USA Stocks discussion - Part 3

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stanlawj

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Onlyfans (Simp economy) indicator

GpGRG4Qa4AAXGF6
 
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limster

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i could not resist dipping my toes into INTC again so i reinitiated a position at 18.74 for short term trading.
 
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stanlawj

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sumako said:
Breaking: US Treasury Secretary Bessent sees de-escalation with China and situation unsustainable.
Click to expand...

Trump will have to flip on China.... there is no other way out.
But this rally is going to get heavily sold into as all those who got caught off-guard by the tariff war start to reduce US equity exposure.

https://www.skynews.com.au/world-ne...ticism/video/e1e61ff4786e4ce5fd57e32f71a6b79b
Donald Trump claims he has ‘no intention of firing’ Jerome Powell following criticism

Damage has been done.


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My long shortlist: IONQ, MDWD, ANET, CRWD, MSTR and BTC.
All no China tariff exposure.
 
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aurvandil

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Humans lie but the price action never lies. We made a strong V shaped recovery at the halfback and is now headed back to test the upper bound. This is the second attempt. The first one didn't even come close before the test fizzled out. This market has been fairly brutal to both bulls and bears. Both sides have been mauled by the sharp reversals.
 
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stanlawj

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aurvandil said:
Humans lie but the price action never lies. We made a strong V shaped recovery at the halfback and is now headed back to test the upper bound. This is the second attempt. The first one didn't even come close before the test fizzled out. This market has been fairly brutal to both bulls and bears. Both sides have been mauled by the sharp reversals.
Click to expand...
The Trump's admin plan is clear by now: hammer the worst stuff out quickly, then offer some sweets to stop the decline if it gets too out of control.

At the end of the day, weaker USD and stocks without weakening the UST market will be the outcome. IMO, USD is still not weak enough to support Trump's goals.

 
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DevilPlate

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aurvandil said:
Humans lie but the price action never lies. We made a strong V shaped recovery at the halfback and is now headed back to test the upper bound. This is the second attempt. The first one didn't even come close before the test fizzled out. This market has been fairly brutal to both bulls and bears. Both sides have been mauled by the sharp reversals.
Click to expand...
Simi larsap strong V?
More like choppy W :ROFLMAO:
 
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DevilPlate

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stanlawj said:
Trump will have to flip on China.... there is no other way out.
But this rally is going to get heavily sold into as all those who got caught off-guard by the tariff war start to reduce US equity exposure.

https://www.skynews.com.au/world-ne...ticism/video/e1e61ff4786e4ce5fd57e32f71a6b79b
Donald Trump claims he has ‘no intention of firing’ Jerome Powell following criticism

Damage has been done.


GpLX2INa4AEejlu


My long shortlist: IONQ, MDWD, ANET, CRWD, MSTR and BTC.
All no China tariff exposure.
Click to expand...

Wah lau BTC >90k liao
Was hoping to whack more below 70k :(
 
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DevilPlate

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stanlawj said:
The Trump's admin plan is clear by now: hammer the worst stuff out quickly, then offer some sweets to stop the decline if it gets too out of control.

At the end of the day, weaker USD and stocks without weakening the UST market will be the outcome. IMO, USD is still not weak enough to support Trump's goals.

Click to expand...

I think 10y UST unlikely to come down below 4% this year liao....
Next yr Powell step down then see what happen liao.
 
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