It would be funny if it weren’t true… |
It looks like MAGA Margie is coming out of hiding again, passing out Dixie cups of Koolaid. |
It might feel like the stock market is celebrating a victory after this weekend’s trade agreement with China, but if you’re watching the bond market, you’re seeing a very different story. Long-term Treasury yields are still following the path that they set in April. Right now, yields on the 20-year Treasury are continuing higher as bond values move lower. Remember: James Carville: "I used to think if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I want to come back as the bond market. You can intimidate everybody." |
No, but I’m sure you’re happy we’re “only” back to 30% tariffs and basically lost all negotiating ground in trade talks lol. Read the Wall Street journal article on it if you don’t believe “tds” posters. I’ll admit we saw a stock market rise recently. Still the world has a blue print on how to handle trade negotiations now. Flattery. |
Please link wsj article there are a lot about tariffs |
| Hi, OP! |
I can’t stand Trump. The point of the bump is to once again prove the delusion of market-timers who think they can predict market swings based on something as temporary as politics. |
I think it’s more that people need to reframe their risk tolerance. Risk of a market downtown has increased, so we took more money out of market because we will need it within the next 10 years, and unprecedented changes are being placed rapidly on the economic system. Prior to that we operated on a 5 year horizon. We aren’t timing like we plan to get back in soon, but our risk tolerance dictated a different investment mix |
| Yes, I'm not tricked by these Trump Bumps in the market; I'm focused on paying debt down and shoring up expenses. This is still a bumpy ride. (But I'm not selling any equity positions. I can hold.) |
| Fk it. I’m buying MSTY. |
| Trump of no Trump the facts are the facts. We are an aging population with a slowing immigration. That will have an impact growth. And with an aging population we are witnessing soaring healthcare costs. |
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Getting worse and worse everyday right?
I thought we’d have to wait til the mid terms to get a new S&P high. It might happen next week…. |