Stock Market/Investing/Fin Planning Catch-All

  • Thread starter Thread starter heelslegup
  • Start date Start date
  • Replies: 808
  • Views: 30K
  • Off-Topic 
In a space of bad information, gambling takes over. I suspect we've seen a lot of dead cat gamblers and insider trading. The capriciousness will eventually get baked in and cause permanent (within a trump admin) injury to market confidence.

About 45 minutes ago, my Roth (the account I use for monitoring markets) was down ~3%. About 15 minutes ago it was up 2.5%. It's now back to 1% up. I've never seen swings like this.
My guess -- day traders and IIs are buying the dips at opening caused by the Red Wedding in Asia. They'll sell by early afternoon, though. I'm guessing the Dow still closes down 3.5%, and maybe more.
 
Headline that Kevin Hassett said Trump is considering 90 postponement of tariffs for all except China.

Now, reporters are having a difficult time getting confirmation from WH.
So we need someone in this administration to spread the story that trump is resending all of the tariffs to give us time to sell everything.
 
So we need someone in this administration to spread the story that trump is resending all of the tariffs to give us time to sell everything.
and now us 1%ers can short going into the close... WINNING !

Welcome to Trump World where every day is a new adventure 😜

 
Last edited:
With the stock market now down 20% from S&P500 all-time high and you want to start dipping a toe back in

VOO
QQQ
QLD 2xBull Nasdaq 100
SPUU 2xBull S*P500
Mags: manificent 7, no leverage
FNGG 2.0 Bull 6 of Mag7 (no TSLA) plus AVGO, CRWD, NFLX and NOW
 
10 Year Treasury has gone from 3.8% on Friday to 4.326 now. Is China selling some of its massive US Treasuryt horde?
 
Npwup to 4.343 China warned MacArthur not to cross a certain river and warned Trump over the extra 507
 
It’s possible - but I doubt China is the culprit here. They are trying to weaken their currency against the dollar and while the 10 year and the value of the dollar aren’t explicitly linked there is a very close correlation.

Most likely the source of the current yield spike is a combination of a number of factors all tied to the value of the various markets around the world and possibly other debt holders liquidating for various reasons related to the tariffs.

Whatever the reason - it is a bad sign.
 
This is what you'd expect to see from an increase in inflation. The bond market is saying that prices are going up.

Also, there was panic buying of bonds last week, and as the panic subsides (or metamorphs into a new panic), the panic trade unwinds a bit.
 
I suspect there are also a lot of people moving their entire 401ks to cash, and many of those accounts include a lot of bonds.
 

Bank of England warns Trump tariffs raise risks of lower growth, higher inflation, financial instability​

The Bank of England has warned that Donald Trump’s tariffs will raise risks to global growth and higher inflation.
 
Back
Top