Investing Thread

[Uncle Rico]

China stopping sulfuric acid imports in May.

[Hards Alumni]

China stopping sulfuric acid imports in May.

Ah, so they're dropping acid?

[Uncle Rico]

Ah, so they're dropping acid?

Right on our patriotic, strong farmers.

[Uncle Rico]

Huh

https://www.forbes.com/sites/suzannerowankelleher/2026/04/13/canadian-visits-us-down-35-percent/

[rocky_warrior]

Hm, it appears everyone is onto the Tuesday game...buying in advance.

[Jockey]

Huh

https://www.forbes.com/sites/suzannerowankelleher/2026/04/13/canadian-visits-us-down-35-percent/

So, it's a good thing. People here got what they voted for. We don't need no Canuck dollars

[forgetful]

China stopping sulfuric acid imports in May.

That is a problem. China produces over 30% of the global supply of sulfuric acid, and it's kind of important for a lot of fundamental things.

Doubly bad, most of the sulfur needed to produce sulfuric acid comes from natural gas/petroleum products, so with the strait of Hormuz closed, others will be producing less sulfuric acid.

Triply bad given that we are already going to be short on the production of nitrogen based fertilizers because of the closure of key plants and the strait of Hormuz.

This just keeps getting worse. Not good for the global economy.

Copper prices may go up though.

[Uncle Rico]

Reading the ol' business news letter this morning:

"Rising gas prices driving spending costs"

"Flags Iran war cost risks"

"FY26E guide due to the Middle East likely to drive small EPS trim"

"Blames Iran Conflict for Projected Sales Slump"

[ATL MU Warrior]

Reading the ol' business news letter this morning:

"Rising gas prices driving spending costs"

"Flags Iran war cost risks"

"FY26E guide due to the Middle East likely to drive small EPS trim"

"Blames Iran Conflict for Projected Sales Slump"

Small price to pay for our continued freedom and safety from radical Islam

[Uncle Rico]

Small price to pay for our continued freedom and safety from radical Islam

It's only a few pennies

[ATL MU Warrior]

It's only a few pennies

we were in imminent danger. we were saved from disaster

[Uncle Rico]

we were in imminent danger. we were saved from disaster

Iranians were dangerously close to having nuclear vests and blowing up cities, so cool it, pal

[ATL MU Warrior]

Iranians were dangerously close to having nuclear vests and blowing up cities, so cool it, pal

eh, they probably would have targeted blue cities so no big loss

[Badgerhater]

Nuclear weapons are an original American cultural tradition, Iran was engaging in cultural expropriation.

[Uncle Rico]

Nuclear weapons are an original American cultural tradition, Iran was engaging in cultural expropriation.

Like most things, we stole it by stealing some good German scientists

[jesmu84]

https://x.com/i/status/2046206796163842442

[BM1090]

https://x.com/i/status/2046206796163842442

Kind of think this was the plan all along.

[MU82]

FedEx said it would give refunds to customers. Costco said it would benefit customers by reducing prices and increasing benefits. They were two of the largest and most public corporations to seek refunds of the tariffs. We'll see if they follow through on their pledges.

[jesmu84]

FedEx said it would give refunds to customers. Costco said it would benefit customers by reducing prices and increasing benefits. They were two of the largest and most public corporations to seek refunds of the tariffs. We'll see if they follow through on their pledges.

I wonder if those things would then be tax write-offs or other accounting BS.

Individual taxpayers are still footing the bill, if so

[MU82]

I wonder if those things would then be tax write-offs or other accounting BS.

Individual taxpayers are still footing the bill, if so

I don't know.

[MU82]

Wall Street is adjusting to a new reality where a single well-timed post from President Trump can drive stocks and oil prices, Axios' Emily Peck and Erin Davis write.

Goldman Sachs CEO David Solomon joked yesterday that a big change in economic outlook is "only one tweet away."

Two occasions over the past month when Trump's posts on the Iran war appeared to drive stocks sharply higher (charted above):

On March 23, some two hours before the U.S. market opened, Trump posted that the U.S. and Iran had "very good and productive conversations regarding a complete and total resolution of hostilities."

On April 17, stock prices were falling, but minutes before the market opened, Trump posted: "The Strait of Hormuz is completely open and ready for business and full passage, but the naval blockade will remain in full force and effect."

It happened again yesterday when Trump posted he would extend the ceasefire as stocks slumped over worries that the U.S. and Iran would not negotiate a resolution.

Ain't it grand to have the stock market controlled by the Whim Du Jour of one demented megalomaniac?

[cheebs09]

I wonder if those things would then be tax write-offs or other accounting BS.

Individual taxpayers are still footing the bill, if so

Ugh, I was hoping my Big Beautiful Tax Refund would show up next year. I must have missed it in the 2025 year.

[TSmith34, Inc.]

Wall Street is adjusting to a new reality where a single well-timed post from President Trump can drive stocks and oil prices, Axios' Emily Peck and Erin Davis write.

Goldman Sachs CEO David Solomon joked yesterday that a big change in economic outlook is "only one tweet away."

Two occasions over the past month when Trump's posts on the Iran war appeared to drive stocks sharply higher (charted above):

On March 23, some two hours before the U.S. market opened, Trump posted that the U.S. and Iran had "very good and productive conversations regarding a complete and total resolution of hostilities."

On April 17, stock prices were falling, but minutes before the market opened, Trump posted: "The Strait of Hormuz is completely open and ready for business and full passage, but the naval blockade will remain in full force and effect."

It happened again yesterday when Trump posted he would extend the ceasefire as stocks slumped over worries that the U.S. and Iran would not negotiate a resolution.

Ain't it grand to have the stock market controlled by the Whim Du Jour of one demented megalomaniac?

I asked this before, buy WHY? Why would the market, after 10+ years of observing the tsunami of lies originating from this person, ever take what he says as truth?

[Uncle Rico]

I asked this before, buy WHY? Why would the market, after 10+ years of observing the tsunami of lies originating from this person, ever take what he says as truth?

The whales know

[Jockey]

I asked this before, buy WHY? Why would the market, after 10+ years of observing the tsunami of lies originating from this person, ever take what he says as truth?

The big boys are all idiot savants with no moral values. They are clueless about real life.