USA Stocks discussion - Part 3

[limster]

Im waiting for EU to retaliate before deploying ammo

I wonder how long it will take for EU to react. They might argue among themselves and not be able to agree on anything.

Some EU states might be more willing to send a 'signal' by forging closer trade ties with China than other states. The enemy of my enemy is my friend.

 

[boringLife-]

Bought some googl at 149, woke up and see price at 145.60. Damnit

 

[stanlawj]

Bought some BOX, CART, CTAS and DOCN

Are you sure about this???

Much safer to wait for Fed QE.

 

[elvintay07]

I wonder how long it will take for EU to react. They might argue among themselves and not be able to agree on anything.

Some EU states might be more willing to send a 'signal' by forging closer trade ties with China than other states. The enemy of my enemy is my friend.

The world is corrupted. Maybe trump ownself short market gao gao already.Trump, XJP and the European sometimes ego too big. Should say I reduce tariff then trump will say ok la, I give you face.

 

[elvintay07]

K
Wow those are some dramatic prices.

The ego of these powerhouse like increase tariff against each other then gone case lo. lol! My bear friends only enter at that price. See whether the right or the bulls right. Haha!

 

[lasnoblur]

US has been pushing others too much with its USD reserve currency status.

China and others banding together will further develop and reduce reliance on the US.

 

[TerryPower]

Can the US parliament reject the new tariffs?

Or are they like Lightning country?

 

[DevilPlate]

Tiktok deadline is this weekend, Trump is still dreaming of using that to blackmail China.

https://edition.cnn.com/2025/04/04/tech/tiktok-deal-ban-extended-trump/index.html
He is still dreaming.
He is gona be xia suay big time 75d later

 

[DevilPlate]

https://finance.yahoo.com/news/powe...s-trump-urges-him-to-cut-rates-152503593.html

Trump VS Powell

Who will blink first?

 

[DevilPlate]

US has been pushing others too much with its USD reserve currency status.

China and others banding together will further develop and reduce reliance on the US.

Yes this will accelerate multi polar world order.

Some even speculate China might invade Taiwan during this chaos

 

[stanlawj]

​

JPY has stopped rising. 10yr bond yield spread of UST over JGB has stopped shrinking while JGB yields also plunged. I noticed this by end of today. Hence, the JPY carry trade unwinding is done for now. Last night during NY session, USD became strongest currency indicating risk-off. I shifted all my cash holdings from JPY to USD to lock in the FX gains. I will shift back to JPY when the 10yr bond yield spread of UST over JGB start narrowing again (JGB yield start rising again).

Labor market needs to deteriorate, then Fed pivots. Until then, no bottom!


[Public service announcement] How to get wiped out over the next few weeks?
A) continue with large margin accounts outstanding prior to the market cycle bottoming
B) have no dry powder
C) high use of credit card leverage
while trying to time the bottom. Married man especially should not risk getting divorced due to the margin call.

 

[yslvlys]

Are you sure about this???

Much safer to wait for Fed QE.

Nothing is guaranteed. It's a matter of the risk assessment, quality of the business and position sizing to take action.

 

[DevilPlate]

​

JPY has stopped rising. 10yr bond yield spread of UST over JGB has stopped shrinking while JGB yields also plunged. I noticed this by end of today. Hence, the JPY carry trade unwinding is done for now. Last night during NY session, USD became strongest currency indicating risk-off. I shifted all my cash holdings from JPY to USD to lock in the FX gains. I will shift back to JPY when the 10yr bond yield spread of UST over JGB start narrowing again (JGB yield start rising again).

Labor market needs to deteriorate, then Fed pivots. Until then, no bottom!


[Public service announcement] How to get wiped out over the next few weeks?
A) continue with large margin accounts outstanding prior to the market cycle bottoming
B) have no dry powder
C) high use of credit card leverage
while trying to time the bottom. Married man especially should not risk getting divorced due to the margin call.

My 2cents:
Lower income already in a recession past 2years and now due to stock market falling (assuming no V-shaped recovery) may morphed into white collar recession in US

 

[DevilPlate]

Nothing is guaranteed. It's a matter of the risk assessment, quality of the business and position sizing to take action.

Actually there is nowhere near “blood on the streets” yet.

GFC >50% crash is really bloody……this one (for now) machiam like a small scratch on the armpit nia whahahahaha

 

[Fellowes]

Chances of US recession is higher now… likely tough months ahead.

 

[elvintay07]

Yes this will accelerate multi polar world order.

Some even speculate China might invade Taiwan during this chaos

My bear friends predicted Russia will whack ukraine and China will whack Taiwan and North Korea will whack South Korea. Out of 3, 1 Tio Liao. If China really whack Taiwan, I think 2 out of 3 Liao. Quite likely North will whack South Korea.

He got another wild prediction that if all these happen, then Singapore will tio whack because our 2 biggest bros all very busy. Haha!

So those who kept a lot of good or cash one need to be careful. Later kana plunder and raped.

Seems like war world 3

 

[limster]

Actually there is nowhere near “blood on the streets” yet.

GFC >50% crash is really bloody……this one (for now) machiam like a small scratch on the armpit nia whahahahaha

I'll be carefully monitoring COE prices. During COVID, COE price hardly any change, means plenty of cash floating around. If COE starts going down, means people need to start meeting margin call or need to reduce leverage

 

[spoon69]

Sold off some during the bloodshed as dry powder, too much uncertainty in the market now. Next up is EU fightback and Inflation number. The last time this happen, it leads to WW2.

 

[d9lives]

Sold off some during the bloodshed as dry powder, too much uncertainty in the market now. Next up is EU fightback and Inflation number. The last time this happen, it leads to WW2.

Bruh....
The best time to sell is a month ago and the best time to buy is now.

You played it wrong, panicked!

 

[boringLife-]

Sold off some during the bloodshed as dry powder, too much uncertainty in the market now. Next up is EU fightback and Inflation number. The last time this happen, it leads to WW2.

Xi and EU should remove american visa free entry to china/hk/eu. Want to make life difficult for others then nobody should have it easy then