MARKETS,Anybody even yet?

[olds442jetaway]

Grabbed some SII today, but it closed 3/4 of a point lower than I paid. If I can pick up a quick 10 percent, I’m out. Market may be down again tomorrow. World affairs, Tariff inflation fears rearing up again.

[dinghy]

Grabbed some SII today

I probably should own more than I do. CEO Whitney George is a brilliant investor (which admittedly doesn't guarantee that he knows how to run a company). Just look up any interview. He owns 5% of the shares.

Equally brilliant retired CEO (of Sprott US) Rick Rule owns 10%.

I didn't buy anything today, but I'll add to my FLO tomorrow if it opens any amount of red.

[dinghy]

COTY is -20% today on poor earnings and guidance. Earlier this year I bought a little, but I doubt I'll be adding.

Idiot.

[FAA]

Has anyone seen the CNN Fear and Greed Index? I noticed it today. Five levels: Extreme Fear, Fear, Neutral, Greed, Extreme Greed. Greed is driving the market today. At casinos, I am usually in the first two.

[dinghy]

Has anyone seen the CNN Fear and Greed Index?

This site has a long-term chart from 2011:

https://www.finhacker.cz/fear-and-greed ... and-chart/

The chart has been mostly stuck in the neutral white territory for several years now. Within the last 5, I only see two deep penetrations into green or red. It went green (greedy) around Thanksgiving 2020, and that was a fail because stocks continued much higher for another year. In early April 2025, it went red -- correctly signaling a buying opportunity.

My buying opportunity this morning is SBSW Sibanye Stillwater, plunging on dumb reaction (imo) to the earnings report. A month ago, the stock traded near 10. Now it's approaching 7 (from the wrong direction).

And more GIS General Mills, below 48.60 this morning.

[FAA]

Why the hell not? GIS tumbled 32% in a year already! How bad can it possibly get from here? Carpe Dinghy!
I love the FH slogan. Risk it to get the biscuit!

[olds442jetaway]

Can’t get my arms around GIS for now. Probably will be sorry. In hindsight of course and I did buy some, but I wish 3 weeks ago I loaded up on Berkshire B some more. I’m slightly over my mix of 20 percent stock and the rest cash. Were I not 77, my mix would be just the opposite. I am predicting an up market at least early on tomorrow. Any breaking headline could easily upset the Apple cart and get fund managers to hit the sell button. Guess we’ll see how it goes.

[olds442jetaway]

Ref GIS….. I did buy some, just don’t have the confidence I should. If it didn’t pay a nearly 5 percent dividend, I would have let it be.

[FAA]

Wow. That’s a healthy dividend. I have a managed account, but I’m getting impatient with management.

[dinghy]

I am predicting an up market at least early on tomorrow.

Looking forward to the fact check on this one.

GIS

I'm not very diversified, but I like to have something in every S&P sector. GIS is "consumer defensive."

Before the bell, I'm buying the TLT dip. I don't have a strong bull case for it, but I think it diversifies me a little.