Trade Wars and Tariffs

[Velo Vol]

Did any of this market chaos hit the consumers? I don't follow any tarriff stuff very much nor don't follow markets...being on disability doesn't lend me the ability to do much. But it seems like a lotta panic, what is the lasting impact? Also is it true that the richest 10% own 93% on the stocks???

The immediate impact is if you are in business, how can you make any plans beyond the current day when you don't know what the import/export laws will be tomorrow.

 

[appvol]

When UPS drivers are making $150,000 a year, I’m not concerned unless lay offs come into play.

This UPS driver wishes he made $150,000 a year and I been employed 30 years

 

[Sea Ray]

Don't disagree. It was the precipitous nature of it due to the tariffs that was so alarming. Hopefully, Trump has learned a lesson about pie in the sky promises from the loyalists and the need to listen to the more steady hands, moving forward.

This was not a correction. It was a response to the tariffs and the uncertain nature of Trump.

 

[jmacvols1]

Oh no I’m 100% correct. Trump owns both the peak and bottom over the last 52 week interval. The data absolutely shows that and anything else is cherry picking for convenience

52 weeks ago so the market was reacting to Biden's policies. Had Trump been president the past 52 weeks the market would have been different....probably a lot higher than what it was. The issue is focused narrowly on what the tarriff 'war' did to the markets over the last few days.

 

[Boston Vol]

Love, please don't embarrass yourself.

Is Dilanian still on the CIA’s payroll?

 

[whodeycin85]

When UPS drivers are making $150,000 a year, I’m not concerned unless lay offs come into play.

I'm just curious because it seems like alot of panic for not much lasting results either way...and if that 10% decided to sell because they don't like Trump and Elon...they could tank the market and still not hurt their wealth...like when advertiser joined together against X. And pulled their ads..

 

[05_never_again]

+2650, are those millionaires/billionaires from last week who lost now back to being the bad guys?

Expect the narrative to shift now to suspected insider trading by Trump associates (i.e., they shorted and make the market go down on purpose, then covered and went long before having a 90-day delay) before ultimately going back to their original position, which is that a rising stock market doesn't matter because it doesn't benefit regular people.

Which raises the question why were they so freaked out about it going down if it is just a playground for the 1% anyway.

 

[whodeycin85]

The immediate impact is if you are in business, how can you make any plans beyond the current day when you don't know what the import/export laws will be tomorrow.

Let's ask the business owners here...@hog88 and whoever else. How did this effect your day to day businesses??

 

[MontyPython]

Honestly, how do S&P 500 level CEOs deal with this stupidity? I mean nobody really knows what the plan is because… drum roll please… there is no plan.

This is insanity.

 

[05_never_again]

Hearing that what forced Trump's hand on the pause was really the bond market.

If the reason for rates rising is solely China selling Treasuries, why leave a 125% tariff on them?

Like most things, there isn't just a single cause for it.

 

[05_never_again]

Honestly, how do S&P 500 level CEOs deal with this stupidity? I mean nobody really know what the plan is because… drum roll please… because there is no plan.

This is insanity.

What you just described is at least just a big of a reason for Trump blinking than the rise in rates. Because you're right, this is insanity.

You can't do any kind of corporate strategic planning, for the short/intermediate/long term, with this going on. And he's no doubt hearing a lot about it.

 

[jmacvols1]

 

[NorthDallas40]

And it’s just short term noise.

The trajectory was all down until the pause was announced. We did not bottom due to market reaction to the policy we bottomed due to policy reversal.

 

[NorthDallas40]

52 weeks ago so the market was reacting to Biden's policies. Had Trump been president the past 52 weeks the market would have been different....probably a lot higher than what it was. The issue is focused narrowly on what the tarriff 'war' did to the markets over the last few days.

The peak and bottom happened after Trump took office. That is why I pointed out the 52wk peak and bottom was owned by Trump.

 

[Majors]

Expect the narrative to shift now to suspected insider trading by Trump associates (i.e., they shorted and make the market go down on purpose, then covered and went long before having a 90-day delay) before ultimately going back to their original position, which is that a rising stock market doesn't matter because it doesn't benefit regular people.

Which raises the question why were they so freaked out about it going down if it is just a playground for the 1% anyway.

The smart ones bought the dip and made out great. Confusing times being a liberal.

 

[Thunder Good-Oil]

This UPS driver wishes he made $150,000 a year and I been employed 30 years

Is health insurance covered at 100%?

NPR: UPS says that by the end of the new contract, the average UPS full-time driver will make about $170,000 annually in pay and benefits.

 

[evillawyer]

 

[Orangeslice13]

This is new.

And Trump defenders looooovvvveeeee to say this is what he promised. To which I reply absolutely not. He gave people no idea he'd do something this calamitously dramatic. Had he done so, and told people the truth about what he planned, I doubt he'd have had a chance.

Such a new concept that I’ve said it 45 times over the last 10 years. “It’s the economy, stupid “ and that’s not the market. It’s what the average American feels at the grocery store and at the gas pumps that matter.

I’m not exactly sure why you quoted me beyond that. I’m no Trump supporter and I’m no more impressed with their spin than I was with yours when your guy ran up 18% inflation over 3 years that we all still feel at the store…..the pumps are getting better though

 

[Orangeburst]

just catchin* up for the day..lol

 

[Orangeslice13]

Pot meet kettle. Forgive me for preferring predictable markets and free trade. Or don't. Matters little to me.

Really, you think I’m a partisan?

To whom exactly.

You’re absolutely not for free trade and you’re only concerned about the market when you are told to be.

I’m currently killing it in the market btw.

 

[lawgator1]

I'm just curious because it seems like alot of panic for not much lasting results either way...and if that 10% decided to sell because they don't like Trump and Elon...they could tank the market and still not hurt their wealth...like when advertiser joined together against X. And pulled their ads..

Ludicrous to think that investors sold just to make Trump look bad, as opposed to selling due to the uncertainty created by Trumps' then-announced tariff policies.

 

[Thunder Good-Oil]

The trajectory was all down until the pause was announced. We did not bottom due to market reaction to the policy we bottomed due to policy reversal.

The bias has been negative largely because the Mag7 have been under pressure after huge run ups. AI pushed all of them ahead of reasonable valuations.

But the other 493(+/-) haven’t had the same explosive run. The Materials, Industrials, and Utility sectors are primed with the pending CapEx about to come from manufacturing coming back. But they’re also sensitive to interest rates, so don’t plan on immediate equity market gains. Be patient, Grass Hoppa.

 

[whodeycin85]

Ludicrous to think that investors sold just to make Trump look bad, as opposed to selling due to the uncertainty created by Trumps' then-announced tariff policies.

It might be..but it's possible...the market always rebounds from what I've read. So what would stop a collection of the stock owners from selling a portion of their stocks because they are anti Trump???

 

[NorthDallas40]

The bias has been negative largely because the Mag7 have been under pressure after huge run ups. AI pushed all of them ahead of reasonable valuations.

But the other 493(+/-) haven’t had the same explosive run. The Materials, Industrials, and Utility sectors are primed with the pending CapEx about to come from manufacturing coming back. But they’re also sensitive to interest rates, so don’t plan on immediate equity market gains. Be patient, Grass Hoppa.

I understand every word you are saying. BUT the catalyst was solely Trump’s absolutely moronic tariff policy. The market is always waiting on the next pull back when it recovers from the current one. This pullback was completely triggered by a moronic tariff policy. Yes it really is that simple. And if we adhere to your valuations then we can’t expect to recover to pre idiot trigger levels anytime soon.

 

[Thunder Good-Oil]

Ludicrous to think that investors sold just to make Trump look bad, as opposed to selling due to the uncertainty created by Trumps' then-announced tariff policies.

It’s not that big of a stretch if countries or institutions holding retirement funds want to play games with companies that have small amounts of float. Look at what the Meme Bros were doing 3 or 4 years ago.