Big Phoenix
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Investing General Discussion
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Sanrith Descartes
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If GS is to be believed, it looks like Chyna is taking it up the ass with the trade war. Their easing levels are approaching Covid 2020 levels already. This is a war they cannot win so I expect them to be putting the full court press on against Trump via the bought and paid for political puppets they have here in the US.
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Sanrith Descartes
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Lambourne
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Quoting my post from December here, EUR/USD is now at 1.15 so you'd have 9% gain if you were American and bought a Euro stock that was otherwise flat.
It's one of the reasons Euro stocks have done very well YTD for US based accounts. Said it before but I think the perception is that Trump is intent on weakening the dollar since it helps his trade war, which means as an investor you want out of anything dollar denominated and into something that's not (gold, EUR/GBP/JPY stocks etc).
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Asshat Foler
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What the heck is going on in Poland? I look at IXUS and the return is still meh. This seems to be country specific.
Sanrith Descartes
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Rangoth
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They didnt take in any immigrants and they are focusing on their country and eliminating corruption. I know, I know...this isn't the politics thread, but it probably is a factor.
huge + on the start today, what random announcement will kill it all?
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Jysin
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Snippet from the Verizon conference call. Someone is out of touch with the weakening consumer.
"Cost increases in handset prices due to tariffs will be absorbed by the consumer" - conf call comments - Source TradeTheNews.com
You heard it here, $2k iPhones are just going to be absorbed by the customer.
"Cost increases in handset prices due to tariffs will be absorbed by the consumer" - conf call comments - Source TradeTheNews.com
You heard it here, $2k iPhones are just going to be absorbed by the customer.
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Ya, this takes your payments from $45 to $52 /month or something. People will bitch for sure, but I don't think it will tank AAPL and Samsung's phone production businesses or anything.
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Jysin
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Market pop on:
11:59(US) Treasury Sec Bessent: Expects to see de-escalation with China as current situation is unsustainable - press citing sources at JP Morgan event - Source TradeTheNews.com
11:59(US) Treasury Sec Bessent: Expects to see de-escalation with China as current situation is unsustainable - press citing sources at JP Morgan event - Source TradeTheNews.com
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Fogel
Mr. Poopybutthole
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Yep, these people can't go without buying a new 1k$+ phone every 1-2 years even when living in shit conditions working at starbucks, 2k$ phone would be a speed bump to these people.
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Jysin
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13:08(JP) White House reportedly close to Japan and India trade agreements; May take months for final trade deals - Politico - Source TradeTheNews.com
13:13(CN) US Treasury Sec Bessent: China negotiations will be "a slog"; Describes current bilateral trade situation as an embargo - press citing sources at JP Morgan event - Source TradeTheNews.com
- Rebalancing of China economy towards consumption and US economy towards manufacturing in 2-3 years would be "huge win" - Source TradeTheNews.com
Aaaand the reversal.
13:13(CN) US Treasury Sec Bessent: China negotiations will be "a slog"; Describes current bilateral trade situation as an embargo - press citing sources at JP Morgan event - Source TradeTheNews.com
- Rebalancing of China economy towards consumption and US economy towards manufacturing in 2-3 years would be "huge win" - Source TradeTheNews.com
Aaaand the reversal.
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Jysin
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We are in full retard mode here.
Just now:
13:24 *(US) WHITE HOUSE: THERE ARE 18 TRADE DEAL PROPOSALS ON PAPER - Doing very well on potential trade deal with China - Source TradeTheNews.com
Hour and a half prior:
11:59 (US) Treasury Sec Bessent expects to see de-escalation with China as current situation is unsustainable - press citing sources at JP Morgan event - Says negotiations with China haven’t started, but a deal is possible - Suggests US may be willing to give Argentina an FX line - Source TradeTheNews.com
Just now:
13:24 *(US) WHITE HOUSE: THERE ARE 18 TRADE DEAL PROPOSALS ON PAPER - Doing very well on potential trade deal with China - Source TradeTheNews.com
Hour and a half prior:
11:59 (US) Treasury Sec Bessent expects to see de-escalation with China as current situation is unsustainable - press citing sources at JP Morgan event - Says negotiations with China haven’t started, but a deal is possible - Suggests US may be willing to give Argentina an FX line - Source TradeTheNews.com
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Jysin
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It gets better. Japan / India "deal" clarity:
- Sources say the agreement is more to talk about doing a deal rather than an agreement on deals - Source TradeTheNews.com
- Sources say the agreement is more to talk about doing a deal rather than an agreement on deals - Source TradeTheNews.com
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Kithani
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This shit is more schizophrenic than my high school relationship status
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Sanrith Descartes
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Sanrith Descartes
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Depends on how long you are looking to hold something. Very long term, almost anything is a good buy these days. Less than a year?
Kithani
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I just dropped $10k on VTI planning to use it in about 25 years, prob drop another $10k next week unless there’s a big drop this week