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Can we discuss real issues? Anyone interested in any of this stuff?

https://www.cnbc.com/2018/03/02/how-gary-cohn-got-overruled-on-trumps-tariffs.html

If this guy walks over the weekend, I see a 5% fall in the market Monday, along with those tariffs being signed and the spark that could lead to the death of the bull. The chaos that we all feared when Trump was elected, it's bubbling beneath the surface right now. 

I honestly don't know if I want to hold anything over the weekend. For the first time in a while, I think there are some very legitimate reasons to be scared. 

 
fantasycurse42 said:
Can we discuss real issues? Anyone interested in any of this stuff?

https://www.cnbc.com/2018/03/02/how-gary-cohn-got-overruled-on-trumps-tariffs.html

If this guy walks over the weekend, I see a 5% fall in the market Monday, along with those tariffs being signed and the spark that could lead to the death of the bull. The chaos that we all feared when Trump was elected, it's bubbling beneath the surface right now. 

I honestly don't know if I want to hold anything over the weekend. For the first time in a while, I think there are some very legitimate reasons to be scared. 
Click to expand...
If Cohn were to leave the White House I think there would be a selloff but not another 5%.  The tariffs are a bad idea but the economy is strong enough right now to overcome it and when earnings start coming in early April I am confident the bull cycle will resume.  

Bull markets always end with large equity fund inflows.  We are still seeing far more money going into bonds and until that changes I think this bull market continues.  However, volatility is now back so these corrections will continue to take place.  I expect people to continue to buy on the dips.

 
Don't Noonan said:
If Cohn were to leave the White House I think there would be a selloff but not another 5%.  The tariffs are a bad idea but the economy is strong enough right now to overcome it and when earnings start coming in early April I am confident the bull cycle will resume.  

Bull markets always end with large equity fund inflows.  We are still seeing far more money going into bonds and until that changes I think this bull market continues.  However, volatility is now back so these corrections will continue to take place.  I expect people to continue to buy on the dips.
Click to expand...
If we enter a trade war, and inflation (which I personally believe is higher than considered right now) rockets, say goodbye to that wonderful economic backdrop. 

 
fantasycurse42 said:
If we enter a trade war, and inflation (which I personally believe is higher than considered right now) rockets, say goodbye to that wonderful economic backdrop. 
Click to expand...
Sure, but I don't believe inflation is going to rocket in the next year so this bull market still has legs IMO.

Powell just said yesterday that he does not "see evidence the U.S. economy is overheating" and inflation indicators are still below target.  

We are not yet in the cycle where earnings are slowing down and about to roll over while interest rates are rising, which raises recession risks.

 
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Don't Noonan said:
If Cohn were to leave the White House I think there would be a selloff but not another 5%.  The tariffs are a bad idea but the economy is strong enough right now to overcome it and when earnings start coming in early April I am confident the bull cycle will resume.  

Bull markets always end with large equity fund inflows.  We are still seeing far more money going into bonds and until that changes I think this bull market continues.  However, volatility is now back so these corrections will continue to take place.  I expect people to continue to buy on the dips.
Click to expand...
It’s startling to read this post compared to your college football posts. 

Edit: I mean that in a nice way 

 
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Don't Noonan said:
Sure, but I don't believe inflation is going to rocket in the next year so this bull market still has legs IMO.

Powell just said yesterday that he does not "see evidence the U.S. economy is overheating" and inflation indicators are still below target.  

We are not yet in the cycle where earnings are slowing down and about to roll over while interest rates are rising, which raises recession risks.
Click to expand...
Ben Bernanke (then Fed Chief) also said the MBS problems wouldn't spill over into the real economy.

https://www.cnbc.com/id/18718555

He either slightly misread that one, or slightly deceived the general public.

 
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The GOP is outraged, which is my hope for him walking this back. 

If he doesn't, and Cohn resigns, the fear of Cohn resigning is a real fear - he is the voice of reason on his economic team, without Cohn, Trump's economic team is one big echo chamber... That scares the daylights out of me. 

 
General Malaise said:
Short term or long term?
Click to expand...
Short term. I need to see how this shakes out... Everything I read says Cohn lobbied super hard against this, he can't be happy being overruled like this. Guy isn't exactly hard-pressed to find another cushy job.

Everything has been so good, we forgot about what a maniac is in the WH - if Cohn goes, who is the voice of reason on his economic team? Quite frankly, that scares the daylights out of me... a bunch of people just echoing Trump's opinions, no thanks. 

 
NREC34 said:
This a buying opp in your opinion?
Click to expand...
That is a tough one because of the volume. I dont own KBLT, just pay attention to it since it was brought up in here so often. So I will give you the non answer, answer.

This offering just went down at 11.40 for 11.4 million shares. I like the symmetry, btw. But anyway. Safe to say if 11.4 million shares were unloaded in this thing, the price would crater well below $11.40(canadian). So the people that just put 130 million into this obviously feel the price is going to go considerably higher. The concern I would have is that it jumped from like $8.50 to $10.50USD a while back on like 10k shares. That is insane. If you look at their market cap though they are at 319million and have 208 million in physical cobalt and roughly 140 million in cash. If you think cobalt is going to go up, I would say this is a very safe entry point. 

I havent studied the cobalt market like GM has, he is obviously bullish on it. 

 
parasaurolophus said:
That is a tough one because of the volume. I dont own KBLT, just pay attention to it since it was brought up in here so often. So I will give you the non answer, answer.

This offering just went down at 11.40 for 11.4 million shares. I like the symmetry, btw. But anyway. Safe to say if 11.4 million shares were unloaded in this thing, the price would crater well below $11.40(canadian). So the people that just put 130 million into this obviously feel the price is going to go considerably higher. The concern I would have is that it jumped from like $8.50 to $10.50USD a while back on like 10k shares. That is insane. If you look at their market cap though they are at 319million and have 208 million in physical cobalt and roughly 140 million in cash. If you think cobalt is going to go up, I would say this is a very safe entry point. 

I havent studied the cobalt market like GM has, he is obviously bullish on it. 
Click to expand...
Very hopeful that this is the last financing deal in advance of a major announcement regarding a stream.  

 

 
Last week I decided to sell off a large section of my mutual funds that I've owned for quite a while ... and were underperforming imo.

 the order went thru on the 26th ... they mailed me a check.

Funds would have lost $2800 yesterday. Probably another chunk today.

I'd like to say it was savy to pull out at the peak of it's value ... but I'll admit, just dumb luck.

Looking forward to "buying low" very soon.

 
Bossman said:
Last week I decided to sell off a large section of my mutual funds that I've owned for quite a while ... and were underperforming imo.

 the order went thru on the 26th ... they mailed me a check.

Funds would have lost $2800 yesterday. Probably another chunk today.

I'd like to say it was savy to pull out at the peak of it's value ... but I'll admit, just dumb luck.

Looking forward to "buying low" very soon.
Click to expand...
Are you posting from 1974?  Sell a mutual fund and get a check, I mean what the hell?  Were these loaded funds with a 4.5% expense ratio?   I'm gonna need more details here.

 
fantasycurse42 said:
Hate to say this, but the market needs to sell aggressively until the moron decides this is a bad idea. 

We’ll get it right back once he does, but if he doesn’t, IDK.
Click to expand...
All the market did today was embolden the idiot - mistake, IMO. 

I told you, tariffs and trade wars are a great idea, look at the stock market.

 
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Capella said:
Finished back at 1500. 
Click to expand...
It's a marathon, not a sprint. I piled into AMZN last month (more than I should've) when it was crashing, made buckets this month... You'll never sell a top or buy a bottom, I did neither here, but I've got a very healthy profit in a very short time that I want to protect.

If this all blows off, so be it, I'll lose out on a few percent and find my way back into some things. If he signs those tariffs and Cohn walks, I'll have buckets of powder waiting for a buying opportunity. I've said this a few times over the last month, but my mindset is shifting towards preservation right now as I feel we're late in the cycle, I've just got to be nimble. 

To each his own. 

 
fantasycurse42 said:
It's a marathon, not a sprint. I piled into AMZN last month (more than I should've) when it was crashing, made buckets this month... You'll never sell a top or buy a bottom, I did neither here, but I've got a very healthy profit in a very short time that I want to protect.

If this all blows off, so be it, I'll lose out on a few percent and find my way back into some things. If he signs those tariffs and Cohn walks, I'll have buckets of powder waiting for a buying opportunity. I've said this a few times over the last month, but my mindset is shifting towards preservation right now as I feel we're late in the cycle, I've just got to be nimble. 

To each his own. 
Click to expand...
Yea man you do you. 

Me, I’m riding that Amazon rocket to the moon. ? ? 

#newsletter

 
fantasycurse42 said:
Can we discuss real issues? Anyone interested in any of this stuff?

https://www.cnbc.com/2018/03/02/how-gary-cohn-got-overruled-on-trumps-tariffs.html

If this guy walks over the weekend, I see a 5% fall in the market Monday, along with those tariffs being signed and the spark that could lead to the death of the bull. The chaos that we all feared when Trump was elected, it's bubbling beneath the surface right now. 

I honestly don't know if I want to hold anything over the weekend. For the first time in a while, I think there are some very legitimate reasons to be scared. 
Click to expand...
I thought you were going to "stop looking"?

Like I said, I'm interested in these things, but I'm really not sure what you're trying to accomplish here. There are plenty of concerns and things that could spark the death of the bull, but there's no way of knowing what's going to happen or how much market will react in advance. What if he backs off the tariffs, or Cohn doesn't walk, or, or, or?

 
I said it Friday morning, the market has to sell to walk this buffoon off the ledge, once that happens, they can buy it right back up. If the market doesn’t sell, he’ll just grow bolder - he’ll impose these and this could be the spark. This is the first thing that has happened in a long time that brings me immediate fear. 

Market shrugged it off Friday like it was rhetoric, I don’t really see it the same. He’s been stepping up his wall/immigration nonsense, this was the other pillar of his campaign platform (beyond trade, currency manipulation, jobs, etc.) - I find this all extremely concerning. He needs to be put in his place, Cohn has to get the message across. 

 
culdeus said:
Are you posting from 1974?  Sell a mutual fund and get a check, I mean what the hell?  Were these loaded funds with a 4.5% expense ratio?   I'm gonna need more details here.
Click to expand...
Yes, I don't believe in the internet. Just a fad that will eventually go away ... like AM radio and the hula-hoop.

So now I'm watching AMZN and waiting for it to plummet so I can buy low. It seems to be resisting the drop in value that the rest of the board is having.

I'm sure it will come down at some point. No?

Also, does anyone know the address to AMZN so I can mail them a check?

 
If I'm reading the ticker right, one single trade at open of 25k shares triggered the dip.  

edit: Ok maybe someone was unloading 40k shares.  Penny stock tickers are hard to read since idk how to get actual bids on whatever exchange this is on so rely on TD to report this 15 minutes late.

 
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So people (many people, the best people) are saying that the Trump tariffs is just some kind of diabolical super genius bluff....

I'm not buying it.

 
Capella said:
Why bluff that? What’s his (very stupid I’m sure) end game? 
Click to expand...
:shrug:

What we do know is that the rest of the world considers Trump to be weak, amongst other things, so I doubt they are going to be willing to negotiate out of fear. I would think it's the opposite actually in that they would love to fight him. 

 
St. Louis Bob said:
:shrug:

What we do know is that the rest of the world considers Trump to be weak, amongst other things, so I doubt they are going to be willing to negotiate out of fear. I would think it's the opposite actually in that they would love to fight him. 
Click to expand...
I think everyone would love to fight him, but no rational mind would want an economic war with us, nor would we want that with anyone else (excluding Orange Bozo Man) - there are no winners. 

All this rhetoric does is cloud #### up, I really ####### hate him!

 
Was just reading that demand for avocados is very close to outstripping supply if we're not there already.  How do we make money off of this? 

 
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