Exnavyew's Account Talk

[exnavyew]

100% G-fund since mid-Feb and until some sort
of sanity returns to the White House.

8 charts show the dramatic fallout from Trump’s 'Liberation Day' announcement
https://finance.yahoo.com/news/8-ch...announcement-080053892.html?.tsrc=fp_deeplink

Congress Should End Trump’s Trade War (AMEN!!!)​

https://www.nationalreview.com/2025/04/congress-should-end-trumps-trade-war/

 

[nasa1974]

I think China can what this out or awhile. What happens if China sells off all the American property they own and bonds?

 

[exnavyew]

Sold MOST of my brokerage account at 85% of peak upside today with the intent of buying it back cheaper in the near future.

In this crazy market a pullback in the near future is not unreasonable. But who really knows.
Ya place your bets and ya takes your chances.

Still 100% G-fund in TSP awaiting 'stabilization' of some kind.

 

[cmil1212]

I think that’s the worst part. If you missed this relief pop then we’re still back in it. Tariffs are still there. He’s still playing games. China is a mess. May have to stay out longer as this goes back down.


Sent from my iPhone using Tapatalk

 

[exnavyew]

I personally find it frightening that decisions of this magnitude are, in essence,
being made on a whim.
There is no discussion, analysis, negotiation, no planning, just one day I want global tariffs and
the next day I don't.
Sorry, but IMHO, that's a recipe for disaster.

[Sold nearly 90% of my brokerage stocks at 85% of peak prices today in anticipation
of buying them back in the near future at a sharp discount.}
As for my TSP I'm keeping it 100% G-fund until some kind of 'stability' returns to the market.

Trump says he decided on 90-day tariff pause because people were 'yippy' and 'afraid'​

https://www.yahoo.com/finance/news/...e-people-were-yippy-and-afraid-181126787.html

 

[exnavyew]

Ominous.
A recession MAY be the least of our worries.

Again, personally, with TSP, I'm staying 100% in the G-fund until the market 'stabilizes'.

Wild swings in Treasurys have investors worried something is about to 'blow up' in markets​

https://www.yahoo.com/finance/news/...is-about-to-blow-up-in-markets-180240729.html

 

[FAAM]

March 2020 on steroids?
... Nobody wins a global trade war. Nobody.


Wall Street experts warn stocks have 'ample space' to continue cratering as Trump team digs in on tariffs
https://finance.yahoo.com/news/wall...-trump-team-digs-in-on-tariffs-225515352.html

I think "somebody" does win...
... Today (Wed. Tariff "Pause" day)... Read "JAMES..." post & linked-article at the "TARIFFS..." forum-talk today... showed I'm sure Someone Wins BIG with this corrupt tR;umpass and cronies whole tariff shinnannigans... crash USA & world markets for a couple weeks or so (T-friends sell Long positions beforehand and sell-short positions).... then "today" about 3-hrs prior to POT(anti)US announcing the Tariff-Pause (right after which big Market gains jumped up), to the cronies had time to buy/cover their short-positions and buy long-positions at bottom-feeder pricing, making billions-O-bucks killings on the market rides down & then up again.

 

[exnavyew]

Inside Trump’s tariff retreat: How fears of a bond market catastrophe convinced Trump to hit the pause button​

https://www.yahoo.com/news/inside-trump-tariff-retreat-fears-230149985.html

 

[exnavyew]

March down almost 12% from Feb.

United States Michigan Consumer Sentiment​

https://tradingeconomics.com/united-states/consumer-confidence


Full Data:
http://www.sca.isr.umich.edu/

 

[exnavyew]

Trump didn’t care that the stock market was crashing. Bond yields were the ‘pain point’ that finally got him to pause tariffs
https://finance.yahoo.com/news/trump-didn-t-care-stock-212522688.html

 

[exnavyew]

Mortgage rates surge over 7% as tariffs hit bond market​

https://www.cnbc.com/2025/04/11/mortgage-rates-surge-tariffs-bond-market.html