Bobo bros, stocks are not dumping anymore this year, are they?
Tech stocks trading at multiples for two generations in the future.
This market is delusional.

>>60678209 (OP)
Everything is about to dump again.

>>60678221
I don't know.
It's a V-recovery after V-recovery.

>>60678221
reason?

>>60678606
I'll trust the combination of greed and shiller PE that produces an indicator that only got triggered 4 times in 150 years.
We should trigger it by September at this rate. It can go higher though, at this point it's very probable we'll get into dotcom mania for Q4 and a little more juice in early 2026. But you really don't want it to enter dotcom mania territory considering what it entails.

>>60679861
So everything (including btc) will pump hard in q4 of this year, then 2026 will be crash time?

>>60679871
Nobody knows, don't trust just a graph. Nobody know when it will dump. What one should pay attention to is how almost everything that's needed for a dump is there, or will be there soon enough right for Q4, including extreme greed. But you still need the sparkle. And who knows when that sparkle will ignite, and what it will be. Extreme greed can delay it longer than one can expect, and definitely longer than one can stay solvent if he tries to short (don't try to short). It could very well be in late 2026.
But knowing the ingredients are there is good enough. I won't sell everything at once, that would be retarded, market returns are the highest during mania phase, but I'm certainly deleveraging myself first, then I'll start selling my unleveraged positions. Over multiple months. Unless the sparkles ignite suddenly, which might or might not be obvious, but that's part of the game we're playing.

>>60679925
Do you think it's a good idea to buy back into btc during the bear?

It can't possibly go on at this rate forever, as in, the S&P rocketing 25% per year. The reason being that when market returns are this good, people can start retiring with like $200k of capital or even less. And the people with around $100-200k just so happen to be the backbone of the entire economy. Just look at NVDA; literally 70% of their workforce are now millionaires; how much longer are they gonna stay there and run the company? So a euphoric bull market like this is self-defeating eventually.

>>60679959
I'm more into stocks so my opinion is worth nothing, but these day, whether it's true or not, good or not, I see BTC acting as a stocks market multiplier. When the market dumps, BTC dumps, when it pumps, BTC pumps. Whichever comes first, whatever, but with a multiplier.
And stocks will get back on their feet at some point, so one can expect BTC will too. So yeah, I'd buy it. The risk is always buying too soon, but on a long enough timeline, who cares anyway.

>>60680012
What do you think of oil stocks like CVX?

>>60680072
I have an oil bias, as I charged up bigly during the covid crash, and I definitely enjoy my 10% divies at the price I got them. Why even buy bonds at this point.
But many other anons will tell you it's best to avoid divies stonks, and get growth ones instead. Still, when the market is in panic mode, it's nice to buy them cheap, as you'll see them acting like an unbeatable very high yield bonds when the market returns to normal.
But objectively, you'd have better returns over time just buying some growth stock when it's also in depressed territory. Yet, I think it's still nice to have 10 or 15% of your allocation in divies stocks. That's just me though, but I sleep better with them. And if you are prone to selling a stock too quickly (and always at the worst time), the divies always make you go "nah, I got them for cheap, the divy is nice, I'm still in the green with it, why even sell over that new -15% market drop" before pressing the sell button and stop you from making a mistake.

>>60680149
Do you think 2026 will be a bust year for oil? If not, when do you think will be the next great entry? As I understand it, oil is cyclical...so entries can be somewhat timed.

>>60680175
Cycle or not, oil goes under when the economy is going down. So the next buy opportunity would be, without surprise, whenever there's a crash. Now one has to gauge whether it will be a quick "engineered" crash (because of the political environment) that can recover quickly as it's all political, if so there won't be (much) manufacturing destruction (ie covid, or the recent April downturn), or if it's a depression-like crash that wiill really affect manufacturing (2008), if so oil will go down bigly and will recover slowly over a few years.
Either way, I think it's always good to buy oil companies cheaply and have some in a portfolio, but there's a possibility it will take a while to go back to higher prices.
But overall, I said everything and nothing with this post.
tl;dr: if it's cheap and you want it, and it's a solid company that will still be there in a few decades, just buy!

>>60680296
>and it's a solid company
Which do you prefer, XOM or CVX?

>>60680321
XOM, but you just buy both, and more than just those two. Eggs, same basket, etc.