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15 minutes ago, paco said:

Looks like we aren’t seeing the same bounce back.  Yet. Dow Futures only up 0.3%

 

Nikkei can be funny bc their govt owns half the damn market

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    Some quick thoughts on "Liberation Day," also known as "Liquidation Day." Obviously, these tariffs are way beyond anything the market expected. I think very little of Trump and the administration

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Yep. They can recover but unwinding cheap leverage will have a lasting impact on the underlying foreign assets they used to own... which accounted for like 80% of their investments. 

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14 hours ago, Gannan said:

I'm back in the market today! Tech stocks cheap cheap! The market will be back by the time Trump loses in November!

YeeHaw!

21 hours ago, Mike030270 said:

 

Wonder if he's buying the dip

Some couldn't take advantage of it

 

From a tin foil hat perspective I'm looking at speculative assets to see what happens. Cheap foreign liquidity are perfect vehicles for speculative investments or shorting by hedge funds. It offers a place to hide things like swaps where they are not subject to US regulatory scrutiny. At a minimum, if Bank of Japan is being used as a shelter, the premium on keeping those positions open have become more expensive.

59 minutes ago, JohnSnowsHair said:

Wonder if he's buying the dip

News just came out, he bought US treasuries with it.

5 minutes ago, mayanh8 said:

News just came out, he bought US treasuries with it.

betting on 'merica. :usa:

Dow back up 500 :groovy: 

29 minutes ago, paco said:

Dow back up 500 :groovy: 

so, trump's prediction is on hold, again?

29 minutes ago, Alpha_TATEr said:

so, trump's prediction is on hold, again?

Man, I keep forgetting I'm his resident stumper here :lol: 

3 minutes ago, paco said:

Man, I keep forgetting I'm his resident stumper here :lol: 

im just asking questions. i know he hopes we all lose everything, so he looks good. 

Trump was wrong. "I told you so."

1 hour ago, Alpha_TATEr said:

im just asking questions. i know he hopes we all lose everything, so he looks good. 

It's going to be the best depression, no depression will ever be like this one, believe me.

VIX is getting assblasted. We should be ok for now.

Trump is at home throwing ketchup on the walls because the market is up.

Ketchup GIFs | Tenor

37 minutes ago, mayanh8 said:

VIX is getting assblasted. We should be ok for now.

And the dow is up almost 650.  I didn't think that was possible early this morning.

 

JP Morgan's currency strategist saying carry trade unwinding is about halfway complete.

"We think that the carry trade unwind within the speculative investing community is maybe somewhere between 50% and 60% complete so we are not done by any stretch.”

— Arindam Sandilya

On 8/5/2024 at 2:22 PM, Kz! said:

 

 

Whatta you think, Kz?  Who gets the credit for this one?  Harris or Walz?  Gotta be one or the other.

10 minutes ago, VanHammersly said:

 

Whatta you think, Kz?  Who gets the credit for this one?  Harris or Walz?  Gotta be one or the other.

@Kz!  I know you're on here.  What do you think?

Sharp drop at the end today to finish up just under 300.  Probably the most realistic positive outcome we could have expected  

 

I am very confused over who is to blame, so F DALLAS!

Futures are up 300 taking us roughly to yesterdays high

Can't make this stuff up. 
 

 

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