rangerray's Account Talk

[TommyIV]

The final thought: This tariff fear is something to invest into. It is rather dumb.

Maybe, but it may be at least another 3 months until the market can come to that conclusion. Many companies are lowering their financial forecasts in the latest report of earnings due to tariff expectations. Some are suspending annual guidance due to their own uncertainty.

 

[tsptalk]

They're building the wall of worry.

 

[FAAM]

@rangerray, even products directly imported from another country will not be as affected by tariffs as folks think.
...
The final thought: This tariff fear is something to invest into. It is rather dumb.

Hmmm. Okay (?) IDK - though I see & hear credible reports that ships/ shipping from Asia at least is down very considerably already but US economy/ consumers haven't felt the effects of that yet, but that it is coming quite precipitously and will last at least for many months & have global (negative) impacts even "if" the tariffs don't go up any more, even IF they were stopped today... so I'd guess those results are per very very many experienced business people, mostly of small to medium-size companies, who I'd guess are not so much thinking and acting from "fear" as from trying to surf side-swiping tidal waves, rough waves and rip-currents in the fog without a crystal ball and trying to keep businesses afloat by having to wager their own "skin in the game" well into the future. But sure... maybe the Panacea is just around the next corner.... or just over the next wave... or maybe too... those thoughts are from smoking some very strong stuff while also drinking some of that koolaid too.
IDK... no expert at all & I appreciate objective intelligent examinations and discussions on the matter(s); though I'm cautious and more prone to hunkering down in my foxhole at the moment.

 

[rangerray]

IDK... no expert at all & I appreciate objective intelligent examinations and discussions on the matter(s); though I'm cautious and more prone to hunkering down in my foxhole at the moment.

Me neither. I’m heating up to just run with the herd should it become really obvious to me. Otherwise, I’m still trying to recover losses.


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[rangerray]

Alright. I was waiting for another example.

In another thread I mentioned that good news will trickle in. In yet another, I said that Trump literally tells us when to buy. And for goodness sake, I’m not great at talking about this stuff, so…

Yesterday he said there’s big news coming and today, well, let’s just say, that’s the first of many. And, there were signs along the way, had I been paying close attention, like all these meetings and whatnot.

I’m not necessarily saying it’s moral, that it will make the world a better place or any of that, but I think it will make us wealthier if we follow along.

This market was ready for a breather in my opinion and yet here we are. It’s not going to seem logical at times. That’s just the way it is.


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[Boghie]

@FAAM , the nice thing about a capitalist system is there are a bunch of discrete businesses run by folks who want to do business and understand their business. They will adjust quickly. Much quicker than some state run 5 year planning bureau.

@rangerray , a trade agreement with Britain ain't much. Better than nothing, but both of our countries share significant traits. A good and fair trading system with Britain is kinda expected. Let's see if we get decent trade agreements with the EU and Asian countries. That is more difficult.

 

[rangerray]

@FAAM , the nice thing about a capitalist system is there are a bunch of discrete businesses run by folks who want to do business and understand their business. They will adjust quickly. Much quicker than some state run 5 year planning bureau.

@rangerray , a trade agreement with Britain ain't much. Better than nothing, but both of our countries share significant traits. A good and fair trading system with Britain is kinda expected. Let's see if we get decent trade agreements with the EU and Asian countries. That is more difficult.

I guess my whole post was just about being aware. I’m gonna bet that any time Trump says tomorrow’s going to be a good day, it probably will be. I don’t know that the market will always agree.


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