This is great, with so many ETFs, thematics and stories around them, so many people are targeted and will buy, so many people will get wealthy by investing.
OUR WORLD IS IMPROVING DAYS AFTER DAYS. THIS IS WONDERFUL.
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for entertainment purposes, I got a 70-year long chart for us today, that says āweāre at the end of the roadā somehow.
- a blow-off top would allow for 40-50% upside up to 9000 points into 2027(ish) - copying the dotcom pattern - before something should finally happen
(like the AI bubble pop?) - the soft-recession bottom of the blue range is climbing to just above 5000 points - notice the last blip that was liberation day, how insignificant this was in the grand scheme of thingsā¦
- the long-tail is following around 3000 points on the 200MA monthly
Faites vos jeux!
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It is always funny to look at charts, it is kind of a hobby for me. But it is just fun, it is just a graphical representation of a very small part of what really happened. I can imagine a lot of ways to draw funny lines or add indicators to tell exactly everything, whatever you want to hear.
But I will use charts for trading someday. The only thing I need to find is a broker that lets me trade at the left side of the right end of the chart.
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My eyes are getting old. maybe you can offer us a zoomed in view from 2018 onwards.
hereās a weekly (not monthly) with a zoom, still 10-years long. The Kraken (200MA) is much higher on this one and nicely aligns with the bottom of the blue range.
FYI - tradingview is free for all 
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What is the message?
I am looking at nearly +100% in TQQQ, after sacking up a non-trivial (to me) amount of money in it, and feeling jittery. Of course I am using the FOTM (flavour of the month) āstrategyā of following 50 and 200 SMAs but have started having a little angel on my shoulder saying an old Greek expression: āthe runnerās mother never criedā (ie take profits), while the little devil says āmore more more, buy more!ā And the robot in the excel sheet says āat >10% over QQQās 200 SMA you donāt move a hairā.
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Iāve started taking profits on some picked positions as they reach 100% wins. Call me a chicken. 
Also now Iām puzzled as I donāt know where to put that money because everything has gone up so much 
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I put any profits in dividend funds
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Iām doing the same, but since I have a target of filling up my pension fund, I have on obvious place to put the money.
Others are: CHF cash, paying off mortgage, gold, commodities.
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3rd pillar, 2nd pillar, taxes prepayment..
crypto if you feel lucky
Not very mustacian, but you can also spend some of the money!
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The basics of money and position management. You should always automate this.
If you want to be invested all the time there are exactly two possibilities: push and pull. Push: you sell (the worst holding maybe) whenever you find something to buy. Pull: you buy (the best stock you donāt hold yet maybe) whenever you sell something.
That is exactly what I do in my two mechanical strategies.
Hi Cuban Pete - You donāt use charts ? How do you select your āuniverseā of stocks to choose from? The fundamentals / quarterly numbers ?
ā¦..and SPY is hovering close to 666 (recall that SPX bottomed in March 2009 at 666)
ā¦dun dun dunnnnnnnnā¦ā¦
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It is not a good wording. One could say charts use a very minimal amount of the same information I use. I use fundamental and technical data one could find in factors (momentum, value and carry). For a fast check I use sometimes a finviz screener and yahoo finance. But for any stock I plan to buy I always check the original data at SECs Edgar. Edgar is only available for U.S market traded stocks and ADRs, therefor I limit my investments to those.
The complete method for my dividend portfolio I did publish here: Mechanical investment strategies
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Thank you!
If you do it together with your wife, it becomes a very important investment! (not joking)
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3rd pillar buy-in on ATH? No-no
Finally saw an article explaining how I start seeing the stock market:
However, according to hot new financial theory ā dubbed the āinelastic markets hypothesisā ā this is utter baloney. Research by Xavier Gabaix of Harvard University and Ralph Koijen from the University of Chicago published in 2021 indicates that inflows and outflows are wildly more impactful on the stock market than previously thought.
This has caused a stir in the cloistered world of financial economics and certain corners of the investment industry. There, some spy an explanation for why the stock market keeps marching higher, almost impervious to bad news: the gush of money into cheap, mindless passive investment strategies. And if those flows ever reverse, the result will be carnage, critics warn.
(source)
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There is different views from academics on the topic and on how big the impact is potentially.
A nice rational reminder podcast episode on this topic with someone who has written papers on it:
