I've been in gold ETFs since about over a year ago and it's been up about 25-30% YOY; exposure in not just the gold price but also gold miners as well.
Financial Markets Around World
- Thread starter 4Runner
- Start date
Well, some analyst put 25% gain on SPY in 2025, if it breaks out above 610 from its current base. For the moment, my take is that SPY may break out above 610 shortly, while I refrain from 25% projection. Anything can happen in US financial markets and I certainly don't want to fight FED/Fed/whoever-in-power.
As a side note, the impact DeepSeek release brought on NVDA is settling, with both sides of the arguments. My take is that, in short term animal spirits still prevail; in medium term, valuation models will be revised with a few question marks on "might is right".
Played with Grok3 a little. While it is a significant upgrade to Grok2 and is somewhat faster than ChapGPT o3-mini, it is a money pit and power hog. Comparison between Grok3 and ChapGPT o3-mini and DeepSeek is not apple-to-apple in that, similar to good old days of gaming computer races, benchmarks shall be run on specific runtime environments with defined hardware and software configurations.
The aftermath of DeepSeek impact seems to be receding, but its influence and implications are long lasting, on a global scale. It remains to be seen how that seismic changes are going to play out in long term stock valuations.
As a side note, the impact DeepSeek release brought on NVDA is settling, with both sides of the arguments. My take is that, in short term animal spirits still prevail; in medium term, valuation models will be revised with a few question marks on "might is right".
Played with Grok3 a little. While it is a significant upgrade to Grok2 and is somewhat faster than ChapGPT o3-mini, it is a money pit and power hog. Comparison between Grok3 and ChapGPT o3-mini and DeepSeek is not apple-to-apple in that, similar to good old days of gaming computer races, benchmarks shall be run on specific runtime environments with defined hardware and software configurations.
The aftermath of DeepSeek impact seems to be receding, but its influence and implications are long lasting, on a global scale. It remains to be seen how that seismic changes are going to play out in long term stock valuations.