USA Stocks discussion - Part 3

[DevilPlate]

I somehow don't believe the current futures pricing will stick at the cash open. The BTFD crowd is still alive and I am sure Trump admin will saying some soothing around the cash open.

BTFD crowd will all be rushing to exit instead

Trump may not flip flop so soon until Arch enemy Powell do a 50bps emergency cut

 

[DevilPlate]

Likely to be a global market sell off starting with Asia and then moving on to Europe.

So 100% cash seems not bad strategy hahaha.

 

[DevilPlate]

Sharp price spike will cause overall consumption to drop, which will in turn hit the economy. There are also other second order effects like retaliation, boycott, etc.

Trump accelerate multi polar world order

 

[revhappy]

100% sure, this will be walked back. Even markets know this.

 

[elvintay07]

He made those numbers up. Many of the countries on the table have nearly zero (or zero) tariffs on US goods, also Trump conflating VAT with tariffs is just stupid. VAT applies to all goods and services consumed within the country, even ones that are produced domestically, it cannot be considered a trade barrier.

Trump is a literal fool, he was only good for the stock market during his first term because that was all he cared about, but like I said some time ago this is no longer the case.

Mai talk cock la. All these are published data lei. Cannot have that mentality like opposition.

 

[stanlawj]

But silver also crash
Only Gold hold up

If silver price crash, it becomes uneconomic for producers to mine silver within US.

How much silver does US mine domestically as a percentage of amount used? 2023 figure is 14.9%

 

[DevilPlate]

This guy machiam like SG ML but his presentation better lah

Expecting ML shouting US crash today but then his baba drop like cow dung also

 

[DevilPlate]

If silver price crash, it becomes uneconomical for producers to mine silver even within US.

How much silver does US mine domestically as a percentage of amount used? 2023 figure is 14.9%

Js like some say oil cannot fall below $60

Silver miners gone case if silver crash to $20-25

 

[DevilPlate]

Mai talk cock la. All these are published data lei. Cannot have that mentality like opposition.

Anyway Bessent double confirmed Trump is up for nego.

"Mag7 peaked on Deepseek and not due to Maga"

 

[stanlawj]

Js like some say oil cannot fall below $60

Silver miners gone case if silver crash to $20-25

Using wrong analogy with oil. US can produce more oil and gas than it needs now. But the AI boom now means US may not have enough oil and gas to power the AI DCs being planned.

 

[DevilPlate]

Using wrong analogy with oil. US can produce more oil and gas than it needs now. But the AI boom now means US may not have enough oil and gas to power the AI DCs being planned.

AI boom will be stalled by Trump for now hahaha

 

[apple459721]

100% sure, this will be walked back. Even markets know this.

Singapore import > export but still kena

baseline 10%

brazil, uk, Colombia, Australia also..
Import > export

Those countries import > export but still kena should charge usa 10% also..

 

[elvintay07]

This guy machiam like SG ML but his presentation better lah

Expecting ML shouting US crash today but then his baba drop like cow dung also

He 2x Alibaba right?

 

[aurvandil]

Likely to be a global market sell off starting with Asia and then moving on to Europe.

Looking like false alarm. Market holding up remarkably well. Also while down, there doesn't seem to be any panic selling in the Asian markets.

 

[elvintay07]

Ya lo. Chill la. This is small tariff. Trump give 50% discount

 

[DevilPlate]

Looking like false alarm. Market holding up remarkably well. Also while down, there doesn't seem to be any panic selling in the Asian markets.

Nikkei sell off
HSI/Kospi down abit nia

Maybe US stock market down more due to overvaluation and anything can trigger it lolol

 

[elvintay07]

Nikkei sell off
HSI/Kospi down abit nia

Maybe US stock market down more due to overvaluation and anything can trigger it lolol

Likely the big boys trying to scare those weak hands. lol! Give them few days of super red, all run and call for crash. Machiam see a show of Powell vs Trump

 

[d9lives]

Ouch....I thought this liberation thingy was expected so why still huge sell off??

 

[stanlawj]

Rotation continues... DXY just broke its support 103.2
Currency and bond market cannot be manipulated so easily. USD weakness is the first confirmation. implying either less demand for USD, or dovish Fed policy ahead. (Strongest currency: 1. Euro, 2. CHF, 3. JPY).
Next, UST 10yr yield drop also confirmed, from 4.2% to 4.05%.



Does this translate to less global growth and global economic depression?

 

[DevilPlate]

Those who cheong the recent new launch condos hoping to flip might be in for a bit of a ride.

Aiya….no tarriff also hard to flip lah.

Own stay for 5-10years then sell for 500k profit is more realistic