Trading the stockmarket (NO Referrals)

moon man said:
i get a paywall on the link this is the Irish times
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US commerce secretary Howard Lutnick has warned that smartphones, computers and other electronics imported to America from China will still face tariffs, dealing a blow to hopes of a reprieve for Big Tech companies such as Apple, Nvidia and Microsoft.

US president Donald Trump’s administration this weekend excluded phones and other consumer electronics from steep “reciprocal” tariffs in what was a significant boost for tech groups whose stocks plunged after the president unleashed a global trade war on “liberation day”.

But speaking on ABC’s This Week on Sunday, Mr Lutnick said such products would be re-examined as part of a government probe into semiconductors, which face a separate round of tariffs.

“What he’s doing is he’s saying they’re exempt from the reciprocal tariffs,” Mrt Lutnick said, referring to the US president. “But they’re included in the semiconductor tariffs, which are coming in probably a month or two.”

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When asked to clarify whether tariffs on iPhones might “come back on in a month or so”, Lutnick replied: “Correct. That’s right ... We need our medicines and we need semiconductors and our electronics to be built in America.”

Lutnick’s comments will spark further business uncertainty concerning Trump’s tariff rollout, which has been marked by a series of reversals that have caused a share price rollercoaster and an intense sell-off last week in the $29tn US Treasuries market.

Trump’s tariffs: “The rest of the world is now going to de-risk from the United States”​


Listen | 46:35


Any softening of tariffs on Chinese imports would be a big win for the likes of Microsoft and Apple, which makes about 80 per cent of its iPhones in China, according to analyst estimates.

The decision to exempt mobile phones may remove – at least for now – an upset to the supply chain of Apple, which makes most of its phones in China. As much of this production is ordered from Apple’s plant in Cork there had been fears that a hit to the company’s supply lines could have affected profitability in the Irish operation, leading to a reduction in corporate tax payments in Ireland.

Over the course of the past week, Mr Trump ratcheted up his extra tariffs on China to 145 per cent, even as he offered a 90-day pause on his “reciprocal” tariffs on other countries. The president maintained a 10 per cent tariff on most US trading partners.

White House trade adviser Peter Navarro said on Sunday that the US would talk to its trading partners. “We’ve got 90 deals in 90 days possibly pending here, and it was par for the course,” Navarro said.

US levies on Chinese imports, which have been increased in response to retaliatory tariffs from Beijing, include a 20 per cent tariff in retaliation for the country’s role in fentanyl production alongside a 125 per cent “reciprocal” tariff.

The exemptions offered to consumer technology goods on Friday apply only to reciprocal tariffs. All imports from China, including goods exempt from reciprocal levies, are still subject to an extra 20 per cent tariff under Trump.

Beijing on Sunday urged the White House to cancel the full extent of the “reciprocal” tariffs, arguing that “there are no winners in a trade war, and there is no way out for protectionism”.

China’s Ministry of Commerce said it was a “small step for the US to correct its wrongful unilateral reciprocal tariffs”, but that it was “evaluating the relevant impact”.

It added that the US should “take a big step in correcting its mistakes, completely cancel the wrong practice of reciprocal tariffs and return to the correct path of mutual respect”. – Copyright The Financial Times Limited 2025
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Who knows, Trump is proper schitzo... I don't think he really knows what he's doing from one moment to the next.

It could be subterfuge for insider trading, or he could be genuinley stupid, I'm not casting judgement, but for money markets either option is really bad for USA citizens, and trading partners of the US, which is the rest of the world.

He simply can't be trusted, whether he can't be trusted because he is as dumb as a plank, mentally ill, or can't be trusted because he's a financial fraudster with a proven track record of fraud (34 felony convictions) , is almost a moot point.
 
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cheers i am over the top about the copyright warning sometimes hence don't copy and paste articles from some sources

  • Unauthorized copying and pasting of copyrighted material can lead to legal action, such as a cease and desist order or a lawsuit for copyright infringement.
 
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Tomorrow being a Monday Trump will probably look for another escalation as he likes ro start the week strong :D
 
I hear that the Democrats are calling for an investigation on insider dealing.

Obviously Trump is a man of honour with utmost integrity. Probably the most integrity anyone has ever had. A beautiful integrity.

But, even so, it does make me wonder..
 
nam said:
Tomorrow being a Monday Trump will probably look for another escalation as he likes ro start the week strong :D
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Sounds like he's already thrown out some more random chaos

www.bbc.co.uk

Trump tariffs: US leader says no-one 'off the hook' as he suggests new Chinese import taxes

The suggestion of future levies may dampen hopes of a thaw in US-China relations.
www.bbc.co.uk www.bbc.co.uk

I like that he had a 5 hour doctor exam and was found to be essentially the same height and weight as Chris Hemsworth :cry:
 
bainbridge said:
I hear that the Democrats are calling for an investigation on insider dealing.

Obviously Trump is a man of honour with utmost integrity. Probably the most integrity anyone has ever had. A beautiful integrity.

But, even so, it does make me wonder..
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What the hell is there to wonder about? The insider trading is right there in public on Trump's social media platform.

I mean insider trading goes on all the time, because it's basically impossible to police, but when it's so flagrant and obvious, people should go to jail. Rich people don't go to jail in the US though.
 
moon man said:
Doing ok but man that FX rate is brutal with the Dollar plunging, usually hobbles VWRL as well
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Once the bond issues are over it will flow back. The market is worried about the US specifically so they are running away from the dollar rather than towards for safety as they normally would.
 
mid_gen said:
What the hell is there to wonder about? The insider trading is right there in public on Trump's social media platform.

I mean insider trading goes on all the time, because it's basically impossible to police, but when it's so flagrant and obvious, people should go to jail. Rich people don't go to jail in the US though.
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Alright calm down, I was joking.

I don't read Trump's social media platform, and I don't follow the finance news.

My head is firmly buried in the sand while my investments dwindle and I keep averaging in :)
 
bainbridge said:
Alright calm down, I was joking.

I don't read Trump's social media platform, and I don't follow the finance news.

My head is firmly buried in the sand while my investments dwindle and I keep averaging in :)
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FYI he posted "NOW IS A GREAT TIME TO BUY" on Truth Social a few hours before announcing the tariff pause.

There was also a large flurry of buy activity in the last hour before the announcement was made, which was clearly insiders cashing in.
 
mid_gen said:
FYI he posted "NOW IS A GREAT TIME TO BUY" on Truth Social a few hours before announcing the tariff pause.

There was also a large flurry of buy activity in the last hour before the announcement was made, which was clearly insiders cashing in.
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Might be insider trading going on, but what trump did himself is not insider trading.

Someone else who knew about his announcement would have to leak that to someone else to buy, or they buy themselves.

Im guessing a lot of people knew about his announcement, only takes one phone call to the hedge fund bro.

At the same time, it cannot be proven, i.e "i take trump at his word, he says now is a great time to buy, i go maximum leverage" its pure public information.
 
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platinum87 said:
Might be insider trading going on, but what trump did himself is not insider trading.

Someone else who knew about his announcement would have to leak that to someone else to buy, or they buy themselves.

Im guessing a lot of people knew about his announcement, only takes one phone call to the hedge fund bro.

At the same time, it cannot be proven, i.e "i take trump at his word, he says now is a great time to buy, i go maximum leverage" its pure public information.
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But he's told tens of thousands of porky pies, so his advice had no credibility unless you had inside info of what was planned.
 
theres always ways some one can be found out. phone records, bank transfers, messages, emails ect even cryto investigations (although i think one unit has been disbanded: https://www.wiley.law/alert-DOJ-Disbands-Crypto-Enforcement-Unit#:~:text=In a significant shift in,(NCET), effective immediately.)
those people leaking the info should already be under NDA and subject to (probably) FBI investigation if they are court trading or helping trading.
im pretty sure thats in their contacts they will have signed being in privilegaed position.

looking at AMD im putting some £ back in to DCA and see if i can catch a profit later down the line and transfer to some Div stock for future and start rebuilding assets.
 
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Looking like a "green" day thus far. Trump spent the weekend with his granddaughter Kai ... so he'll probably be in a calmer mood today. Plus, it's a short week for trading this week ... so one less day to cause damage.
 
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