Recent content by The_Man

Probably weird to say, but at age 56 I am really liking being middle aged. I've always been pretty easygoing but now it's unbelievable how much I don't let stuff bother me. A big part of my enjoyment is that I essentially feel the same as I did 20 years ago - a little heavier, a little slower...

I mean the "90-day pause" runs out at the start of July and as far as I can tell, maybe 1 trade deal has been reached? I don't think you can really blame the media for accurately reporting what the President says he is going to do - are they supposed to run a disclaimer that says everyone knows...

I had drinks this weekend with a close friend who works for Stanley Black and Decker. He says they are currently paying $100 million/month in tariffs, and that is what otherwise would basically be their entire monthly profit. He also said that the drills they used to make for $100, sell to Home...

Would be interesting to see who shorted Apple (and the market more broadly) prior to that "announcement" being issued

This is undefeated as a counter-indicator

Quick drop to the close as everyone snatches their winnings off the table

Every shipping and trucking company says they are slumping to pandemic levels of trade. I hear that shortages in a wide variety of products are imminent and that cars and replacement auto part prices are set to skyrocket Do we not think these things are true, or that the market anticipates...

Or maybe not lol All this reminds me why I'm just a buy and hold guy. I don't know anything

Sure feels like the rush to the exits in the last 5 minutes today was the end of this mini-rally. We'll see

What happened at 1:10 to make the market start dropping like a rock? Then again, what happened earlier today to make a market that was down 3% yesterday go up 2% today? At this point, I want to get off this ride but am trapped because I don't want to miss out on the random days when the market...

Here’s one https://fortune.com/2025/04/07/trump-trade-guru-peter-navarro-says-vietnams-zero-tariff-offer-means-nothing/ But you can just google Vietnam 0% tariff and find many such stories

I remember when the S&P being down more than 2% for the day was a big drop

The issue with trying to on-shore all the manufacturing is it's at least a 2 or 3-year process and none of the companies are confident that tariffs will last that long, so they're just going to slash their spending and wait to see what happens. And the entire economy is going to crater in the...

Here we go!

Assuming we actually follow through with these insane tariffs? By July - Manufacturing is nonexistent. Food prices basically 30% higher. Unemployment in low teens