Trading the stockmarket (NO Referrals)

Minstadave said:
Trump speed running a global recession.
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We need to thank him for this opportunity to buy into the market at a lower price.

I have my yearly bonus getting invested into my pension next month, I'm hoping for it to drop futher... lol

ALL PRAISE TRUMP BY TRUMPING...
 
D.P. said:
sure, but you don't know,. Worse still you don't know when things will recover. You cannot time the markets.
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I don't see it stopping anytime soon.
Tariffs are only just getting started.
Trump is totally unpredictable. Anything could happen if someone annoys him.
Who knows what could happen in Eastern Europe.
US tech is over valued even without the trump effect.


I certainly don't see much upside in near term.
 
413x said:
I don't see it stopping anytime soon.
Tariffs are only just getting started.
Trump is totally unpredictable. Anything could happen if someone annoys him.
Who knows what could happen in Eastern Europe.
US tech is over valued even without the trump effect.


I certainly don't see much upside in near term.
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sure, but you simply don't know what the future is. If you started investing then it should have been done with a long term view
 
D.P. said:
sure, but you simply don't know what the future is. If you started investing then it should have been done with a long term view
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But when you have a proven volatility guy in charge, and he starts delivering on his promises of tariffs, which previously many had said/hoped were just a scare tactic, then you need to consider that he is somewhat more likely than prior to follow thru with more of his stated objectives. A tariff fight will have a depressing effect on global trade. So maybe there is more evidence than normal to sway towards standing on the sidelines for a while.
 
Today was not the dump I was expecting, disappointed. There's some market-moving US employment data coming this Friday. If it comes in hot, let's hope it installs some recession fears and pushes the markets down a bit more.
 
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smokedog said:
Today was not the dump I was expecting, disappointed. There's some market-moving US employment coming this Friday. If it comes hot, let's hope it installs some recession fears and pushes the markets down a bit more.
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I think thats the sensible play. All the intel seems to be pointing towards an increase in unemployment. There's a bit more to play out in this tarriff thing also.
 
tangey said:
But when you have a proven volatility guy in charge, and he starts delivering on his promises of tariffs, which previously many had said/hoped were just a scare tactic, then you need to consider that he is somewhat more likely than prior to follow thru with more of his stated objectives. A tariff fight will have a depressing effect on global trade. So maybe there is more evidence than normal to sway towards standing on the sidelines for a while.
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Oh, absolutely Trump will be disastrous for S&P500 etc but you don't know timelines of when to pull out and then get back in. My portfolio is down about 3% this week due to Trump. but maybe next week it regains some. Maybe next year Europe stocks will surge (and i invest in diversified ETFs). Maybe the stocks plunge 30% next week, but then when do you start investing again? You don't know the bottom. You could wait until the markets recover the loss, but then you would have missed out on that 30% rebound and be no better off than if you had just waited.

Covid is a good example. Stocks crashed hard but without hindsight you could not know when to Cash out and when to buy back in.


I have list a few kniow the last week and so of course tempting to save I don't want to loose more. But i also know that there is an extremely high likely hood that in 10 years time my investments will be worth more than they are now. I'll keep putting in 1-2k a month and if their is a crash will benefit from lower. purchase costs etc.
 
tangey said:
But when you have a proven volatility guy in charge, and he starts delivering on his promises of tariffs, which previously many had said/hoped were just a scare tactic, then you need to consider that he is somewhat more likely than prior to follow thru with more of his stated objectives. A tariff fight will have a depressing effect on global trade. So maybe there is more evidence than normal to sway towards standing on the sidelines for a while.
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I think the play during Trump time is to just dip in and out. Still getting decent interest on cash. Got my watch list of companies I'm interested in, I'm just in and out of them as the volatility plays out.

Half of this Trump idiocy is just market manipulation and insider trading for his chums.
 
mid_gen said:
I think the play during Trump time is to just dip in and out. Still getting decent interest on cash. Got my watch list of companies I'm interested in, I'm just in and out of them as the volatility plays out.

Half of this Trump idiocy is just market manipulation and insider trading for his chums.
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being diversified helps a lot. Trump crashed US defence companies and boosted European defence stocks so they cancelled out, S&P is bouncing about but ex-us and Em are often mirroring. I have some swiss mid-cap stock to provide local bias and protect against currency, but I also see them jump a few percent when S&P drops. US tech stocks are generally over valued, so we see massive drops in Tesla, and modest drops in Nvidia despite reasonable financial reports. YTD technology is down about 5% and S&P500 is heavily biased to technology, but Finance, healthcare, energy are up about 5%, All world ETFs, although waited to technology companies in S&P500 get some relief by diversifaction across more industries.


Even today, it looked like the S*P500 was tanking and it could ahve been tempting to sell, then it flipped and is now up on the close from yesterday.
 
mid_gen said:
I think the play during Trump time is to just dip in and out. Still getting decent interest on cash. Got my watch list of companies I'm interested in, I'm just in and out of them as the volatility plays out.

Half of this Trump idiocy is just market manipulation and insider trading for his chums.
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To much movement, staying away for a while, too risky for me.
 
D.P. said:
being diversified helps a lot. Trump crashed US defence companies and boosted European defence stocks so they cancelled out, S&P is bouncing about but ex-us and Em are often mirroring. I have some swiss mid-cap stock to provide local bias and protect against currency, but I also see them jump a few percent when S&P drops. US tech stocks are generally over valued, so we see massive drops in Tesla, and modest drops in Nvidia despite reasonable financial reports. YTD technology is down about 5% and S&P500 is heavily biased to technology, but Finance, healthcare, energy are up about 5%, All world ETFs, although waited to technology companies in S&P500 get some relief by diversifaction across more industries.


Even today, it looked like the S*P500 was tanking and it could ahve been tempting to sell, then it flipped and is now up on the close from yesterday.
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and an hour after you posted that it was back down 1.22%
 
Iirc he (Trump) said the USA tariffs on the rest of the world start on April 2. So markets are in the calm before the storm atm?
 
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