John Hjorth

Likely right, @Paarslaars, I think a lot of multinationals headquartered in Europe are in the same boat as LVMH right now. I.e. Swedish Investor AB is getting beaten the crap out of it today. In short, it basically consists of a portfolio of a number of such multinationals, most of them headquartered in Sweden.

That's a great price, @Milu! It traded at around 750 late January!

I agree with @Milu and Sanjeev [ @Parsad ] that the right US ADR for LVMH is LVMUY. - - - o 0 o - - - Sanjeev [ @Parsad ] have you even been in your bed this night of yours

Since April 1th there have been rumors of a new sparrow species being found in Greenland, and within the last few days a photographer also managed to get a photo of it. It has been named the Orange Mineral Picker.

@LC, Especially for you, because you appear interested and seem to care : Holmen AB - Future-Smart Forests. [Holmen AB website]. Such businesses plan sometimes for a century a head! There are people with noble intentions among other places in California, who dedicate their spare time to make up for near fatal decisions made almost a century ago, who will never really enjoy the outcome of their hard work, perhaps their grandchildren will : Save the Redwoods website. - - - o 0 o - - - Dumb, dumber, Trumpest.

Oh, come on!, I personally think this topic has its own noble raison d'être. I mean : All when you're busy calculating how much down you are since inauguration, one aren't focused on panick selling, and when you eventually finish your calculations and are ready to post in this topic, then the market is further down, and one starts from the beginning of the excersise on the whole thing, all over again! - It works great.

Mike [ @cubsfan ], You just lost a regular reader during many years, as of yesterday, effective from here, because of what happened here on CofB&F yesterday. I don't even bother to press the report button.

Yes, @73 Reds, First leftist talk is getting called, next tautologies are sent back to the kitchen.

Internallly, in my head, I visualize, this Emily calling me by phone, as a client of me, about her options and what to do. Emily, who I have had as client for some years now, set up her business in 2008, and it has prospered, and she now has 8 employées to help her run it. She is very worried, that she'll have to lay-off several of her employées, perhaps even wind up the business, and call it a day, after 17 years. As she sees the situation of her business, the COGS [cost of goods sold] go up by 34 per cent in one giant step, because of tariffs, and her gross margin is lower than that. Her freight provider on the goods from China is Maersk, and she expects increases because of tariffs on freight, too. I tell her, this is actually really not a question for her bean-counter, but for her lawyer. I offer to go with her to a meeting about it with her lawyer without charge, because I'm interested in hearing what her lawyer has to say about the matter at hand. She appreciates my offer and we agree she will take care of coordination of such a meeting. - - - o 0 o - - - Nothing leftist about that, - at all.

As a non-US member of CofB&F, and thereby pretty much ignorant about US law in general, I found this article on WSJ interesting on the matter : Wall Street Journal - US - Law [April 6th 2025] : Will Trump’s Sweeping Tariffs Withstand the Courts?. Simplified website[, if I'm not mistaken.] I wish this Emily Ley all the best in her endavours, if this indeed is she picking up the glove.

The answer to the question : 'How much are you down since the inauguration?' doesen't matter to me, to you or to anyone else.

Just to create a foundation of consensus, and thereby of a good weekend, for all CofB&F members, and I think everyone in this topic may eventually agree with me : Trade balances are good.

Here, I just have to express my admiration towards American development and version numbering as an European citizen, but how does such a Californian thing as 2.0 really achieve traction in Washington?

Why is it, that you're posting in this topic the way you actuallly do?

Duly noted, for you.

What [ch] country? - you seem to suffer from home bias. CofB&F is global!

Mike [ @cubsfan ], You need to work on your way of expressing your thoughts here on CofB&F. There are better ways. We are not so, and we don't act so here.

https://truthsocial.com/@realDonaldTrump/posts/114281370220943461 https://truthsocial.com/@realDonaldTrump/posts/114282305980898453 https://truthsocial.com/@realDonaldTrump/posts/114285375813275308 - - - o 0 o - - - Trade and tariff negotiations via social media are awesome.

- This gave me a great start on my Saturday morning! - Thank you!, @cwericb.

You're welcome, @tede02, For Rockwool and The Rockwool Foundation it's quite easy for for i.e. US based investors to get an understanding of what's going on, because there is no language barrier on the website for the Rockwool Foundation [we can switch to English language in upper right corner]. There may be Danish examples and situations where it isen't so. In such situations you and other CofB&F members are always welcome to get in contact with me and I'll do my best to help.

https://truthsocial.com/@realDonaldTrump/posts/114279915827492021 The art of the deal, and all that.

There are deflections, excuses, evasive explanations and rationalizations, and then there are explanations.

@Xerxes, I and others will get a good laugh soon, when we empty the mailbox :

@Cod Liver Oil, Buckle up! Here in Denmark, a pogo stick is called a 'kængurustylte', which translates in English to 'kangaroo stilt'. - - - o 0 o - - - Both MC.PA and CDI.PA are finally beginning to come down to us, let's see how much, it for sure can become much more worse with markets than what it already is by now. I'll likely wait a bit more before buying more.

That reads as a very good plan, @Castanza!