Should go insane tomorrow with the tariffs being struck down

5/28/2025 10:01:40 PM

Implied open is up about 1%. Not insane yet, but we'll see. No one believes anything is stable under this admin. It was a unanimous ruling by a 3-judge panel with 2 Republican appointees and 1 Democratic appointee (with one of the Republican appointees by Trump), but that means little when the current Supreme Court gets involved.

5/29/2025 7:48:13 AM

TACO trade is already priced in

5/29/2025 11:48:51 PM

Y'all in on that OPEN

7/21/2025 12:37:34 PM

Well, it's in VTI, so yes.

7/21/2025 4:20:58 PM

[Edited on July 23, 2025 at 6:42 AM. Reason : Oops ]

7/23/2025 6:30:51 AM

Big gains/new s&p record tomorrow due to EU trade deal?

7/27/2025 11:56:35 PM

New highs seem likely, but somewhat depends on how much was already priced in late last week.

7/28/2025 1:32:13 AM

I guess it was already priced in.

7/28/2025 3:08:41 PM

The shock value is gone, the market is smart to know about that TACO

7/28/2025 5:31:13 PM

y'all gonna get on that $FIG tomorrow?

7/30/2025 9:56:03 PM

I should have sold all my Novo stock when trump got elected. damn i was up soooo much middle of last year.

thanks to META for covering some of those of that drop. still have my IPO Meta, well it dropped form 60 IP to 38, i wish i'd but 10 grand, i didn't have, back then.

7/31/2025 9:56:02 AM

^^

7/31/2025 10:08:42 AM

^^I’ve actually doubled down on NVO since the election, with the expectation it might take until post-Trump for it to really take off. I think it’s such a deal and bought so much, I had to pump the brakes and hedge by buying some LLY. NVO has a shit ton of new GLP-1 drugs in its pipeline. If one shows slightly better results in testing than LLY’s, it’ll skyrocket again.

I deleted my post above because I thought it was assuming way too much for this thread. But it’s amazing how a few days of bad economic news make those assumptions not seem so far out in left field anymore.

Now that several car companies have posted pretty massive losses and other indicators suggest recession is likely, how likely do people think another auto bailout is in the Trump admin? Trump loves the idea of domestic heavy manufacturing, the Ag bailouts to help farmers he’s fucked with his tariffs seem to suggest he’s probably open to the idea, and now the GOP is posting “Make American cars great again” propaganda on its social media. Second question is if the bailouts never come, which domestic auto company would you rather be holding in ~4 years?

8/2/2025 2:41:48 PM

I bought a Ford car because I appreciated that they never took the bailout.

It's been a good car so far.

8/2/2025 9:24:42 PM

Anyone looked at STRC for yield/

I haven't really sold a ton of stocks (a few here and there), but I haven't put more money into them either. I bought a bunch of REITs, but I'm about as deep as I want to go there, too.

Valuations of stocks seem crazy to me right now, and even more so given all the risk/protectionist policies/boneheaded and unpredictable policy/geopolitical risk, etc. I might miss some more upside, but it seems like the downside risk is much higher.

I'm trying to stay in a sort of holding pattern with trainloads of dry powder, but not take an excessive hit on performance. I'm moving some money market stuff into slightly higher performing funds like JPST, but I'm thinking about spicing a portion of it up somewhat more with STRC.

8/13/2025 11:12:46 PM

This market doesn't care if you "fire" a member of the Federal Reserve.

She might have been shady, but you just can never tell with confidence what the market reaction will be to unprecedented events.

8/26/2025 10:28:08 AM

https://www.financialexpress.com/business/investing-abroad-us-stock-market-valuations-hit-record-highs-is-there-a-bubble-in-the-market-3957809/

Between these valuations, meddling in business affairs, literally taking government ownership of companies and wanting to do more, enacting a half-trillion dollar tax increase in the form of trade-disruptive tariffs, trying to meddle with the Fed, etc...I keep on paring my equity holdings more and more in favor of more defensive positioning. I'm becoming OK with sitting here collecting 6% or whatever in yield without much risk (I hope).

8/26/2025 9:55:49 PM

Not to completely ignore signals, but stocks are always in a bubble of some sort or another. But who can really consistently say with confidence and ahead of time specifically when the bubble bursts? There's a lot of money to be lost in the meantime if you position too defensively.

8/27/2025 3:08:21 AM

^I know it’s true, but it just looks so dumb out there. I almost feel an obligation not to buy, so the market can return to reality?

I’ve been doing just a little reading on stagflation in the 70s. Not to say we are headed directly there, but there are some similarities. There was money to be made in some of the 70s bear markets, but good god it must have been a minefield:


People doing real analysis and picking valuable companies and trading often could do well. I think for normies like me it’ll be tough.

8/27/2025 6:33:39 AM

Oh, for sure it's dumb out here.

8/27/2025 6:15:04 PM

just follow those in the know

https://www.quiverquant.com/congresstrading/politician/Nancy%20Pelosi-P000197

8/27/2025 6:44:14 PM