Trump Era 2025-2029 : Stock and Economic Comment

[moXJO]

How old is he?
I need to time some put options.

 

[divs4ever]

Warren Edward Buffett (/ˈbʌfɪt/ BUF-it; born August 30, 1930)[2] is an American investor and philanthropist who currently serves as the chairman and CEO of Berkshire Hathaway.

coming up to his 95th birthday

but he seems to be in reasonable health

 

[over9k]

Nasdaq down but dow up. Dead giveaway that risk assets are being liquidated in order to rotate into defensives.

Let's see if it continues.

And now everything is getting slaughtered.

 

[TimeISmoney]

And now everything is getting slaughtered.

Come here to say the same thing, tech bro's and tesla all hit hard. We'll see how bad things are in the morning.

 

[over9k]

SHNY running hard

 

[TimeISmoney]

A bit more red dialed up on the world stage.

 

[over9k]

Alright market's are loving powell's speech. Seems there's going to be a bit of a tug-of-war between powell's and trump's actions.

Powell's tenure ends may 2026, so just over a year from now.

 

[TimeISmoney]

The next possible doom day will be April 2nd if Trump announces more tariffs.

 

[moXJO]

I use to follow key US announcements and when they took place. Man I have gotten lazy.

 

[Garpal Gumnut]

The next possible doom day will be April 2nd if Trump announces more tariffs.

The sentiment seems to be turning from a crash to a recovery with further drops down driven by recessionary fears through the year. April 2nd may be enlightening. But what then?

There is a crazy man running the show so you take a loo break and get your popcorn and coke when you can. Possibly not coke lol.

gg

 

[divs4ever]

The sentiment seems to be turning from a crash to a recovery with further drops down driven by recessionary fears through the year. April 2nd may be enlightening. But what then?

There is a crazy man running the show so you take a loo break and get your popcorn and coke when you can. Possibly not coke lol.

gg

the caffeinated beverage works for me , but maybe i will drink mescal as a sign of support for the Mexican leader. ( she should really investigate that Latin American bloc the previous leader was working on )

looks a lot like the prelude to a WWF feature , all it needs is Vince McMahon to take the microphone as ringmaster

 

[Knobby22]

USA getting ready to target Australia.
Big tech on the media policy and other areas.
Big pharma on PBS.
Farmers on beef.

 

[frugal.rock]

How long is it going to take the US to ramp up it's own manufacturing?
Meanwhile, won't inflation be rampant from tariffs?

Albo's announcement to drop PBS from maximum $31? to $25 if re-allected, is just stirring the hornets nest, good for those who need it, but another big expense.

People would think that China isn't an ally, but with friends like the USA'holes, attitudes may change.

I'm seeing that Albo is being nicer to China and kow towing a bit.

I don't think Dutton is the right fit as a PM. Albo can be tolerated, Dutton just seems to be a nuisance.

 

[divs4ever]

How long is it going to take the US to ramp up it's own manufacturing?
Meanwhile, won't inflation be rampant from tariffs?

Albo's announcement to drop PBS from maximum $31? to $25 if re-allected, is just stirring the hornets nest, good for those who need it, but another big expense.

People would think that China isn't an ally, but with friends like the USA'holes, attitudes may change.

I'm seeing that Albo is being nicer to China and kow towing a bit.

I don't think Dutton is the right fit as a PM. Albo can be tolerated, Dutton just seems to be a nuisance.

well Dutton never impressed me , when i lived in that electorate , but then Albo was almost a last resort for the ALP

tariffs ?

we don't got sell to the US ( or EU ) we don't make zillions of anything ( except maybe iron pellets )

i bet if we offered a little time to pay to less developed nations ( or to be paid outside of $US or euro ) we could sell most of our exports at a reasonable profit , or just swap goods say coal for coffee beans

you don't have to love China , to adapt their better ideas to suit you

 

[Garpal Gumnut]

Trump has certainly got everyone's attention with his tariffs. He is quite the negotiator, belligerent, unforgiving and volatile.

If I were Trump, on April 2nd I would offer every country in The World a basic 15% tariff for each and every country dependent on no retaliatory action. Thus if countries accepted 15% or even 20% ( knowing him he'd start with 25% and work down ) without any reciprocal tariffs then everyone could get on with life. Any country not agreeing or retaliating he would whack 100% or 200% tariffs.

This would ensure markets recovered, interest rates came down and inflation would not rise in the US. Gold and other risk on assets would fall unfortunately. Let us see what happens.

gg

 

[TimeISmoney]

I think that Aussies and the rest of the world are finding ways to fight back, and it will definitely benefit the general Aussie.

 

[Garpal Gumnut]

Trump has certainly got everyone's attention with his tariffs. He is quite the negotiator, belligerent, unforgiving and volatile.

If I were Trump, on April 2nd I would offer every country in The World a basic 15% tariff for each and every country dependent on no retaliatory action. Thus if countries accepted 15% or even 20% ( knowing him he'd start with 25% and work down ) without any reciprocal tariffs then everyone could get on with life. Any country not agreeing or retaliating he would whack 100% or 200% tariffs.

This would ensure markets recovered, interest rates came down and inflation would not rise in the US. Gold and other risk on assets would fall unfortunately. Let us see what happens.

gg

As those such as the AFR and the FT who follow me on this thread are aware I had been looking forward to having Trump and Vance in charge after the demented leadership of Biden and Kamahl. Why an ageing crooner from our Gold Coast was VPOTUS has me beat but the Democrats were lousy leaders. Unfortunately including Elon this three are no better. We are headed for a loss of capital as investors. In a major way. Where to for relief and survival.

Firstly the ASX. It will tank. Our leaders present their bodies for the use of rapacious America and where the NYSE goes there go we. For safety I’d pick for myself PMGOLD, MQG, RIO and BHP. Not that they will resist great falls but they have good recovery potential.

On the NYSE I’d stay away from the NASDAQ in general but pick Oilers, Gold stocks and Berkshire Hathaway.

Nobody can predict the future. Just my own thoughts which I will action as I hold some of above anyway, some at a loss. Batten down the hatches as Cweed would say. Is he still posting.

gg

 

[Dona Ferentes]

"Big-time negotiators, false healers and woman haters
Masters of the bluff and masters of the proposition
But the enemy I see wears a cloak of decency
All non-believers and men-stealers talkin' in the name of religion
And there's a slow, slow train comin' up around the bend

 

[over9k]

The fact that this is happening is not the concern but rather the frequency with which headlines like this are hitting the news now. The length that the proverbial can can be kicked down the road just keeps getting shorter and shorter and shorter.

Again, there is no way to fix this without balancing the budget and tariffs, ostensibly for industry protections etc etc have proven to be the only tax increases the public will accept.

I honestly wouldn't be surprised to see tariffs just continuing to increase until the budget is balanced. Comically, every time some other country kicks up a stink about, well, anything, it just gives trump the exact excuse he needs to increase them even more.

 

[divs4ever]

As those such as the AFR and the FT who follow me on this thread are aware I had been looking forward to having Trump and Vance in charge after the demented leadership of Biden and Kamahl. Why an ageing crooner from our Gold Coast was VPOTUS has me beat but the Democrats were lousy leaders. Unfortunately including Elon this three are no better. We are headed for a loss of capital as investors. In a major way. Where to for relief and survival.

Firstly the ASX. It will tank. Our leaders present their bodies for the use of rapacious America and where the NYSE goes there go we. For safety I’d pick for myself PMGOLD, MQG, RIO and BHP. Not that they will resist great falls but they have good recovery potential.

On the NYSE I’d stay away from the NASDAQ in general but pick Oilers, Gold stocks and Berkshire Hathaway.

Nobody can predict the future. Just my own thoughts which I will action as I hold some of above anyway, some at a loss. Batten down the hatches as Cweed would say. Is he still posting.

gg

i would suggest a capital loss was coming anyway ( unless J.C. or Ron Paul is elected President real soon )

now time will tell if the impact will be milder with the current administration

when starting out in 2011 , i tried a strategy of a 3 stock core ( holding ) sadly the first 3 stocks all turned out to disappointing ( or disastrous ) despite being ASX top 20 stocks at the time , the replacement trio didn't end up any better ( despite two of them still being top 20 stocks )

that leaves me with BHP with my too big to fail theory ( famous last words ) ( and two positions vacant )

am looking for survivors , currently .. and given the management in some companies ( and take-overs in others ) best of luck i think we will all need a lot of it

and sadly i do not think a change of government in Australia in May will work any better than the recent change in the US

but DO keep watch for little pockets of opportunity ( there should be a couple IF the global economy doesn't collapse completely )

sure i have a very nice position in MQG , but crikey there is a relatively new CEO there can she keep the crew from panicking ( or will i get to buy more at $20 )

MAYBE WES has some spare cash to help weather the chaos ( and flourish ) ( i hold WES as well , but i expect chaos if the market finally panics about retail )