Paarslaars

Well in their defense, nobody in favor of tariffs was expecting this magnitude... 5-10% would have been OK.

Then again, do you need that stimulus? Look at what happened yesterday when there was a small hint that the tariffs would be delayed, money came pouring in the market. The market doesn't need stimulus, it needs this colossal fuck up to end.

Probably the best advice here yet. Though I am not at retirement age yet so I'll play some padel instead.

Reddit filled with small business owners fearing bankruptcy. 104% tariffs on Chinese goods starting tomorrow... This is going to cost jobs and lives.

I am sure the companies(JD, PDD,..) will be fine in the long run, just not within the expiration date of the calls I'm holding. That's the risk you take with options...

This was originally a 10% position for me. Only about 1/3th of it left... There might be a ban on export but that doesn't stop all chinese exporters though.

Waiting for the market to open.

Yeah many applications have the option to switch to GaAs or Si instead of Ge. But you are confirming my suspicion, China will go to war on this, hard... Which means Trump won't back down and keep retaliating. Political risk just got waaay bigger for China stocks.

China calls Trump’s new tariff threat ‘a mistake upon a mistake’ and looks for opportunity in global trade war | CNN Business Going cut my china positions today, much more pain to come here... they won't be backing down.

Well it never was of course, otherwise you wouldn't base your tariffs on trade deficit.

Happy to see Jon back doing what he does.

BTC will save you.

Oh boy... My poor PDD/JD leaps.

True, the only way to negotiate with the chinese is taking them drinking.

That is market manipulation at its finest. https://www.cnbc.com/2025/04/07/trump-tariffs-live-updates-stock-market-crypto.html White house denies it.

I agree about that part. Just saying that leaders in Europe should not retaliate just to retaliate. They need to take the appropriate measures to protect the livelyhoods of their people.

That will only make things worse for your portfolio. I think there are better, more constructive ways forward. Most of the world is simply looking to survive his antics with minimal impact on their people. Things will be different when he is out of the white house.

It's also one of the companies that gets hit hardest by these tariffs I would assume.

So not selling everything and putting it all into Bitcoin? Seems like long term this should be completely tariff independent.

I think when folks here start selling FHH and BRK to free up cash for cheaper stuff, that's when we bottom.

I think it becomes important to distinguish between stocks that are affected in their business, and stocks that are getting dragged alongside with it in the panic. We can't really predict if these tariffs are here to stay or not so better to assume they are. Which means Parsad is likely right, we are roughly half way, because we will still see drops in earnings projections, secondary markets hit, demand shrinking, jobs lost, etc... This will gradually drag the market down over the next quarters. So far employment is fine and inflation slightly too high so the FED isn't going to do anything. Consumer confidence should drop rapidly though.

It's the only thing you can trade on a Sunday. People are scrambling in fear for black monday...

I am curious if we have seen the worst of it. How will Trump handle the inevitable retalliation? Sure smaller countries like Vietnam want to negotiate but China and Europe won't... China did everyone else a favor by firing first, this could get messy.

Well a day late but there it goes.

I think the main reason for this thread is to see others having the same experience. Misery loves company, I know it's cruel but it makes me feel better knowing other smarter people are feeling it too.