USA Stocks discussion - Part 3

[DevilPlate]

This scaring is good, if not wrong previously is anticipate 2 rate cut in 2025 but seeing the fedwatch now could cut in June, July and Sep (3X).

At this rate, im expecting 2-2.5% drop in total by end of year
Won’t be surprised to see an emergency cut of 50bps lolol

 

[DevilPlate]

Changed? What aspect(s) of him changed? For the worst maybe?

Depends who u are? Whahaha

 

[lamode]

At this rate, im expecting 2-2.5% drop in total by end of year
Won’t be surprised to see an emergency cut of 50bps lolol

short term pain, long term gain...

 

[limster]

Bought NVO and INTC tonight.

 

[stanlawj]

TA trader who employs cycle analysis:



Fresnillo on LSE leads the pack. I'm long SVM.

 

[elvintay07]

Nice talkshow

 

[yslvlys]

Bought NVO and INTC tonight.

Gonna try to get NVO at a lower price later

 

[DevilPlate]

https://www.reuters.com/world/americas/trump-says-he-will-raise-tariffs-canada-metals-50-2025-03-11/

sit back and watch how the drama unfolds

 

[yslvlys]

Gonna try to get NVO at a lower price later

Oops seems like recovering. Will still put in the bid..

 

[stanlawj]

Nice talkshow

Independent US bank analyst is preferred over SG influenzas.

 

[yslvlys]

Oops seems like recovering. Will still put in the bid..

OK market dropped, added some NVO

 

[fly1111]

short term pain, long term gain...

When US share overvalue - chiong ar forward p/e and earning can justify
When US market in correction - be greedy when ppl are fearful
When US market crash - buy the dip. Average return is 7% p.a.

It’s call confirmation basis.
Buffett himself is holding cash not buying anything yet.

 

[TerryPower]

My Youtube showing me these 2 on my subscription pages

 

[TerryPower]

My cash warchest almost empty. Left CPFOA to buy ETF or mutual funds

https://forums.hardwarezone.com.sg/...you-go-for-now.6887038/page-12#post-155530084

 

[stanlawj]

Bought NVO and INTC tonight.

Oops seems like recovering. Will still put in the bid..

I'm going to make a guess that market index should be turning back up tonight (but I've been wrong once).

 

[bo_tak_chek_bbfa]

My cash warchest almost empty. Left CPFOA to buy ETF or mutual funds

https://forums.hardwarezone.com.sg/...you-go-for-now.6887038/page-12#post-155530084

Hoot too much dbs ah

 

[stanlawj]

Lol... I just got Cramered. Looks like my bounce prediction might fail the 2nd time.

 

[peachmouse]

Interestingly, Trump's 25% tariffs on steel and aluminium includes 'derivative' products i.e. products containing steel and aluminum, including tennis rackets, exercise bikes, furniture, and air conditioning units. US consumers will pay higher prices for such 'derivative' products, I guess.

 

[peachmouse]

Larry Summers: "serious near 50% prospect of recession".
Wow, need to buckle up.

 

[d5dude]

If you look back at Trump 1.0, it was more or less the same thing.

In the first part, market went sideways.

Then he tore up NAFTA and then did his trade war with China. Market tanked about 20%.

He then signed the USMCA and did a China trade deal. Market recovered and was on the way up when covid hit.

So far nothing seems substantively different. Sure the rethoric is louder and the actions seems more extreme this time. The baseline script remains roughly the same. The uncharted teritory is what would have happened in Trump 1.0 if covid did not hit.

My hypothesis is that he feels he would have won a second term if covid did not happen. Instead of basking in the glory of his policy successes, covid came along and robbed him of a second term. He is therefore looking to implement his original plan, this time with no covid and lessons learnt from his first time in office.

No Trump 1.0 was all about the stock market. Trump 2.0 is totally different, he has stated not once, but several times now he doesnt care about the stock market, Bessent and Lutnick basically said the same thing.