Stock Market, Business, and Investing General - News, Tips, etc

[Waifu Denier]

Right, but as far as tariffs go, Europe can import the stuff they get from the US from another country. Trump is going around imposing tariffs on every country, so it's going to increase prices by a lot, while Europeans will be fine because instead of importing wheat or whatever from the US, they can get it from some other country where they pay no tariffs.

European leaders aren't retarded enough to impose tariffs on everyone so they'll be just fine. They might have to pay a tiny bit more for certain items due to the item costing more from another country, but they won't have a retarded 25% or whatever tariff.

The problem is that their second biggest trade partner after the United States is China, a country they already have started to tariff themselves over the increasing large economic impact that Chinese competition has had. The other problem is that their other trade agreements such as Mercosur are at least a year away and heavily opposed by sections and countries within the Union. But I guess the only real way to see who is right is to see how the trade conflicts play out in the coming year.

 

[Junkers 87]

It is interesting that the European market seems to be holding steady enough even with the threats of tariffs.

I overheard an off-the-cuff comment that the money leaving the Magnificent Seven wasn't being rotated into mid and small caps, but overseas instead.

This was at a Burger King, so take that for what it is.

 

[Hollywood Hulk Hogan]

I overheard an off-the-cuff comment that the money leaving the Magnificent Seven wasn't being rotated into mid and small caps, but overseas instead.

This was at a Burger King, so take that for what it is.

With how foreign large caps are doing, I wouldn't be surprised

 

[reptile baht spaniard rid]

I’ve seen lots of rumbling in the usual places that “international has underperformed these many years” which probably means that people are going to slide that way.

 

[Darkholme's Dungeon]

The problem is that their second biggest trade partner after the United States is China, a country they already have started to tariff themselves over the increasing large economic impact that Chinese competition has had. The other problem is that their other trade agreements such as Mercosur are at least a year away and heavily opposed by sections and countries within the Union. But I guess the only real way to see who is right is to see how the trade conflicts play out in the coming year.

It's also brinksmanship to a degree in a mexican standoff between the three, everyone's got a pistol pointed daring the other tard to pull the trigger (Trump kinda pulled first right now).

Europe/US hold the old spheres of influence politically (militarily for the US) in Latam, Africa, Asia... But China has a (debatable) better price-point and actual market and generally is hands off "lets do business" attitude (only due to lack of influence) versus "muh human rights" or somet other excuse of the French/US mentality and appeals to corrupt authoritarian governments.

@Junkers 87 This one's for you.

https://english.news.cn/20250228/84994d0b9ad24ab2859f1a5d1d04af2a/c.html

BEIJING, Feb. 28 (Xinhua) -- China's tech giant Baidu and Contemporary Amperex Technology Co., Ltd. (CATL), a leading battery maker, recently signed a strategic cooperation agreement, Baidu announced in a statement to Xinhua on Friday.

The partnership will focus on two core areas -- digital intelligence and autonomous driving, advancing AI applications within the industry and promoting autonomous mobility services.

Baidu will leverage its AI capabilities in digital intelligence development to support CATL across chips, platforms, and applications, the company said.

In autonomous driving, the partnership will focus on integrating CATL's battery technology, battery-swapping solutions, and skateboard chassis into the development of unmanned vehicles.

As a leading company in autonomous driving, Baidu has tested robotaxi services in several Chinese cities including Beijing, Wuhan, Chongqing, Shenzhen and Shanghai.

Xi's keynote address in the 3rd plenetary congress had this tidbit：

We (the party) must highlight the key breaktthroughs of economic system reform. We must adhere to the reform direction of the socialist market economy, focus on giving full play to the decisive role of the market in resource allocation, better play the role of the government, accelerate the construction of a unified national market, and accelerate the improvement of the macroeconomic governance system; adhere to and implement the "two unshakable" principles, and provide a fair and just legal environment for the development of various types of ownership economies; resolutely eliminate the institutional and mechanism drawbacks that affect and restrict high-quality development, improve production relations that are more compatible with new quality productivity, and create new momentum and new advantages for development; resolutely break through the bottlenecks that affect and restrict comprehensive innovation, coordinate and promote the integrated reform of the education, science and technology talent system and mechanism, and firmly grasp the strategic initiative of a new round of scientific and technological revolution and industrial transformation.

 

[RandomTwitterGuy]

Europe/US hold the old spheres of influence politically (militarily for the US) in Latam, Africa, Asia... But China has a (debatable) better price-point and actual market and generally is hands off "lets do business" attitude (only due to lack of influence) versus "muh human rights" or somet other excuse of the French/US mentality and appeals to corrupt authoritarian governments.

But now you also see the split between Europe and America; this means that the pure raw economic power the West had might not be a thing anymore.

Before, the West always had the advantage of outspending anyone, and if you did something, you could access some wealthy markets, and the aid money was a direct incentive for nations to do business with you over someone else. China never had this to the same degree, but now America is going crazy with tariffs, destroyed US soft power, and is trying to pick a fight with the EU, Canada, and everyone else.

If the US, Canada, and other Western nations don't follow America's lead, China can and is positioning itself as the "sane" trading partner. This means they are poised to win big from this.

 

[Fascist Kirk]

But now you also see the split between Europe and America; this means that the pure raw economic power the West had might not be a thing anymore.

Before, the West always had the advantage of outspending anyone, and if you did something, you could access some wealthy markets, and the aid money was a direct incentive for nations to do business with you over someone else. China never had this to the same degree, but now America is going crazy with tariffs, destroyed US soft power, and is trying to pick a fight with the EU, Canada, and everyone else.

If the US, Canada, and other Western nations don't follow America's lead, China can and is positioning itself as the "sane" trading partner. This means they are poised to win big from this.

or maybe interest rates have been restrictive for 2 years, and the 15 year party is over, and the bust is here ....... what does warren buffet know fuck that guy right? but invest accordingly.

 

[Hollywood Hulk Hogan]

or maybe interest rates have been restrictive for 2 years, and the 15 year party is over, and the bust is here ....... what does warren buffet know fuck that guy right? but invest accordingly.

Yea, I am not for market timing but when Warren Buffett goes from "Invest in an S&P 500 index fund" to selling his S&P 500 ETFs, you know shit is overvalued

 

[AllieKat]

For what it's worth Embraer has been a huge investment the past two years and I don't see them slowing down

 

[Quindoll]

Yea, I am not for market timing but when Warren Buffett goes from "Invest in an S&P 500 index fund" to selling his S&P 500 ETFs, you know shit is overvalued​

I invest with investment funds that cover the world pretty much. All by market cap. Date of these stats is the 31 of January 2025.

​

​	US + Canada​	Developed Europe​	Japan​	Developed Asia ex Japan​	Emerging Markets​
P/E Ratio Price - Earnings​	27,3​	17,5​	14,8​	14,7​	14,8​
P/B Ratio Price - Book​	4,8​	2,1​	1,4​	1,4​	2,2​

​

Now the US always had more leverage by being able to impose their laws upon others. Merely using the Dollarino makes a company liable. Maybe that is going away and thus it's getting priced in. I dunno.

 

[John Badman]

Market crash without bandicoot.

 

[Hollywood Hulk Hogan]

I sold my BYD stock. Now I just hold Google, Berkshire and Chubb. Going to hold them for a while and keep buying every few weeks to DCA.

Well, I also hold boring ETFs but no one cares about those

 

[Rick Nekieta]

He's living rent free in my mind 24/7 these days. On the up side, I am not losing as bad as the DOW today. That is small comfort.

 

[The Punished Mitch]

Excellent end of day selloff, as is tradition.

 

[John Badman]

Excellent end of day selloff, as is tradition.

Fat orange dipshit should’ve kept his mouth shut.

 

[Fascist Kirk (Yoja)]

Fat orange dipshit should’ve kept his mouth shut.

4% day, and your not making money? even an autist can buy the vix with Robinhood.

 

[John Badman]

4% day, and your not making money? even an autist can buy the vix with Robinhood.

Why the hell would I buy an index? They’re for looking at only.

 

[Rick Nekieta]

At approximately 8 p.m. yesterday, I said to my friend "You know, I lost my shirt in the market last week, but I am incredibly optimistic for market opening tomorrow, as today's bitcoin surge has positive implications for the market sectors I am highly invested in. I have a feeling next week will be five days of wins in a row and I will mostly recoup this week's losses."

God damn I'm a fool.

Added in edit: It reminds me of the DOGE memes of "Boy, it sure is a tranquil and quiet morning in Hiroshima this sixth of August in 1945. I'm on my way to the park to bask in the peace and calm. I'm fully confident nothing will go wrong." or "Boy, this view from the WTC on this 11th of September of 2001 is sure stunning. I'm confident this will be a cherished memory for the rest of my natural life, which is almost assuredly going to be long and fruitful by all current indicators."

Added in second edit: Lost 1.05% today. Better than the DOW loss of 1.48, but this story is really getting tiring.

 

[Fascist Kirk]

At approximately 8 p.m. yesterday, I said to my friend "You know, I lost my shirt in the market last week, but I am incredibly optimistic for market opening tomorrow, as today's bitcoin surge has positive implications for the market sectors I am highly invested in. I have a feeling next week will be five days of wins in a row and I will mostly recoup this week's losses."

God damn I'm a fool.

I am 80 percent cash, 20 percent metals, and zero debt, and I am feeling pretty fookin good at the moment.

 

[General Emílio Médici]

The market is down but my own portfolio has barely lost 5% today. I guess that is what happens when most of your stuff is indexes and bonds. Just gotta hold and wait, in the long term it all goes green.