[Normal]

Originally Posted by Whatnext

I will believe all the hype when the US companies that moved their businesses abroad for the cheap labor and increased profits, bring their industries back home.
I am of the opinion that the wrong horse is being flogged.

High corporate taxes forced them abroad, taxes will also force them to return. They are just doing the loop.

[Dahabs]

Originally Posted by Stu from NYC

Should I get up early to see if it comes true?

Understand lots of countries have contacted us to negotiate.

[CoachKandSportsguy]

Originally Posted by bopat

It always goes back up. Buy low sell high.

Remember, sometimes you have to sell first, to be able to buy when prices are on sale!

As Doug Kass says: "Investing is the one business that when products go on sale, the customers run out of the store!"

This sell off most closely reminds me, of the pandemic crash, because the impact is very unknown on future product prices, international supply chains, and the impact to inflation plus interest rates. The biggest difference is that the pandemic ignition source was an unknown virus, and this time its a known human with human foibles. And there were many failed bear market rallies in the spring of 2020, which were dazzling, but should be sold at the end of the day, as most long term bottoms end quietly, and anywhere from 4 weeks to 4 months or so later, depending on the ignition source and resulting game play.

And because of the human involvement, the market will counter trend rally on any, true or false, information suggesting an end to the current situation. Examples might be that there is a last minute delay on implementation rumor. The other human involvement is the FED, and that is another wild card, which helped end the pandemic sell off.

So volatility is considered at near extreme levels, and Friday's closing VIX suggests swings as wide as 5%, either way, which we have already seen overnight. Play small, sell large gains, and 3% 5% in a day or two annualizes to a huge gain, and you will miss the bottom, but you can enter with less risk of more down side when there is less uncertainty, remembering that uncertainty never goes away

good luck out there. . we all need it.

[manaboutown]

Bet old Warren is licking his chops. Perhaps he splurged on a Big Breakfast at Mickey D's this morning instead of his usual Egg McMuffin.

[kingofbeer]

Originally Posted by Normal

High corporate taxes forced them abroad, taxes will also force them to return. They are just doing the loop.

They moved overseas because it is much cheaper to manufacture overseas. Not because of taxes.

[kingofbeer]

Originally Posted by Whatnext

I will believe all the hype when the US companies that moved their businesses abroad for the cheap labor and increased profits, bring their industries back home.
I am of the opinion that the wrong horse is being flogged.

The companies are not coming back. I suspect that they will use the revenue from tariffs to give to the ultra-rich. It's Robin Hood in reverse, take from the poor and give to the rich.They seem intent on collapsing the markets, HHS, VA, etc.

[Caymus]

The markets were actually positive (for a few minutes).

[fdpaq0580]

People believe what they believe. Words don't sway them. Only the slap of reality will wake them from their dreams. Some need a bigger whack than others, or so it seems to me.

[Boomer]

This is "Not Your Father's Oldsmobile."

That old advertising slogan floated into my mind this morning.

People like to pretend -- or actually have been convinced to think this is normal. It is not. Not even close. This mess is growing arms and legs every day that will reach into every aspect of the economy in negative ways -- if common sense does not prevail. Soon.

Have you read the details about our new vulnerability?

Last week our national cybersecurity was put under greater risk with that impulsive firing. We are now more vulnerable to our enemies who would love a bloodless -- and cheap -- war that would collapse us. Not just our money, as it floats around in cyberspace, but our electricity and water, the grid, all the normal things we take for granted. I never used to think much about our country's cybersecurity. I figured brainiacs somewhere in our government had it under control, no matter who was in office. Now? Oh my, yes. I am worried.

Btw, If you remember that Oldsmobile ad, then you also remember what happened to Oldsmobile.......

Boomer

[bopat]

Originally Posted by CoachKandSportsguy

Remember, sometimes you have to sell first, to be able to buy when prices are on sale!

As Doug Kass says: "Investing is the one business that when products go on sale, the customers run out of the store!"

This sell off most closely reminds me, of the pandemic crash, because the impact is very unknown on future product prices, international supply chains, and the impact to inflation plus interest rates. The biggest difference is that the pandemic ignition source was an unknown virus, and this time its a known human with human foibles. And there were many failed bear market rallies in the spring of 2020, which were dazzling, but should be sold at the end of the day, as most long term bottoms end quietly, and anywhere from 4 weeks to 4 months or so later, depending on the ignition source and resulting game play.

And because of the human involvement, the market will counter trend rally on any, true or false, information suggesting an end to the current situation. Examples might be that there is a last minute delay on implementation rumor. The other human involvement is the FED, and that is another wild card, which helped end the pandemic sell off.

So volatility is considered at near extreme levels, and Friday's closing VIX suggests swings as wide as 5%, either way, which we have already seen overnight. Play small, sell large gains, and 3% 5% in a day or two annualizes to a huge gain, and you will miss the bottom, but you can enter with less risk of more down side when there is less uncertainty, remembering that uncertainty never goes away

good luck out there. . we all need it.

Most people, including me, have a mix of stocks, bonds, money markets and cash.

Not a problem to rebalance and take advantage of the perceived short term panic.

[CoachKandSportsguy]

Originally Posted by bopat

Most people

data source for assertion please?

[Topspinmo]

IMO Funny the stock traders didn’t see this coming. It only happened dozens or more times since great crash in 30s. Now billionaires control stock market, they sell millions of stocks when it get inflated on any excuse. Then, after all the amateurs lost their money from procrastination and greed the billionaire’s buy Back millions stock at lower rate. IMO Then the scheme starts all over. IMO should have dumped all high risk stock January 25th.

[manaboutown]

When I sold a couple of commercial RE properties in 2022 and 2023 I put approximately 20% of the after-tax proceeds into individual stocks and ETFs, mostly individual stocks. These stocks as a group, most up, some down, are currently, today, up over 50% from my purchase cost (Thank you NVDA, BRK, WMT and GOOGL) during 2022 and 2023; the ETFs are up about 10%. IMHO over several years crazy Mr. Market drove stock prices to over 200% of their inherent value. At some point in such an overblown market some air gets let out of the bag. Just saying...

The other 80% I put into cash equivalents, mostly T-Bills.

[Stu from NYC]

Originally Posted by kingofbeer

The companies are not coming back. I suspect that they will use the revenue from tariffs to give to the ultra-rich. It's Robin Hood in reverse, take from the poor and give to the rich.They seem intent on collapsing the markets, HHS, VA, etc.

Who do you think supply the jobs for most of us, the govt or well to do people who are large investors, IMHO you have a distorted view of the economy.

[Ralphy]

When he said that he would reduce prices, I thought he was talking about goods not stocks.