seesam

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seesam

09:23

My thinking is simple. Higher for Longer doesn't automatically mean “sell everything.” It changes the relative attractiveness of different assets. The biggest pressure would likely be on businesses that are highly leveraged, speculative companies with weak cash flow, and assets whose valuations depend heavily on very low discount rates. Meanwhile, investors may find cash, short-term bonds and high-quality dividend-paying companies considerably more attractive than they were during the ultra-low-rate era. If the S&P 500 dropped sharply because of a rate-related sell-off, I would generally buy the dip selectively rather than panic-sell—provided the underlying earnings and balance sheets of the companies I wanted to own remained intact. For me, the biggest lesson from previous market cyc

seesam

09-28 08:03

$Palantir Technologies Inc.(PLTR)$

09-21

09-14

09-07

$Palantir Technologies Inc.(PLTR)$

09-04

08-24

08-19

Will continue to choose UNH as top choice.

seesam

08-17

$Alphabet(GOOGL)$

seesam

08-17

The S&P 500 is once again making headlines after reaching fresh record levels, giving investors another reason to celebrate—but also another reason to pause and think. The index closed at a record 7,798.99 on August 13, 2026, supported by strength in major technology and semiconductor stocks. Softer inflation data also helped ease concerns about further interest-rate increases, while expectations around AI-driven growth continue to provide fuel for market optimism. Personally, I think a record high should not automatically be interpreted as a signal to buy aggressively. Markets can continue climbing after reaching records, but expectations can also become increasingly demanding. #S&P500HitsAnotherRecordHigh #SP500 #StockMarket #Investing #MarketOutlook #USStocks #AIStocks #S&P

seesam

08-16

8100 by end of this year

08-11

08-03

07-27