Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (10) |
Author: knighttof3   😊 😞
Number: of 22351 
Subject: Re: Time to moderate?
Date: 10/28/25 6:50 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 6
Not political but an observation.
I think the smart thing to do, economics-wise, is ignore absolutely everything that Trump says, watch his actions, and not get riled up either positively or negatively by the right and the left media and influencers.
Separately you can have your political exultation or outrage as you see fit.
What he has done, or will do, is to encourage various forms of gambling (eg CFTC allowing sports betting by Kashi and soon by Trump Media group). Encouraged (and profited from) crypto. So more lemmings have and are going to put more money in these zero-sum and/or zero cash flow assets. Excess leverage will follow, especially if the next Fed president is tame and lowers interest rates regardless of inflation. Stocks ate already overvalued (if weighted by market capitalization as most index funds are). That is the backdrop. Given these trends, a crash seems more likely than not, Peter Lynch be damned. Or praised, if you follow a different advice from him and use projected PEG for valuation. And of course, diversify away from growth stocks even if you miss some bubblivious returns in the short term.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to knighttof3 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,861 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (10) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community