*Investors Blog*

[Pablo]

??????

??????

I was talking to myself.

Sweet!!!!!!!!!!!!

 

[Zee09]

Robinhood put a hit on me today at 9:29 AM when it all goes down...screen went blank and two reboots to get back.. made 2 trades hard. Today I got the chance to withdraw funds from Moomoo.

I went to Webull and it looks like this...not really to my liking.
I'll give it whirl..sample screen only and not a real account.

 

[Pablo]

The business press. Political viewpoints rule!

When CNBC replayed the Doug Ford excerpt later, they only played the part about US citizens would be hurt by tarrifs, not the part about canada droppping tariffs….

Then:

 

[SC Maintenance]

The business press. Political viewpoints rule!

When CNBC replayed the Doug Ford excerpt later, they only played the part about US citizens would be hurt by tarrifs, not the part about canada droppping tariffs….

Then:


View attachment 271468

No useful mainstream business press since this guy.

 

[Pablo]

No useful mainstream business press since this guy.

That show goes way back. Watched Lukeyser when I was a kid.

 

[robburrow5150]

Look at those stock futures. Boy tariffs are so good!

 

[Pablo]

Look at those stock futures. Boy tariffs are so good!

Some people love taxes.

 

[Pablo]

Buy soon.

From a CFA I follow

• 10% tariff is the floor,
• the rate is 50% of the White House def of tariff of the other nation
• China is the top of the list 34% vs 67% est for China
• Europe (EU) is 20% vs 39% est
• Canada and Mexico not on the 4 pages of countries
• the smaller nations really don't matter for US economy

our take? we think investors see this as "start of negotiation." Stocks might be selling off now, but we think this will reverse higher on Thursday“

 

[Zee09]

You make any $$$ today Pabby?

 

[walterjay]

Everyone hold your horses. Not the end of the world.

 

[Pablo]

You make any $$$ today Pabby?

Not much, but OK. 10 year was up = BDC's taking a slight hit

 

[SC Maintenance]

our take? we think investors see this as "start of negotiation." Stocks might be selling off now, but we think this will reverse higher on Thursday“

I believe this too. But here is the problem. Absolutely no one is hedged for it at all. So if it lasts 1 week, OK. If it lasts 1 month - might be a problem. Longer ?

Happy I have a at least some VIX long position going into the opening.

 

[ZeeOSix]

There will be a long term impact from all these tariffs I believe. When the effect starts flowing down into businesses, and the resulting impact on how people spend money, then the real ramification will be seen. It's like giving someone some new untested medical procedure & drugs for an ailment, and you'll just have to wait to see the effect of something pretty much untested.

 

[JeffKeryk]

Ouch.
@ZeeOSix I am not sure I would call this "something pretty much untested."
Remember the agriculture tariffs of 2018? And the resulting farmer bailouts?
Those tariffs looks like peanuts in comparison. And where do the recipricals end?

 

[ZeeOSix]

Ouch.
@ZeeOSix I am not sure I would call this "something pretty much untested."
Remember the agriculture tariffs of 2018? And the resulting farmer bailouts?
Those tariffs looks like peanuts.

Not tested at this level across the board ... whole different "test".

 

[cptbarkey]

I do not think the initial tariff rates set today were high enough to start with. Where else are you to go except down? If the recent past is any indicator, tomorrow and the next day and the next will probably be a pullback on several of the tariffs based on whatever terms are negotiated. The diplomats have their work cut out for them.

 

[JeffKeryk]

Not tested at this level across the board ... whole different "test".

Oh yeah, this is unprecedented, for sure. On another level.

 

[cptbarkey]

There will be a long term impact from all these tariffs I believe. When the effect starts flowing down into businesses, and the resulting impact on how people spend money, then the real ramification will be seen. It's like giving someone some new untested medical procedure & drugs for an ailment, and you'll just have to wait to see the effect of something pretty much untested.

Probably, start thinking differently and try to take advantage of it however you can. Learn new vocational skills, prepare and challenge yourself in new ways. Some things may become less important, others more important. Get creative.

 

[Zee09]

Some deals tonight...(8pm)
I bought several stocks at a discount....anyone else buying

 

[Pablo]

I like the parts about other countries putting non monetary barriers up for US goods over the years getting tariffs