Trade can be good for peace, but doesn't prevent wars.
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Trade can be good for peace, but doesn't prevent wars.
I'm just having a hard time believing that "Bringing manufacturing jobs back to the US" is a real possibility and something that we need and want. The younger generations of kids have given me very little confidence in their work ethic away from a computer. You really think that manufacturing jobs are something that people will aspire to in the future? Maybe if we do away with the Dept of Ed and reduce the quality of education in this country, newer generations will just learn to be worker bees for the billionaire class.
^^ I think you just figured out the plan. Or maybe it will all be robotic assembly facilities and the people will be programmers and maintenance techs?
Id like to stick to what stocks might be in this change in economy. This was not a political article. I just can’t post it.
I am also planning for a “new deal” type program might to come from it.
Tooling companies
Construction
Etc.
Just kinda building on the chips act, but bigger.
How about the name of the author? Or where it was published? Snippet of text?
Tariffs are going to drive middle class demand how?Quote:
Originally Posted by Cono Este;[emoji[emoji6[emoji640
It’s nothing new, think chips act, where would we invest? what anyone thinks about it, don’t care, take it to poly ass. Have some stick ideas, post em.
It’s an article from a private group, one of which slings 10,000 contracts at a time. A guy I should write a book on but he hides n,private islands. Started with 50k in 1987, we had same boss.
All you had to say.Quote:
I made it all up and it was yet another example of CE delusions.
Bunion, jimmy carter, and j blowhard are now the new official tgr hall moderators. Licensed to do anything they want.
You fucking clowns wouldn’t understand vol dispersion with an neurolink chip implanted in your tiny brains.
I am still not understanding how cutting taxes on the wealthiest Americans and shifting that burden to the middle and especially lower classes through tariffs, while greatly increasing deficits, is going to lead to growing middle class spending.
Maybe my brain is just works differently.
Now it’s investment that’s driving middle class demand? Do you understand what demand is? The chips act is virtually all about creating US supply and does almost nothing to increase demand for products other than to create demand for US manufacturing infrastructure and research. Tariffs will do even less. That’s a dumb take even for you and your super exclusive email list.Quote:
Originally Posted by Cono Este
Neufox
I don’t care where you think you teach Econ, we’re trading stocks and options In here fancy guy. You can solve the world’s problems in polyass.. And I challenge you to find one bad recco Ive made since this thread started. And I even post my grades, so you can suck it.
You don’t want to know what the largest, individual options trader in the world is thinking? Dudes long 10,000 vix, you fkn moron.
Cono pushes out poorly explained economic theory
Economic theory gets questioned
Cono can’t explain his position. Accuses people of making it political.
Further questions are asked about his economic theory
Cono says fuck you and your economic theory! No one cares about economic theory anyway! Drops straight into “trust me bro” / don’t you know who we are?
It's Al Bundy daydreaming about the high school championship game with his hand down his pants.
I mean being long instability and uncertainty isn't exactly an out of consensus trade at this point is it? 10,000 contracts on the futures exchange is quite a bet though.
In other words: I will dwindle off into the twilight realm of my own secret thoughts. I will walk through the parking lot in a semi-catatonic state, and dream of imaginary trades and option plays to go with the loading zone announcement.https://www.tetongravity.com/forums/...wink_smile.gifQuote:
You fucking clowns wouldn’t understand vol dispersion with an neurolink chip implanted in your tiny brains, we’re trading stocks and options in here fancy guy.
THREAD CUNTS
When, where, did I show any fucking support for that theory? I don’t care if it works, we care if we can make a buck in here.
You have to look at everything, or you sell me your Tesla at 110.
Tools
Rooor. It’s a million per pt.
Guy has written 1000 algos.
I can’t even give credit to someone else for a winner.
^^ some of us in here are here to learn and gather information. So stop being so sensitive and instead explain why you think what you think, and how that will shape your future trades. If people want to pushback on your ideas/theories i want to see that too cause its just more information to gather and your idea might be a flawed one. If its not flawed, explain why. Thats the game here.
USELESS THREAD CUNTS
There is an entire industry around piggy backing guys like this. People fucking pay money to know whose on the other side. And we don’t ever fucking care who is president.
Don’t bring your emotions in here, you’ll cost someone something.
.
Californiagrown
I am just a dumb tracer, that’s why I asked for stock ideas. Not an analyst, not an economist, I care about the $$$
Our economy is about to be re routed. We will all be affected. Our portfolios, our jobs, everything. I throw the idea out there not to support it, but for stock ideas.
But, Larry, Curly, and Moe don’t want it to happen. They cant control it, so they key teslas, stalk cono. Don’t know, but they are t helping anyone’s portfolio.
^^^ you put forth a very abbreviated, paraphrase of something you read, written by a smart bigwig. It didnt make sense to most of us, so we asked incredulous questions. Please provide a better summary of what the bigwig said, and what you think the implications might be to the economy/stonks and why you think that is the expected outcome. I am certainly not above listening to someone smarter and more experienced than I... even if i then wad up their suggestions and dismiss it later if it doesnt pass my smell test. Maybe im wrong and in 2 years i remember what bigwig-by-cono said i can then jump on that pattern.
Californiagrown. I can't speak to or even attempt to translate what Cono said. I can pass on what the consensus is from people I know who manage money with the caveat that I no longer am in the industry so am on the peripherary. This is more at the operational level with rest of world (ROW) companies I know whether in tech, hard goods, commodities, intermediate manufacturing, primary manufacturing, services
- Uncertainty is the dominant feature. Fiscal and trade policy changes by the day whether source is US or affected by US
- Long term capital expenditures are on hold. Whether Euro, Canadian, South East Asian etc. there is too much uncertainty. And due to that uncertainty not being predictable it either cannot be hedged or is too expensive to hedge. I can give examples on commodity trading fronts but it's too much typing for now. This can't go on forever of course as long term capex is a given but who knows when it will resume
- Short term operations and capex still ongoing but parties are now negotiating out clauses based on foreign policy changes
- Rest of World (ROW) parties are putting plans into place to diversify away from dependence on US sources or somehow reducing exposure to US. This is not unprecedented. ROW already went through this with respect to Russian products and services. However, because US has bigger exposure it is more difficult. Not impossible; but more difficult.
- ROW seem to be more open to considering all options despite the cost of transitioning from US markets. Trade with China, India, EMEA, APAC regions. Talk is cheap but this is now occurring at board and executive levels.
All these posts will be garbled due to forums being garbage but professional MANAGERS (as opposed to real-world companies) are doing this:
- taking short biases as hedges against long US porfolios
- taking advantage of market bounces to take long US profits
- long volatility.
- long Rest of World particularly European stocks to the point that it's getting a bit silly and a crowded trade
- neutral on "bigger" crypto (BTC, ETC). Short on alt-coins
- neutral to mildly positive on industries that one had previously thought would get the "Trump Bump" ie defence, private law enforcement, agriculture etc.
Thank you! Much appreciated! some good nugs of advice and observations that i am also seeing in my day job.