[2000cs]

Originally Posted by Tyga11

What do you mean by that?

“1-handle” means the key number starts with “1”. Inflation with a 1-handle is 1.00-1.99%.

Common terminology among traders

[Tyga11]

So who has panic sold?

[DrVenture]

Unintended consequences. TSM is down around 14% too.

https://www.cnbc.com/2025/01/27/nvid...-sell-off.html

[TallGibbs]

Originally Posted by Tyga11

So who has panic sold?

Not me...I'm in NVIDIA for the 15-20 year range so these day over day panics are not something to move me. Same thing with my mutual funds/target date funds which are mirroring the S&P500: long term investments are not for day trading.

[DrVenture]

NVDA has a 10-yr average annual return of 75%. It is my third biggest holding and I have held it far more than 10 years, but this is a blip. One I have been expecting. Investors got a bit exuberant IMO, I am surprised it took this long to adjust.

[MaxVO2]

Originally Posted by DrVenture

NVDA has a 10-yr average annual return of 75%. It is my third biggest holding and I have held it far more than 10 years, but this is a blip. One I have been expecting. Investors got a bit exuberant IMO, I am surprised it took this long to adjust.

****I have plenty as well and purchased more today. It's done well for me in the 6 years or so I have owned it.

[DrVenture]

Tomorrow we shall see how the equity and debt markets like the tariffs. If the markets do not fall, I may be taking steps to de-risk while events unfold.

DJIA futures are signaling a rout. Right now they are down 650 pts. Market open could be freefall.

[bagekko]

Yeah its gonna stink for a while, cause like the Deepseek nonsense, a lot of trading is done by auto bots gauging news and trends, I wont call it AI cause its not, I built stuff like it 10yrs ago.

Problem is the reasoning behind the tariffs is sound, though most do not read or learn about it, just the SHOCKING headlines. But couldn't things be attempted to be worked out with these countries before hand, instead of shooting first.... unless thats what they wanted cause all the politicians were shorting the market a week ago...

Eventually it will even itself out, hopefully it doesn't take to long.

But stuff in the US is too cheap anyways. Maybe with higher prices people will either demand quality or stop being such wasteful consumers.

Originally Posted by DrVenture

Tomorrow we shall see how the equity and debt markets like the tariffs. If the markets do not fall, I may be taking steps to de-risk while events unfold.

DJIA futures are signaling a rout. Right now they are down 650 pts. Market open could be freefall.

[ASAP]

i have no idea how the market will respond but US consumers are absolutely cooked by some of this... and inflation will roar back... especially if this push is combined w a tax cut AND a push to lower rates

[DrVenture]

This video is brief and gives a good overview of the new macro environment.
The risk premium has narrowed significantly in the last 8 years. Tudor-Jones uses the term "cross-currents" aptly.

https://www.cnbc.com/video/2025/02/0...-this-off.html

Also, note that minus energy, the U.S. has a trade surplus with Canada. And that energy flow is beneficial to the U.S.

[Mani59]

Hello all,

A reminder that please do not post any political posts as these will be deleted and may lead to the entire thread being deleted.

We have, for several years, prohibited the posting of any religious and political posts which you can read about here.

Thanks, Mani

[Watching The World Burn]

Originally Posted by Mani59

Hello all,

A reminder that please do not post any political posts as these will be deleted and may lead to the entire thread being deleted.

We have, for several years, prohibited the posting of any religious and political posts which you can read about here.

Thanks, Mani

Mani - just a point of clarification - can we talk about the tariffs from an economic standpoint or is that considered political since it was enacted by a government?

In my mind its economical - I'm interested to see what the outcome is over the next few months both to the stock market but also to consumers as a whole. But if considered political by the mods then I won't say anything in any subsequent posts.

[ASAP]

Originally Posted by Watching The World Burn

Mani - just a point of clarification - can we talk about the tariffs from an economic standpoint or is that considered political since it was enacted by a government?

In my mind its economical - I'm interested to see what the outcome is over the next few months both to the stock market but also to consumers as a whole. But if considered political by the mods then I won't say anything in any subsequent posts.

the whole concept of not discussing politics on this forum wasn't thought thru at all... i was here long before the ban...

politics affects the automotive scene and bmw from every direction... whether it be tarrifs, emissions targets, taxation rules, ev regulations and evwrything in between... politics is how we ended up a plug in hybrid m5... you can always look the other way but you can hide the facts

[Tyga11]

Originally Posted by ASAP

the whole concept of not discussing politics on this forum wasn't thought thru at all... i was here long before the ban...

politics affects the automotive scene and bmw from every direction... whether it be tarrifs, emissions targets, taxation rules, ev regulations and evwrything in between... politics is how we ended up a plug in hybrid m5... you can always look the other way but you can hide the facts

I didn't mention politics at all and my post was deleted.

[Tyga11]

Why did people like the admin's post? You all want censorship here? Sad stuff

[RickFLM4]

Originally Posted by Tyga11

I didn't mention politics at all and my post was deleted.

You did (slightly) and it triggered someone to respond.

Originally Posted by Tyga11

Why did people like the admin's post? You all want censorship here? Sad stuff

Because you guys were about to derail the thread and better to lose a few posts than the whole thread.