Is the stock market going to tank?

[Cono Este]

Hey, uselss thread cunt, should we buy or sell?

[MultiVerse]

Shut it, Grand Torino

[The Nuclear Option]

Trump posted on Truth Social “THIS IS A GREAT TIME TO BUY!!! DJT,” the president wrote on Wednesday, a mere four hours before announcing a 90-day pause

[summit]

Oh I bought. All in. And then I sold after hours yesterday. Worked out. Now what...

[MultiVerse]

Shout out to anyone trading unpredictability and erratic behavior. Good luck predicting with any degree of accuracy what will happen next. By the time this page loads, there could be some newer update about the tariffs or threat of tariffs, and then another update after that:

Leavitt April 8, 2025: Trump is not considering an extension or delay on tariffs.

Leavitt April 9, 2025: Trump is putting a 90-day pause on the reciprocal tariffs.

On top of that suck salad, big daily returns like yesterday's tend to occur during protracted Bear Markets. So uh, don't sell b/c tomorrow Trump could announce it's all over (his poll #s are tanking) or do sell b/c bigger drawdowns are yet to come....

[jackstraw]

https://bsky.app/profile/out5p0ken.b.../3lmgq5l2chs2j

Whata cunt

[Cono Este]

Multi verse, you are fucking clueless.

Stop fucking with peoples wallets, go post your stupid. usless shit elsewhere.

[Bunion 2020]

Fuck off CE, this is not your personal thread, hell it was started quite some time ago (2007!!!).
I suggest you start your own investment thread and you can wax on and off about your brilliant strategy. Of course no one else will bother with it.

[4matic]

.DXY below one hundred. That’s big.

Buddy of mine is SVP for Pape’ Cat commercial. He says business is really slow and that was before tariffs

[4matic]

Bond market melting again. I’m guessing four seventy five or or so before intervention.

[The Nuclear Option]

Bond Market 1
Trump 0

Next round…

[4matic]

My all bond portfolio after withdrawals is down two and one half percent ytd and six percent from peak equity. Yield matters.

[liv2ski]

While we are dick waving, my all cash portfolio is up 4%

[406]

Ha, wait until the guy who put everything in gold chimes in :-)

[jono]

Killing off all safeguards to save a couple bucks until some predictable black swan is one obvious possibility. But I'm old enough to remember how Twitter died, so I'm trying to prepare for something much faster and less truthful than the first time around.

Feels like physical assets might get a bump.

February 1. Does cono still give out the prizes?

[spanky]

While we are dick waving, my all cash portfolio is up 4%

But the dollar is down 9%…

https://apnews.com/article/dollar-tr...2ad34ba5f5d977

[liv2ski]

Yup, should of bought those foreign ETFs. Silly me.

[MultiVerse]

Things worth remembering: how good we had it in January 2025. Stocks near all time highs. Housing near all time highs. Inflation below 3-percent. Low unemployment at 4-percent. Risk-free 5-percent return on cash. Real GDP growth at 3-percent. American exceptionalism making us the envy of the world.

The economic order didn't start breaking down until Trump put a wrecking ball to it. Since this is the stock market thread — in response to "Multi verse, you are fucking clueless" — this crisis-in-the-making was wholly created by the White House's destructive tariff policies. Policy matters. Both to the economy and to the stock market.

This thread has always included a policy discussion. They concocted this policy based on a fundamental misunderstanding of the world economy by a historically ignorant president. This is not a political statement, this is an objective truth. Markets crashed due to horrible tariff policy, horrible dollar policy, which is just what anyone at all competent warned it would do. Backing off from bad policy, allowed markets to rebound somewhat. Meanwhile MAGA tries to spin it as proof of the bad policy's success — warble, warble, art of the deal — rinse and repeat.

It's truly incredible watching the richest country in human history getting fooled into doing this to itself.

[406]

"Tesla would have lost hundreds of millions of dollars had it not earned $400 million in interest on cash and investments and $595 million from selling credits to other carmakers that failed to meet emissions regulations that Mr. Trump has pledged to eliminate.Tesla shares rose about 5 percent in extended trading after the company released its quarterly earnings."

[406]

"Tesla would have lost hundreds of millions of dollars had it not earned $400 million in interest on cash and investments and $595 million from selling credits to other carmakers that failed to meet emissions regulations that Mr. Trump has pledged to eliminate.Tesla shares rose about 5 percent in extended trading after the company released its quarterly earnings.". Wtf?

[rod9301]

Things worth remembering: how good we had it in January 2025. Stocks near all time highs. Housing near all time highs. Inflation below 3-percent. Low unemployment at 4-percent. Risk-free 5-percent return on cash. Real GDP growth at 3-percent. American exceptionalism making us the envy of the world.

The economic order didn't start breaking down until Trump put a wrecking ball to it. Since this is the stock market thread — in response to "Multi verse, you are fucking clueless" — this crisis-in-the-making was wholly created by the White House's destructive tariff policies. Policy matters. Both to the economy and to the stock market.

This thread has always included a policy discussion. They concocted this policy based on a fundamental misunderstanding of the world economy by a historically ignorant president. This is not a political statement, this is an objective truth. Markets crashed due to horrible tariff policy, horrible dollar policy, which is just what anyone at all competent warned it would do. Backing off from bad policy, allowed markets to rebound somewhat. Meanwhile MAGA tries to spin it as proof of the bad policy's success — warble, warble, art of the deal — rinse and repeat.

It's truly incredible watching the richest country in human history getting fooled into doing this to itself.

But

The path the US is on is unsustainable, importing a lot of stuff and paying for it with debt that China buys.


And the path of China is also unsustainable, depending a lot on exports and stockpiling us debt in return.

Us needs to manufacture more and reduce debt, China needs to consume more internally and reduce debt.

Sent from my motorola edge 2024 using Tapatalk

[4matic]

ski;[emoji[emoji6[emoji640][emoji638]][emoji640][emoji639]][emoji638][emoji637][emoji[emoji6[emoji640][emoji638]][emoji640][emoji639]][emoji[emoji6[emoji640][emoji638]][emoji640][emoji6[emoji640][emoji637]]][emoji637][emoji637]]While we are dick waving, my all cash portfolio is up [emoji640]%

Under what time frame? YTD cash would be up one percent.

Fwiw as of today I’m flat ytd and yoy after withdrawals. Better than I expected considering the risk leverage and credit quality.

[Cisco Kid]

And a partridge in a pear tree. Rod, you are a pice of work.

[MultiVerse]

I love how all the tariff promoters, except Rod ofc, have by now pivoted to "ackshually tariffs are reckless" ever since the market completely rejected their bad arguments. To recap:

— US debt will become cheaper to service: nope, the opposite is happening
— Re-shore manufacturing: nope, manufacturing & investment & real output is falling
— Cut deals & isolate China: nope, Japan—the admins best hope—said no to deal that excludes China

[skaredshtles]

I love how all the tariff promoters, except Rod ofc, have by now pivoted to "ackshually tariffs are reckless" ever since the market completely rejected their bad arguments. To recap: — US debt will become cheaper to service: nope, the opposite is happening — Re-shore manufacturing: nope, manufacturing & investment & real output is falling — Cut deals & isolate China: nope, Japan—the admins best hope—said no to deal that excludes China

This was identified early on as a likely outcome.