Money & Economics

I bought stock today (April 3, 2025) . . . may buy more tomorrow.
 
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bigredfish said:
Yep, as you know i have 0 exposure to the market. I like my boring steady guaranteed 5%
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I inherited an IRA from my Dad that has a Municipal Bond making 7%, sadly I have to sell it soon because I have to drain the IRA within 10 years.
 
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StevenFromTexas said:
I bought stock today (April 3, 2025) . . . may buy more tomorrow.
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Good deal. If I was in my 30's 40's I would too. Though I dont think the "dip" is over quite yet.
But at 66 with 0 debt and money I dont even need making me 5% sitting there with no risk, is a very good feeling
 
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This is the best description of what is supposed to happen with tariffs and the shift towards reducing slowing the increase of debt and looking outward for revenue vs raising taxes.

I’ll admit to only really comprehending about 1/2 of it. But the best in the finance industry seem to be in the same boat so there’s that :rofl:

If you read her whole thread it kinda sorta makes sense…

 
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bigredfish said:
This is the best description of what is supposed to happen with tariffs and the shift towards reducing slowing the increase of debt and looking outward for revenue vs raising taxes.

I’ll admit to only really comprehending about 1/2 of it. But the best in the finance industry seem to be in the same boat so there’s that :rofl:

If you read her whole thread it kinda sorta makes sense…

Click to expand...


Twitter / X .. looks like they are forcing people to sign up to read the threads :(

iirc either Scott Bessent or Howard Lutnick had previously written a piece which may have some insight to the recent White House moves .. don't recall if it was a piece in the economist or similar

too many pay walled places now a days


Here's the thread for those not on X :

unrollnow.com

Thread By @tanvi_ratna - Trumps new tariffs arent a trade tweakth..

Trumps new tariffs arent a trade tweaktheyre the first move in a fullspectrum reset 92T in debt matures in 2025 Inflation lingers Alliances are shifti
unrollnow.com unrollnow.com
 

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bigredfish said:
This is the best description of what is supposed to happen with tariffs and the shift towards reducing slowing the increase of debt and looking outward for revenue vs raising taxes.

I’ll admit to only really comprehending about 1/2 of it. But the best in the finance industry seem to be in the same boat so there’s that :rofl:

If you read her whole thread it kinda sorta makes sense…

Click to expand...


Interesting Read ..

I do not see USA able to fully get the industrial base back into the USA

Europe will still see Russia as a greater threat to them than China, while the USA sees it the other way around.

I do not see how they can reconciliate this.

USA defense industry definitely getting a hit as USA has now proven beyond a doubt it is not a reliable supplier.

I suspect USA will lose more money from defense contracts now than it has spent on the Russo-Ukraine War.
 
mat200 said:
Twitter / X .. looks like they are forcing people to sign up to read the threads :(

iirc either Scott Bessent or Howard Lutnick had previously written a piece which may have some insight to the recent White House moves .. don't recall if it was a piece in the economist or similar

too many pay walled places now a days


Here's the thread for those not on X :

unrollnow.com

Thread By @tanvi_ratna - Trumps new tariffs arent a trade tweakth..

Trumps new tariffs arent a trade tweaktheyre the first move in a fullspectrum reset 92T in debt matures in 2025 Inflation lingers Alliances are shifti
unrollnow.com unrollnow.com
Click to expand...

Cost for X is 0$
Thanks for the unroll!
 
mat200 said:
Interesting Read ..

I do not see USA able to fully get the industrial base back into the USA

Europe will still see Russia as a greater threat to them than China, while the USA sees it the other way around.

I do not see how they can reconciliate this.

USA defense industry definitely getting a hit as USA has now proven beyond a doubt it is not a reliable supplier.

I suspect USA will lose more money from defense contracts now than it has spent on the Russo-Ukraine War.
Click to expand...

LOL well you're wild assed guesses are as good as mine I suppose.

I dont think anyone thinks we'll get ALL industrial base back. But some, many have already announced in just 2 days they are moving production here

Agreed, Europe will continue to try and provoke Russia into a bigger longer war. They have to, they're broke.

Agree, no short term reconciliation. China is our #1 competitor and "enemy"

USA Defense Ind will be just fine. Sold 2B of Patriot batterys to Poland just yesterday. But sure, others will prosper where the tariffs make enough difference.

LOL it will take some time to lose 200-300 $Billion in sales
 
The thing you are hearing about is 5 to 7 trillion dollars in new USA investments plus drill baby drill. One would expect that construction industry should see immediate need to put people to work if you streamline gubermint permitting and have shovel ready projects. The ability to manufacture domesticly clearing awaits completion of construction. Hopefully it begins soon. Very soon.
 
I also wonder how much of the sell off is simple profit taking acknowledging that the party is over…
Many, including me have been talking about the bubble popping for over a year.
No your company is NOT worth $800 per share and with reality setting in it’s a good time to say “ It was a good run, I’m cashing out”

S&P is still up close to 30% in 3 years..LOL
 
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