Investing Thread

[The Sultan]

Market is up significantly after the announcement of the 90 day 10% tariffs for all countries except for China, which now has a 125% tariff...

Snip, snap, snip, snap

This is cool and all, but is really poor economic policy.

[Uncle Rico]

This is cool and all, but is really poor economic policy.

It'll get dumber

[100AcreNation]

This is cool and all, but is really poor economic policy.

I for one am shocked that these rash economic policy decisions do not provide the market the stability it needs for healthy growth.

[Uncle Rico]

I for one am shocked that these rash economic policy decisions do not provide the market the stability it needs for healthy growth.

If only we had created a government with checks and balances and had a body that controls the whims of an autocrat when it comes to economic policy.  Alas...

[Billy Hoyle]

This is cool and all, but is really poor economic policy.

It's almost as if that was the plan all along.

[The Sultan]

It's almost as if that was the plan all along.

I don't think there really is a plan other than "I like to do things that make me look like a powerful decision-maker who controls things." Which might be fine if you are playing Monopoly or something, but its really bad for the economic markets.

[Jockey]

It's almost as if that was the plan all along.

I said from the start that it was all a shell game. And I'll give credit to a couple others here who said as much - Hards is the 1st that comes to mind.

[Pakuni]

At least we can count on the bond markets for some stabil ... Oh.

[Billy Hoyle]

I don't think there really is a plan other than "I like to do things that make me look like a powerful decision-maker who controls things." Which might be fine if you are playing Monopoly or something, but its really bad for the economic markets.

well, considering a "now is a great time to buy" right before he made his public announcement about caving it does raise suspicions.

[MU82]

The market crashed worse than he thought it would. He was getting significant pushback even within his own party and from some of his own advisers, and none of the primary targets of the tariffs blinked. So he caved ... and Mr. Market is temporarily happy.

[Uncle Rico]

I said from the start that it was all a shell game. And I'll give credit to a couple others here who said as much - Hards is the 1st that comes to mind.

It's why it pays to be rich

[The Sultan]

I said from the start that it was all a shell game. And I'll give credit to a couple others here who said as much - Hards is the 1st that comes to mind.

I don't think this was the case.

The market crashed worse than he thought it would. He was getting significant pushback even within his own party and from some of his own advisers, and none of the primary targets of the tariffs blinked. So he caved ... and Mr. Market is temporarily happy.

I think this is more the case.

[Uncle Rico]

I don't think this was the case.

I think this is more the case.

I have doubts this helped push us closer to bringing manufacturing back but I could be wrong

[The Sultan]

I have doubts this helped push us closer to bringing manufacturing back but I could be wrong

Well buddy, really smart people disagree with you.

https://x.com/BillAckman/status/1910031061817647206

[Uncle Rico]

Well buddy, really smart people disagree with you.

https://x.com/BillAckman/status/1910031061817647206

We live in the dumbest age

[Pakuni]

Well buddy, really smart people disagree with you.

https://x.com/BillAckman/status/1910031061817647206

What deal?

[Billy Hoyle]

What deal?

Like the book being referred to here, the "deal" was written by someone else.

[Jockey]

What deal?

The one where his people make hundreds of millions.

[Uncle Rico]

The one where his people make hundreds of millions.

Amazingly, seems to have been a lot of extra activity before the rescinding of the tariffs.  Man, the grifting is something. 

Be rich, folks

[Jockey]

Amazingly, seems to have been a lot of extra activity before the rescinding of the tariffs.  Man, the grifting is something. 

Be rich, folks

Marjorie is a very astute investor who knew just when to sell. We need leaders like that.

[TSmith34, Inc.]

Well buddy, really smart people disagree with you.

https://x.com/BillAckman/status/1910031061817647206

Look at the emperor's beautiful clothes!

[The Sultan]

The market crashed worse than he thought it would. He was getting significant pushback even within his own party and from some of his own advisers, and none of the primary targets of the tariffs blinked. So he caved ... and Mr. Market is temporarily happy.

Japan and China started to sell off their bonds instead of negotiate, and the WH blinked because of the rise in interest rates.

[MU82]

Japan and China started to sell off their bonds instead of negotiate, and the WH blinked because of the rise in interest rates.

Based on everything I've read, I do think this has a lot of merit.

The overwrought, indiscriminate package of tariffs was destined to be a failure for a variety of reasons. Economists pointed out all of them in advance.

[TSmith34, Inc.]

Based on everything I've read, I do think this has a lot of merit.

The overwrought, indiscriminate package of tariffs was destined to be a failure for a variety of reasons. Economists pointed out all of them in advance.

Hoo boy

Wild swings in Treasurys have investors worried something is about to 'blow up' in markets
https://www.yahoo.com/finance/news/wild-swings-in-treasurys-have-investors-worried-something-is-about-to-blow-up-in-markets-180240729.html

"The Stock and Bond Vigilantes signal that the Trump administration may be playing with liquid nitro," Ed Yardeni, president of Yardeni Research, said in a research note published on Tuesday. "Something may be about to blow up in the capital markets as a result of the stress created by the administration's trade war. If so, then the S&P 500 will fall into a bear market for sure."

"With all of this back-and-forth with China, there's a possibility that they stop buying and boycott our debt," Steve Sosnick, chief strategist at Interactive Brokers, told Yahoo Finance's Josh Schafer in a phone interview on Tuesday. "Japan has the largest stock of Treasurys, but China has been a big buyer. What happens if that source of foreign demand shrinks or dries up completely?"

[TSmith34, Inc.]

Japan and China started to sell off their bonds instead of negotiate, and the WH blinked because of the rise in interest rates.

Cave, capitulate, give in, surrender...call it what you will. Sounds like Japan selling bonds broke the camel's back.