BYND healthy P/E

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!p X:BTCUSD

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This week is one hell of a week: MONDAY → US GOVERNMENT SHUTDOWN ENDS TUESDAY → FOMC RATE CUT WEDNESDAY → FED PRINTS $1.5 TRILLION THURSDAY → S&P 500 EARNINGS FRIDAY → CRYPTO LEGALIZATION BILL SIGNED SATURDAY → TARIFF DEADLINE so.. calls?

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>S&P 500 up 10% YTD heading into November? November higher 13 of the past 14 years. >Final two months of the year higher 16 times in a row. Bears will read this and think "I better buy more puts."

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Government shutdowns rattle the stock market mainly through uncertainty, not just direct economic damage. Markets hate political drama—stocks dip while Treasuries & gold rise. Each week of shutdown cuts ~0.1–0.2% off quarterly GDP (CBO), hits consumer spending (800k unpaid workers), and delays key data (jobs report, CPI), spiking volatility (VIX jumps). Sector pain hits hard: airlines (TSA chaos), contractors (Lockheed, Boeing), retailers, small biz. Prolonged shutdowns (>2 weeks) can tank S&P 5–10%, like the 35-day 2018–19 mess (-9%). Short ones? 1–2% blip, quick rebound. Fed often goes dovish to offset. Bottom line: the fear is worse than the fundamentals. Stocks sell off on headlines, rally hard the moment a deal drops—“sell the rumor, buy the news.” Shutdowns are mostly noise, but noisy enough to move billions.

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Dollar down 15% over the last year, while S&P is 10% higher for the year.

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This is gonna be one meme-ass earnings week - OKLO, BYND, ASTS, RKLB, RGTI, CRCL, WULF, PLUG, RCAT, BBAI, CRWV, BITF. *None of these companies are profitable.* Every single one has negative P/E, and business plans that range from dubious to outright fraudulent bullshit. I know some motherfuckers here are going to be YOLOing their whole inheritances on this stuff.

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There are a lot of ways to do it, but a standard breakdown of a balanced portfolio might look something like 30% in the US market (aka a single S&P 500 ETF), 20% in tech etfs, 15% in the international market, 15% in other industry specific investments (like energy or defense), 10% in the money market (always good to have some cash on hand), and 10% in individual stocks. Some variation of this with the largest concentration in an S&P 500 ETF historically kicks ass over time.

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A red day just displays P&L as WEALTH DONATED: -$6383.24

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I agree, Sezzle looks like a great opportunity, read my deepdive to see some more insights https://open.substack.com/pub/mcarbo/p/sezzle-inc-beyond-the-financials?utm_source=share&utm_medium=android&r=71sp1

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