*Investors Blog*
- Thread starter Warstud
- Start date
Jaguar Land Rover halts US shipments over tariffs. From the NY Times:
"The luxury automaker, which faces 25 percent import tariffs, said it was halting shipments in April as it addresses the new trading terms."
Oops! There goes my new Jag...
"The luxury automaker, which faces 25 percent import tariffs, said it was halting shipments in April as it addresses the new trading terms."
Oops! There goes my new Jag...
Zee09
$200 Site Donor 2023
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Dealers already loaded up and that crap should be banned here
So, you’re not buying JLR stock?
If you want to talk about the effect of tariffs on new car sales, that’s a different thread.
Perhaps move it for me? Thanks Astro.
This situation was easy to create and get it going, but it will be much harder to fix. Once the "patient" is bashed over the head and put into a coma, it takes a long time to come out of that, and in the end the "patient" may never be the same.
Highly doubt the market will be back in 6 months to where it was on Jan 30, 2025. All this chaos is causing lots of uncertainly and don't see any logical way all the ramifications are going to be resolved and the market jumps back to it's highs in 6 months.
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Could China start the crash if they really wanted to ?
https://www.telegraph.co.uk/busines...option-china-could-take-in-trade-war-with-us/
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The nuclear option China could take in trade war with the US
Retaliatory tariffs may only be the beginning of Beijing’s counter attackhttps://www.telegraph.co.uk/busines...option-china-could-take-in-trade-war-with-us/
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Owen Lucas
$100 Site Donor 2023
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They can probably endure the pain much longer than we can TBH.Could China start the crash if they really wanted to ?
The nuclear option China could take in trade war with the US
Retaliatory tariffs may only be the beginning of Beijing’s counter attack
https://www.telegraph.co.uk/busines...option-china-could-take-in-trade-war-with-us/
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I thought it was overvalued on Jan 30, 2025.
My portfolio is above where it was a year ago.
While it is true that we are in bear market territory, if you look at the past couple of years, the market has returned unprecedented gains.
I actually thought it was overvalued before last year, and all of my new contributions for the past two years have gone straight to cash, looking for a buying opportunity.
I think we have a ways to go before we hit bottom - no quantitative analysis, or great market insight, behind that opinion, just a gut feeling that the market doesn’t like uncertainty, and that we are unlikely to see any sort of certainty in the next couple of months.
Even as I approach retirement, I am a long-term investor. So is my wife.
When we see something attractive for the long-term, my wife (she is the brains of the operation) and I are positioned to take advantage.
Much as we did in the summer and fall of 2008.
It was several long, painful, months of watching the market go down, before it became quite clear that the buying opportunity had presented itself.
I believe that we have only begun experiencing the pain in the market. I think we have a ways to go yet.
Speaking of the economic down turn of 2008, it too turned into a global financial impact situation, not just here, which is what this current situation is going to also be but most likely at a higher level. The 2008 down turn lasted a bit over a year before things started coming back. But in this current situation I think it could be worse in the long run because of all the branching ramifications involved, and the extreme division being created on many fronts. It takes a long time to rebuild the damage to that. The bottom line is this chaos isn't going to magically make this country some economic wonderland any time soon. Others may view it differently, but unfortunately only time will tell who's right or wrong. Hopefully all this chaos irons out better than not, but plan for the worse case is probably the best move right now, except for the day trader "gamblers" who might get lucky, lol.
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To quote Sam Rayburn, "Any jackass can kick down a barn, but it takes a good carpenter to build one."
My portfolio is pretty diversified; Schwab warned the Wealth Advisory Group about the threat of tariffs at the annual dinner in February. I am a long term investor; I am doing nothing; no reason to at this time.
There is also another project I am working on which will require generating cash. Of course I would rather this tariff fiasco hadn't happened, but I am committed; that will not change. Putting off the project is not an option.
There is also another project I am working on which will require generating cash. Of course I would rather this tariff fiasco hadn't happened, but I am committed; that will not change. Putting off the project is not an option.
You went to a Schwab wealth group luncheon of some sort and they warned of potential tariffs . Did they tell you to make changes or make changes for you ? If not what was the point of attending ?
I pay 2% for a managed account, my account was drastically changed in late October. I'm not saying what was done or their reasoning. I'm never going to sit on the web and say do this or that with your money . I do dabble on the side with fun money , I posted I bought SLV Friday etc . Again I haven't the time to do 24/7 research or read quarterlies . I'm smart enough to not think I can outsmart the market .
Which brokerage do you use for your managed account ?
I attended the annual Schwab Wealth Advisory Dinner. Tariffs were part of the presentation; clearly they have had a disastrous impact on the markets and world wide economy. No one knew the tariffs would be global...
My portfolio is already conservative, at least the part Schwab manages. One product, a double tax free CA Muni bond fund, is ultra conservative; I don't really like it but it enables long term fiscal responsibility. And helps my tax bill! Kinda like free money... I manage the single stocks, primarily my options and grants from my working days because the value would sway the diversification calculations too much.
Hermann
Site Donor 2023
mine is only 4 lines, and Star Trek is real.
