Posts
What is the ‘sell America trade’?
And these are early days. >The volatility has convinced many investors to sell an assortment of US assets and direct their money to more stable markets elsewhere, in a strategy now known as the “**sell America trade**”. [https://www.theguardian.com/australia-news/2025/apr/21/sell-america-trade-investors-trump-tariffs-stock-market-shares-dollar-explainer](https://www.theguardian.com/australia-news/2025/apr/21/sell-america-trade-investors-trump-tariffs-stock-market-shares-dollar-explainer)
Netflix is screaming SELL
Hi guys! I want to tell everybody that despite de good news about Netflix that is the only stock rising besides market move, is has no point to be green. There is something called "systemic Risk" , that is rising, and for all stocks. I dont hold positions, but dont …
Amazon has paused some data center lease commitments, Wells Fargo says
Amazon has delayed some commitments around new data center leases, Wells Fargo analysts said on Monday, the latest sign that economic concerns may be affecting tech companies’ spending plans. A week ago, a Microsoft executive said the software company was slowing down or temporarily holding off on advancing early build-outs. …
FTC sues Uber, says company charged for Uber One without consent
The Federal Trade Commission on Monday sued Uber, alleging the ride-hailing and delivery company enrolled consumers into a subscription and made it “unreasonably difficult” for them to cancel their subscription. Source: [FTC sues Uber, says company charged for Uber One without consent](https://www.cnbc.com/2025/04/21/ftc-sues-uber-says-company-charged-for-uber-one-without-consent.html)
Why would anyone buy into U.S. stock market now rather than waiting for it to tank when Trump tries to fire Powell (not political)
For those on the sideline, why would you go back in before the market reacts to the president attempting to fire the Fed chief? The act will likely shake confidence in the US system and cause stocks to drop and bond yields to spike. The safe bet seems to be …
I thinks it's pretty safe to assume a recession is coming
Looking at the Atlanta Fed GDP growth estimates for 2025Q1 sitting at -2.2% (https://www.atlantafed.org/cqer/research/gdpnow) I think it pretty evident that a recession (2 quarters of negative GDP growth) is coming. Even if Trump lifts all tariffs tomorrow With the knowledge that even if Trump lifts all tariffs tomorrow, the majority …
did we see the bottom yet?
earnings started to come out and rates seem to be going down. SPY down by 17% from ATH but seems like it's not enough. tariffs 90 days pending but who knows what's going to change in next 3 months. what are your views as of now and strategies on investing?
Can or will the US dollar bounce?
I'm currently sitting with 1/3 portfolio in a money market at 4% interest, and 2/3 in a total international (non-US) stock fund. The dollar has been getting hammered. If I was to hedge a portion of that cash, I'd probably buy some UDN, an ETF that is a collection of …
Would could theoretically bring the stock market back at this point?
My financial advisor said something about seeing 45,000 on the Dow again and I laughed at him. What could possibly bring it back up at this point? Even modestly, not all the way back. I don't see any scenario. But hoping to be talked off the ledge here
Panic About Everything!
The dollar is over. America is doomed. Trump will start WWIII. My dad thinks Gutfeld Is funny. All things portending financial doom. But, can I still retire to Thailand in 35 years on my 401k? Rule 1 and Rule 3 no longer matter. Emotions and politics trump (wink) other discussions …