Halls of Shrewd'm / US Policy❤
No. of Recommendations: 17
I love you guys and learn so much, but every time someone injects politics into this board it really junks it up.
I mean, we have a board for this.
No. of Recommendations: 30
Politics and investing are deeply intertwined, influencing each other in various ways...
I find reading the thoughtful posts related to these complicated relationships to be incredibly valuable in helping me inform my investment decisions going forward.
Can you make informed decisions about investments in 2025 without an understanding of the political landscape?
No. of Recommendations: 9
I find reading the thoughtful posts related to these complicated relationships to be incredibly valuable in helping me inform my investment decisions going forward.
I think you know I am not speaking of thoughtful posts.
Can you make informed decisions about investments in 2025 without an understanding of the political landscape?
Yes, I really do not invest with politics in mind, and I don't think name calling on this board helps with my understanding of what Trump will do next.
Again, there is a board for this.
No. of Recommendations: 3
This is a tricky situation, because the tariffs are affecting the markets. Should we just pretend there are no tariffs? I agree that non economically related political discussions such as Bill Gates is a pedophile have no place on this board.
No. of Recommendations: 22
"This is a tricky situation, because the tariffs are affecting the markets. Should we just pretend there are no tariffs? I agree that non economically related political discussions such as Bill Gates is a pedophile have no place on this board."
I'm on all kinds of message boards and chats- sports, politics, investing. This board is unique! I've never seen such civil discord. It's like the entire community is smart enough not to jump in the mud or for that matter take the bait. I would say just let politics roll for now because it is impossible not to intertwine any investment with politics at this particular time. If it delves into poo flinging then move the thread but getting the opinions of smart people on this entire situation is the same getting quarterly earnings opinions at this point. I'd like to think I am a lot more informed because of the opinions of others on this board.
No. of Recommendations: 7
This is a tricky situation, because the tariffs are affecting the markets.
Are they? Or are they just one of the many possible sparks that triggered the unstable situation?
People have been saying for a long time that the market was overvalued and ripe for a fall.
In fact, I think that our own board's esteemed Monaco guru said he most cashed out of the market because of this, well before the recent tariff uproar.
In any case, nothing that we say here will make any difference on the tariff front.
No. of Recommendations: 1
Or are they just one of the many possible sparks that triggered the unstable situation?
...
People have been saying for a long time that the market was overvalued and ripe for a fall.
In fact, I think that our own board's esteemed Monaco guru said he most cashed out of the market because of this, well before the recent tariff uproar.
Yes and no. I hear you in that, when the market is way overvalued, as it was, anything can start the slide. Could have been a really bad inflation report or something similarly benign.
But what really happened was it was the news of tariffs that not only caused the slide, but also brought down future valuations as well.
The panic is not confined to the overvalued US stock market. It is everywhere, especially in US treasuries, which should go up, not down, during a "normal" panic.
In any case, nothing that we say here will make any difference on the tariff front.
I think the idea is to listen to the people on this board and possibly change our own investments based on their inputs. Filtered through our own filters of course, not blindly.
If tariffs are the long-term reality, that definitely has implications on the mix of investments. Unfortunately, the president's policies resemble his signature, so it is impossible to tell at this point.
No. of Recommendations: 8
No. The discussion is relevant to investing decisions.
No. of Recommendations: 9
But there are limits. Everything thinkable of is already said, and said again, and...
No. of Recommendations: 5
But there are limits. Everything thinkable of is already said, and said again, and...
Agreed to a certain point. However, we are living in a sped up time. Just today there was news that income tax brackets for people making over $1 million a year would be raised to 40%. That would definitely reduce deficits, if it happened. Even if the bracket is set much higher like $10 million. It could mitigate some tax impact from reduced economic activity by the "poors", allowing higher tariffs.
It's incalculable. I feel like Snape describing the Dark Arts. "The Dark Arts are many, varied, ever-changing, and eternal. Fighting them is like fighting a many-headed monster."
No. of Recommendations: 9
Lots of TDS on this board
No. of Recommendations: 2
" Lots of TDS on this board"
If you click on the frowny face, it goes away, beats taking antibiotics!
