Nvidia probably needs like 3 trucks to delivery 27 billion dollars worth of chips.
@Joao-xz6vh17 сағат бұрын
when it starts to fall violently, whose are swimming in profits will not think twice to dump it even more
@JBLEMSZGRAIN17 сағат бұрын
Factual
@585marek17 сағат бұрын
Or if they’re cool they’ll buy the dip
@andrewpacker529216 сағат бұрын
As the economy becomes more digitized, transportation becomes relatively less important. But it's a trend worth watching...
@Portocala6916 сағат бұрын
Exactly, "transporting" ai or web/tech services to another country is instant.
@gsyn757016 сағат бұрын
IT maturity has replaced most of business travels during the last 25 years, especially since covid. therefore the content of indication may have changed.
@samuelweller956917 сағат бұрын
Great report. One lesson seems to be that everyone should follow transportation stocks if they want to avoid losing their shirts when the stock market inevitably crashes. Question: Does the severity of the crash correlate with the divergence between the Dow Jones transportation average and the S&P 500? A visual scan of the charts you provided seems to say yes. Thanks, again!
@DaRealRoachDoggJr16 сағат бұрын
It’s the end of the world! I’m gonna cash out my position and move to the Philippines
@ryanclous838016 сағат бұрын
could have transport catch up, but commodities are down and construction is down. Tech is really carrying the market.
@thepostman6910 сағат бұрын
As someone in the transportation business, what we have going on right now is nothing like we've ever dealt with before. Transportation has been totally unhinged since 2018. Makes absolutly no sense. That's why 100+ year old companies are collapsing.
@zuverlaessigbedwars378516 сағат бұрын
But what can I do to save me from this? What happens when the S&P 500 drops, do i invest then? or now? or hold cash? or hold money in banks?
@TexasLonghornRanch17 сағат бұрын
Is Amazon really just a Transportation stock?
@europana716 сағат бұрын
Or AMZN and Walmart have removed demand from the transportation index
@PGC916 сағат бұрын
Amazon, biggest ecommerce platform, robotics, they have cloud technology like the software genesys that business use to interqct with customers. They have an online payment platform like paypal, they have amazon prime the streaming platform(like netflix), They own twitch the gaming platform...It's a good company to own.
@ILoveTinfoilHats16 сағат бұрын
Amazon has way more tech than just an online storefront.
@Itsaraveeef17 сағат бұрын
Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments
@sky993516 сағат бұрын
I'm in a similar situation where should I look to increase income? Do you have any advice? What did you do? Thank you
@Thanksforaskingme16 сағат бұрын
I'm not holding your bag bro
@Chloe_LXXXIII16 сағат бұрын
@@ThanksforaskingmeYou ruined this lol!! Right before the name drop too 🤣
@Wicaeed18 сағат бұрын
Sorry about your December performance guys, I subbed around then
@sorrytoheargaming969510 сағат бұрын
Are you considering amazon as a transportation stock? Thats where the market has moved to.
@slickwilly46139 сағат бұрын
I would imagine that the company Amazon which is not a transportation company has taken a huge chunk of the transportation model away wouldn't that make this dow theory irrelevant?
@miker9910 сағат бұрын
Please also keep in mind that many large companies in S&P 500 are information tech companies that didn’t exist or have much influence prior to 2010. Yes, some of those companies serve transportation companies, but it’s a smaller segment. Maybe transportation is a canary in the coal mine, but influence in the past compared to now may need to be discounted.
@grumpyoldguy61178 сағат бұрын
What about the gas embargo of the 70s
@Dbenji2910 сағат бұрын
Market today is totally different. It's all tech and software now. Don't need that much physical resources to go up.
@megasterix240017 сағат бұрын
Although a bit clickbaity, very informative and well structured video, thx
@slider29216 сағат бұрын
I tend to agree. I think they'll be another surge in the market after Trump takes office, but then the high expectations and optimism will trail off this spring, once reality hits. I'm buying the dip now though.
@taylorkaplan261416 сағат бұрын
Buy volatility
@yldrmcs4 сағат бұрын
I mean why transportation index has to be correlated with S&P 500 now. Today's world is driven by AI and big tech, not transportation.
@FreeMarketSwine9 сағат бұрын
What is your trading strategy exactly? All of the videos are just macro analysis but the picks seem to be mostly individual stocks.
@JS-kb4im7 сағат бұрын
The S&P 500 no longer represents the larger economy. >30% of it is made up of 7 companies. This is now a false correlation.
@freesk85 сағат бұрын
Thanks!
@kevinho450410 сағат бұрын
Good video , market will trend top further and I see the meltdown only occurring in 2026 with full force
@ck-vu4rl16 сағат бұрын
excellent analysis
@williewest55748 сағат бұрын
Thx peter
@vivekrami241017 сағат бұрын
Bro I am from India your logic and statistics was vgood