Trading the stockmarket (NO Referrals)

DJMK4 said:
If I put money on to it is it going to go down a lot more then go up
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plauy the long game and you'll likely be golden and green.
play the short game and get burned. even the pro's are having it tough at the moment.

throwaway4372 said:
Always seems to move when London is shut, dunno why, but it prevents those with uk/eu etfs from reacting, so feels deliberate.
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he has nothing but contempt and distain for the uk and eu, its a smile to your face and twist in the back. we should dump him asap
 
Nasher said:
Obviously market manipulation and probably insider trading. He even told people to buy before doing it!

They waited for people to sell and then bought up all these stocks dirt cheap.
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Hmmmm not convinced
delta0 said:
The funding markets froze so his hand was forced. It could have been catastrophic.
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200sols said:
Actually think the moves in the bond market were very worrying and he had to act. But he sold it to his supporters as buying time to negotiate and of course he informed his goons of what he was doing so they could trade it just before.
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I think this is the more prescient issue. Also the rumour is that Bessant threatened to quit if he didn't announce the pause. There is a lot of leverage in the markets and when the drop is as aggressive as it was the warning lights flash on these hedge funds /shadow banks. I've heard that some of these have up to 10x leverage and would be on the cusp of failure if the drop continued.

Interestingly US treasury yields moved in the opposite direction that you would expect in a crash. Stark contrast between US Tbill and UK Gilts. Gilts yields dropped as money flooded in to the safer assets but US 10 year treasury went the other way and rose c0.36, suggesting that there was a loss of trust in the US as a safe haven which precipitated a sell off. Might have been the Chinese selling some of their T Bill positions also but regardless it exactly what Trump doesn't need when he has to re-finance several trillions worth of maturing debt.
 
Calpol said:
Hmmmm not convinced



I think this is the more prescient issue. Also the rumour is that Bessant threatened to quit if he didn't announce the pause. There is a lot of leverage in the markets and when the drop is as aggressive as it was the warning lights flash on these hedge funds /shadow banks. I've heard that some of these have up to 10x leverage and would be on the cusp of failure if the drop continued.

Interestingly US treasury yields moved in the opposite direction that you would expect in a crash. Stark contrast between US Tbill and UK Gilts. Gilts yields dropped as money flooded in to the safer assets but US 10 year treasury went the other way and rose c0.36, suggesting that there was a loss of trust in the US as a safe haven which precipitated a sell off. Might have been the Chinese selling some of their T Bill positions also but regardless it exactly what Trump doesn't need when he has to re-finance several trillions worth of maturing debt.
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Bessent didn't nearly quit, he was tv yesterday evening saying he's fully onboard with it all

 
Trusty said:
The guy is full MAGA. Listen to the podcasts he's done recently. Tucker & All In podcasts in the last month
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I won't be listening to anything like that but it seems fairly obvious to me if he did say he'd quit then he wouldn't publicly broadcast that after the event. Something made Trump back down that's for sure.
 
200sols said:
I won't be listening to anything like that but it seems fairly obvious to me if he did say he'd quit then he wouldn't publicly broadcast that after the event. Something made Trump back down that's for sure.
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Bessent just said it was a nice way to find out who their adversaries are, i'm going to take him at his word. Makes a lot of sense.

Why aren't yields still climbing if it was systemic? there's still 10% tariffs on there.

At the end of the day, a couple of hedge funds had margins calls.
 
Nibbled at a couple just before the close, topped up a bit of ATAI and AMD. Fully expect further falls but evidence appears to be that Trump won't actually commit economic suicide so there is some level of sanity remaining in the WH.
 
Trusty said:
Bessent just said it was a nice way to find out who their adversaries are, i'm going to take him at his word. Makes a lot of sense.

Why aren't yields still climbing if it was systemic? there's still 10% tariffs on there.

At the end of the day, a couple of hedge funds had margins calls.
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It's cute that you take these people at their word.
 
European markets up a bit this morning, doesn't look good for the US though. The idiots have really shot themselves in the foot.
 
Very cautiously bought some FTSE shares this morning. I suspend there will be another dip soon, and I wonder what will happen in ~ 90 days’ time. Gradually buying back in!
 
I don't think the numbers even matter any more, they're just not going to be buying anything off each other.
China is talking to Spain currently, and wants to get much closer to Europe and just let America stew in their own isolationist juices.
 
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