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TSMC with a good guide. Cooling the chips panic.

Hawkish Powell.

Bit of a sell here in the indexes on this headline: 10:18 (EU) EU said to expect US tariffs to remain in place as discussions are making little progress - press - EU Trade Commissioner Sefcovic left last meeting with little clarity on the US position - Source TradeTheNews.com I would hold...

I always mention these when they come up. TradingView charts having an Easter Sale. Quite a good deal. Typically only see this deep of a discount for Black Friday deals.

09:29(CA) Canada to give 6-month tariff relief for US imports used by Canadian factories and food processors - Source TradeTheNews.com

WeBull $BULL up >300% .. normal market function. Re overall market. Just shows that its looking for any excuse to rally still. Positives: rising dollar, falling yields (for now). I am still very long.

I get a strong feeling this will be gap and crapped if it doesn’t fade by the open.

Monday bounce cancelled? These guys cant shut the fuck up for 5 minutes. Smartphones, computers and other electronic devices that won exemptions from some US tariffs will be part of a forthcoming levy on semiconductors, US Commerce Secretary Howard Lutnick said, dampening what China had...

Mainstream confirmation (Bloomberg):

That is definitely a positive start. My fear is the upcoming earnings season kicking off next week. We are likely to get a ton of pulled guidance. Aka more uncertainty. All of that said, I am quite long on the markets already from the lows. Happy to sit and watch it chop S&P 5300 for a while...

The Weekly chart shows how it has acted as resistance / support multiple times as well. Just some technical analysis stuff that always fascinates me.

Crazy how there is no limit of time how long trend lines come into play. Here is a Macro line all the way back to 2000 dot com top through 2021top. Then a 5min seeing how it still gets interacted with today.

WH Press Sec just hinted that after 90Days if deals arent made, Trump could have individual extensions. Minutes later Fed Collins said in a FT interview that Fed can intervene if needed for market / yield stability. Markets popped on volume after.

15:44(CN) Reportedly Trump Admin considering delisting shares of Chinese public companies on US exchanges - press - Source TradeTheNews.com Careful if you've got BABA, JD, etc!

The VIX certainly will !

S&P tagged -7% earlier. This is anything but "normal".

Likely should short BMW, MB, VW, Audi into the ground if this passes. China vehicles are literally less than half the price. 12:41(CN) Reportedly EU agrees to start negotiations to abolish tariffs on Chinese EVs - press - Source TradeTheNews.com

We quite literally bounced on the halt level. (For now) Pretty wild.

Pretty sure we are going to get a marketwide halt soon. SPY -6.5% (trigger -7%)

White House clarifying China tariffs at 145%. This is just crazy town now.

Well, a significant part of the move yesterday was a massive short squeeze.

Quite a bit more giveback than I was expecting, if I am honest. I suppose the open 125% China tariffs and overall uncertainty are weighing heavily on markets.

Lower CPI vs expected 08:30 *(US) MAR CPI M/M: -0.1% V 0.1%E; Y/Y: 2.4% V 2.5%E - CPI (ex-food/energy) M/M: 0.1% v 0.3%e; Y/Y: 2.8% v 3.0%e - CPI Index NSA: 319.799 v 320.167e - CPI Core Index: 325.659 v 326.443e - Source TradeTheNews.com

Ok, thats funny

Oh no, that was definitely Bill Ackman you remember getting on CNBC for near an hour fake crying (literally) talking about armageddon. "All hotel stocks going to zero. Death of the markets as we know it", etc etc. Meanwhile behind the scenes he held credit default swaps. Used the profit of the...

This screen needs some kind of saving for historical record. This day will be talked about for years / decades to come.

Pretty pleased with myself on positioning and management of my large SPY holding. I had a 530 cost basis overall going into yesterday. I sold some green lots off on the opening move into 522 (posted here). Repositioned yesterday evening / today. Final cost basis now:

WSB put holders are going to have some insane loss porn today.

15:00 (US) Pres Trump: Reversed tariffs because people were getting a little bit afraid; Nothing's over yet; China wants to make a deal, doesn't know how to go about it; China is in the process of figuring it out Have reversed tariffs for a short period of time Regarding EU deal: Deal could be...

13:19*(US) US Pres Trump: Based on the lack of respect that China has shown to the World’s Markets hereby raising the Tariff charged to China by the United States of America to 125%; Authorized a 90 day PAUSE, and substantially lowered Reciprocal Tariff during this period, of 10%, also effective...

Healthy auction.

2 hours until the 10Y auction.

Same retards that blame a president (D or R) about prices at the gas pump. Talking heads media love to repeat this nonsense.

Just getting started. 10:29 AMZN Said to cancel some inventory orders from China after US tariff announcement; Products affect multiple products and vendors - press - Source TradeTheNews.com

09:07(EU) EU Commission: Will impose first countermeasures against US on April 15th ; Counter measures can be suspended if the US makes a fair deal - Source TradeTheNews.com

Its only partly to blame. You have the expectations of serious inflation (stagflation) to hit the market as a result of tariffs. A jump in inflation doesnt put the Fed in any position to cut rates. If we have a 10Y auction that no one wants to buy, Fed cutting rates means absolutely fuck all...