Trading the stockmarket (NO Referrals)

platinum87 said:
A large trade deficit means your currency is going to foreigners which then use it to buy assets.

So if you have a huge trade deficit for years, then foreigners/foreign entities will own a larger % of local assets

75% of UK equities are owned by foreigners.

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So Businesses sell goods to the US, then use those dollars to re-invest in US companies.

Is there a problem here that isn't just something to do with dirty foreigners?

Ignoring the fact all this trade deficit nonsense ignores the herd of elephants in the room that are the US tech giants hoovering up vast amounts of services wealth from across the globe.
 
LostCorpse said:
heads up on intel :

breif outline
Intel plans to cut more than 20% of its workforce this week, marking the first major restructuring under new CEO Lip-Bu Tan, according to Bloomberg. The cuts aim to eliminate bureaucracy and restore an engineering-centric culture at the struggling chipmaker. This follows last year's reduction of approximately 15,000 positions, with Intel's headcount already down to 108,900 employees from 124,800 a year earlier.

The Santa Clara-based company has suffered three consecutive years of declining sales while losing technological ground to competitors, particularly Nvidia in the AI computing sector. Tan, who took over last month, has already begun divesting non-core assets, recently selling a 51% stake in Intel's programmable chips unit Altera to Silver Lake.

so expect stock price to drop some.
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Doesn't cutting staff increase the share price? Reduced opex means more money for the company.

 
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smokedog said:
Doesn't cutting staff increase the share price? Reduced opex means more money for the company.
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depends on views i guess. i probably have the wrong view point.
its the 3rd round of cost cutting, intel isnt selling as well as it has in past.
all indications suggest intel company is in trouble financially.
 
Nasher said:
Chinese tariff maybe dropped and things are a few % up already. I'll be selling my US stocks if it does :D
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Why sell? I put an extra grand into VWRP thus morning.. Trump making noises about backing down on taffifs causing a bit of a boost... Probably will continue when clarity on the details emerges?
 
LostCorpse said:
depends on views i guess. i probably have the wrong view point.
its the 3rd round of cost cutting, intel isnt selling as well as it has in past.
all indications suggest intel company is in trouble financially.
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Cost cutting invariably boosts stock price. It's a material change that will affect the profitability of the business.....i.e. not continuing business as usual when a company is in trouble is a positive.
 
Not huge fines in the grand scheme of things, but will be interesting to see if there are any repercussions...
news.sky.com

Apple and Meta fined millions by EU over competition law

Apple is fined €500m (£428m) for stopping app makers from pointing to cheaper options outside the App Store, and Meta is fined €200m (£171m) for forcing Instagram and Facebook users to choose between seeing ads or paying to avoid them.
news.sky.com news.sky.com
 
LostCorpse said:
they have the us gov deal though that was disclosed a while back
www.bostonpoliticalreview.org

The US State Department’s $400 Million Tesla Contract

Elon Musk’s electric car company, Tesla, was recently listed as a top contender for a $400,000,000 State Department contract for armored Tesla vehicles. This has raised concerns with those inside and outside of government, as Musk is in charge of the Department of Government Efficiency (DOGE), a...
www.bostonpoliticalreview.org www.bostonpoliticalreview.org

i admit im interested in what they release for this, i cant imagine its an updated existing model if its using glue..

although it could be argued the deal is to openly insider trading?
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I believe this was actually a Biden era budgeting for some Armored EVs for 400k that mysteriously DOGE'd to 400m on Teslas.
 
I've got BBC news on and the US Treasury secretary is addressing the IMF and World Bank, saying they've moved away from their founding principles.

Apparently "America First" means success for everyone :cry:

I think i'll try that one on my Wife - "Put me first, and your life will get better"
 
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Nasher said:
Chinese tariff maybe dropped and things are a few % up already. I'll be selling my US stocks if it does :D
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Sold yet then ??? Would love to know what you made and on what. Dip is massive so seems a bit premature on first signs of movement.

Usual elusiveness though. Easy to just talk about it and not actually do it
 
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