Post AdLHCMLZv5ygc2jV8S by CoramDeo@noagendasocial.com
 (DIR) More posts by CoramDeo@noagendasocial.com
 (DIR) Post #AdLDEMZNfCXy47tA8m by NBS@noagendasocial.com
       2023-12-30T16:51:54Z
       
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       While I beat the S&P return this year, I did not beat the Nasdaq.The Nasdaq soared a whopping 53.8% in 2023, which makes sense given 2022 was it's worst year in over a decade.Looking back, I should have allocated more to tech names (I only hold Microsoft, Apple, NVIDIA, and Intel) especially near the end of 2022. I instead held my oil positions a bit longer than I should.Either way, it was a good year to be invested aggressively into equities.Let's hope 2024 is just as good!
       
 (DIR) Post #AdLHCMLZv5ygc2jV8S by CoramDeo@noagendasocial.com
       2023-12-30T17:36:22Z
       
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       @NBS when did the Nasdaq growth happen? Was it steady throughout the year or was there a particular quarter that was a standout for growth?
       
 (DIR) Post #AdLPXyHyqZbY0Brm0u by NBS@noagendasocial.com
       2023-12-30T19:09:55Z
       
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       @CoramDeo A majority of it took place in the summer around the AI craze, and part of that craze was just legitimate demand for GPUs and the tech companies who make them. Everything rallied into year end
       
 (DIR) Post #AdLPujD94Z81tnSKsC by CoramDeo@noagendasocial.com
       2023-12-30T19:14:01Z
       
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       @NBS Cool. I dumped out of bonds around June. I guess my timing was alright. Thanks. I was just curious.
       
 (DIR) Post #AdLSmRvPl1F5piuGYa by Tjunta@noagendasocial.com
       2023-12-30T19:46:08Z
       
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       @CoramDeo Yep, the big shift happened in June. NVIDIA has actually been fairly flat since.@NBS would you care to give an S&P year end prediction for 2024?
       
 (DIR) Post #AdLfvFdO7djbiz0C7E by NBS@noagendasocial.com
       2023-12-30T22:13:24Z
       
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       @Tjunta @CoramDeo My prediction would be just as clueless and random as everyone else’s to be honest. I think the S&P ends higher, despite people clamoring about a recession or a crash (they always do).Excuse the layout, on mobile, but I’ve been trading against this chart for a couple of years, been working well. Bottom trend line is 2020 low to early 2023 higher lows, light grey line is from 2007 lows. Just long term bull market continues, could see some pullback early 2024
       
 (DIR) Post #AdLgCHMCyBRtzV5Nwm by NBS@noagendasocial.com
       2023-12-30T22:16:28Z
       
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       @CoramDeo @Tjunta Connected 2021 all time high to lower high, broke that upper tend line a few weeks ago, and just shot up. Bull case relies on inflation growth remaining low and in line, employment reminding low, though slightly higher unemployment would be bullish medium term, disinflationary.Trading is generally a bet that either 1) things remind more or less the same or 2) that this time is different.  I’m just a 1) kind of trader, and it works most of the time.