*Investors Blog*

UK deal done....
Over 80% of my sales were foreign for many decades..The last 10 years has been dismal with Europe in general. The last few months the sales are coming back for me atleast. ( possibly the T threat)

It looks like $5B yearly coming here
Time will tell...
 
I guess Pabby can get his Rolls Royce now.... What are you buying Dave?
 
Nothing.

I’m out of town working / traveling and not trading so no time to trade / keep up with these markets.

I’ve mentioned about 5 times in the past few months we might see new markets highs.

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Powell trying to save his legacy. He’s in a tough spot.

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Daily Job Cuts . Com

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I’m buying the books Pablo and Jetman recommended…… then have some casino cash for options.

When you know nothing, you learn everything (Ray Dalio).
 
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Travelling also but I eased some more cash back in this AM. Took advantage of the GOOG sellof and bought some - was pretty much back at its independence day price. We shall see - plan to hold it long term - I think if they break it up it might be worth more in parts.

I really would like to own some refiners but there crazy priced.

Still have more in cash than I would like, but much less than I did 2 weeks ago.
 
alarmguy said:
I dont agree or disagree with you as you have done VERY well for yourself in the market.
I do wonder though, if and it's a big IF maybe we bottomed already.

At least with big growth companies. WMT, META disappointed in Amazon but who knows.
Anyway, I read an interesting opinion piece today that China is getting crushed by these tariffs and talks are happening and China has made some moves. China knows they are in much bigger trouble then us.
Its interesting for me, having grown up in NY, this paper used to be considered a junk paper, now (no politics) it seems to be the truth paper of all things in the USA going back for years now.

Anyway (NO politics, strictly tariff related) I can't help but think China will in a short period of time settle this with the USA.
I wonder and just wonder if the institutions have already and continue to accumulate equities before the retail investor comes back.
I mean, funds HAVE to stay invested and legally can only pull out for short periods of time. With this said I think no one controls and manipulates the markets anymore. They are just too big on a world wide scale. I think it was much more prevalent many decades ago.

So, are the big guys buying back in, waiting for the tariff issue to clear up?
Once that happens will they sell back into the rally for what might be a sling shot effect of elation over the end of tariffs followed by the reality of weak earrings for a period of time, possibly recession as we come out of the effects of the tariff.

I know, I think too much... *LOL* Also I am only talking for the long term investors, short term market is another ball game.

Interesting perspective,
"America is by far China’s largest customer, absorbing about one-sixth of China’s exports. If the tariffs stay in place for any length of time, economists estimate that 80% of China’s goods will be priced out of the American market, representing a loss of almost $400 billion.

As many as 10 million Chinese workers might lose their jobs over the next few weeks, says Treasury Secretary Scott Bessent, a number that could easily double in the months that follow as the ripple effects of the slowdown tear through the economy."
https://nypost.com/2025/05/03/opinion/despite-their-denials-china-is-losing-the-tariffs-war/
Click to expand...
One thing I have learned through parents history is that, CCP is willing to sacrifice its own country's well being to stay in power. You are assuming that you will punish them and out last them if their populations' consequence is high, but that's not always the case.

Human nature is the same everywhere on earth. The ones in power prioritize themselves first.
 
My flipping stocks are cranked and all in the green... more expensive than I like.

I bought PLTR yesterday and held it until late last night as I was up $7 a share. PLTR scares me more than Tesla has it can double back in short order. Trading is getting a bit risky these days.
 
Tesla is rolling to $300 and I guessed that one...as I type this it's on a run..... not buying that fiasco today

I'm a buyer if BRK.A goes to $755k
 
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PandaBear said:
One thing I have learned through parents history is that, CCP is willing to sacrifice its own country's well being to stay in power. You are assuming that you will punish them and out last them if their populations' consequence is high, but that's not always the case.

Human nature is the same everywhere on earth. The ones in power prioritize themselves first.
Click to expand...
I knew they would cave in and they have started too. Xi has no choice, the party will always be in power but he may not if things got out of control. (dont want to talk politics though)
They have already reduced tariff's on many our products. Dont believe what propaganda China is releasing to the public.
We know this is water under the bridge though as countries fall in line to make "friends" with us again.
 
alarmguy said:
I knew they would cave in and they have started too. Xi has no choice, the party will always be in power but he may not if things got out of control. (dont want to talk politics though)
They have already reduced tariff's on many our products. Dont believe what propaganda China is releasing to the public.
We know this is water under the bridge though as countries fall in line to make "friends" with us again.
Click to expand...
China projected their weakness when "they" said "respect us".

They still are making the fentanyl precursors, so there is that whole "trading partners" NOT thing that Pablo guy keeps bringing up.
 
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