OT: Stock and Investment Thread
- Thread starter RU05
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I support 2 things regarding national policy:
1. Tax cuts - any and all
2. Anything that makes the market go up.
Like all crime, the deterrent needs to be enough to make the criminals think twice about doing it. Want to sell bootleg branded merchandise here? Alright make the fine $100k for the first offense, $1m for the second, $1m + a few months in jail for the 3rd. All of a sudden the drop shipper racket on eBay will disappear overnight.
Its a felony in France if you're caught with bootleg pocketbooks/purses/watches. Not sure what other European countrie do but the US should do the same.
It really is in the interest of both countries. Stop the stupid and negotiate fair/equity tariffs.
Your statement is true. But you give up some leverage when you admit to China that the situation that US created is unsustainable.
Is that tax cuts for yourself or for everyone?I support 2 things regarding national policy:
1. Tax cuts - any and all
2. Anything that makes the market go up.
Just read more of the Tesla reporting. One other thing that jumped out at me was that Tesla was losing money on automotive sales. Yikes!!!
Both. It's great when cuts directly benefit me, but it's always a good day when the overall tax burden on society is reduced.
TSLA +7.5% in pre-market.
In earnings news:
GEV with a big double beat!
GE Vernova press release (NYSE:GEV): Q1 GAAP EPS of $0.91 beats by $0.31.
Revenue of $8B (+10.2% Y/Y) beats by $450M.
GE Vernova is reaffirming its 2025 financial guidance. We expect revenue of $36-$37 billion, high-single digits adjusted EBITDA margin, free cash flow of $2.0-$2.5 billion
Orders of $10.2B, +8% organically, led by services +16% and Power equipment +43%
Backlog growth of $4.4B sequentially from equipment and services.
Intuitive Surgical also with a double beat:
Shares moved 7% higher after the surgical robot maker reported first-quarter financial results that beat expectations. Adjusted earnings came in at $1.81 per share, versus the $1.72 anticipated from analysts polled by LSEG. Revenue was $2.25 billion, above the $2.19 billion consensus estimate.
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You were on the money with this post. GLD pulling back quite a bid over the past 2 days. Let's see where the dip goes.
I’m actually more optimistic on their outlook, I thought their report would have been much worse all things considered. With Elon planning to step back from the public eye, people will latch onto something else within a few weeks, I’d bet by their Q3 earnings they have fully recovered.
Ya, and people seem to ignore the fact that the brand degradation is going to have carry over to their robotaxi business.
And while I don't think robotaxi will be a big revenue producer(relative to current TSLA market cap) any time in the next couple years, I think the robot robot business is still in dream land mode.
Your TSLA short trade would have been a good one if you got in when you mentioned it a few months ago (although the short etf's are not as good as I would have expected) and I think it's probably a good trade if you make it now.
Nah, sales had flat lined prior to all this political business. The valuation is crazy high for a company with flat, never mind declining, rev's/earnings/margins.
I also think that in addition to his core buyer having a longer memory then you think, the E-charging infrastructure did not build out in a way that makes for the electric car market to expand in a meaningful way.
No - all of the things that we have hoped for are materializing. Trump is backing off Powell and the trade war. If none of those things happened we’d be in one of the biggest bull markets ever, so once he finally gets past it we’ll be be back.
'Lower tariffs are good for everybody': World Bank President
World Bank Group President Ajay Banga said Tuesday that lower tariffs are good for everybody, while noting that he has seen increased inter-regional trade and bilateral trade in recent years, reported Xinhua."For the last 10 years, if you look at the number of bilateral and regional trade deals being signed in the world, they are way in excess of what most people are paying attention to," Banga said at an event during the 2025 Spring Meetings of the World Bank Group (WBG) and the International Monetary Fund (IMF), reported Xinhua.
"Strengthening regional ties through more efficient border processes, lower trade costs, less friction, clear rules of origin, these can boost trade volumes and support more stable and diversified growth," he said.
The World Bank president also noted that many developing economies still maintain higher tariffs than advanced economies, averaging several percentage points more on key imports, which creates a real risk of "reciprocal tariffs" and a loss of competitiveness.
"So a broad-based liberalisation, not just with favorite partners, can help offset these risks and actually expand market access," he said, adding that history shows that more open economies tend to grow faster and they withstand stocks and shocks more effectively.
I just bought a Tesla for my daughter last week. Was the easiest buying experience I’ve ever had. I’ve had harder times buying furniture. And the loss doesn’t surprise me, they were running a ridiculous deal on the lease I got
He's running his playbook. Solidifying America's future.
$7T in pledged investments and counting. All while brokering better trade deals and soon to be tax cuts for all.
GOAT work.
$7T in pledged investments and counting. All while brokering better trade deals and soon to be tax cuts for all.
GOAT work.
Yes - the first term his interactions with the press was basically “say anything to make the market pump”
I can direct you do a simple Google search. I'm not here to do people's homework.
I did my homework before asking you and the total foreign investment in the US as of the end of 2023 was $5.4T. Can't find the 2024 numbers let alone the $7T number you poster.
But was there situations similar to the bond market selling off which leads to him dropping tariifs? Or the market falling on his powell talk which leads to him saying Powell is staying?
Its an interesting backs and forth.
Just part of the cycle…
Forgot the part where we are getting better trade deals and soon to be lower taxes.
Not sure. In 2018 during the first round of China tariffs the market dumped 10-11% in a week, but the issue was quickly resolved and we had a V-shaped recovery. China got hit with new tariffs, but they were relatively modest and everyone moved on.
The market dumped on Monday due to the Powell talk.
What is the better trade deal with China i missed that one….he is backing off so quickly and got nothing. They didnt budge and now he blinked. And backing off firing powell,
Stocks also tanked in late 2018 because Powell misjudged the job market growth vs. potential and started raising rates in error.
That was at the end of 2018. The tariffs 1.0 were in Jan/Feb (IIRC).