OT: Stock and Investment Thread

RU848789

Well-known member
Jul 27, 2001
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Reported.
You're like Richie Cunningham on Happy Days putting the whole ROTC squad on report for the most minor issues. Grow up. Especially when you're the king of derailing threads, by trolling them, which is not at all what I'm doing. I'm discussing an important topic.

And for the record, your post from 8:37 am this morning was more political than anything I've posted in this thread. But I have lots more important things to do tonight so enjoy patrolling the thread.
 
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jtung230

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What they want and what is coming are two different things. They are hanging on for dear life not unlike those Hollywood deadbeats that went on strike. AI is going to take all their jobs.

They should learn to code.
We are on the same page. But the union guy that spoke at Liberation Day was not. The last strike they had was all about pushing back on automation.
 

Postman_1

Well-known member
Mar 12, 2017
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I've posted a few times in this thread, but I'm not an everyday investor like some (which is why my portfolio was barely dented today, unlike most), so I don't post regularly, but when something big happens that impacts the markets I have posted, like today. Nothing wrong with that, IMO. My posts have also been just focused on tariffs, but these other posters keep bringing politics into it, just like the brought the pandemic into it. These are the same folks that follow me around like a puppy for some reason and keep tagging me multiple times a week to come post on the CE board. It's truly odd behavior.
BS
 

RUBlackout

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Mar 11, 2008
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Terrible take. That’s like people want to tax the rich. You won’t go broke for paying another 3-5%. Just relax.
@vkj91 I think I lost a years worth of RU for a year today

Who is advising you? Give me his/her name..haha

I legit gave up on stock picking and just have everything ETFs diversified for long run
 

Rutgers Chris

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Awkward The Simpsons GIF
 

Knight Owl

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Oddly this shiteshow might stimulate Mag6 stock buying. Dollar index is down along with lower interest rates. Viva American multinational growth stonks! Companies like Nike can just go ahead and die their slow deaths.
 
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BIGRUBIGDBIGredmachine

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No contradiction in my posts - just an inability to read and comprehend on your part. As usual.
Bahahahaha sure nimbers, all that asian pornhub is rotting your brain away. You wrote in below post "... as an aside, instituting huge new taxes (yes, tariffs are taxes) to fund tax cuts primarily for the wealthy is not what was promised, economically, back in Nov - the focus was supposed to be on lowering costs/reducing inflation on Day One - where did that go?--Obviously you didn't remember or understand Trump did nothing but promise that tariffs were on his agenda. So try again to prove you mentioned anything to the contrary earlier today. I'll hang-up and wait.

Chaos and uncertainty are the enemies of stability and planning and unfortunately, our POTUS is very good at creating chaos and uncertainty. The US will never be competitive in manufacturing very low cost/low margin products. Targeted tariffs could help the US become more competitive in manufacturing high value products, like cars and pharmaceuticals, which is why across-the-board tariffs based mostly on trade imbalance (regardless of product type and not tariff levels in the other countries) are simply dumb and the uncertainty on where we'll actually end up with tariffs, given the ups and downs of tariffs, so far, makes it hard for companies to want to commit huge amounts of capital and time to completely change their supply chains, including manufacturing sources. And as an aside, instituting huge new taxes (yes, tariffs are taxes) to fund tax cuts primarily for the wealthy is not what was promised, economically, back in Nov - the focus was supposed to be on lowering costs/reducing inflation on Day One - where did that go?
 

Caliknight

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Sep 21, 2001
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Then why was Navarro all over the media a few hours ago saying they weren't negotiable? It's not me saying it - I assumed they would be, but his top advisers were not saying that. Hence the uncertainty - are you so obtuse you can't see that?

And he promised to bring prices down on day one, yet inflation is at its highest point in 6 months, and these tariffs are going to add to that inflation, as most items people purchase will soon have higher prices, as tariffs are taxes - please tell me you at least understand that.
Ask him. And no it isn’t.
 
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Caliknight

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That's a big part of it. The "go-to" guy on Trump's tariff plans is Robert Lighthizer (who the Chinese dread) and he specifies the need to stop ankle grabbing for China and the institutions they rig (Trump dumped WHO and just canceled dues to WTO and word is UN is next). China's success has been built on US foolishness and corruption. US corps will give-up all kids of secrets when pushed. BlackRock was told to push ESG and DEI in US boardrooms if they wanted to do business in China. Its all intended to cripple US and US gets clubbed like baby seal.

Robert Lighthizer: "China to me is an existential threat to the United States. It is-- a very, very competent adversary. China views itself as number one in the world and wants to be that way. They view us as in the way. They have the biggest army in the world and they're growing it, the biggest navy in the world, and they're growing it. They're spying on us, they are taking our technology, they've been waging an economic war against the United States and winning that war for at least the last three decades.. I believe in strategic decoupling. I'm not saying no economic relationship with China. That's not my position at all. I think you want balanced trade. "

Xi is in a panic - he never forgot how USSR was a major power and then Reagan kicked the stilts out from under them. XI is in the same place with the real estate crisis around the weird, "ghost cities" falling apart (called tofu construction - their submarines are crap too and leak and crews are scared to dive). Trump exposed the game in Panama and the massive auto plants intended for Mexico are scotched.

The tariff drams is kind of funny since we did it all in 2017 when Krugman was saying the economy would be wrecked and just the opposite happened.

Article has clues about the multifaceted approach to tariffs - its not all charts and numbers.

Trump's former trade chief says China is a threat, tariffs are necessary​

Great post Ash.
 
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BIGRUBIGDBIGredmachine

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Wrong as usual on most points. It's true that Trump has always championed tariffs and promised them this time around, but the chaos and uncertainty center around how many times he has proposed and changed tariffs in the last 72 days - those things make it hard to plan. Even just now, Trump just said the tariffs are negotiable after Navarro and others have been saying they're not - is that not the definition of uncertainty?
Hahahahahahahaha keep flailing away to try covering up how wrong you were in your post about Trump talking tariffs during his campaign.
And when one of your biggest promises is to lower prices on Day One and inflation hits a 6 month high soon after that, what message does that send? Also, while INCOME taxes may decrease a bit for the middle class (vs. far far larger tax cuts for billionaires), these will likely be swamped by the TARIFF taxes that are coming, as experts estimate that the average household will see an in increase of $3800/year due to these tariff-taxes.
blather on some more idiot:

Inflation cooled more than expected in February​

Feb 2025 CPI fell to 2.8% from 3% in Jan '25. It's a reversal after four consecutive months of inflation heating up and is a step toward the Fed's target.
MSN
Senator Rand Paul just reminded people that the last time tariffs this high were implemented (1930 Smoot-Hawley tariffs), during the Great Depression and backfired terribly, it was the last time R's retained Congress for 50+ years. While these tariffs are a political gift to dems, I don't like seeing people likely about to experience serious economic pain, especially when it's all so unnecessary.
ooof so outta your lane (if you really have one PangoBro)
 
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T2Kplus20

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To the normal people in the thread. COIN just launched:

Natural Gas futures (NGS) - 1,000 MMBtu per contract with up to 11x leverage

Now that is a widowmaker! :)
 
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vkj91

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We can move a lot of manufacturing back here, but the cost will go up. Stuff wont be cheap. In some ways we will be returning to the economy of the 1950's and 1960's
It doesn’t have to all come back here but let’s get it out of unfriendly places like China.
 
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vkj91

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By the way, here's what that noted raging lib, Ronald Reagan, said about tariffs in 1987, over a fairly minor tariff spat with Japan. He's likely rolling over in his grave today.

"High tariffs inevitably lead to retaliation by foreign countries and the triggering of fierce trade wars. The result is more and more tariffs and then the worst happens - markets shrink and collapse, businesses and industries shut down, and millions of people lose their jobs."


Already posted and discussed.
Tariffs are bad. Not everyone can screw us with tariffs. Big difference
 

vkj91

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I've posted a few times in this thread, but I'm not an everyday investor like some (which is why my portfolio was barely dented today, unlike most), so I don't post regularly, but when something big happens that impacts the markets I have posted, like today. Nothing wrong with that, IMO. My posts have also been just focused on tariffs, but these other posters keep bringing politics into it, just like the brought the pandemic into it. These are the same folks that follow me around like a puppy for some reason and keep tagging me multiple times a week to come post on the CE board. It's truly odd behavior.
Crap load of emotional posts for a guy who was barely dented today.
 

RU848789

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Jul 27, 2001
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Near the end of the article it states that companies may be forced to look for new research and manufacturing partners. That’s directed at CDMOs. They’re hurting now with all this excess capacity after the pandemic waned.

Very exciting times at Lilly and J&J with their planned investments. Might have to come out of retirement and get back in the game.
Didn't realize you retired - congrats. After working as a part-time consultant for about 18 months after retiring in Jan-2020 (just in time for the pandemic, lol), I had had enough of work and love full time retirement.
 
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RU848789

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Crap load of emotional posts for a guy who was barely dented today.
Where do you see emotion? I don't - just posting facts and observations. None of this stuff impacts me directly given a very conservative portfolio constructed largely for preservation, since we have more than enough for the very long haul, but I hate to see friends and others taking hits and with deep worries about their financial futures. It's called empathy - you should try it sometime.
 

vkj91

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Where do you see emotion? I don't - just posting facts and observations. None of this stuff impacts me directly given a very conservative portfolio constructed largely for preservation, since we have more than enough for the very long haul, but I hate to see friends and others taking hits and with deep worries about their financial futures. It's called empathy - you should try it sometime.
If you have real money in the market, need it now, and didn’t prepare for this you don’t deserve empathy. If you don’t need it now you will be just fine.
Everything you post is emotion. You are the most emotional “scientist” ever. Whether it be snow, this, or wiping down your groceries you are way more Karen than scientist.
 

T2Kplus20

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May 1, 2007
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Except you and the rest of the CE goon squad are incapable of having a civil discussion.

You're all a bunch of interlopers in this thread.
Report them. They will be banned from the thread soon enough.

As for the business of the thread. I am intrigued by a lot of things. Lots of tech companies aren't that impacted by tariffs. Thinking about cybersecurity and software. What are you eyeing?
 
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T2Kplus20

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Looking at the TQQQ. Thinking of going heavy on a trade. Your post makes me think a 90 day timeline.
Starting to think about TQQQ as a trade. But also converting VOO to SSO for a longer run. This is when 2x and 3x ETFs of the broad indexes become very compelling.
 
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RU05

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It doesn’t have to all come back here but let’s get it out of unfriendly places like China.
Much like it all isn't coming back here, it's also not leaving China completely. And some of that trade leaving China was something that happened post Covid. Hence all the Vietnam talk.
 

RU05

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Report them. They will be banned from the thread soon enough.

As for the business of the thread. I am intrigued by a lot of things. Lots of tech companies aren't that impacted by tariffs. Thinking about cybersecurity and software. What are you eyeing?
Adding to some holdings. AMZN, GOOGL. Added to Meta yesterday, may add more.

ABBV would be a new addition that I've been thinking about. NEE maybe.

TQQQ would be the high beta relatively short term trade to take advantage of this dip. It was down 16% today.
 

jtung230

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How is it a terrible take. You guys spent last 24 hours cleaning world was ending. I had a great day. Tomorrow might be different but world isn’t ending.
It’s a stock and investment thread. No one said the world was ending. But plenty said the market was going to get crushed. Maybe you don’t have a lot of stocks and it didn’t impact you. But down 5% in one day is a big deal. For context, S&P was up over 20% the last two years.
 

RU848789

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Jul 27, 2001
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If you have real money in the market, need it now, and didn’t prepare for this you don’t deserve empathy. If you don’t need it now you will be just fine.
Everything you post is emotion. You are the most emotional “scientist” ever. Whether it be snow, this, or wiping down your groceries you are way more Karen than scientist.
Some of us have empathy for people who make mistakes or who just weren't fortunate enough to make/save enough money to not worry about such things. You don't. We get it. You ought to read Captain Gilbert's observations about empathy. It's probably why you don't even like being with your family on the holidays.

And outside of some occasional joy over snow, you need to show your work about being emotional with regard to scientific posts. Emotion has no place in scientific discussion and I'm careful to not mix them. I'm quite comfortable with my fairly successful scientific career and my scientific posts on this board through the years.
 

vkj91

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Feb 7, 2007
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It’s a stock and investment thread. No one said the world was ending. But plenty said the market was going to get crushed. Maybe you don’t have a lot of stocks and it didn’t impact you. But down 5% in one day is a big deal. For context, S&P was up over 20% the last two years.
lol. People said the the American people
Would never be able to retire again. And I guarantee I have more money in the market than 99.9999 of people in this thread
 

RU in IM

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Nov 3, 2011
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Looking at the TQQQ. Thinking of going heavy on a trade. Your post makes me think a 90 day timeline.
Going to be tough to time it right; if we have another day like yesterday, the average Joe who hasn’t yet checked their brokerage account or 401k will be in panic mode. There has been HUGE concentrations in the mag 7, and they are getting crushed. It’s okay for the people who have had them in portfolio for the last 2 years, but the Jonny come lately’s, and there are many, could panic.

I might buy some of the QQQ and S&P, and a few beaten down stocks, but not risking too much of my cash hoard