Trading the stockmarket (NO Referrals)

darkgen said:
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.
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Too stronger dollar and the triffin dilemma is the issue.
What it's setting up for is rather than QE, which is the central bank have a certain rate and choose what to buy to yield curve control, where the central bank buy everything at a certain rate.
 
D.P. said:
Anyone do any better? My portfolio was somewhat conservative to risk

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I'm about back to pre-Trump levels, sold off before the big slides and dipped in on Monday to make a quick profit. Back to cash now, can't see any upside in the coming months.
 
darkgen said:
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.
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The free market never existed, it has always been manipulated, Trump is trying to remove that manipulation.

China using extremely cheap labour and subsidies, but mainly currency manipulation.

Germany and Japan creating petty rules for imports that home grown products don’t have to comply with. Protectionism is everywhere it’s only Britain that plays by the rules in manufacturing goods hence the massive decline in our industrial base and huge trade deficit in goods.
 
200sols said:
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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The important thing to remember is it's a relative game. If everyone is doing it then you still have investors looking at different places in the world and having a preference. Even if it's all ****

All of them are going to be moving wealth from savers/bond holders to fund this new capex needed. UK, Europe, America...all of them`

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Just to add, what i'm looking at in terms of investments. It's what does the world look like in a bifurcated world, capex and reindustrialisation. YCC is inflationary, not necessarily high street inflation, although there will be episodes. Certainly monetary inflation. Value over most others, cutting edge tech, energy, materials etc

I added some more Oxford Instruments yesterday.
 
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Slam62 said:
The free market never existed, it has always been manipulated, Trump is trying to remove that manipulation.

China using extremely cheap labour and subsidies, but mainly currency manipulation.

Germany and Japan creating petty rules for imports that home grown products don’t have to comply with. Protectionism is everywhere it’s only Britain that plays by the rules in manufacturing goods hence the massive decline in our industrial base and huge trade deficit in goods.
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Of course. I understand the manipulations through nation states, currency devaluations, tax instruments, whether tariffs or something else. I was more responding to the subtext offered in that Twitter post which appears far more Machiavellian from the central banks (if in cahoots with the executive).
 
darkgen said:
Of course. I understand the manipulations through nation states, currency devaluations, tax instruments, whether tariffs or something else. I was more responding to the subtext offered in that Twitter post which appears far more Machiavellian from the central banks (if in cahoots with the executive).
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Well yes god knows where the central banks take their tune from and what the hell the WEF will make of it all. They’ll probably be running around trying to stab each other in the back.
 
D.P. said:
Anyone do any better? My portfolio was somewhat conservative to risk

IMG-20250409-110803.jpg
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Double that...
But it's just play money really. I'm not saying it doesn't suck to lose but Im in a good place financially overall so... Meh.
30%>40% why not 50% who knows...
I lost 1 of my 9 lives...

Ludicrous tech heavy and no brain.
 
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on a positive note, my cineworld share have gone so low they no long show on my trading platform...
and have puff magically disappeared..

my first risk trade hoping people would go back to cinemas afterlock down eased. thanks Hollywood!!!
luckerly it was only £100

they no longer haunt me when i log in :D and show a silly mistake :/and not taking advice when it was offered to make less of a loss.
 
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So 154% in a few hours on China.
Then 50% more Thursday and Friday.

NASDAQ hemorrhages -5%+ a day....

Yep this is awesome...

I'm gonna celebrate by buying a leaf blower. The snows melting :p
 
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