Trading the stockmarket (NO Referrals)

@moon man
Had a nibble at Intel at $17.84 as usual please feel free to point and laugh if it goes south :p

Finger to the sky lol , tbh though it's not reliable for a quick in and out so may be a keeper ( especially if it tanks from here)
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its only a lose when you sell

long term hold is long term gains.

delta0 said:
This is dangerous https://www.reuters.com/markets/global-markets-tariffs-bonds-2025-04-09/
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U.S. Treasuries extended heavy losses on Wednesday in a sign investors are dumping even their safest assets
 
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200sols said:
Moves in the US affect everyone else, you know that.
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But why are they selling assets in the most traded currencies? Because paying off their own debt is more important. That's why they hold foreign assets.
We have that sovereign debt issue hanging over the whole globe, so a couple of countries or some entities are prioritising paying their own debts
 
Yeah, yeah, whatever, the Chinese and others just need to set a level playing field, they’ve been fixing the game for decades.
It’s a bit like Putin getting the west to be reliant on cheap Russian oil/gas. China think they’ve made the west reliant on cheap Chinese goods, which they have, so now it’s very painful to wind that off.
Wait until the trade in Chinese tat really drops off, China will soon come to the table. I can’t see Trump backing down in the meantime.
 
Slam62 said:
Yeah, yeah, whatever, the Chinese and others just need to set a level playing field, they’ve been fixing the game for decades.
It’s a bit like Putin getting the west to be reliant on cheap Russian oil/gas. China think they’ve made the west reliant on cheap Chinese goods, which they have, so now it’s very painful to wind that off.
Wait until the trade in Chinese tat really drops off, China will soon come to the table. I can’t see Trump backing down in the meantime.
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I’m sure the US didn’t like that China is destroying their AI hopes as well. I go to San Francisco quite a bit and they were treating this like the next Industrial Revolution and declaring victory, that was until Deepseek arrived.
 
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Trusty said:
You don't have to agree with everything that is said but these are the themes that are unfolding, even if timescales for this to unfold can vary dramatically.

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I tried to process the sentiment in that twitter thread but I'm still none the wiser. It just seems this is an entirely confected and purposeful market manipulation to enable nation states, primarily the US to wipe / restore its debt on more favourable terms when the existing debt bonds and treasury yields appear worthless as a long-term monetary instrument / protection.

I do agree, that the apparent free-market, appears dead if it can be up-ended at a whim by a single person / nation. What a colossal mess.
 
Anyone do any better? My portfolio was somewhat conservative to risk

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Trusty said:
But why are they selling assets in the most traded currencies? Because paying off their own debt is more important. That's why they hold foreign assets.
We have that sovereign debt issue hanging over the whole globe, so a couple of countries or some entities are prioritising paying their own debts
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Because somebody needs cash and nobody is buying.

Which leads to your latest post, its pretty hard to separate the facts from the conspiracy but I cant see the US managing yield suppression well. Cant see the foreigners who buy a lot of the debt entertaining it. It works in Japan as most is all home owned.
 
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