2025 Stock Market Thread

[CLdrinker]

BA anybody? It’s at Covid levels.

 

[Christopher Lucero]

Cant wait to see the boomerang effect.....Its going to be bigly . One thing I am 100% sure of is the people that panic sold on the way down are going to be pissed. Woulda coulda shoulda type stuff.

Countries are now trying to settle up......lets see how fast this gets handled

idk. I tend to believe that automata that are optioned and levered tend to drive these selloffs and rallies anymore (i.e, panic sales are not dominant) . It was heartening that 'individual investors' drove the buy side last week, but today is not good news for them.

 

[Xring01]

How the hell are we going to grow the work force, when everything in the baby aisle is made in China. Wait until you see the cost of a baby stroller.

It will come from Vietnam, Korea, Phillipines, Mexico…
You would be reallly surpised as how much China is already depending on other countries for components in things they are trying to build.

Go to the Mexico City Airport, look at the Ratio of Chinese to Mexicans in the airport… China has been investing massive in Mexico for many many years.

 

[DRYHEAT]

BA anybody? It’s at Covid levels.

I see potential but way too scary for me.

 

[CLdrinker]

If China don’t back down Thursday will be a better shopping day.

Fighting the urge to buy buy buy.

 

[Christopher Lucero]

It will come from Vietnam, Korea, Phillipines, Mexico…
You would be reallly surpised as how much China is already depending on other countries for components in things they are trying to build.

Go to the Mexico City Airport, look at the Ratio of Chinese to Mexicans in the airport… China has been investing massive in Mexico for many many years.

think about it though. USA has been in hot wars with 2 of the 4 countries you named.

 

[Xring01]

think about it though. USA has been in hot wars with 2 of the 4 countries you named.

We fucked up Germany & Japan pretty damn good, yet they are some great trading partners since 1946…
Your point is ???

 

[Christopher Lucero]

We fucked up Germany & Japan pretty damn good, yet they are some great trading partners since 1946…
Your point is ???

its more of a question...amongst uncertainty. I think you inferred your answer.

yet, the $B/$T from the Marshall plan to rebuild Europe and JP led to where we are today with dissatisfaction with the dependency it fostered. I mean isn't that the basic gripe being sold right now?

 

[Done-it-again]

Trump tweeted that China better withdraw that 35% tariff by tomorrow or on the 9th we hit back with 50%

Who flinches first?

Trump wanted 100% tariffs on China from the beginning. Its the only way it makes scenes when adding 20-30% from other country's.

We make some of our parts made in China (clamps) as its too expensive to make in the US (it wasn't 30-40 yrs ago). But now with domestic cost rising do to supply and demand and the increase in other country's at 20-30% it made the 34% increase from China not bad..

All steel quotes in the US are only good for 5 days and prices are rising, just because they can.

 

[Xring01]

its more of a question...amongst uncertainty. I think you inferred your answer.

yet, the $B/$T from the Marshall plan to rebuild Europe and JP led to where we are today with dissatisfaction with the dependency it fostered. I mean isn't that the basic gripe being sold right now?

Depends on the perspective.
Libtard perspective is: money is infinite, and if we take care of the world, good karma will come and its peace ever after…

Conservative approach is: money is not infinite, we are tired of defending / policing /financing the world, other countries need to do the right thing, before you piss us off any further, (inferring bad things can happen in a hurry).

 

[CLdrinker]

So I have been an Apple nut hugger for a while. I have made a killing and have reduced my position over time and I’m still very green.

But if this tariff thing don’t go away. How is this not the end of Apple?

 

[hallett21]

So I have been an Apple nut hugger for a while. I have made a killing and have reduced my position over time and I’m still very green.

But if this tariff thing don’t go away. How is this not the end of Apple?

The end of the most valuable company in the world?

 

[CLdrinker]

The end of the most valuable company in the world?

. Seems unlikely right? So why not bet the farm?

 

[hallett21]

. Seems unlikely right? So why not bet the farm?

They have something like 36 billion in cash.

Maybe we have a rough year or just a rough week. But I think in 5 years you’ll regret not owning them.

 

[Richard.E]

BA anybody? It’s at Covid levels.

I grabbed a nice amount at 131.

Long term position.

 

[CLdrinker]

They have something like 36 billion in cash.

Maybe we have a rough year or just a rough week. But I think in 5 years you’ll regret not owning them.

YOLO

 

[DRYHEAT]

How the hell are we going to grow the work force, when everything in the baby aisle is made in China. Wait until you see the cost of a baby stroller.

How the hell do you grow the workforce when you ship all your manufacturing overseas? It won’t matter what a baby stroller costs if nobody has a job.

 

[DRYHEAT]

So I have been an Apple nut hugger for a while. I have made a killing and have reduced my position over time and I’m still very green.

But if this tariff thing don’t go away. How is this not the end of Apple?

I really don’t know the answer to this one, but I certainly am a little concerned.

The last time I sold Apple, I lost out on 58K of gains by the time I re-bought.

 

[shintoooo]

I don't think we've seen the crash yet lol

 

[attitude]

How the hell are we going to grow the work force, when everything in the baby aisle is made in China. Wait until you see the cost of a baby stroller.

They are free on Facebook marketplace…

 

[DRYHEAT]

I don't think we've seen the crash yet lol

Of course not I’m not down 40 or 50% yet

 

[JDKRXW]

But if this tariff thing don’t go away. How is this not the end of Apple?

Do you know what the cost to manufacture an Iphone they sell for $1200 is?

 

[HNL2LHC]

Of course not I’m not down 40 or 50% yet

And I have not put more $$$ in yet. Once I pull the trigger you guys are screwed…….

 

[DRYHEAT]

Do you know what the cost to manufacture an Iphone they sell for $1200 is?

That was being discussed on the business channel this morning and I think they said profit margin was about 45% on an iPhone.

 

[cofooter]

That was being discussed on the business channel this morning and I think they said profit margin was about 45% on an iPhone.

And most people will pay more to get the latest phone so maybe won't take a large margin hit........

 

[coolchange]

BA anybody? It’s at Covid levels.

I’m in Boeing and it was supposed to be liquidated by January. Wasn’t now I’m contemplating suing executor of the estate for losses.

 

[shintoooo]

 

[BHC Vic]

I don't think we've seen the crash yet lol

 

[~JM~]

Cant wait to see the boomerang effect.....Its going to be bigly . One thing I am 100% sure of is the people that panic sold on the way down are going to be pissed. Woulda coulda shoulda type stuff.

Countries are now trying to settle up......lets see how fast this gets handled

The Euro group now wants to meet up to discuss zeroing out all tariffs.....lol

50 countries want to talk, patience is where money is made. (I have absolutely no patience in projects I do but had learned long long ago to learn to have some when in the market and it works).

Would you mind sharing your info sources? Thank you.

 

[CLdrinker]

Do you know what the cost to manufacture an Iphone they sell for $1200 is?

No do you?

 

[DILLIGAF]

Would you mind sharing your info sources? Thank you.

Honestly I read from so many sources early in the morning I cant quote just a few. I do listen to both sides of the coin though. I also ran a nationwide service company of mine for 30+ years so I am pretty good at seeing things in real time from a real life experience. Calling BS for what it is.

What is happening is 100% required to right the ship for long term positive success for our country. Ot will take a lot of short term sacrifice to get over the hump

 

[~JM~]

Honestly I read from so many sources early in the morning I cant quote just a few. I do listen to both sides of the coin though. I also ran a nationwide service company of mine for 30+ years so I am pretty good at seeing things in real time from a real life experience. Calling BS for what it is.

What is happening is 100% required to right the ship for long term positive success for our country. Ot will take a lot of short term sacrifice to get over the hump

I'm interested in locating sources of factual unbiased information.

In regards to this post... The information on which countries are responding to the tariffs & what the responses are.

 

[DRYHEAT]

I'm interested in locating sources of factual unbiased information.

In regards to this post... The information on which countries are responding to the tariffs & what the responses are.

Is there really such a thing as unbiased factual information?

FOXBusiness channel has been reporting “ White House sources saying many European countries are ready to talk.”

 

[~JM~]

Is there really such a thing as unbiased factual information?

No shit!

 

[DC-88]

BA anybody? It’s at Covid levels.

Thought about it. I picked up a little AMAT this morning along with a cheap mining sector stock I mess with DNN . AMAT is one of the only ones I still have that's worth anything from the old dot com crash around 2000 . My hat is definitely off to anyone who actually makes consistent spendable income in retirement year after year on these type of stocks... AMAT , AAPL , my old XOM with re invested divs and of all things PLTR from back a while ago are still biggest gainers for me over all time lol.

 

[El Rojo]

MSN

Maybe a start in the right direction?

 

[DILLIGAF]

I'm interested in locating sources of factual unbiased information.

In regards to this post... The information on which countries are responding to the tariffs & what the responses are.

I will see if I can backtrack to find all of that later when I have some time. Dealing with goats right now

 

[Xring01]

So I have been an Apple nut hugger for a while. I have made a killing and have reduced my position over time and I’m still very green.

But if this tariff thing don’t go away. How is this not the end of Apple?

Because they are building factories in teh US… the question becomses, how fast can they get that done.

 

[boatnam2]

I was at river, so service was spotty this moring but trying build my long haul stuff when i could get it in, so QQQ on the open and IVV almost daily.... at this point lower the better, sooner the better is the way I'm looking at it.

 

[PaPaG]

I'm interested in locating sources of factual unbiased information.

In regards to this post... The information on which countries are responding to the tariffs & what the responses are.

I heard it from directly from the horses mouth at the White House, US Secretary of Treasury Scott Bessent, stated 60-70 nations have contacted the US and are wanting to discuss trade Tariff negotiations. Stated EU is interested in talking about ZERO Tariff trade between the two. I trust info from the horses mouth info than News Sites and YES they are all BIAS in one way or another some worse than others. I honestly think these days GOOD LUCK finding pure clean news avenue now a days, I wish they just got back to business we can count on vs having to trolling 20 different sites or news sources and to try to figure out what is true, partially true and fake.

 

[FROGMAN524]

My rich friends are still rich, despite the stock market. Makes you wonder where else we should be investing our retirement…

 

[FROGMAN524]

45 more months…..depending

Make that 93 months

 

[DILLIGAF]

My rich friends are still rich, despite the stock market. Makes you wonder where else we should be investing our retirement…

Diversify your holdings is the key

 

[AzMandella]

How the hell are we going to grow the work force, when everything in the baby aisle is made in China. Wait until you see the cost of a baby stroller.

Except you will go through 2 or 3 cheap baby strollers vs 1 Us made for less money . Buy quality the first time . Things last longer .

 

[WYRD]

I heard it from directly from the horses mouth at the White House, US Secretary of Treasury Scott Bessent, stated 60-70 nations have contacted the US and are wanting to discuss trade Tariff negotiations. Stated EU is interested in talking about ZERO Tariff trade between the two. I trust info from the horses mouth info than News Sites and YES they are all BIAS in one way or another some worse than others. I honestly think these days GOOD LUCK finding pure clean news avenue now a days, I wish they just got back to business we can count on vs having to trolling 20 different sites or news sources and to try to figure out what is true, partially true and fake.

Have you heard about NewsMax?

 

[2Driver]

Diversify your holdings is the key

Yep. In December I was told I had waaaay to much cash in 4.3% money market and waaaay to much fixed income paying 5-7% tax free.

 

[DILLIGAF]

I hope we do not have a rumored 90 day pause on Tariffs, that just kicks the can down the road, take the pain, and when the time is right all these countries will bow down as they are slowly doing right now AND IT WILL BOOM!

I agree....lets see this thru NOW

 

[DILLIGAF]

Yep. In December I was told I had waaaay to much cash in 4.3% money market and waaaay to much fixed income paying 5-7% tax free.

I know you keep a handle on everything and close eye on things.

 

[DILLIGAF]

wow. blast from the past. where u at?

Living on the other side of the tracks with goats and dogs and soon to also have chickens....lol

 

[DILLIGAF]

so how did everybody do today? I rode it out just like always and lost .049% on the day.....at one point I think I was down about 2.5% or so.

YTD down 2.6%.....I have seen comments of peeps being down 30% or so. If so you are way higher risk than what I would be willing to take but.....The younger you are the better to take that risk then. Simply stated you have time. Older peeps gotta protect it all and thereby lower risk is taken.

Now is a good time to look it all over and make sure what you are invested in is at the risk level you are willing to take. Shit.....I hope all of you yell out YAHTZEE MUTHA FUCKA! lol

Patience or trade like a mofo.....lol