Stock Thread (11 Viewers)

[Todem]

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

 

[ChiefD]

It's nice to see a green day once in a while though.

Yeah. It's the best days of our lives.

 

[BassNBrew]

Dang...just realized the Upstart I bought on April 5th was up 30%. Adios, nice doing business.

 

[Sand]

I have a feeling the machines are just ****ing with us on consecutive no news days like today and yesterday.

 

[Desert_Power]

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

Curious how many months of a de facto embargo with China takes to throw us into a recession.

 

[Todem]

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

Curious how many months of a de facto embargo with China takes to throw us into a recession.

2-3…..in my estmation. It could be a mild quickie and if this lingers a moderate recession.

My optimism of this getting resolved is probably higher than most in this thread. But that’s just me.

And again I am going to keep all politics out of this thread as there is absolutely no need for them.

We are all here to make money and invest wisely.

 

[The_Man]

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 goes up 2% for no discernible reason. It's never felt more like a slot machine or roulette table

 

[McBokonon]

I have a feeling the machines are just ****ing with us on consecutive no news days like today and yesterday.

It's getting attributed to Bessent apparently mentioning an upcoming de-escalation with China in a closed door meeting. However, his newer comments have thrown cold water on this (and I would have expected the administration to contradict that at some point, anyway.)

 

[McBokonon]

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 goes up 2% for no discernible reason. It's never felt more like a slot machine or roulette table

See above. Bessent contradicted what likely caused the morning pump (his own words from yesterday) by uttering new words today, these ones about negotiating with China will be a "slog" and so on.

 

[dancingbones]

Nibbled @ some UWMC today, but mostly watching & waiting over here.

 

[ghostguy123]

Tesla earnings today eh?

 

[BassNBrew]

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

Curious how many months of a de facto embargo with China takes to throw us into a recession.

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

Curious how many months of a de facto embargo with China takes to throw us into a recession.

2-3…..in my estmation. It could be a mild quickie and if this lingers a moderate recession.

My optimism of this getting resolved is probably higher than most in this thread. But that’s just me.

And again I am going to keep all politics out of this thread as there is absolutely no need for them.

We are all here to make money and invest wisely.

Covid was a defacto embargo for a 6-12 months. Plenty of predictions about the economy collapsing and it did the opposite.

If you believe the conspiracy guys, Kennedy was taken out for rocking the boat far less than the money disappearing from a lot of people who own more than a few golf clubs.

 

[Capella]

Tesla earnings today eh?

Can’t believe it’s up 4% today. This call today could be an all-timer.

 

[fruity pebbles]

Tesla earnings today eh?

Can’t believe it’s up 4% today. This call today could be an all-timer.

Can hear it now……robotaxis, make 100k a year from your parked Tesla, full self driving right around the corner, 20k entry level model, robot maids in every home………same thing they’ve been promising for 5 years

 

[Stoneworker]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

 

[ghostguy123]

I'm betting the house on Tesla. Who's with me???
Kidding. But ya never know, maybe Musk bought a hundred thousand cars himself and has them listed for sale online.

There's not many Teslas around where I live, but literally EVERY on of them I've seen listed for sale on Facebook marketplace has nothing but hate messages attached to it. Who knows if it's bots or real people but still, the hate is real amongst people I hear talking.

 

[Schmeabs]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

 

[fruity pebbles]

Terrible
BREAKING: Tesla releases earnings report — Tesla 1Q Adj. EPS: 0.27 vs 0.44 (Est.)— Tesla 1Q Revenue: $19.34B vs $20.98 (Est.)

 

[Stoneworker]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

 

[Capella]

Terrible
BREAKING: Tesla releases earnings report — Tesla 1Q Adj. EPS: 0.27 vs 0.44 (Est.)— Tesla 1Q Revenue: $19.34B vs $20.98 (Est.)

Gonna get way worse before it gets better.

 

[fruity pebbles]

Terrible
BREAKING: Tesla releases earnings report — Tesla 1Q Adj. EPS: 0.27 vs 0.44 (Est.)— Tesla 1Q Revenue: $19.34B vs $20.98 (Est.)

Gonna get way worse before it gets better.

Up for now after hours. Why? Who knows…………I know I’m dying to invest in a shrinking company with a forward PE of at least 100

 

[KGB]

Sold my tsla puts down around close today.

I think it's a coin flip even with the bad report we know is coming.

I'm going back to sidelines for this one

 

[Stoneworker]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the business side, many small businesses (especially retail) are already on the brink since they don't have the balance sheets to last much more than a few months while trying to completely reconfigure their supply chains. In the startup community, IPO's are being pulled and VC funding from hardware cos. being withheld. It's getting bad out there for Main Street.

Even if trade deals are announced soon, it is unclear whether we are past the point of no return in terms of damage already done. And if/when news begins to break about small biz dominoes potentially falling it will spark additional market volatility.

IMO

 

[Schmeabs]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

 

[Ridgeback]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

 

[BassNBrew]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

So Sandra Bullock doesn't live alone in my town?

 

[Stoneworker]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Respectfully disagree that having talks that lead to absolutely nothing tangible represents progress. Not when the clock is ticking on the business world and financial markets that are heavily influenced by confidence.

And as I said, the BT article was only indicative of where the Japan-US meetings stand. Plenty of sources get to the exact same conclusion if you want to do your own search

 

[BassNBrew]

Tesla earnings today eh?

Can’t believe it’s up 4% today. This call today could be an all-timer.

So was GME. Coincidence? I think not.

 

[Schmeabs]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Edited to keep political talk out of this thread but they have definitely not said they will push for it.

 

[Stoneworker]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

They have not said they are going to push for it. Trump said there are methods but it is too early. The article loses credibility because the author is obviously biased against the administration and is looking to pin negotiations in a negative light.

Is Fortune Magazine also biased? Because they get to the same conclusion

Despite early White House signals suggesting a trade deal with Japan was imminent, negotiations in D.C. ended without an agreement, highlighting Japan's ongoing concerns and reluctance to concede ahead of domestic elections**. Conflicting messages from U.S. officials and resistance from global partners like China suggest bilateral talks will be protracted, casting doubts on President Trump's ambitious "90 deals in 90 days" goals.

**FYI, Japanese domestic elections are mid-July. So absolutely nothing of substance will get done with Japan before then. In other words, more uncertainty.

Trump had a ‘test case’ for trade negotiations with Japan. The failure to reach a deal now has analysts wondering if any will be signed

Trump’s team had hoped for some quick wins when it came to tariff negotiations. That’s looking increasingly unlikely.

fortune.com

 

[Schmeabs]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

They have not said they are going to push for it. Trump said there are methods but it is too early. The article loses credibility because the author is obviously biased against the administration and is looking to pin negotiations in a negative light.

Is Fortune Magazine also biased? Because they get to the same conclusion

Despite early White House signals suggesting a trade deal with Japan was imminent, negotiations in D.C. ended without an agreement, highlighting Japan's ongoing concerns and reluctance to concede ahead of domestic elections**. Conflicting messages from U.S. officials and resistance from global partners like China suggest bilateral talks will be protracted, casting doubts on President Trump's ambitious "90 deals in 90 days" goals.

**FYI, Japanese domestic elections are mid-July. So absolutely nothing of substance will get done with Japan before then. In other words, more uncertainty.

Trump had a ‘test case’ for trade negotiations with Japan. The failure to reach a deal now has analysts wondering if any will be signed

Trump’s team had hoped for some quick wins when it came to tariff negotiations. That’s looking increasingly unlikely.

fortune.com

I don't have a subscription to Fortune so I am unable to read the article. I do disagree with you that nothing of substance will be done with Japan before mid July. The meeting itself shows they want an agreement and is positive.

 

[BassNBrew]

Breaking news, Trump has no intention of firing Powell. Markets up 2.5% after hours.

 

[fruity pebbles]

Breaking news, Trump has no intention of firing Powell. Markets up 2.5% after hours.

Cause he found out he can’t lol

 

[fruity pebbles]

Tesla up over 4% afterhours. Exhibit A on why this market needs to drop a lot further. As much as we’ve fallen, Vix over 50, fear and greed near zero……..the first opportunity, right back into the high flying garbage.

 

[Todem]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

 

[BassNBrew]

Tesla up over 4% afterhours. Exhibit A on why this market needs to drop a lot further. As much as we’ve fallen, Vix over 50, fear and greed near zero……..the first opportunity, right back into the high flying garbage.

These are always buy signals.

 

[General Malaise]

Breaking news, Trump has no intention of firing Powell. Markets up 2.5% after hours.

Cause he found out he can’t lol

Right. I don't know how this isn't the first bullet point on any discussion about TvP. Presidents cannot fire a FED Chair.

 

[fruity pebbles]

Tesla up over 4% afterhours. Exhibit A on why this market needs to drop a lot further. As much as we’ve fallen, Vix over 50, fear and greed near zero……..the first opportunity, right back into the high flying garbage.

These are always buy signals.

Short term not necessarily long term.

 

[General Malaise]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

This shouldn't be directed at Ridgeback; he didn't bring it up. If a larger message to all, fine. I agree with you. But you singled out the wrong poster for this IMO.

 

[Dr. Octopus]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

This shouldn't be directed at Ridgeback; he didn't bring it up. If a larger message to all, fine. I agree with you. But you singled out the wrong poster for this IMO.

I think when it happens we can assume it’s to everyone in general. Threads can get shut down easy and then we lose this one.

Obviously the market and politics has a connection but blatant “party” slap fights will get us locked and then we all lose.

 

[Todem]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

This shouldn't be directed at Ridgeback; he didn't bring it up. If a larger message to all, fine. I agree with you. But you singled out the wrong poster for this IMO.

Yeah it was a general statement.

We gotta be smart about this.

 

[General Malaise]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

This shouldn't be directed at Ridgeback; he didn't bring it up. If a larger message to all, fine. I agree with you. But you singled out the wrong poster for this IMO.

Yeah it was a general statement.

We gotta be smart about this.

That's fair.

 

[fruity pebbles]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

This shouldn't be directed at Ridgeback; he didn't bring it up. If a larger message to all, fine. I agree with you. But you singled out the wrong poster for this IMO.

Yeah it was a general statement.

We gotta be smart about this.

Agree. I don’t play fantasy anymore. This thread is what keeps me here.

 

[Capella]

Breaking news, Trump has no intention of firing Powell. Markets up 2.5% after hours.

I assumed it was because he said he was going to be “nice” with China and implied everybody wants to make a deal.

 

[Sand]

Tesla up over 4% afterhours. Exhibit A on why this market needs to drop a lot further. As much as we’ve fallen, Vix over 50, fear and greed near zero……..the first opportunity, right back into the high flying garbage.

Yeah, TSLA, GME, AMC, NMAX, and a slew of others trade on a different planet. I don't think this is an indicator of the markets in general. I'm with Todem in that we churn through summer until we get this tariff panic to subside. IMO, the markets want to go up sans the headlines we are currently being buffeted by.

 

[Ridgeback]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

Dude, I love and respect what you bring to this thread. I wasn't the one that brought the unmentionable one into this thread this time. I was mearly stating what was fact.

 

[Todem]

People are nuts if they think the market volatility/downside risk due to tariffs is going to be anywhere close to being resolved within a couple months.

We're much closer to the beginning than the end in that regard.

I would argue we are past the point of peak uncertainty which the market hates. Once we get a few county trade deals announced the market is poised to bounce. Timing is the key here and I agree with you everything will not be resolved in a few months but I bet a few country agreements will be made in the next few months.

On the negotiation side, I would point to Japan, which was widely viewed as a bellwether 'test case' for negotiations but walked away from Washington today without anything close to even a framework in place.

In fact, this was a quote from today's Business Today (not meant to be comprehensive but rather indicative of how things are going)

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity. Speaking about the meeting, Freeman, during an interview on the YouTube channel, recounted: “Their experience apparently was they went to talk to the American leadership on this matter, and the American leadership said 'what are you offering?' And the Japanese said 'well, what is it that you want?' And the Americans could not explain what they wanted.

‘What do you want?’: Veteran diplomat says Trump administration 'could not explain what they wanted' to Japan during trade talks - BusinessToday

According to Freeman, the Japanese delegation visiting Washington during the Trump administration was met with bewildering ambiguity

www.businesstoday.in

Having these talks is progress imo. I do agree we need to be articulate in what we want. However, the article you posted loses credibility with me when it implies Trump will be running for a 3rd term.

Why does it lose credibility? He and Bannon have said they're going to push for it. I'm making no opinion here, but it's a fact.

Anyway, no reason to go down that path, and where it leads, but no reason for the article to lose credibility.

Keep the ****ing politics outta here for the last time……..we don’t want this thread to ever even have a snowballs of a chance to be shut down.

Dude, I love and respect what you bring to this thread. I wasn't the one that brought the umnentionable one into this thread this time. I was mearly stating what was fact.

I was making a general statement. Not directed at you personally…..sorry if it read that way.

 

[Desert_Power]

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

Curious how many months of a de facto embargo with China takes to throw us into a recession.

2-3…..in my estmation. It could be a mild quickie and if this lingers a moderate recession.

My optimism of this getting resolved is probably higher than most in this thread. But that’s just me.

And again I am going to keep all politics out of this thread as there is absolutely no need for them.

We are all here to make money and invest wisely.

Appreciate your thoughts.

ETA: I really do. Thought that response sounded bad on further reflection. Cheers.

 

[Desert_Power]

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

Curious how many months of a de facto embargo with China takes to throw us into a recession.

It's a relief rally - not much news here.

this - we've seen a few days like this over the last three months and the next day doesn't look so great.

I nibbled on a few stocks that are still suppressed (AMZN. MSFT and VRT) but I don't feel good jumping in too much today with what tomorrow likely brings.

It's nice to see a green day once in a while though.

It will be like this for 2-3 more months and then hopefully we get the clarity needed to resume our normal lives lol.

Curious how many months of a de facto embargo with China takes to throw us into a recession.

2-3…..in my estmation. It could be a mild quickie and if this lingers a moderate recession.

My optimism of this getting resolved is probably higher than most in this thread. But that’s just me.

And again I am going to keep all politics out of this thread as there is absolutely no need for them.

We are all here to make money and invest wisely.

Covid was a defacto embargo for a 6-12 months. Plenty of predictions about the economy collapsing and it did the opposite.

If you believe the conspiracy guys, Kennedy was taken out for rocking the boat far less than the money disappearing from a lot of people who own more than a few golf clubs.

We saw large fiscal and monetary support during the COVID-19 shock. I doubt we see it for a self-induced tariff shock. Maybe the government prints money to solve that, but long bonds will just decrease in price more.

Actions have consequences.

 

[Bob Sacamano]

Tesla stock fell almost 6% on Monday partly because of a Reuters report on Friday that indicated the company pushed the launch of its lower-priced vehicle into 2026.

That doesn't appear to be the case. The earnings report includes the line: “Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025,” adding “these vehicles will utilize aspects of the next generation platform as well as aspects of our current platforms and will be produced on the same manufacturing lines as our current vehicle lineup.”