Political Posts

[villainx]

1 hour ago, dealraker said:

Peter Navarro

 

Of course I was wondering why the guitarist for Jane's Addiction would have credible market commentary.

 

[Luke]

53 minutes ago, Sweet said:

Trump retweeted this:

 

 

Why would those factories pay American workers more than they currently earn in basic service industry jobs? There is a tiny limited number of jobs in high-end manufacturing like chips because most of it is automated. Producing radios or consumer products has no margin, little pay, and is one of the most redundant and boring jobs out there. Holy...And crashing the stock market in which every american has significant net worth invested doesnt sound that smart either...? I know tons of folks who send 50% of their check into stocks...bye bye money.

Edited April 4, 2025 by Luke

[Sweet]

3 minutes ago, Luke said:

Why would those factories pay American workers more than they currently earn in basic service industry jobs? There is a tiny limited number of jobs in high-end manufacturing like chips because most of it is automated. Producing radios or consumer products has no margin, little pay, and is one of the most redundant and boring jobs out there. Holy...And crashing the stock market in which every american has significant net worth invested doesnt sound that smart either...? I know tons of folks who send 50% of their check into stocks...bye bye money.

I hope you don’t think that because I posted this that I agree with it lol.  Because I have no obligation to answer any of your questions - which I hope are rhetorical lol.

[Luke]

8 minutes ago, Sweet said:

I hope you don’t think that because I posted this that I agree with it lol.  Because I have no obligation to answer any of your questions - which I hope are rhetorical lol.

It was a general question of whether anybody believes this and I want your predictions of what this leads to. Who says that you have an obligation to answer my question?

[Sweet]

Just now, Luke said:

It was a general question of whether anybody believes this and I want your predictions of what this leads to. Who says that you have an obligation to answer my question?

Geez Luke, I think you are reading my post a bit too seriously.  The ‘lols’ should have been clue.

[Luke]

Just now, Sweet said:

Geez Luke, I think you are reading my post a bit too seriously.  The ‘lols’ should have been clue.

I understand you dont take it seriously but i wanted your input on it I have never thought you take it for face value 

[Sweet]

3 minutes ago, Luke said:

I understand you dont take it seriously but i wanted your input on it I have never thought you take it for face value 

On the tariffs or the obligations to reply lol?

 

On the video, it made me laugh that people still believe there is some kind of four d chess here.  Trump believes in tariffs, end of story.  They’ve been implemented horribly.  It could have been so much better but I think they get changed and everyone will then claim they were right.

 

On my obligation to reply, well since you asked nicely I now feel I am obligated dammit 

[Gregmal]

5 minutes ago, Sweet said:

On the tariffs or the obligations to reply lol?

 

On the video, it made me laugh that people still believe there is some kind of four d chess here.  Trump believes in tariffs, end of story.  They’ve been implemented horribly.  It could have been so much better but I think they get changed and everyone will then claim they were right.

 

On my obligation to reply, well since you asked nicely I now feel I am obligated dammit 

The best semi possible angle I can come up with is that they’re taking a very aggressive kitchen sink approach to the first 2-3Q to lower rates, inflation, oil, etc. get the tax cuts and business incentives. Tariffs are the most effective mechanism to create emotional rollercoasters of uncertainty. Then ride the recovery for 1.5-3 years. 

[villainx]

1 minute ago, Gregmal said:

Then ride the recovery for 1.5-3 years. 

 

Ok, so there's going to be a recovery, right?

 

[Gregmal]

2 minutes ago, villainx said:

 

Ok, so there's going to be a recovery, right?

 

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

[Luke]

18 minutes ago, Sweet said:

On the tariffs or the obligations to reply lol?

 

On the video, it made me laugh that people still believe there is some kind of four d chess here.  Trump believes in tariffs, end of story.  They’ve been implemented horribly.  It could have been so much better but I think they get changed and everyone will then claim they were right.

 

On my obligation to reply, well since you asked nicely I now feel I am obligated dammit 

 

Just kidding. I meant regarding the tariffs and thanks for your answer  

Edited April 4, 2025 by Luke

[Gregmal]

1 minute ago, Luke said:

 

Just kidding. I meant regarding the tariffs and thanks for your answer  

Long Nintendo!

[gary17]

22 minutes ago, Gregmal said:

The best semi possible angle I can come up with is that they’re taking a very aggressive kitchen sink approach to the first 2-3Q to lower rates, inflation, oil, etc. get the tax cuts and business incentives. Tariffs are the most effective mechanism to create emotional rollercoasters of uncertainty. Then ride the recovery for 1.5-3 years. 

tarrifs are taxes on revenue while corporate taxes are on company profits.  different line item lol.   yes,  creates huge uncertainty.

[Gregmal]

1 minute ago, gary17 said:

tarrifs are taxes on revenue while corporate taxes are on company profits.  different line item lol.   yes,  creates huge uncertainty.

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. 

[Blake Hampton]

Just now, Gregmal said:

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. 

And how exactly does putting a massive tax on goods bring down inflation?

[Blake Hampton]

6 minutes ago, Gregmal said:

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. 

Also this is not just some silly event. Though Trump may try to be flip-floppy, a lot of damage has already been done. 

[Gregmal]

7 minutes ago, Blake Hampton said:

And how exactly does putting a massive tax on goods bring down inflation?

lol you’ll learn 

[Blake Hampton]

Just now, Gregmal said:

lol you’ll learn 

Great explanation.

[Gregmal]

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.

Edited April 4, 2025 by Gregmal

[Gregmal]

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?” 

[Gregmal]

39 minutes ago, Gregmal said:

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

BREAKING: Vietnam negotiating a deal.

 

[SharperDingaan]

1 hour ago, Paarslaars said:

Yeah this will blow over in a few months, just hurts a bit now when sitting on leaps.  

Glad bitcoin is holding up formidably.

 

That said, this might be the time to sell out of some things holding up well in order to buy things getting hit hard?

 

Blew away a good chunk of our BTC bought yesterday (at a gain), and reinvested in a CAD dividend payer on both the adverse tariff and OPEC+ news. Getting paid very well to sit on our ass, waiting for BTC to drop through its support levels; if you think that marginal money flows into BTC are a price determinant ....  the tariff related drying up of liquidity is your friend   

 

Happy shopping.

 

SD

 

[John Hjorth]

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

 

[Paarslaars]

40 minutes ago, SharperDingaan said:

 

Blew away a good chunk of our BTC bought yesterday (at a gain), and reinvested in a CAD dividend payer on both the adverse tariff and OPEC+ news. Getting paid very well to sit on our ass, waiting for BTC to drop through its support levels; if you think that marginal money flows into BTC are a price determinant ....  the tariff related drying up of liquidity is your friend   

 

Happy shopping.

 

SD

 

Well you are a much better trader than I am... I am just gonna hold until it takes off when liquidity comes back. I am counting on Saylor to stack for me in the mean time.

[dwy000]

49 minutes ago, Gregmal said:

BREAKING: Vietnam negotiating a deal.

 

What exactly is there to negotiate with Vietnam?  They buy $15b of stuff from the US.  We buy $150b of goods from them, which now has a 50% tax for US companies.  Shooting ourself in the arm instead of the head isn't exactly a win.