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Posted (edited)
2 hours ago, Coelenterate Fuccboi said:

My advice, disconnect your economics education from your short-term trading.

Already did.  I can be right long term and wrong short term, it's happened before and it cost me.  Can't fight momentum and exuberance, despite what I see coming. My Dad just told me with all the fantastic news with tariffs, along with impending peace in the Middle East and Ukraine the market is going on a multi-year run to the moon! 

For me I will likely give back about double what I made on PLTR, this AM in all likelihood. Or worse depending on the drop.   I'm still mostly cash, but FOMOing today.  

Longer term I still see inflation hamstringing the fed, and rates not receding to where they will need to be to add another big chunk onto the debt/deficit.  It will be interesting to see the appetite for US retailers to bite off 30% in additional expenses on china imports.  You have to assume some retailers are going to have to start paying the fees, or potential have the problem of empty shelves and no income.  The costs will be passed on to US consumers, and this is going to take more time. But it's coming, and inevitable. 

PS- seeing some of the surges in retailers may give me an opportunity shortly to the downside.

 

 

Edited by horn4life
Posted
40 minutes ago, SuingToGetAMessageBoard? said:

Walmart down on the day, which surprises me.  Seems like they'd be buoyed by Chinese deal more than anyone.

30% is still an insanely high tariff rate.

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Posted
7 minutes ago, SuingToGetAMessageBoard? said:

the krassenstein brothers are retarded.  they are the left's version of joe rogan.

Good to know. it popped up, and lately it has been difficult to tell Onion articles from the daily news. 

Posted
5 hours ago, horn4life said:

Anyone know why Soundhound (SOUN) is spiking today? +20% on the day?

Discourse comimg out of Geneva is that China will be more favorable to opening their markets..  These guys have business in China is my guess.  AI voice space is right up the China alley.

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Posted
10 hours ago, horn4life said:

My Dad just told me … peace in … Ukraine

Your dad is as delusional as orange makeup man

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Posted

Not sure where to put this. It would potentially affect multiple markets so I guess it can go here. Haven’t seen it discussed at all but would be massive. 
 

My surface reading of this is it will be used to offset extending the existing tax cuts. The politics of that aside, it should hurt demand for Treasuries for sure and perhaps equities. At the same time it’s an unusual carve out that no one else around the world gives. We’ll see what happens. 
 

 

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Posted
On 5/16/2025 at 6:51 PM, Trenchtown said:

Not sure where to put this. It would potentially affect multiple markets so I guess it can go here. Haven’t seen it discussed at all but would be massive. 
 

My surface reading of this is it will be used to offset extending the existing tax cuts. The politics of that aside, it should hurt demand for Treasuries for sure and perhaps equities. At the same time it’s an unusual carve out that no one else around the world gives. We’ll see what happens. 
 

 

I’m no economist, but this bullshit does not seem good for rates. Assuming, I suppose, that one would prefer them lower as I do. 

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