u/c-u-in-da-ballpit ·
Reddit — r/stocks
· June 17, 2026 at 00:59
· ⬆ 20 pts
· 💬 32 comments
| View on Reddit ↗
No analysis available.
Score20
Comments32
Upvote %74%
▶ Full Post Text
We’re indisputably entering a manic phase of the market. Real yields at 2.73% for 30 years. CAPE ratio matching dot-com. Same-day options volume up 3.7x since 2021. The fourth most valuable company in the world having less revenue than Macys. I know this can run longer and I could be leaving gains on the table, but I’m ready to start aggressively reallocating.
I’ve been trying to identify names with little AI correlation and long track records of compounding through cycles. Industrial compounders that earn real returns from real pricing power regardless of what the Fed does.
What I’m looking at:
\- Visa
\- Mastercard
\- Safran
\- TransDigm
\- Linde
\- Atlas Copco
\- Epiroc
\- CNI
\- Union Pacific
\- Moody’s
\- Constellation Software
\- Waste Management
\- Medpace
\- McDonald’s
Not calling a crash, but interested if anyone else is starting to get defensive and where you’re looking.