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Dementia Donnie didn't get the Nobel Peace Prize this morning, so he's firing federal workers, adding more tariffs on China, tanks the stock markets, and seeks to build an 'American Arch' heading into DC as his latest construction project. I feel sorry for the WH staffers who had to clean the ketchup off the walls and change his diapers today!
On the upside, if he drives prices low enough by his incessant yapping, us long term investors can load up on great stuff at fire-sale prices ....
Seriously,,, how many more bad days leading to bad decisions leading to worse and worse outcomes can this country take? Or,,,how long till the blind 45% open their eyes? Sure, he tells them it’s ok to hate the others but when they can’t afford healthcare and food will that snap them out of voting against their self interest? I don’t have a clue. But each week he gets worse.
name a single time markets have not responded to imposition\delays\cancelling tariffs. at this point, there are dozens of examples to indicate that its not a strategy based on american national interests, but others.
and dont even try to say trump is giving you advance notice of the timings.
Friday was the worst day for the S@P since April 10. A note from Subu Trade on X. Since 1950 there have only been 8 times the market made an all time high (as it did Thursday) and then dropped 2.5% or more the next day as it did Friday. On all 8 occasions the market was always higher 6 and 9 months later. Maybe just fun with numbers so we shall see this time around. Still worried about junk bonds and another credit event down the road. But then I am always worried about something.
Interesting there hasn’t been any mention of Friday’s massive crypto losses here - or I might have missed it. The best article I’ve seen is on Bloomberg. I’ve been told these BB gifted links are intrusive / loaded with tracking cookies. So use care. I know nothing about crypto. But the article suggests that hedging tactics in play by betters investors may have backfired - possibly relevant to hedging tactics being used in other markets.
No opinion of the role Mr. Trump’s messaging or tariffs played in Friday’s action. If you build a tall enough house of cards it doesn’t take a lot to topple it. My reference is to high valuations, leveraged bets & speculation. Interesting too that the federal grand jury indictment of FOMC member Lisa Cook for mortgage fraud hasn’t been cited by folks as a contributor to Friday’s action. ISTM that’s a big financial news story capable of moving markets. Whether Cook’s guilty or innocent, the Fed is becoming something of a punching bag for those who want to alter monetary policy.
Thanks @Junkster for the insights. I’m not even playing with middling investment grade corporates currently based on the narrow premiums over AAA.
@hank Yeah, BTC swooned like 15% for a while and a *ton* of the crappy 'alt-coins' (AKA 'shit-coins') got devastated. If anything, it should reinforce the notion that only BTC and ETH are acceptable crypto 'investments' ... the alt-coins are kiddie gambling at best. (I bought some more BTC yesterday, actually)
The crypto reddit forums are awash with newbies who got into crypto alt-coins in the past 1-2 years freaking out, questioning crypto, etc, etc. I shake my head at their idiocy.
Interestingly, someone opened a new crypto brokerage account on Friday, put on a huge levered short BTC position shortly before Donnie's tariff tantrum. The account made like $180M intraday. Who leaked the info to whom? Was this someone inside/associated with the White House? If so, the corruption isn't even being done in smoky backrooms anymore...
Unlike April, bonds behaving normally again, seems like. After Friday's swoon, SPY -2.7% (QQQ -3.5%), pretty massive, as @Junkser points out. But TLT up an impressive 1.6%.
Unlike April, bonds behaving normally again, seems like. After Friday's swoon, SPY -2.7% (QQQ -3.5%), pretty massive, as @Junkser points out. But TLT up an impressive 1.6%.
+1 I made money last Friday and my portfolio is at all time high.
““Don’t worry about China, it will all be fine! Highly respected President Xi just had a bad moment. He doesn’t want Depression for his country, and neither do I. The U.S.A. wants to help China, not hurt it!!! President DJT”
Well, *I* for one am completely reassured now.
(narrator: "until the next outburst from the Tariff Toddler")
Forget the Yen Carry Trade, let's do the TACO Trade.
I made money last Friday and my portfolio is at all time high.
That would seem exceedingly simple to do just by investing 100% in cash. Provided interest is credited daily, your portfolio would reach a new record high every day.
Think about the impact a brain addled madman has on the market the last two days. Who sez politicians don’t move mutual funds. Or: if he couldn’t post and couldn’t speak what would the markets have done Friday and today?
Think about the impact a brain addled madman has on the market the last two days. Who sez politicians don’t move mutual funds. Or: if he couldn’t post and couldn’t speak what would the markets have done Friday and today?
"Nobody moves markets like I do, believe me." [ accordion hands ]
I made money last Friday and my portfolio is at all time high.
That would seem exceedingly simple to do just by investing 100% in cash. Provided interest is credited daily, your portfolio would reach a new record high every day.
I made money last Friday and my portfolio is at all time high.
That would seem exceedingly simple to do just by investing 100% in cash. Provided interest is credited daily, your portfolio would reach a new record high every day.
I made money last Friday and my portfolio is at all time high.
That would seem exceedingly simple to do just by investing 100% in cash. Provided interest is credited daily, your portfolio would reach a new record high every day.
I made money last Friday and my portfolio is at all time high.
That would seem exceedingly simple to do just by investing 100% in cash. Provided interest is credited daily, your portfolio would reach a new record high every day.
I made money last Friday and my portfolio is at all time high.
That would seem exceedingly simple to do just by investing 100% in cash. Provided interest is credited daily, your portfolio would reach a new record high every day.
Nope, 99+% in just w bond funds.
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The usual TDS every day. I don't care what any politician says.
I laugh every time you post that you are 99+% in or out and that you are a trader (unfortunately you post this incessantly). Most of us know that no trader goes 99+% all in at once unless it's with a tiny amount. That too answers your putting up your track record, assuming that it is not fudged.
Comments
YOU'RE A STINKING LEFT-WING RADICAL ANTIFA AND YOUR DAY IS COMING SOON !!!
Note to DOJ:
I want this guy in South Sudan by Monday!
On the upside, if he drives prices low enough by his incessant yapping, us long term investors can load up on great stuff at fire-sale prices ....
trump has learned all he needs to know about tariffs, and his crime family already knows what day tacos are on the menu.
but +99.9% of gop voters dont know, that is how insider grift works.
at this point, there are dozens of examples to indicate that its not a strategy based on american national interests, but others.
and dont even try to say trump is giving you advance notice of the timings.
bettersinvestors may have backfired - possibly relevant to hedging tactics being used in other markets.Bloomberg Link - https://www.bloomberg.com/news/articles/2025-10-11/crypto-s-record-selloff-sparks-intrigue-over-who-got-wiped-out?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc2MDI4OTA0MSwiZXhwIjoxNzYwODkzODQxLCJhcnRpY2xlSWQiOiJUM1o3V0pHUEwzWFUwMCIsImJjb25uZWN0SWQiOiJCNUZDNUE4OTZGNzg0N0E2QjIzMDdFQjNBRDFENUQxQiJ9.prD9HpxWPoLLTS6PAujOedSW7ZfqkDxl81hE5inq_ow
No opinion of the role Mr. Trump’s messaging or tariffs played in Friday’s action. If you build a tall enough house of cards it doesn’t take a lot to topple it. My reference is to high valuations, leveraged bets & speculation. Interesting too that the federal grand jury indictment of FOMC member Lisa Cook for mortgage fraud hasn’t been cited by folks as a contributor to Friday’s action. ISTM that’s a big financial news story capable of moving markets. Whether Cook’s guilty or innocent, the Fed is becoming something of a punching bag for those who want to alter monetary policy.
Thanks @Junkster for the insights. I’m not even playing with middling investment grade corporates currently based on the narrow premiums over AAA.
The crypto reddit forums are awash with newbies who got into crypto alt-coins in the past 1-2 years freaking out, questioning crypto, etc, etc. I shake my head at their idiocy.
Interestingly, someone opened a new crypto brokerage account on Friday, put on a huge levered short BTC position shortly before Donnie's tariff tantrum. The account made like $180M intraday. Who leaked the info to whom? Was this someone inside/associated with the White House? If so, the corruption isn't even being done in smoky backrooms anymore...
I made money last Friday and my portfolio is at all time high.
““Don’t worry about China, it will all be fine! Highly respected President Xi just had a bad moment. He doesn’t want Depression for his country, and neither do I. The U.S.A. wants to help China, not hurt it!!! President DJT”
Well, *I* for one am completely reassured now.
(narrator: "until the next outburst from the Tariff Toddler")
Forget the Yen Carry Trade, let's do the TACO Trade.
--------------
The usual TDS every day.
I don't care what any politician says.