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Putting aside Ukraine, the Tariffs are hurtin' 15:41 - Mar 4 with 5376 viewsbaxterbasics

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.

zip
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Putting aside Ukraine, the Tariffs are hurtin' on 15:52 - Mar 4 with 4036 viewsportmanking

Trump is engineering a recession. He knows it's the only way of getting the 10-year yield down, easing oil prices and killing inflation once and for all.

In many ways, Bidenomics was a sticking plaster, with more QE than you can shake a stick at. Hence the grossly overvalued equities in the US market.
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Putting aside Ukraine, the Tariffs are hurtin' on 16:04 - Mar 4 with 3982 viewspositivity

which is why china are being smart targetting their tariffs at the farmers/trump's base

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Putting aside Ukraine, the Tariffs are hurtin' on 16:12 - Mar 4 with 3939 viewsbaxterbasics

Putting aside Ukraine, the Tariffs are hurtin' on 15:52 - Mar 4 by portmanking

Trump is engineering a recession. He knows it's the only way of getting the 10-year yield down, easing oil prices and killing inflation once and for all.

In many ways, Bidenomics was a sticking plaster, with more QE than you can shake a stick at. Hence the grossly overvalued equities in the US market.


Guess I should probably sell my US tech stocks while they are still in the black and stockpile gold instead.

zip
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Putting aside Ukraine, the Tariffs are hurtin' on 16:16 - Mar 4 with 3912 viewsDaninthecampo

The tariffs are never going to work as Trump thinks they will!
The uncertainty across the markets of a trade war is going to hit the magnificent 7 more than proposed tax breaks
We're in for a bumpy ride!
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Putting aside Ukraine, the Tariffs are hurtin' on 16:45 - Mar 4 with 3771 viewsIllinoisblue

The Trump cult is blaming economic woes as the fault of “Bidenomics” and will probably milk that for at least a year or two.

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Putting aside Ukraine, the Tariffs are hurtin' on 17:19 - Mar 4 with 3691 viewsHairBearBunch

Putting aside Ukraine, the Tariffs are hurtin' on 16:45 - Mar 4 by Illinoisblue

The Trump cult is blaming economic woes as the fault of “Bidenomics” and will probably milk that for at least a year or two.


Much like labour will ref the tories economic woes.
In their case though, they do have a point.
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Putting aside Ukraine, the Tariffs are hurtin' on 17:20 - Mar 4 with 3686 viewsWeWereZombies

BBC News - https://www.bbc.co.uk/news/live/cvgpdk4257zt
Trump tariffs live updates: Tariffs are a very dumb thing to do, Canada's Trudeau tells Trump - BBC News
Don't hold back now, Justin, tell us what you really think. All sounds a bit like Geoffrey Howe finishing off Margaret Thatcher.

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Putting aside Ukraine, the Tariffs are hurtin' on 17:24 - Mar 4 with 3668 viewsBluecoin

It's bloody out there, and the tariffs are feeding into crypto. The weekend rally completely wiped out today! Hopefully Trump will lower the dollar in the near future and gets some liquidity into the global economy. Personally am BTC hodling and <whispers> buying the dip.

Stupidly bought TSLA just before the Trump election. Worse time to buy as it turns out! Live and learn.

Good luck.
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Putting aside Ukraine, the Tariffs are hurtin' on 17:29 - Mar 4 with 3620 viewsJ2BLUE

I have a little invested in Tesla which is making me feel dirty.

Down 20%*. Coinbase down 33%*. Ouch.


*Since I bought

Truly impaired.
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Putting aside Ukraine, the Tariffs are hurtin' on 17:44 - Mar 4 with 3527 viewsMullet

Putting aside Ukraine, the Tariffs are hurtin' on 17:19 - Mar 4 by HairBearBunch

Much like labour will ref the tories economic woes.
In their case though, they do have a point.


I’m not sure you can milk 14 years of theft and corruption on the scale of the Tories though.

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Putting aside Ukraine, the Tariffs are hurtin' on 17:45 - Mar 4 with 3522 viewsbaxterbasics

Putting aside Ukraine, the Tariffs are hurtin' on 17:24 - Mar 4 by Bluecoin

It's bloody out there, and the tariffs are feeding into crypto. The weekend rally completely wiped out today! Hopefully Trump will lower the dollar in the near future and gets some liquidity into the global economy. Personally am BTC hodling and <whispers> buying the dip.

Stupidly bought TSLA just before the Trump election. Worse time to buy as it turns out! Live and learn.

Good luck.


Feels a little early to start dip-buying to me, catching a falling knife and all that.

On your timing note, I received a nice lump sum a few weeks back, put it in an ISA in a 'balanced' risk fund (2nd lowest out of 5 risk ratings) and am frustratingly already down a ton.

zip
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Putting aside Ukraine, the Tariffs are hurtin' on 18:08 - Mar 4 with 3435 viewsElderGrizzly

Business genius…

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Putting aside Ukraine, the Tariffs are hurtin' on 18:15 - Mar 4 with 3375 viewsBluecoin

Putting aside Ukraine, the Tariffs are hurtin' on 17:45 - Mar 4 by baxterbasics

Feels a little early to start dip-buying to me, catching a falling knife and all that.

On your timing note, I received a nice lump sum a few weeks back, put it in an ISA in a 'balanced' risk fund (2nd lowest out of 5 risk ratings) and am frustratingly already down a ton.


Am just taking little bites. I follow DCA and find it's the least heart attack inducing approach for crypto. Timing is important, and my indicators have to be right.
Just need Trump to keep tweeting, haha. Theres a rumour he may announce that crypto will be exempt from CGT, but who knows what he'll come out with!

Its fascinating at the moment. The volatility is a feature, not a bug.
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Putting aside Ukraine, the Tariffs are hurtin' on 19:53 - Mar 4 with 3115 viewsGuthrum

Putting aside Ukraine, the Tariffs are hurtin' on 16:12 - Mar 4 by baxterbasics

Guess I should probably sell my US tech stocks while they are still in the black and stockpile gold instead.


Gold has already gone up quite sharply.

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Putting aside Ukraine, the Tariffs are hurtin' on 21:35 - Mar 4 with 2919 viewsBlueBadger

Putting aside Ukraine, the Tariffs are hurtin' on 17:24 - Mar 4 by Bluecoin

It's bloody out there, and the tariffs are feeding into crypto. The weekend rally completely wiped out today! Hopefully Trump will lower the dollar in the near future and gets some liquidity into the global economy. Personally am BTC hodling and <whispers> buying the dip.

Stupidly bought TSLA just before the Trump election. Worse time to buy as it turns out! Live and learn.

Good luck.


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]

I'm one of the people who was blamed for getting Paul Cook sacked. PM for the full post.
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Putting aside Ukraine, the Tariffs are hurtin' on 22:58 - Mar 4 with 2721 viewsSuperKieranMcKenna

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]


This.

The lack of self awareness on the crypto-bros is hilarious. Not only has Musk been hauled up previously on it by the SEC but he’s literally part of the reason it’s crashing and burning. Any investment impacted by the tweets of him is worth about as much as Leon Best.
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Putting aside Ukraine, the Tariffs are hurtin' on 05:15 - Mar 5 with 2456 viewsnrb1985

Putting aside Ukraine, the Tariffs are hurtin' on 15:52 - Mar 4 by portmanking

Trump is engineering a recession. He knows it's the only way of getting the 10-year yield down, easing oil prices and killing inflation once and for all.

In many ways, Bidenomics was a sticking plaster, with more QE than you can shake a stick at. Hence the grossly overvalued equities in the US market.


Not sure I agree with any of this except the focus on the 10 year yield. You can bring the 10 year down by easing inflation concerns though, you don’t need a growth scare which is what’s spooked the market.

The last paragraph isn’t true, the fed has been doing QT for some time now and raising rates. So financial conditions dramatically tightened not loosened under Biden.

And if you take out the magnificent 7, the valuations of other 493 US stocks are broadly in line with historical averages.

Biden’s record on the economy was excellent to add, their issue was not getting that message out.
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Putting aside Ukraine, the Tariffs are hurtin' on 07:00 - Mar 5 with 2346 viewsmikeybloo88

Putting aside Ukraine, the Tariffs are hurtin' on 17:45 - Mar 4 by baxterbasics

Feels a little early to start dip-buying to me, catching a falling knife and all that.

On your timing note, I received a nice lump sum a few weeks back, put it in an ISA in a 'balanced' risk fund (2nd lowest out of 5 risk ratings) and am frustratingly already down a ton.


I’ve moved about 20% of my ISA equities into cash over the last few months, using Short Term mmfs, fixed income funds and a little in some high yield bond funds. I thought of doing balanced/cautious multi asset but decided to just reduce equities altogether for a year and be happy with a virtually guaranteed 6% return on 40% of my holdings and let the rest run. I’m 62 though and need to be a little cautious,if I was 32 I’d be drip feeding any spare cash at intervals in to equities when drops like this occur...falling knife maybe, but never wait until it lands and try calling the bottom. A little in as it falls is a good tactic I think...
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Putting aside Ukraine, the Tariffs are hurtin' on 07:33 - Mar 5 with 2264 viewsBlueBoots

Putting aside Ukraine, the Tariffs are hurtin' on 17:29 - Mar 4 by J2BLUE

I have a little invested in Tesla which is making me feel dirty.

Down 20%*. Coinbase down 33%*. Ouch.


*Since I bought


Should have bought Rolls Royce during the pandemic when there were no planes in the air...

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Putting aside Ukraine, the Tariffs are hurtin' on 07:38 - Mar 5 with 2225 viewsDanTheMan

Putting aside Ukraine, the Tariffs are hurtin' on 18:08 - Mar 4 by ElderGrizzly

Business genius…



For what it's worth, that's a fake tweet.

Plenty of real hypocrisy to throw his way.

https://www.politifact.com/factchecks/2025/mar/05/tweets/no-trump-didnt-post-tha
[Post edited 5 Mar 7:38]

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Putting aside Ukraine, the Tariffs are hurtin' on 08:31 - Mar 5 with 2119 viewsPinewoodblue

Putting aside Ukraine, the Tariffs are hurtin' on 07:38 - Mar 5 by DanTheMan

For what it's worth, that's a fake tweet.

Plenty of real hypocrisy to throw his way.

https://www.politifact.com/factchecks/2025/mar/05/tweets/no-trump-didnt-post-tha
[Post edited 5 Mar 7:38]


Plus you would need to see a fall of around 3,000 pts to recreate the impact of a 1,000 fall 13 years ago.

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Putting aside Ukraine, the Tariffs are hurtin' on 09:10 - Mar 5 with 2045 viewsportmanking

Putting aside Ukraine, the Tariffs are hurtin' on 05:15 - Mar 5 by nrb1985

Not sure I agree with any of this except the focus on the 10 year yield. You can bring the 10 year down by easing inflation concerns though, you don’t need a growth scare which is what’s spooked the market.

The last paragraph isn’t true, the fed has been doing QT for some time now and raising rates. So financial conditions dramatically tightened not loosened under Biden.

And if you take out the magnificent 7, the valuations of other 493 US stocks are broadly in line with historical averages.

Biden’s record on the economy was excellent to add, their issue was not getting that message out.


https://tradingeconomics.com/united-states/money-supply-m2

Simply not true re. QT.

The money printer has been flowing freely since the back end of 2023.
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Putting aside Ukraine, the Tariffs are hurtin' on 09:17 - Mar 5 with 1997 viewsPinewoodblue

Putting aside Ukraine, the Tariffs are hurtin' on 09:10 - Mar 5 by portmanking

https://tradingeconomics.com/united-states/money-supply-m2

Simply not true re. QT.

The money printer has been flowing freely since the back end of 2023.


Think again , look at the 3 year chart in particular the figures in the right.

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Putting aside Ukraine, the Tariffs are hurtin' on 09:43 - Mar 5 with 1935 viewsnrb1985

Putting aside Ukraine, the Tariffs are hurtin' on 09:10 - Mar 5 by portmanking

https://tradingeconomics.com/united-states/money-supply-m2

Simply not true re. QT.

The money printer has been flowing freely since the back end of 2023.


Have a look at the 5 year graph and you’ll see that there wasn’t more QE than you can shake a stick at. And without looking I’d guess the inflection point in ‘23 was related to the BTFP and other measures introduced to help the regional banking crisis. Not flooding liquidity into the hands of consumers and businesses.

It is an undeniable fact that the Fed have been doing QT in this period and financial conditions have materially tightened.

https://www.reuters.com/markets/us/feds-quantitative-tightening-expectations-upe

https://www.reuters.com/markets/us/fed-nears-qt-crossroads-excess-liquidity-evap

https://www.bloomberg.com/news/articles/2025-02-19/treasuries-rise-as-fed-minute

Some of this is offset by the wealth effect from a ripping stock market and households and companies terming out their debt in covid.

But to be very clear, a recession is not the only way to bring 10yr yields down and QE is not why US markets have been flying in the last 2 years.
[Post edited 6 Mar 6:01]
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Putting aside Ukraine, the Tariffs are hurtin' on 09:55 - Mar 5 with 1903 viewsportmanking

Putting aside Ukraine, the Tariffs are hurtin' on 09:43 - Mar 5 by nrb1985

Have a look at the 5 year graph and you’ll see that there wasn’t more QE than you can shake a stick at. And without looking I’d guess the inflection point in ‘23 was related to the BTFP and other measures introduced to help the regional banking crisis. Not flooding liquidity into the hands of consumers and businesses.

It is an undeniable fact that the Fed have been doing QT in this period and financial conditions have materially tightened.

https://www.reuters.com/markets/us/feds-quantitative-tightening-expectations-upe

https://www.reuters.com/markets/us/fed-nears-qt-crossroads-excess-liquidity-evap

https://www.bloomberg.com/news/articles/2025-02-19/treasuries-rise-as-fed-minute

Some of this is offset by the wealth effect from a ripping stock market and households and companies terming out their debt in covid.

But to be very clear, a recession is not the only way to bring 10yr yields down and QE is not why US markets have been flying in the last 2 years.
[Post edited 6 Mar 6:01]


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.
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