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OT: Stock and Investment Talk

That would have been a very reasonable plan and much less harmful to the market. :)
Unless the macro strategy is to completely divest and pivot from China in totality long-term. In that case zero for zero is favorable arrangement among the free world if China ends up behind the new Iron Curtain.

The current global trade arrangement is bonkers. Imagine if the US’ biggest trading partner was the USSR at the height of the cold war, but there was no Iron Curtain.
 
Unless the macro strategy is to completely divest and pivot from China in totality long-term. In that case zero for zero is favorable arrangement among the free world if China ends up behind the new Iron Curtain.

The current global trade arrangement is bonkers. Imagine if the US’ biggest trading partner was the USSR at the height of the cold war, but there was no Iron Curtain.
It's nuts and it's great that someone is finally doing something about it.

With China, this is more about national security than even the economy.
 
Then let the market decide who buys what..not the government.
Trump won’t want that since he wants to reduce trade deficit and it’s not because of tariffs.

Caliknight doesn’t drive a US car. Nobody in my family drive a US car except if it’s a truck. My sister is looking to buy either a BMW or Lexus but never a U.S. car. I don’t know why she waited and didn’t buy two months ago. She leaning to the Lexus since BMW and Mercedes quality is now similar to the US. We had a few of them but they last maybe 5 years and less than. 100,000.
 
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Trump won’t want that since he wants to reduce trade deficit and it’s not because of tariffs.

Caliknight doesn’t drive a US car. Nobody in my family drive a US car except if it’s a truck. My sister is looking to buy either a BMW or Lexus but never a U.S. car. I don’t know why she waited and didn’t buy two months ago. She leaning to the Lexus since BMW and Mercedes quality is now similar to the US. We had a few of them but they last maybe 5 years and less than. 100,000.
The way to reduce the trade deficits, is to force these other countries to open up their markets to U.S. goods and services.
 
Brought some GS at $440 now $457. Nice

Buy
GOLDMAN SACHS GROUP INC​
GS​
25​
$440.00​
-$11,000.00​
Buy
REALTY INCM CRP MD PV$1. REIT​
O​
25​
$52.73​
-$1,318.12​
Lol

Nobody else buying today?
 
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yes, although we've taken a good hit (especially NHS) everything is getting hit and like you I'm not worried about the basis... it will come back and it is there to produce monthly income.

But what I meant is say you sold $100k NHS on April 17 and bought JEPI to hold on May 1 to get that Div. Then you go to re-purchase NHS but price has gone up..you can only buy fewer shares so you div goes down. That's the loss. And if the share price drops while holding before you sell to flip it. That's the other loss. Would only work in a very stable situation. Again NOW WAY in this environment but I may "play around" with that in the future with a small test amount. The future currently being anywhere from a year to 10 lol.

Could be like herding cats too .
You need to look at the x dates to see if this is possible. also,,don't forget the price of the etf drops by the dividend amount on x date.
 
Navarro was clear on CNBC's Squawk this morning that the Admin knows Chiner is using Vietnam to cheat on trade.

China used/uses all sorts things to undercut US. CCP practices mercantilism and subsidizes China's steel industry (important focus for Mao) with billions. Part of the reason for building those crumbling tofu-dreg ghost cities was to amp their steel production (horrible quality at that). US steel production was targeted as part of economic "disintegration warfare" Sun Tzu style.

Another trick is to buy US tech companies and strip-out the intellectual resources among other things. US corps seeking to do business in US have to reveal their methods. CCP buys/spys access to defense manufacturing and it rips off colleges and/or bribes professors/students. CCP pushed BlackRock to advance policies that glue-up US production. Mao used bribes, blackmail and hookers to subdue local authorities in China and the do those things in US (those CCP "chauffeurs" were more than that)




Barren steel foundry in WV - "free trade" + mercantilism + over-regulation = rust
2ZkWZhm.jpeg
 
Trump won’t want that since he wants to reduce trade deficit and it’s not because of tariffs.

Caliknight doesn’t drive a US car. Nobody in my family drive a US car except if it’s a truck. My sister is looking to buy either a BMW or Lexus but never a U.S. car. I don’t know why she waited and didn’t buy two months ago. She leaning to the Lexus since BMW and Mercedes quality is now similar to the US. We had a few of them but they last maybe 5 years and less than. 100,000.
Not debating that. My 2017 330xi Sport has only 40k and my 05 MDX has 187k.

But maybe there are folks in Europe who want one of those trucks or even some other American car to feel different. Maybe an Escilade or Tahoe or the like?

Was planning on buying a new non-plug SUV (Highlander?) and we're putting it on hold for now.

But my drive my choice.
 
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You need to look at the x dates to see if this is possible. also,,don't forget the price of the etf drops by the dividend amount on x date.
Yes thanks but that's what I said. Every month cycle is April 15 and then May 1st for coming month). Leaves 2 weeks in between to determine if making that months move would work.
 
China used/uses all sorts things to undercut US. CCP practices mercantilism and subsidizes China's steel industry (important focus for Mao) with billions. Part of the reason for building those crumbling tofu-dreg ghost cities was to amp their steel production (horrible quality at that). US steel production was targeted as part of economic "disintegration warfare" Sun Tzu style.

Another trick is to buy US tech companies and strip-out the intellectual resources among other things. US corps seeking to do business in US have to reveal their methods. CCP buys/spys access to defense manufacturing and it rips off colleges and/or bribes professors/students. CCP pushed BlackRock to advance policies that glue-up US production. Mao used bribes, blackmail and hookers to subdue local authorities in China and the do those things in US (those CCP "chauffeurs" were more than that)




Barren steel foundry in WV - "free trade" + mercantilism + over-regulation = rust
2ZkWZhm.jpeg
Examples of those everywhere. Past one driving south down Rt. 17 heading past Charleston towards Savannah. HUGE empty rusted facility. Made my wife and I very sad passing by..and it took a minute or two at 55mph.to completely pass the site.
 
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Wow, the markets are all in free fall again, probably because CNBC and others don't have an actual source on the 90-day pause yet. This is just nuts.
Charlie Gasparino reporting again (unsourced) that Ambac is getting bailed out? Party on!

Wait, there's no credible source? So the rally is off?

Wait, Charlie's phone is ringing again...it's 2008 calling...
 
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Yes thanks but that's what I said. Every month cycle is April 15 and then May 1st for coming month). Leaves 2 weeks in between to determine if making that months move would work.
You still have to account for the price drop on x date. Jepi should drop on x date between 30 and 40 cents a share.
 
You still have to account for the price drop on x date. Jepi should drop on x date between 30 and 40 cents a share.
Absolutely. But having nearly 14 days between x days gives time for analysis and decision making.
Perhaps you buy in JEPI and then have to hold for a month. 7% Div Gap / 12 months is .6 for that month. Maybe you get stuck for a month in 14% (vs. 7) NHS. ?

I just think the X dates provide a POTENTIAL play. You know what I will do first? Model the concept with pretend $$$ and then perhaps get ankles wet before knees and waist.
 
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Good luck. Would love to hear where you end up and how it works out.
Absolutely. But having nearly 14 days between x days gives time for analysis and decision making.
Perhaps you buy in JEPI and then have to hold for a month. 7% Div Gap / 12 months is .6 for that month. Maybe you get stuck for a month in 14% (vs. 7) NHS. ?

I just think the X dates provide a POTENTIAL play. You know what I will do first? Model the concept with pretend $$$ and then perhaps get ankles wet before knees and waist.

Absolutely. But having nearly 14 days between x days gives time for analysis and decision making.
Perhaps you buy in JEPI and then have to hold for a month. 7% Div Gap / 12 months is .6 for that month. Maybe you get stuck for a month in 14% (vs. 7) NHS. ?

I just think the X dates provide a POTENTIAL play. You know what I will do first? Model the concept with pretend $$$ and then perhaps get ankles wet before knees and waist.
 
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What an up and down day. I expected worse tbh. I guess Wed will be the next big event when the individual tariffs happen.

We did see how quickly the markets rose after opening when the fake news about postponing the tariffs happened.
 
The new only down 350 is a win day.
My stock basket was up 0.97% today. HOOD, RDDT, and SHAK.....also all up. Very good day for my personal account. Lots like my retirement accounts were pretty much flat (perhaps up a little).
 
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