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Off-Topic Stock Market & Crypto Discussion

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mr.h said:
He's trying to stimulate the economy and trying to lower interest rates…and yes it could be inflationary..
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The FED hardly mentioned Biden’s policy impacts on inflation. No mention of how spending money like crazy would increase inflation. No mention of how treasury did QE while they were doing QT. No mention of how they used the reverse repo to do back door QE while they were doing QT.

They are simply deflecting blame to Trump for a likely recession that was in the books from the fall. They should have eased more and sooner. The fact they kept QT and didn’t lower rates more is likely more to blame for the recession than trumps talks of tariffs, yes talks. Insane to think a president can talk an economy into recession vs the m2 monetary policy.
 
They are saying that tariffs are inflationary and there is uncertainty. They still mentioned 2 rate cuts. If we get stagflation, it’s all on the Trump administration.
QE could be inflationary.
Who knows if Trump will pull back the Tariffs…
 
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03:00
USD Continuing Jobless Claims
1.892M 0.11 1.89M 1.859M
03:00
USD Current Account (Q4)
$-303.9B 1.31 $-325.5B $-310.3B
03:00
USD Initial Jobless Claims
223K -0.09 224K 220K
03:00
USD Initial Jobless Claims 4-week average
227K - - 226.25K
03:00
USD Philadelphia Fed Manufacturing Survey (Mar)
12.5 0.16 8.5 18.1

No major changes in jobless claims
Philly Fed Manufacturing down from last month, but higher than expected
 
@SpikeUM has a different perspective on the tariff situation in the Inflation and economy thread. The chart points out the lack of reciprocity. All anyone has pointed out is that increasing tariffs raises costs here, but the other side of the equation has been overlooked. If tariffs on American goods in country X get lowered due to the threat of tariffs on imports of X products, that will increase American exports and help balance trade.

Maybe it's all about leveling the playing field, which will help us in the long run.

 
JD08 said:
@SpikeUM has a different perspective on the tariff situation in the Inflation and economy thread. The chart points out the lack of reciprocity. All anyone has pointed out is that increasing tariffs raises costs here, but the other side of the equation has been overlooked. If tariffs on American goods in country X get lowered due to the threat of tariffs on imports of X products, that will increase American exports and help balance trade.

Maybe it's all about leveling the playing field, which will help us in the long run.

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That was always how they were sold to us. The quote was “Trade wars are easy to win.”
 
mr.h said:
They are saying that tariffs are inflationary and there is uncertainty. They still mentioned 2 rate cuts. If we get stagflation, it’s all on the Trump administration.
QE could be inflationary.
Who knows if Trump will pull back the Tariffs…
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Congrats, you hate Trump.
 
Calinative said:
I imagine Q1 Earning are going to be a **** show. Model Y lines were down across the globe to transition to the update. Production going to take a massive hit. And with all the negative PR currently, Musk will likely go off on the earnings call tbh, and that'll generate even more negative pr.
Just my thought. We'll see though
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The Cybertruck has been a disaster so far, as well. They’re only expected to deliver between 7-8k Cybertrucks in Q1 25’. Even with $7,500 federal credits, free superchargers, and subsidized interest rates they’re having trouble moving them. They’re overpriced and don’t deliver on promised mileage claims.
 
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mr.h said:
If we get stagflation, it’s all on the Trump administration.
QE could be inflationary.
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So you mean to tell me QE could be inflationary and caused by the FED but that is all Trump's fault. Do you not see that your hate for Trump misguides your market analysis and likely your investment strategies?
 
DoctorKrazey said:
90’s: I wanted to get your opinion on Rigetti Computing (RGTI) since this seems to be your area of expertise. A buddy of mine is singing their praises, but I’m seeing mixed signals from investors.
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I haven't looked into Rigetti. Tech companies have been talking about quantum computing since the 90s. It is similar to FUSION. We are close but years (likely decades for fusion) away from it taking over FAB chips. There are around 15 players in the space including the NVidia, Microsoft, Google, Amazon, IBM... I'd spread my investments across all the small ones and assume 1/3 fail, 1/2 get purchased|rolled up by big players, and 1-2 make it to the point where you get a good return. Even the roll-up companies likely get you break even and 1-2 that go 10-20x more than cover the 1/3 failing. Just don't expect that to happen in 2025. I'm in a defensive position as I believe we see a market correction before we start heading north again and have more M2 available for growth.
 
DoctorKrazey said:
The Cybertruck has been a disaster so far, as well. They’re only expected to deliver between 7-8k Cybertrucks in Q1 25’. Even with $7,500 federal credits, free superchargers, and subsidized interest rates they’re having trouble moving them. They’re overpriced and don’t deliver on promised mileage claims.
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They are also FUGLY! Tesla went from (models) S3XY to CyberDUMPTruck. I hope to buy a roadster V2 when it comes out.
 
90scane said:
Congrats, you hate Trump.
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Had a meeting yesterday with someone who wanted to know when Medicare and Social Security would be cut and by how much, and had been told they should move overseas.

The hysteria from the press is part of the issue, but the reality is that as @90scane and others have been pointing out, we were way, way, way, overbought, caused by too much easy money from the Fed and too much spending by the Biden administration. A big downdraft was coming, we just didnt know when, now we do.
 
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isabellaparker said:
You're a Trump fan, I take it?
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Not a fan. He is nearly impossible to like as a human. At the same time, I can understand that the FED, Congress, the President, and the market all impact the economy. Blaming the President for everything is a copout. Since this isn't a political board, I'll leave my opinions on his policies and Congress for another thread.
 
DoctorKrazey said:
The Cybertruck has been a disaster so far, as well. They’re only expected to deliver between 7-8k Cybertrucks in Q1 25’. Even with $7,500 federal credits, free superchargers, and subsidized interest rates they’re having trouble moving them. They’re overpriced and don’t deliver on promised mileage claims.
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It's the best selling EV pickup.
 
Bought that Tesla dip. Feel pretty good about this one.

Usually when everyone is down about it and the haters are in full force, it’s time lol.

Graphs aren’t loading but check the 200 day and the support line on finviz.

TSLA - Tesla Inc Stock Price and Quote

TSLA - Tesla Inc - Stock screener for investors and traders, financial visualizations.
finviz.com finviz.com
 
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