IT maturity has replaced most of business travels during the last 25 years, especially since covid. therefore the content of indication may have changed.
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!
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.
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.
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?
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.
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.
Nvidia probably needs like 3 trucks to delivery 27 billion dollars worth of chips.
when it starts to fall violently, whose are swimming in profits will not think twice to dump it even more
Factual
Or if they’re cool they’ll buy the dip
As the economy becomes more digitized, transportation becomes relatively less important. But it's a trend worth watching...
Exactly, "transporting" ai or web/tech services to another country is instant.
IT maturity has replaced most of business travels during the last 25 years, especially since covid. therefore the content of indication may have changed.
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!
It’s the end of the world! I’m gonna cash out my position and move to the Philippines
could have transport catch up, but commodities are down and construction is down. Tech is really carrying the market.
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.
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?
Is Amazon really just a Transportation stock?
Or AMZN and Walmart have removed demand from the transportation index
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.
Amazon has way more tech than just an online storefront.
Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments
I'm in a similar situation where should I look to increase income? Do you have any advice? What did you do? Thank you
I'm not holding your bag bro
@@ThanksforaskingmeYou ruined this lol!! Right before the name drop too 🤣
Sorry about your December performance guys, I subbed around then
Are you considering amazon as a transportation stock? Thats where the market has moved to.
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?
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.
What about the gas embargo of the 70s
Market today is totally different. It's all tech and software now. Don't need that much physical resources to go up.
Although a bit clickbaity, very informative and well structured video, thx
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.
Buy volatility
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.
What is your trading strategy exactly? All of the videos are just macro analysis but the picks seem to be mostly individual stocks.
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.
Thanks!
Good video , market will trend top further and I see the meltdown only occurring in 2026 with full force
excellent analysis
Thx peter
Bro I am from India your logic and statistics was vgood
29 comment.
Fourf!
second!
first
Second 😂