USD & AI cap ex circle jerk though
Japan increased rate. I’m full ported with EWJ puts I have been waiting for this.
I don't need AI to tell me that we are in a bubble. You get crazy stock & asset price volatility like a casino when the underlying money is becoming worthless. I've moved 90% to ETF's and my strategy for the last 2-3 years is a bet against the USD or as I like to call it the DXY devaluation trade. If inflation is going to run rampant like the 1970's and the Fed is stuck and can't raise interest rates on the 10 yr more than a token raise to 5% since the interest on US debt is now more annually than the entire US annual defense spending then I will use those USD to buy foreign stocks and hard assets. I've been long $GLD, $VXUS, $EWJ and $EWY with a mix of $VT to catch some of the AI circle jerk bubble upside. I did recently sell $EWY Monday b/c the valuations were becoming bubblicious. But the problem & disconnect b/w the economy vs stock market is entirely due to the loss in value of the USD. I don't need some AI agent to point that out. It's easier to just track the DXY to make ETF & world indice buys & sells than trying to track multiple individual stocks as well. Just make it simple, stupid, is an investment strategy.
Not a subject matter expert so take this with a grain of salt, but mainly EWY and EWJ
You can find info on ex US stocks. You just have to search these Reddit groups a bit harder. I try to remember that I am not as smart as I think I am and stick w/ ETF;s like $VXUS which is basically a world S&P 500 index for the biggest non-USA stocks. I also own $EWJ and $EWY b/c I like Japan and South Korea music & pop culture and I like the growth I am seeing there. Now these ETF's are more volatile because you have currency valuation risks as the USD value vs the Yen or Euro fluctuates weekly, monthly, etc. Good Luck
World ex US stocks are popping this morning. $VXUS +2.2%, $EWJ +2.4%, $EWY +3.6%
That bet against America has paid off handsomely so far. $VXUS is up +1% , $EWJ +0.77%, and $EWY +5% All my March 30-31 BTD low buys except $GLD have outperformed $SPY since the March bottom.
Ok it's all the DXY devaluation trade then. That is what the Fed has done since 2009. You asked me why I was buying foreign stocks like $EWY and $EWJ that looked to you like they were also in a bubble. Well look at World ex-US stocks from 2009-2026. They've only looked like they are in a bubble compared to 2021 prices, not 2009 prices or not compared to $SPY in 2009. Other CB's are now following the Fed playbook. BOJ is the easiest example. And US equities are still massively overpriced compared to other World indices that have yet to fully price in 20 years of the DXY devaluation.
It's really none of your business how much money I have invested, but it is much higher than you have guessed. I will say it's under $1M for now. But I do agree. Retail should not hold over 10% of their port in individual stocks. I'm currently 25% $VXUS, 15% $EWJ, 15% $VT, 15% $GLD, 20% $TLT, and 10% random non US tech stocks that are rarely mentioned here like $DE, $CAT, $T, $XLE, and $CASY. As you can see I am very tech light & US equity light, but I have outperformed the $SPY every year but 1 since 2020. I would recommend BTD's in $VT and $VXUS over the $SPY and $QQQ due to the AI circle jerk bubble in US stocks right now.
This sub is too tech heavy. I've done quite well outperforming the $SPY over the last 4-5 years. Just look at $QQQ performance vs $GLD, $VXUS, $EWJ, $EWY or even $VT. Sure I've underperformed some of the high flying individual AI bubble stock names. But I was also the one BTD the last week of March in $VXUS, $EWJ, $GLD, and $VT while being downvoted by the oil rig tanker zombie apocalypse people here. Right now $TLT is a better priced buy than $SPY or $QQQ IMHO. That won't be the case forever. Cheers.
New ATH for $EWY. $VXUS is up 2.7% and $EWJ & $VPL are up 2.7%. I can't wait for the down votes from the World Stocks always underperform US stocks peanut gallery.
International stocks mooning. At least EWJ and VEA
EWJ long seems like a layup
That's exactly why I began buying $EWJ. I'm betting on Japan outperforming $NVDA over the next 5-10 years. The tech bros can dream all they want. Eventually you need cashflows. How much longer are $NVDA customers gonna continue to set their cash on fire w/o a ROI?? AI being the future and the current AI bubble stocks continuing to be winners are 2 very different things.
The transports used to always predict recessions before as well. The transports didn't lead to a recession this time. You're prolly right on the USA being much less dependent on Crude Oil in 2026 than 90's & 2000's recessions. We all have our own trading strategy. I'm usually too pessimistic. But being bearish in 2025 did me no good. BTD on $VXUS, $VT, $EWJ, and $GLD did work very well this time. I'll stick to my DXY devaluation trade. If $SPY hits new ATH's my positions should still outperform cash. Good Luck.
You should never listen to anyone on reddit for financial advice. We are all gambling addicts. But this repatriation of foreign capital out of the USA back to their home countries/economies has me rethinking the need to hold $TLT. I'm now moving towards 50% (World ex US) $VXUS, $EWJ , $VPL, 25% $VT (World plus US since these ETF are very overweight US stocks anyway), 15% $GLD, and 10% US dividend stocks. I've unfortunately been around boomers too long, who despite growing up entitled w/ a silver spoon in their mouth, were right about dividends & cashflows. What good are buybacks over dividends if you fave AI cap ex hyperscaler decided to spent all their cashflows buying their stock back at market tops before then deciding to spend all their cashflows on AI cap ex w/o ever giving a shit about their shareholders?? Good Luck.
I've been buying At&T which has managed to underperform $TLT by 4% since I started buying. I've mastered finding hedges to underperform the markets. Thank gawd everything else I bought has gone straight up. The crazy thing is $TLT is still my 4th largest holding behind only $VXUS, $GLD, and $EWJ. That's how bearish I was in 2025 & Gold saved my entire portfolio last year from being way too bearish. You can't make money always being bearish. Even if you are right and the markets crash and is cut in half, missing out those other 10 BTD that you never pulled the trigger on puts you in a huge ass hole you won't ever easily recover from.
$VXUS, $VT, $GLD, $EWJ. I'm not as bullish as you are on either AI or the $SPY. I decided to cast a much wider fishing net when BTD the last 2 weeks in March. But I'm also not an idiot that's in love w/ cash when bears are cheering higher crude oil prices not making the connection that cash is the worse position to hold with higher crude oil prices.
$VXUS, $VT, $EWJ, $GLD. When markets are selling off like they were at the end of March, I try not to pretend that I am smarter than I am & that I know which stocks are a buy. I just buy entire world indices, entire country indices, and gold. I don't need to die a hero.
Just threw $500 at WTI being above 104 by the end of tomorrow. Also have my full 401k in IWM and EWJ puts (I’m down 66% in the last week)
I'm up over 8% on $VXUS and $EWJ, and over 6% on $GLD and $VT since buying the bottom 5-10 days ago? And these are indices and not stocks. We are way overdo for a pullback. Just wait until this place turns bearish again and buy & add more. There's no reason to chase here. The 200 DMA has been a great buy indicator for World plus US and World ex US ETF's. Buying $GLD when gold pulls back to $4400-$4600 has been a good buy indicator as well. I've been spending a little money here & there & buying this pullback in AT\&T; but I'm sticking w/ 90% EFT's. I'm not smart enough to pick the winners in this crazy market. Don't get too bearish, but also don't get too greedy.
Oil at $94 would be a different headline. WTI just nosedived on the ceasefire chatter. If crude keeps sliding, do you think EWJ/VPL actually catch a bid, or is this just another 2 week TACO pump?
I BTD on more World stocks ex-US & Pacific Asian ETF's than anything else this time around. $EWJ, $VPL, $VXUS, and $GLD made up 80% of my BTD buys for the last 2 weeks. There's so much growth to like in this region & the stocks were hit harder than most since they are more energy dependent than many other regions. Higher risk, but also higher rewards.
Errr I’m down 9k on puts past three days. Full ported 401k on EWJ puts now. How the fuck is the market still irrational
90% ETF's, 10% stocks. $VXUS, $GLD, $EWJ, $IGV is how I'm weighted now. I might add $VT and I'm not totally convinced $IGV is a long term hold. It's just more reasonably priced than the value $SPY names right now. Long foreign stocks & gold.
I tried to post $VXUS holdings compared to $VT but the comment was flagged for pumping penny stocks since moderators can't tell diff b/w Novartis AG w $258B market cap vs some similar US stock. But anyway......if you use Yahoo finance or any stock ticker check you can go to holdings and it will list the Top 10 holdings for any ETF or mutual fund. I would look for World ex-US over World plus US. If you compare $VT vs $VXUS for example the US stocks are all in the top 10 b/c they are overweight US stocks, but they do include foreign world stocks as well. But $VXUS doen't have any US stocks, and is 100% foreign non US stocks. You can check the same for $EWY, $EWJ, etc. Hope that helps.
You need to go into holdings for each index or fund you want to buy and look Example : [https://www.ishares.com/us/products/239665/ishares-msci-japan-etf](https://www.ishares.com/us/products/239665/ishares-msci-japan-etf) EWJ is the japanese index etf. They hold Japanese stocks listed in Japan Here is REMX the rare metal ETF [https://www.vaneck.com/us/en/investments/rare-earth-strategic-metals-etf-remx/holdings/](https://www.vaneck.com/us/en/investments/rare-earth-strategic-metals-etf-remx/holdings/) They gold american companies, Chinese ones and Australian ones. Really need to look at each fund you want to buy specifically.
So the Nikkei is up because we delete Iran in two days instead of one…? Make it make sense. If my Spx puts die on Monday I’m full porting 6 month DTE EWJ
Like 15m more spy puts than calls today. If my Spx puts don’t hit I’m putting the rest of my 401k in EWJ puts for September and doing nothing
IWM, EWJ, and SPX puts in my 401k (full ported)