April 7, 2025Apr 7 1 minute ago, vikas83 said: The most concerning thing today was that treasury rates moved up very sharply. The 10 year is above 4.2%, up from 3.99% on Friday. The 10 year is now higher than before Trump announced his tariffs. The strong market rumor is that China has been an aggressive seller. Market turbulence should lead to a flight to safety that drives yields down...and that hasn't happened. China/Japan/EU starting to dump treasuries is the ultimate black swan, but we always assumed it would never happen as it is mutually assured destruction. Feels like China sending a message. meh, nothing to see here.
April 7, 2025Apr 7 2 minutes ago, vikas83 said: The most concerning thing today was that treasury rates moved up very sharply. The 10 year is above 4.2%, up from 3.99% on Friday. The 10 year is now higher than before Trump announced his tariffs. The strong market rumor is that China has been an aggressive seller. Market turbulence should lead to a flight to safety that drives yields down...and that hasn't happened. China/Japan/EU starting to dump treasuries is the ultimate black swan, but we always assumed it would never happen as it is mutually assured destruction. Feels like China sending a message. Is this administration smart enough to receive the message?
April 7, 2025Apr 7 I was fine under Biden. Gas, food, etc. 401k was doing great So not sure what trump was supposed to "fix"
April 7, 2025Apr 7 Just now, Paul852 said: Is this administration smart enough to receive the message? totally rhetorical question.
April 7, 2025Apr 7 2 minutes ago, Mike030270 said: I was fine under Biden. Gas, food, etc. 401k was doing great So not sure what trump was supposed to "fix" Groceries were through the roof! A jar of peanut butter was like 25 cents more than during Trump's first term.
April 7, 2025Apr 7 30 minutes ago, we_gotta_believe said: Do your guys speak English more gooder than his guys too? There you are. 👍
April 7, 2025Apr 7 19 minutes ago, Phillyterp85 said: Eric Daugherty is so awesome. His lack of economic literacy is matched only by his lack of ability to grow facial hair properly.
April 7, 2025Apr 7 1 minute ago, we_gotta_believe said: how to say you're an ankle grabber without saying it, by eric daugerty
April 7, 2025Apr 7 13 minutes ago, Mike030270 said: I was fine under Biden. Gas, food, etc. 401k was doing great So not sure what trump was supposed to "fix" Haitians were eating cats and dogs, but that's fixed now.
April 7, 2025Apr 7 30 minutes ago, DEagle7 said: Just one buddy. Don't cop out. I believe in you! Vikas is the smartest guy in the room when it comes to financials, and I also happen to like and respect him. Not getting into it with him, and if he wants to say nobody in the world who is smart agrees, then I'll yield to him even if I disagree.
April 7, 2025Apr 7 nothing personal, but i hope diehard ends up being right. it would be better for all. i just can't see it.
April 7, 2025Apr 7 "Today the president directed his trade representative to increase tariffs under section 301 of the trade act of 1974 on $18B of imports from China. This action will protect American workers and businesses from China's unfair trade practices."
April 7, 2025Apr 7 48 minutes ago, we_gotta_believe said: Oh ok, what numbers specifically were fudged, and what are they right now under Trump? You know… THE NUMBERS!
April 7, 2025Apr 7 6 hours ago, Kz! said: Yeah, but if you're liquid, it's a fantastic time to buy knowing it's going to rebound in the near term. Everything's on sale. I love it. Hey Poordon Gekko how'd you make out today?
April 7, 2025Apr 7 2 minutes ago, Alpha_TATEr said: nothing personal, but i hope diehard ends up being right. it would be better for all. i just can't see it. Honestly my thought is that people need to feel the consequences of their actions. They need to get it good and hard, otherwise we’re going to keep having this stupid ish happen over and over.
April 7, 2025Apr 7 8 minutes ago, Diehardfan said: Vikas is the smartest guy in the room when it comes to financials, and I also happen to like and respect him. Not getting into it with him, and if he wants to say nobody in the world who is smart agrees, then I'll yield to him even if I disagree. Disagreeing is fine. Disagreeing without being able to provide any factual basis for why you disagree is some "Packers want to ban the tush push" energy.
April 7, 2025Apr 7 Author Just now, DEagle7 said: Disagreeing is fine. Disagreeing without being able to provide any factual basis for why you disagree is some "Packers want to ban the tush push" energy. He can't even offer a description as to what the tariffs are supposed to accomplish let alone defend why the action will be successful.
April 7, 2025Apr 7 15 minutes ago, Diehardfan said: Vikas is the smartest guy in the room when it comes to financials, and I also happen to like and respect him. Not getting into it with him, and if he wants to say nobody in the world who is smart agrees, then I'll yield to him even if I disagree. "I disagree, I just don't know why!"
April 7, 2025Apr 7 6 minutes ago, DrPhilly said: He can't even offer a description as to what the tariffs are supposed to accomplish let alone defend why the action will be successful. It’s obvious that they want to undo the damage to American manufacturing that Bill Clinton and the Democrats destroyed by creating NAFTA, allowing China into the WTO, and going back in time to 1947 to rebuild the European and Asian manufacturing centers that we bombed and having the US economy transition to service.
April 7, 2025Apr 7 2 minutes ago, Boogyman said: "I disagree, I just don't know why!" You just have to trust trump!
April 7, 2025Apr 7 Author 2 minutes ago, Bill said: It’s obvious that they want to undo the damage to American manufacturing that Bill Clinton and the Democrats destroyed by creating NAFTA, allowing China into the WTO, and going back in time to 1947 to rebuild the European and Asian manufacturing centers that we bombed and having the US economy transition to service. Which really isn't even a pipe dream.
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