Gregmal

This seems like a paradise for stock pickers. Same way money flowed around in pockets of the market from April 2020-early 2022. Trumps unpredictability has always been predictable.

Oil investing has a prerequisite of like being able to endure 6-8 years of paper cuts and punches to the face, for 1-2 windfalls. Best advice I’ve heard from people is that if you wanna make money in oil, go work for an oil company. The culture just doesn’t really mesh well with shareholder prosperity.

@Blake Hampton why are you so averse to buying Berkshire? Ignore all the old guys(whom have gotten rich from Berkshire) talking about it being “relatively” expensive for Berkshire standards. If you pant a piggy bank stock or something you can build a foundation on, there’s few better options. In you’re 20s the quote you get almost doesn’t even matter if it’s indeed a longer term hold.

GOOG is great and all, but it's always been the cheapest of the glam stocks. Dont think jumping after it on just a 10-20% pullback after a largely AI fueled rally from like $100-120 is all that wise. I'd love to own it again maybe around $130.

Nah I’ve done this my whole life. It’s the only reason I have an IBKR account. Your only job is to make sure you own quality. But if you’re nimble, and especially if you have income or liquidity, using an extra 20-30% on 6 figure amounts is fine.

Viking does this long winded pontificating whenever we get a 10% pullback. It’s NBD.

Yea it’s really funny watching people state this matter of factly. Guess $130 Nikes…..pending Vietnam negotiations….are the new housing/oil? We went through this before when people bet on inflation, post the actual inflation, right into the 2022 peak, and they missed it all. Same will happen again. People get so confused when the market gets volatile. It’s great.

Is it really anything other than being long volatility and wagering Jane is only half retard at these levels?

Yea I mean you can sit around trying to protect small amounts of money, which is basically anything you have if you’re under 30, or you can take some risk to better your future. In a theoretical world the idea of me working at 50 or 60 or 70 who gives a fuck. It’s all the same and my objective was always to not be doing anything unless by choice at those ages, or at least die trying lol

C leaps

Why? Less to lose.

I know. 100%. Musk. Bessent. Lutnick, etc. All successful, highly accomplished guys. Then they go to the “other team” and every Manny, Moe and Curly just knows their stupid idiots with no plans…LMFAO

lol please list your qualifications and relationship experience then. This is hilarious.

Yup. Within a month I’d imagine at least half of these are brought to negligible levels. Probably more. Then all the people whom panicked first realize they threw away money and paid taxes(or maybe not) over a short term circus.

Nothings happened in 2 days lol. The stock boys X TDS crowd just think the world changed because their respective feeds tell them what they need to hear with their biases. Like literally nothing burned down…

Lower oil prices, lower rates, lower inflation ahead of tax cuts. This has been said many times I don’t know why people keep saying they don’t know. Tariffs are just most effective microphone

None of the details matter it’s just framework. The tariffs don’t really have a point beyond negotiating leverage anyway. Pick a country, claim you’re negotiating, validate through market reaction, rinse repeat. All the obsession over running exact numbers across various scenarios and then extrapolating years out is a waste of time.

MGM, Fairfax, MSGE

BREAKING: Vietnam negotiating a deal.

Lol on cue, BREAKING: TRUMP URGES POWELL TO CUT Lose the emotion and the money shot will reveal itself. It’s a gamble, sure. The fix is as simple as Libs running next summer on “how are your jobs and 401k?”

Like remember when many of our resident experts were basically saying energy prices equal inflation? Where’s oil gone? Otherwise, what’s STILL the biggest positive inflation contributor? Housing? Why? Rates? Starting to make sense? Tariffs are the billy club. The gambit is to use them to get the other stuff in line. So far it s happening, how easy to is to pivot and fix things I think depends on a lot, but the tax cuts will be a big part of it.

lol you’ll learn

Tariffs and trade agreements can be ripped up just as fast as they’re created…as we’ve seen. The experiment being done early is why I think they want to be aggressive with it; in order for it not to fuck mid terms you have a brief window to get your oil, rates, inflation down.

Long Nintendo!

Nikes $18 produce shoes are $8 more expensive cuz of tariffs. Stocks off 25-30%.