| Putting aside Ukraine, the Tariffs are hurtin' 15:41 - Mar 4 with 5808 views | baxterbasics |
Looking at the state of my investments, pension funds and bitcoin over the last few days and today ... eeeshk. Also food prices creeping up again.
I jest ... slightly... but what I'm thinking is the only way Trumps going to get real opposition at home is when his own voters start feeling it in their pocket. The plight of foreign lands they couldn't point to on a globe won't concern them. The cost of their weekly shop, and value of their portfolio, might. |  |
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| Putting aside Ukraine, the Tariffs are hurtin' on 10:03 - Mar 5 with 1303 views | nrb1985 |
| Putting aside Ukraine, the Tariffs are hurtin' on 09:55 - Mar 5 by portmanking |
Look at the 3yr chart on the Russell 2000 https://www.marketwatch.com/investing/index/rut
There's a distinct correlation with money supply from late 2023 and equity values. In fact, overlay the money supply chart on any major indices and you'd find that QE turbocharges equity markets.
I don't disagree that there's multiple ways to bring yields down, just that Trump clearly feels a quick recession early into his tenure is his best bet to reset the dial. |
Correlation doesn’t equal causality as we say in the industry!
The S&P500 was on a tear due to a handful of AI related names that have a heavy weighting in the index. Meanwhile, the median stock, or S&P493 as they've been titled, went absolutely nowhere in that same period…
https://www.inc.com/phil-rosen/stock-market-outlook-sp500-investors-economic-fed
Also the Russell 2000 is a small cap index of largely unprofitable companies, so yeah, liquidity may have some impact on flows there. But I can assure you, the last 2 years of gains are related to a handful of 5-7 stocks. [Post edited 6 Mar 6:04]
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| Putting aside Ukraine, the Tariffs are hurtin' on 11:13 - Mar 5 with 1240 views | OldFart71 |
What get's me is this absolute garbage regarding inflation. Nothing is going down and yet we are being told inflation is 3%. The average increase as I see it is between 10-15%. Many items by much more and some by quite a bit less, but nothing going down. We are now being informed that Rachel Reeves is set for massive welfare cuts. The excuse is everything from inflation to these new tariffs. Now there's a surprise that her 9.9 billion buffer has been wiped out. Nothing to do with her raising the minimum wage and charging firms more for N.I. whilst lowering the point at which they have to start paying it. Added to this you have energy prices increasing, water going up by, in some cases nearly 70%. Council tax by 5% and frozen personal allowance meaning people on a miserly amount above £12,570 will be paying tax. | | | |
| Putting aside Ukraine, the Tariffs are hurtin' on 14:18 - Mar 5 with 1100 views | WeWereZombies |
| Putting aside Ukraine, the Tariffs are hurtin' on 11:13 - Mar 5 by OldFart71 |
What get's me is this absolute garbage regarding inflation. Nothing is going down and yet we are being told inflation is 3%. The average increase as I see it is between 10-15%. Many items by much more and some by quite a bit less, but nothing going down. We are now being informed that Rachel Reeves is set for massive welfare cuts. The excuse is everything from inflation to these new tariffs. Now there's a surprise that her 9.9 billion buffer has been wiped out. Nothing to do with her raising the minimum wage and charging firms more for N.I. whilst lowering the point at which they have to start paying it. Added to this you have energy prices increasing, water going up by, in some cases nearly 70%. Council tax by 5% and frozen personal allowance meaning people on a miserly amount above £12,570 will be paying tax. |
Some good points there...but, again, paragraphs, dear boy, paragraphs...or bullet points.
On the buffer being wiped out I've seen that reported as a consequence of the sudden need to increase defence spending. |  |
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| Putting aside Ukraine, the Tariffs are hurtin' on 14:59 - Mar 5 with 1052 views | J2BLUE |
| Putting aside Ukraine, the Tariffs are hurtin' on 07:33 - Mar 5 by BlueBoots |
Should have bought Rolls Royce during the pandemic when there were no planes in the air... |
This is another buying opportunity. Gary Stevenson perfectly explains why assets will keep going up in the long term. |  |
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| Putting aside Ukraine, the Tariffs are hurtin' on 15:23 - Mar 5 with 1007 views | DJR |
This news is perhaps counter-intuitive. Maybe it's true. There's no such thing as bad publicity.
https://www.theguardian.com/technology/2025/mar/05/teslas-uk-sales-rise-despite-
Tesla’s UK sales rise despite threat of backlash over Musk’s political role
Sales of battery-powered cars jumped in February, with Model 3 and Model Y most popular after Mini Cooper |  | | |
| Putting aside Ukraine, the Tariffs are hurtin' on 15:29 - Mar 5 with 985 views | SuperKieranMcKenna |
| Putting aside Ukraine, the Tariffs are hurtin' on 15:23 - Mar 5 by DJR |
This news is perhaps counter-intuitive. Maybe it's true. There's no such thing as bad publicity.
https://www.theguardian.com/technology/2025/mar/05/teslas-uk-sales-rise-despite-
Tesla’s UK sales rise despite threat of backlash over Musk’s political role
Sales of battery-powered cars jumped in February, with Model 3 and Model Y most popular after Mini Cooper |
Though that has to be seen in the context of the @rse falling out of the market for new cars last year. They will also be boosted by the interest rate drops since most of them are financed.
Anyway it’s evident people don’t care or have cognitive dissonance- just as happy to buy MG’s and directly fund the Chinese state and it’s human rights abuses. | | | |
| Putting aside Ukraine, the Tariffs are hurtin' on 16:15 - Mar 5 with 933 views | Bluecoin |
| Putting aside Ukraine, the Tariffs are hurtin' on 21:35 - Mar 4 by BlueBadger |
I have some magic beans for sale if the arse has fallen out of crypto yet again.
Yours for ten grand each, guaranteed* return
*Return not guaranteed at all, unless you're at the top of the ponzi scheme. [Post edited 5 Mar 0:19]
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It doesn't suprise me. How much did you pay for them? Hope you eventually find a buyer and make a profit!
Good luck, but you're probably stuck with them. Put it down to experience. We've all made bad trades. |  | | |
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| Putting aside Ukraine, the Tariffs are hurtin' on 16:38 - Mar 5 with 882 views | DJR |
| Putting aside Ukraine, the Tariffs are hurtin' on 15:29 - Mar 5 by SuperKieranMcKenna |
Though that has to be seen in the context of the @rse falling out of the market for new cars last year. They will also be boosted by the interest rate drops since most of them are financed.
Anyway it’s evident people don’t care or have cognitive dissonance- just as happy to buy MG’s and directly fund the Chinese state and it’s human rights abuses. |
Interesting though that the position in the UK does seem to be to be at variance with the EU, although there appear to be supply issues too.
https://uk.finance.yahoo.com/news/teslas-nightmare-europe-sales-collapse-1444524
Of course, it's never right to jump to conclusions on a couple of months figures both here and in the EU. But as you say, many people don't base their purchases on any sort of principle.
But as Jesus might have put itt "Let him who has not bought something made in China cast the first stone." [Post edited 5 Mar 16:44]
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| Putting aside Ukraine, the Tariffs are hurtin' on 18:43 - Mar 5 with 797 views | SuperKieranMcKenna |
| Putting aside Ukraine, the Tariffs are hurtin' on 16:38 - Mar 5 by DJR |
Interesting though that the position in the UK does seem to be to be at variance with the EU, although there appear to be supply issues too.
https://uk.finance.yahoo.com/news/teslas-nightmare-europe-sales-collapse-1444524
Of course, it's never right to jump to conclusions on a couple of months figures both here and in the EU. But as you say, many people don't base their purchases on any sort of principle.
But as Jesus might have put itt "Let him who has not bought something made in China cast the first stone." [Post edited 5 Mar 16:44]
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“ "Let him who has not bought something made in China cast the first stone.”
Bit different buying a torch for a fiver, than parting with £30k. Most pertinently though, most items are bought from private companies - MG is state owned thus directly funding the regime and their brutality. | | | |
| Putting aside Ukraine, the Tariffs are hurtin' on 22:01 - Mar 5 with 666 views | ElderGrizzly |
Looks like some people are making a lot of money today
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