The Investment Thread (9 Viewers)

[SaintJ]

Not him specific other than he wanting 20% reduction. Hatched by others in admin to reach his stated goal.

The natural order of things would see market appreciate over next 4 years which he would undoubtedly take credit for.

Create the problem
Fix the problem.



His modus operandi

Then start lowering tariffs by proclaiming countries came on knees looking for respite. Reduce, claim win, repeat. How would we know if any country capitulated?

Natural order of things? We are pretty far from that already.

There's a very large number of things not in his/our control.

 

[HoustonSaint68]

Holy cow

My wife was just talking to her childhood best friend on speaker phone (one of the fanatics)...even SHE was expressing concern about what is happening which, if you knew this women, is pretty telling. Buuuuut, in the very next breath she was saying "But this is going to make it better for our kids...".

Unbelievable (but totally believable).

As for me, I was lucky enough (for various boring and TOTALLY UNPLANNED reasons) to have had all of my money out of stocks in 2008 -- it's one of the reasons I was able to retire early. Ain't so lucky this time around!

 

[efil4stnias]

Natural order of things? We are pretty far from that already.

There's a very large number of things not in his/our control.

by that i mean in a normal, not chaotic market, it will climb.

What is in his control is the ability to move the market- thru tariffs. Down.

Now, the thinking is FED steps in, lowers rates, gets some confidence back and markets steady then move up. Meanwhile, he continues to "negotiate" with countries on fake trade agreements, lower tariffs, that give additional boost to market sentiment. Rinse repeat.

Next thing you know, market is up 12-15% in 2 years and he gloating.

What they miscalculated was the FED. Powell aint doin jack.

Keep in mind, most likely, Trump SAID i want 20% off SP. No email. No memo....just told this. And tasked his economic advisors to devise a way. So if sheete does hit fan....wanst ME, it was THEM who did this. I didnt say that nor plan this.

plausible deniability- something he has excelled at for last 40 years.

 

[longtime lurker]

 

[NewOrleansFan]

SPY is back to the same level as 1 year ago.

 

[brandon8283]

It’s like 2008 but it’s stupid.

 

[Turfie]

After a +11% day today GameStop was actually green this week.

 

[NewOrleansFan]

Premarket. SMH

 

[Mr. Blue Sky]

Premarket. SMH

My thinking all along , for the last few months, was that the true believers would defend the incompetence and the bull****. even after their Social Security gets taken away from them.. what i didnt see coming is that, first, their (and our) 401k’s would be driven down into the toilet.. and of course, there are still folks defending it all.. And then they tell people like me that *I* must be overreacting …………………………………………….

 

[efil4stnias]

Bill Ackman , a Trump supporter, is going off on X

 

[NewOrleansFan]

Circuit breaker is in play for tomorrow.
Japan hit circuit breaker.

 

[Cage1]

Circuit breaker is in play for tomorrow.

What a debacle.

 

[efil4stnias]

https://finance.yahoo.com/news/jpmorgan-becomes-the-first-wall-street-bank-to-forecast-a-us-recession-following-trumps-tariffs-222019272.html

Keep in mind that recession and actual tariff implications (still unknown - where it settles) are not totally baked in to valuations currently. Meaning market still has way to go. Some analysts see another 10% drop.

 

[NewOrleansFan]

https://finance.yahoo.com/news/jpmorgan-becomes-the-first-wall-street-bank-to-forecast-a-us-recession-following-trumps-tariffs-222019272.html

Keep in mind that recession and actual tariff implications (still unknown - where it settles) are not totally baked in to valuations currently. Meaning market still has way to go. Some analysts see another 10% drop.

In the same article, he also forecasts core PCE inflation rate at 4.4% by the end of the year and mentions the “S” word. Last time that happened, 1970s during the oil embargo.