On-Again/Off-Again Tariffs Wreaking Havoc on Markets

[Tanko]

First then were on for early Feb.
Then paused for 4 weeks.
Then on again March 4th.
Now delayed again until April 2nd.

WTH?
Did Trump blink? I thought we all ready to go and start the show.

 

[Tanko]

I realize this thread won't last long in the Main Forum.....

 

[djefferis]

Market manipulation at its finest.

Tech getting killed in this sell off he’s triggered - and tariffs have nothing to do with much of their industry on the software side.

Crypto see/sawing too.

Time to start loading up on dividend plays.

 

[Tanko]

Time to start loading up on dividend plays.

I saw you doing that.

 

[aikman.tr]

Ontario liquor stores shelves are bare from booze ban

 

[Tanko]

Ontario liquor stores shelves are bare from booze ban

Canada trying to punch back....
They aren't going to cave.

 

[KingKolzig]

How does this affect poor victims with little reason to live?

 

[MinnesotaFats]

good news is Fed will have to cut multiple times now. Bumpy ride but might work out very well

 

[Tanko]

good news is Fed will have to cut multiple times now. Bumpy ride but might work out very well

Do you think this forces the feds hand?

I'm betting the fed waits until Trump s#its or gets off the crapper on tariffs before they make a move on interest rates.

"Stagflation" is trending bigtime now on financial articles. If we get into that mode, it will suck the energy out of the economy.

 

[Wagerallsports]

Canada & México have been blowing up the White House Hotline for 2 days straight

Mexico made some ground as Trump paused theirs for a few weeks as they continue to bargain

 

[KVB]

Market manipulation at its finest.

Tech getting killed in this sell off he’s triggered - and tariffs have nothing to do with much of their industry on the software side.

Crypto see/sawing too.

Time to start loading up on dividend plays.

I saw you doing that.

Outside of our discussion the other day I'm positioning some funds in YYY on the dip here.

It's a high income ETF loaded with closed end funds.

It's a fund of funds to there is high expense ratio.

 

[aikman.tr]

How does this affect poor victims with little reason to live?

Puts them on the edge of the ledge KK

 

[Leisure]

He’s absolutely killing my stocks .

 

[MinnesotaFats]

Do you think this forces the feds hand?

I'm betting the fed waits until Trump s#its or gets off the crapper on tariffs before they make a move on interest rates.

"Stagflation" is trending bigtime now on financial articles. If we get into that mode, it will suck the energy out of the economy.

I do. In fact, I can see 2 cuts this year if Q1 gdp <1%, and upon the pricing in of a second cut, regardless of tariffs, all 3 indexes will hit highs and Bitcoin probably hits $130000.

 

[jjgold]

It’s crazy
Don’t try to predict short term

 

[Brock Landers]

It's chaos and stupidity all rolled into 1

 

[djefferis]

It's chaos and stupidity all rolled into 1

Pretty much the perfect synopsis of BMR.

Should be the new tagline for the forum.

 

[sharpsquare]

Do you think this forces the feds hand?

I'm betting the fed waits until Trump s#its or gets off the crapper on tariffs before they make a move on interest rates.

"Stagflation" is trending bigtime now on financial articles. If we get into that mode, it will suck the energy out of the economy.

doubtful. the fed won't be scammed and this is prob the more likely outcome.

 

[djefferis]

Outside of our discussion the other day I'm positioning some funds in YYY on the dip here.

It's a high income ETF loaded with closed end funds.

It's a fund of funds to there is high expense ratio.

Somewhat familiar with it - It is a great find to use as income.

The issue with YYY though - like many REITs - it will yield great - but the share price unlikely to go too far - which both makes it a great income producer and a mediocre stock to own.

My strategy on stocks is buy reliable producers - sell out of the money covered calls out week to week/month to month and have a dividend also to fall back on. Worst case say I pay $40 a share - sell a $42 call a month out for 40-50 cents or so - it goes up to $43 - I sell and made money. It goes down to 39 - I collect the protection in the form of the profit from the call and dividend and I’m even. Or most probable - it stays in the 40-42 range - I collect the options that expire out of the money, the dividend and have my stock to rinse and repeat making 9-11% a year and have long term capital gains and the ability to balance some riskier stuff and use losses to offset.

YYY reminds me of BPT years ago - my old man was in love with that stock. Yielded like 16-20% at times and that’s all he saw. Didn’t grasp that it was a trailing yield and it spiked when oil was high - but unless oil kept going high that yield would drop. Also there was the depreciation of the underlying asset - as they pumped more and more out - the value of the stock was lessened. It eventually became a penny stock - but if you held it for a decade you did ok with dividends. Myself - I like stocks that generate cash in perpetuity - things like insurance do a nice job of this.

 

[Tanko]

I do. In fact, I can see 2 cuts this year if Q1 gdp <1%, and upon the pricing in of a second cut, regardless of tariffs, all 3 indexes will hit highs and Bitcoin probably hits $130000.

I like your thinking.