Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of Macro | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search Macro
Shrewd'm.com Merry shrewd investors
Best Of Macro | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search Macro


Personal Finance Topics / Macroeconomic Trends and Risks
Unthreaded | Threaded | Whole Thread (3) |
Author: UpNorthJoe 🐝  😊 😞
Number: of 1020 
Subject: Re: Opportunities, somewhere
Date: 04/16/2025 4:12 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
" there must be some nice profit opportunities here, somewhere."

I see little upside, and lots of risk on the downside.
This period we are going thru is totally self-inflicted by Trump, and he is still in
charge (or the Proj 2025 people behind the scenes or Musk ).

I looked this morning at the small and mid-cap ETF's ( IJR, IJH ) they were each down
20% from the Trump inauguration. Was gonna nibble on some, but then I looked at a graph of these etf's during the GFC, and during covid. 20% ain't nuthin,lol.

The Fed reduced rates during each of those crisis', but with the tariff "policy"
being threatened, inflation is a big risk. Just based on grocery shopping yesterday,
inflation is going up. Fresh produce and coffee were noticeably up. So the Fed is
handcuffed in regards to slashing rates. Trump could always accuse the Fed of being woke,
force them all out, put in his own sycophants, and cut rates to 0%.

I'm still hiding in short term Treasuries. So as they mature each month, I reevaluate
at that time.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Macroeconomic Trends and Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds