Stock-Age: Stocks, Options and Dividends oh my!

My eyes on some UK Small Caps
#EUA Eurasia Mining - Ukraine Ceasefire play
#MFAI Mindflair - AI play
#CPX Cap-XX - Recovery play
 
Last edited:

Trump says he'll 'take a look' at exempting some larger US companies hit especially hard by tariffs


Just absolutely horrid. Imagine being a small business owner, the ones that are actually hit hardest by tariffs and hearing this shit… considering exempting some large companies from tariffs?

The President just straight up taking control over the economy basically. Reminiscent of the kind of power the leaders of non-Democratic countries do.
 
Last edited:

Trump says he'll 'take a look' at exempting some larger US companies hit especially hard by tariffs


Just absolutely horrid. Imagine being a small business owner, the ones that are actually hit hardest by tariffs and hearing this shit… considering exempting some large companies from tariffs?

The President just straight up taking control over the economy basically. Reminiscent of the kind of power the leaders of non-Democratic countries do.
100% authoritarian playbook.
 

Trump says he'll 'take a look' at exempting some larger US companies hit especially hard by tariffs


Just absolutely horrid. Imagine being a small business owner, the ones that are actually hit hardest by tariffs and hearing this shit… considering exempting some large companies from tariffs?

The President just straight up taking control over the economy basically. Reminiscent of the kind of power the leaders of non-Democratic countries do.

Only those wealthy enough to pay homage and tribute to the King may be exempt. Was just reading this article today over how Jensen Huang got the export ban on H20 chips dropped.

 
Last edited:


This is pretty scrummy. lets hope they find the person who did this.




There's no doubt in my mind that there is insider trading happening w/ this administration. but i am not really following the issue. Trump told people to buy at 9:37 am. Markets open at 9:30. Is it that strange people would make large orders right as the market opens? i'm not really seeing the issue.

edit: i missed one of the tweets. the one about call volumes spiking just before Trump announced the 90 day pause is pretty blatant. I mean i don't know how else to explain that.
 
Last edited:
There's no doubt in my mind that there is insider trading happening w/ this administration. but i am not really following the issue. Trump told people to buy at 9:37 am. Markets open at 9:30. Is it that strange people would make large orders right as the market opens? i'm not really seeing the issue.
I'm not sure on the mechanics being highlighted in those tweets, but I think there were a lot of people buying on the basis they thought we were nearing the end of the immediate esculation. That was my hunch after it went crazy with China.

The situation meant the administration had to either let the market crash or provide it immediate relief from the turmoil.

So I chucked nearly £30k more into the UK markets on Tues and Weds, before the tariff pause on the basis I thought so many stocks were at rock bottom and we'd see some relief + pause/deals.

I'm sure there were millions of other buyers around the world also thinking the same.
 


Sounds like something a rapist would say.

Not any rapist in particular. Just a rapist.

Suspicious Monkey GIF by MOODMAN
 
There's no doubt in my mind that there is insider trading happening w/ this administration. but i am not really following the issue. Trump told people to buy at 9:37 am. Markets open at 9:30. Is it that strange people would make large orders right as the market opens? i'm not really seeing the issue.

edit: i missed one of the tweets. the one about call volumes spiking just before Trump announced the 90 day pause is pretty blatant. I mean i don't know how else to explain that.

It's not about the transactions at market open, there was a spike in volume at 1pm across SPY, QQQ and all VIX related products, roughly 15 minutes before the announcement went public.
 
Canada's back in the naughty chair.

U.S. Secretary of Commerce Howard Lutnick appeared to threaten more tariffs on Canada if the country doesn't back down on its current counter-tariffs.

"If Canada decided to keep their retaliatory move — which I would suggest, having watched how it went with China — [it] would be a really, really bad choice," Lutnick told reporters in Washington.

"Canada, they're in an election, so you never know. Maybe it's all election, you know, bluster, but we don't know. But the fact is, if they put those tariffs on, we're going to be talking in the Oval Office, and [Trump's] going to respond, so I hope they choose to refrain," Lutnick said.

Canada's retaliatory tariffs on the American auto sector came into effect today. This follows previously imposed tariffs in response to U.S. tariffs related to steel and aluminum, border security and fentanyl, critical minerals, energy and potash.

 
Last edited:
There's no doubt in my mind that there is insider trading happening w/ this administration. but i am not really following the issue. Trump told people to buy at 9:37 am. Markets open at 9:30. Is it that strange people would make large orders right as the market opens? i'm not really seeing the issue.

edit: i missed one of the tweets. the one about call volumes spiking just before Trump announced the 90 day pause is pretty blatant. I mean i don't know how else to explain that.
The tweet to tell everyone could have also just been cover ... 'It wasn't insider trading, I told everyone to buy!'

Not that it even matters anymore. He's quite literally above the law.
 
Peter Zeihan said there wasn't a chance in hell that Trump would win. I stopped listening to him after the election, he knows about as much as we do.
Tbf most of the sane world also made the same call thinking, nah no way are they that fucking stupid to elect him again... Hey ho, besides he's not Nostradamus and his takes whilst maybe not entirely 100% are still good takes on the geopolitical situation and how things work.

Also surely all this shit with the stock market is clearly illegal? I mean properly illegal and once Americans wake up and elect someone else and everything flip flops back, won't people be facing some serious financial crimes allegations and they usually come with pretty steep penalties
 
Last edited:
wait until you guys hear about this little company called Palantir and how all trumps cronies and cabinet have been buying it.

No surprise it was one of the best performing stocks recently. Even after this haircut it's still doing well. It#s my largest % holding in my portfolio so I suppose I am biased but, Peter Thiel just so happens to be one of the benefactors and biggest donors to the republican party.
 
Last edited:
I wonder how the republican reaction would've been if it had been her imposing these tariffs today instead of Trump.
They'd use it to attack her, and most of them would mean it. But the ones who did agree would attack her anyway, just like Trump's political opponents attack everything he does, even when they recently felt the same way and argued the same points as he does.

I'm sure they'd all agree and shower her with praise despite her political allegiances and the stock market having an identity crisis, right?
I'm sure loads of republicans hate this, and fully disagree with it. They just can't say so, if they value their careers. This is not a traditional republican value in any way, but it's what Trump wanted for decades, even when he was a democrat. He wanted it, his voters wanted it, and they voted for it.

Republicans and neocon democrats were fully responsible for the mess we're in now. I don't think any other republican president before now would even talk about this, much less do it. The flipside of republicans using speeches from Polosi and Bernie to support China tariffs is seeing democrats using speeches from Reagan and other conservatives to criticize them. It's honestly wild on both ends.

What exactly do you disagree with that sounds silly? She nailed it. And everything she said panned out and now the West is in a much bigger shit sandwich with China.

We ignored the symptoms and now the disease has gotten much worse.
As I said to a friend of mine the other day, both parties had over 30 years to do something about this situation, and neither one did.

What does that mean even .. why is the official White House account tweeting cryptic shit like that in the first place.
Doesn't seem cryptic to me, it seems like a threat and an offer. He's both acknowledging the fact that no one other than China retaliated, and letting other countries know that if they don't retaliate either, it will be better for them throughout their negotiations. I think he's said as much as well, or certainly suggested it.
 
blue collar jobs aren't coming back. Even Lutnick admits it.

Nobody in their right mind is going to build new factories on the verge of a massive recession with a dumbass president in his last 4 year term.

You'll need to destroy the global economy through a deflationary depression before any of this will happen.

Meanwhiles, Trump requestsed the Supreme Court allow him to fire Jerome Powell from the Federal Reserve 🤦🏻‍♂️

ZoIpqRm.jpeg


I doubt this will be allowed, but if it is, we will effectively be letting the rats into the granary.

Trumps appointed schmuck will be told to drop interest rates to zero for the rest of his term, restart QE and pump the living shit out of equities one final time which will in turn cause hyperinflation and he wont give a fuck about the consequences because he will retire rich as fuck with all his buddies and the rest of the world will have to pay the toll.
 
Last edited:

Trump says he'll 'take a look' at exempting some larger US companies hit especially hard by tariffs


Just absolutely horrid. Imagine being a small business owner, the ones that are actually hit hardest by tariffs and hearing this shit… considering exempting some large companies from tariffs?

The President just straight up taking control over the economy basically. Reminiscent of the kind of power the leaders of non-Democratic countries do.

This isn't great. Even if you don't like the playing field it needs to be an even one across the board. No advantages because your company is big or small. That is anti-competative.
 
Ursula Von Der Leyen said she was concerned that China woulds start dumping cheap goods that were meant for the US into the EU instead.

Now why would that be a bad thing hmm? I wonder.
 
This one is even better. They actually have good information, ignore the clickbaity thumbnail, that's an unfortunate byproduct of being on youtube.



I'm not optimistic that China will cave. The CCP is mega obsessed with saving face and looking good. Trump would have to bring a deal to the table that makes both parties coming out of this looking good, there's no way Xi is going to take anything that'll make him look like the loser in this trade war.
 
I'm not optimistic that China will cave. The CCP is mega obsessed with saving face and looking good. Trump would have to bring a deal to the table that makes both parties coming out of this looking good, there's no way Xi is going to take anything that'll make him look like the loser in this trade war.

This is how I see it ending:

"I got a really great call with China, great guy, great country, I love the word China, sounds like a hot beverage, we're gonna make the best deal this country has ever seen and everybody will be happy, we'll be richer than ever, and India will pay for it"
 
China observer, do you know who owns it? You'll get as much use out of it as you would reading about the British/American 'Anglo-Saksy' from Russia Today.

It's owned by an anti-CCP entity. They don't like the ruling party. Is that worse than the state owned and controlled CCP media? Is there a better source of China information you know of?
 
Z
Nice video from behind the scenes in China:


The immediate impact of the tariffs is bad for both sides for sure. I wonder what percentage of goods stop flowing vs still come in but are priced higher.

We should get some real data at some point and not have to rely on anecdotes that frankly point out what obviously will happen.

It's gonna be bad though; what company would pay over double for what they were buying before? It's madness.

In the US you have the inverse happening. Companies suddenly have either double costs for part of what they sell or build or simply can't sell / build anything.

At the same time it's not a great time to get a loan to whether the storm for any cash poor company and it's not a good time for investors either. Nobody trusts the immediate future of the American economy right now.
 
Last edited:
Ursula Von Der Leyen also said this morning (~7AM EDT) that the EU is also pausing any retaliatory tariffs to negotiate with the US.
The EU has already offered to negotiate with America since last year. It included such items as eliminating all tariffs and for the EU to buy more LNG. The American Government hasn't seemed all that interested and keep asking for items that are completely infeasible, such as the elimination of VAT and lowered health standards.
 
Nike is still scraping the bottom. Oil companies are still bottomed out.

The pump was short lived for them.
 
Last edited:
Top Bottom