How to hedge against the coming Trump economic implosion?

Anonymous
Anonymous wrote:Buy gold. We also bought a few more Rolexes for fun.


The plural is Rolices
Anonymous
Anonymous wrote:Yes you are being overly dramatic. I have 6.5 mil in the market and staying the course


Sure said the people before the stock crash

This will be like 1929 not 2007

What maga morons fail to realize is Trump wants to crash the dollar, companies are not investing g in the US, and other countries are finding ways to have better partnerships.

We are so screwed
Anonymous
Anonymous wrote:Trump is doing absolutely everything perfectly to reduce aggregate demand. He is sharply reducing government spending, imposing tariffs = increased costs for goods, uncertainty causes people to hire less and spend less, stopping foreign travel to the US and kicking out people that would otherwise be spending - its a perfect economic storm.

We are spending as little as possible and saving everything we can.


You most have written this before the "Big Beautiful Bill" - his agenda is literally growth first, let future generations deal with the debt. You may agree with that plan, but literally no intelligent conservative will say with a straight face that Trump's plan is to "sharply reduce government spending" - he's raising the debt ceiling by $5 trillion!
Anonymous
Anonymous wrote:
Anonymous wrote:Yes you are being overly dramatic. I have 6.5 mil in the market and staying the course


Sure said the people before the stock crash

This will be like 1929 not 2007

What maga morons fail to realize is Trump wants to crash the dollar, companies are not investing g in the US, and other countries are finding ways to have better partnerships.

We are so screwed


You need an investment plan that works for you. If you're freaked out by political risks, you were already over-indexed in risky investments, and your plan was flawed.
Anonymous
Lol, you f**king morons never learn. You just got burned bigly by panic selling your stocks in April. And now you’re ready to make the same mistake again!
Anonymous
Anonymous wrote:Lol, you f**king morons never learn. You just got burned bigly by panic selling your stocks in April. And now you’re ready to make the same mistake again!


Market timers usually fail. Studies consistently find that only a tiny fraction of investors successfully time the market over extended periods. Emotional biases kill people (and political biases, too). You have to be right twice - when to buy and when to sell. Missing days in the market can kill you. It's just dumb, but people get so consumed by fear and bias.
Anonymous
Berkshire Hathaway has 30 percent of its assets in treasuries. Why aren't they fully invested in the market or close to it?
Anonymous
Anonymous wrote:Berkshire Hathaway has 30 percent of its assets in treasuries. Why aren't they fully invested in the market or close to it?


IIRC, they historically keep about 15-20% of assets in cash (or equivalents). They think valuations are too high and are waiting for a buying opportunity
Anonymous
Anonymous wrote:Berkshire Hathaway has 30 percent of its assets in treasuries. Why aren't they fully invested in the market or close to it?


Then buy Berkshire Hathaway. Sounds like you're a fan.

Anonymous
Anonymous wrote:
Anonymous wrote:Berkshire Hathaway has 30 percent of its assets in treasuries. Why aren't they fully invested in the market or close to it?


IIRC, they historically keep about 15-20% of assets in cash (or equivalents). They think valuations are too high and are waiting for a buying opportunity

Up until 2010 it fluctuated quite a bit but has gone up big time since then.
https://companiesmarketcap.com/berkshire-hathaway/cash-on-hand/
Anonymous
Anonymous wrote:The part where you say “maybe I’m being overly dramatic?”

The answer is yes.


This. Holy wall of text OP. Take a chill pill. Things are improving finally.
Anonymous
Anonymous wrote:Lol, you f**king morons never learn. You just got burned bigly by panic selling your stocks in April. And now you’re ready to make the same mistake again!


It’s truly unbelievable. Literally went through this same discussion in dramatic fashion 3 months ago only to watch the market climb to well above all time highs. And now people are freaking out all over again.
Anonymous
Anonymous wrote:
Anonymous wrote:Lol, you f**king morons never learn. You just got burned bigly by panic selling your stocks in April. And now you’re ready to make the same mistake again!


It’s truly unbelievable. Literally went through this same discussion in dramatic fashion 3 months ago only to watch the market climb to well above all time highs. And now people are freaking out all over again.


There are many feeble minded boomers who consume msnbc non stop.
Anonymous
Anonymous wrote:We are buying a lot of gold, a lot of shelf stable food, converted our house to solar and have back up batteries, and we have some acreage that we grow food and livestock on.


All that stuff you're doing is great! Except I would stay away from gold - it has no inherent value and it's ultimately a ponzi scheme.
Anonymous
Anonymous wrote:
Anonymous wrote:Lol, you f**king morons never learn. You just got burned bigly by panic selling your stocks in April. And now you’re ready to make the same mistake again!


It’s truly unbelievable. Literally went through this same discussion in dramatic fashion 3 months ago only to watch the market climb to well above all time highs. And now people are freaking out all over again.




Most people are not panicking. Don't believe the trolls who announce they've cashed out and built a bunker. Just like lefties shouldn't believe trolls who say they want to throw shoot migrants on sight. All this is crazy rhetoric, don't fall for it.

But it's true that the economy will not be able to sustain a roaring stock market for ever, due to our chickens coming home to roost, ie, tariffs-induced inflation. So anyone trading during Trump's term is taking more risk than if he hadn't imposed these tariffs. If you do that, it's best to have long-term goals, to give you time to recover.

My stock portfolio has always been in digital high tech and some pharma companies hand-picked by me, because those are the industries I know. I am carefully considering some crypto. But I have a financial set-up such that I can weather pretty much any financial storm except Act of God.

Whatever any of you decide to do, you accept all the risks and you don't come back here and whine.

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