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2025 Investment Thread

N4teTheGreat said:
I'm clearly missing the point, I've been to those places and there's no chance you'd mistake them to Mississippi.
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:laughing

Mississippi per capita GDP. $53k.

UK $49k

France $45k

Japan $34k.

US $83k

Our allies are clearly taking advantage of us.
 
I guess one response is, wow, they don't get shit for what they produce, but the picture is even worse when services are cut and payments are the same.
 
Kind of. If nothing is being produced, then you know there's nothing to be done. But if there is production and life sucks, someone may start asking questions, and fancy rich person gobbledygook telling a poor person why there are fewer rewards for them than other places, probably isn't going to mean a whole lot.
 
I ignore the market and let my investment firm handle all my investments. I’m doing well.
 
Caddywumpus said:
This is off track for investing.
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Well, yes and no.

"We are being taken advantage of" is the justification for tariffs.

Some investors have been burned and yesterday's dead cat bounce may yield more losers.
 
I don't think I would call it a dead cat bounce, seems like more just a mega short squeeze. Bears are back in charge.
 
Bonds not doing well either, foreigners refusing to buy US treasuries as a retaliation tactic

Fed caught between a rock and a hard place. Wants to raise rates to reduce inflation, but can't due to worsening growth and employment

Stagflation likely ahead
 
Interesting to see what happens. Im up about 7% ytd so I have room for any downtrends.
 
OldMadBrit said:
Sadly, none of this is ever about right or wrong or even agreement on the basic facts.
Right now, Europeans are royally pissed at 1) what they see as the US welching on its side of the deal 2) what they regard as massive insults heaped upon them.
The reality is that we in the US will need to fund a much larger percentage of our arms R&D and production and have significantly fewer takers for our products.
The much bigger fear is that we may just be creating 2 world markets:
  1. the US market in which the US imposes tariffs and essentially protects inefficiency from foreign competition, and
  2. a bigger market where the rest of the world continues free trade without us. Singapore's PM just gave a compelling speech on this point. His argument is that the US essentially just expelled itself from the WTO, but there is nothing to stop the rest of the WTO's membership continuing without us.
This is a compelling argument. We are already seeing a trading bloc form which includes the English-speaking British Commonwealth, the EU and Japan as a free trade zone, which is approaching twice the size of the US market.
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Sure but their at a crossroads. Continue to fight a war in Ukraine at the same time as a trade war with the US. And if they win the prize is taking a knee to China with the US outa the picture. I mean it sucks and I don't agree with Trump but this is the new cold war. All these new negotiations with Europe will include China. Does Europe have to like it, no. Does Europe have to decide between the least bad choice, yes. And Europe has just put itself in a very poor situation to be making this choice with weak military and importing energy.

Sure they can make a big free trade agreement excluding the US eliminating the very trade barrios the US is seeking to eliminate. The US suffers a massive depression, rebuilds it's economic base and life goes on after a LOT of pain.

Anyway, all that I'm watching is the bond market. And does a good, fair deal come out soon with Japan or somebody. Where everybody else says, that looks fair. Maybe I shouldn't jump into something stupid.

And I do think the first deal announced will be very fair to calm people down.


The bond market does scare me. I mean my stocks going up and down whatever.
 
France and UK have nukes, so if folks are going to holler about being terrified with russia because they have nukes, then they should pee in their panties just the same with France. Can't really holler about scary this and that with one country and then weak with another, when they both have the weapons that are scary. Unless of course.....people are lying about the reasons they give for stuff.

Also....wrong thread.
 
Today is a good example of why I like having some REITS to balance things out, O and ADC still green (a little) SPY down.
 
Yes, good, investment stuff. What are your most solid REIT's? Any dividend recommendations? O looks good. Will have to look into ADC.
 
byke said:
France and UK have nukes, so if folks are going to holler about being terrified with russia because they have nukes, then they should pee in their panties just the same with France. Can't really holler about scary this and that with one country and then weak with another, when they both have the weapons that are scary. Unless of course.....people are lying about the reasons they give for stuff

Also....wrong thread.
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Well, I would argue that there is no divorcing politics from this thread because politics are strongly driving economic outcomes at this point.

That being said, nukes are a distraction, no one is going to launch nukes over a trade war.
 
I'm pushing back on "weak". If we're scared of russia because of nukes, which....that fear obviously can't come from a perception of weakness, then clearly that thought applies to all countries with nukes.
 
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