Thread #62109330
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War is on till taco

>Some helpful links to numb the pain
https://findahelpline.com/
https://www.nvidia.com/refunds/
https://www.whitehouse.gov/refunds
https://jlingz.com/

>European indices
https://live.euronext.com/en
https://www.justetf.com/en/how-to/invest-in-europe.html

>Educational sites:
https://www.investopedia.com
https://www.khanacademy.org/economics-finance-domain

>Financial TV Streams:
https://www.newslive.com/american/cnbc.html
https://www.livestreamy.net/bloomberg/

>Charts:
https://www.tradingview.com
https://www.finscreener.com
https://www.portfoliovisualizer.com

>Screeners: so you feel like in the movies
https://finviz.com/
https://etfdb.com/

>Gambling:
https://www.optionsplaybook.com/options-introduction/
https://www.optionsprofitcalculator.com
https://optionstrat.com/
https://www.optionistics.com/quotes/option-prices

>Pre-Market and Live data:
https://www.investing.com/indices/indices-futures
https://finance.yahoo.com/

>Calendars
https://www.marketwatch.com/economy-politics/calendar
https://www.earningswhispers.com/calendar
https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html
https://www.mortgagenewsdaily.com/data/building-permits

>Boomer Investing 101: so zoomers with meme stocks can outperform you
https://www.bogleheads.org/wiki/Getting_started
https://www.sec.gov/search-filings

>Misc smg:
https://www.financialjuice.com/home
https://finance.yahoo.com/trending-tickers
https://market24hclock.com/
https://www.dividendchannel.com/drip-returns-calculator
https://brokerchooser.com/
https://www.chathamfinancial.com/technology/us-market-rates

previous smg thread
62108582
+Showing all 311 replies.
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>>62109346
fuck you sergey give me back my money
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Why is SPY even down?
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>>62109354
Someone in BLU team switched to rage pyro after getting facestabbed 3 times in a row by a spy, so now this one fucking pyro is spychecking everyone
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>>62109354
Peace has been cancelled .
It would be down lower but war is good for business in many ways
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What happened to the other thread?
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kekkkk tech baggies
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I'm not fucking looking at my bags
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>>62109361
Thank you btw
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>>62109650
you're welcome
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previous thread
>>62108582
>>
so korosu zo means "i'm going to kill you"
what does kono kusomushi mean?
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>>62109800
kono = this
https://www.nihongomaster.com/japanese/dictionary/word/154627/kusomushi-%E7%B3%9E%E8%99%AB-%E3%81%8F%E3%81%9D%E3%82%80%E3%81%97
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/smg/ has no baker
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>>62109330
The ceasefire and peace talks are cancelled, but the market hasn't caught up to this yet.
Should I buy 'XLE' and 'EXH1' to make money?
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>>62109361
lmao, I wish MMs would stop letting gray mann fiddle with the maps so we can have a fair match more often
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>futas
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EU continues to monitor.
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>>62109988
lmao
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Thanks JD Vance, I'll keep making a killing selling calls
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I need a quick 1,000 bagger. What buy
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why is oil so flat
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previous
>>62109321
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minor dip
the markets are FORWARD looking
the war is simply not a problem
STOCKS are FOREVER
war is TEMPORARY
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>>62109994
CRDO or MRVL could 10x
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>>62109998
The last month has been defined by the monday morning pump post. My guess is blockade gets cancelled at market open and for whatever reason it pumps.
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Betting against SPY is like fighting Thanos. All the bad news and threats by Trump only cause a drop of blood.
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>>62109875
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>quit it with the antisemitic conspiracy theories, goy
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suck my gonads general
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I've been bullish lately, but I think I'm fully converting to a bear now. It seems pretty clear that Israel won't let this end without getting Iran's enriched uranium and Iran won't give it up voluntarily, so USA is stuck as it won't ever leave Israel. The question now is how will they extract the uranium and I don't think special ops/invasion is on the table and the path they'll go through is economical, political pressure and threats and resource starvation. That's why USA is clocking the strait of Hormuz and threatening with tariffs. They want to stop anyone (China) from supplying Iran to eventually make Iran run out of resources to fight and control the strait of Hormuz. Not sure how will China react, but Iran will probably see the writing on the wall and unless they will will secure some stable resource source they'll likely to pull on closing the Red sea as well.

Either way I find it hard to see this ending without further escalation and fighting and while it may not last that long, we may see pretty heavy further increases to oil prices. We'll possibly see a truth social media post trying to temporarily calm the situation, but the bottom line seems to be further rounds of conflicts and possibly the continuation of threats to end a civilization (with possibly even pulling the trigger this time around).

Either way long oil and NATGAT seems to be the way, short tech and gold.
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>>62110007
Forgot pic
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Where is the bottom?
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>>62110009
>converting to a bear now.
some stocks will do well in endless war bobo
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>>62110012
Judging by current oil prices, this is probably the bottom. Bussyent will short in the morning and we will be green by open
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>>62109330
slime language, I don't speak, I just beam
>photonics
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>OpenAI Sam Altman's home has been shot at, a few days after a Molotov cocktail was thrown, per SF Chronicle

Keklmao only a matter of time before Jensen or some other AI ceo stooge gets killed for real and then the AI bubble will make Dot Com look like a walk in the park
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>>62110011
What are they gonna do about it
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>>62110012
Where is Meathead and his kid?
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>>62110020
This is what happens when you make a lot of enemies, and putting people's livelihood in jeopardy does that.
The market prices in automated efficiency, but does not price in political instability kek
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>>62109800
"This fucking/shitty bug" basically. Obligatory fuck kikes and fuck jannies.
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>>62109988
>We are concerned
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can I take my vote back, I want Kamala, she would’ve passed the Iran nuclear deal.
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>>62110036
Elect me as president, and I will pass gas
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>>62110036
>Ms. Unrealized Gains Tax
I would never. Even Mr Market Fraud and Chaos is better than that
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everything will be fine
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>>62110043
what a choice
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8 HOURS TO TACO
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Freak the fuck out and panic sell everything right now. It's fucking over.
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All my N's say HH
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>>62110049
>1pbtid TACO TACO TACO #783 tn

yep, Jane Street botfarms out in force, we we will be crabbing.
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>>62110057
SHUT THE FUCK UP OK DO YOU UNDERSTAND ME YOU LITTLE PIECE OF SHIT 1PBTID
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another taco tuesday on the menu
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OIL status?
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What happens if Trump doesn’t TACO before 10 ET? Massive rally?
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>>62110009
>GDP
Q4 2025 was only .5%.
>Unemployment
Figure on headlines is 4.5% or so, but that data only includes people out of work and actively looking. If you include people who aren't looking for a job, 8%. If you include people who are retired/disabled/etc, 10%. If you look at majority of jobs added recently, they're mostly in part time sectors. Data also includes people with 2 part time jobs as 2 new jobs. So yeah those numbers aren't looking as good as they make out.
>Private Credit
Default % rising, liquidity is getting capped as people try to withdraw
Top it all off with an broadly inflationary oil crisis and yeah I'm hibernating in a cave my nigga.
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>>62110064
For oil and PMs yeah
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Fuck waging.
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>leave to work 7 hours ago oil at 104
>come home from work oil at 104
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>>62110064
If the market really was forward thinking this blockage would be a huge boon. It's a winning move.
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reminder the talks aren’t over, the ceasefire isn’t over and Vance said the talks were good.
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I am once again getting raped in the nigger booty hole on the GLD stock
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>>62110079
Coping faggot.
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>>62110079
>talks were good
talks are usually good
talk is also cheap
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Looks like 9 ships went through the strait today. Wonder what the story is on that
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>>62110043
It would never pass
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>>62110080
you were asking for it
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>>62110079
Unless talks will make Iran give up enriched uranium, then it's it's dead end.
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>>62110076
It's so much forwardlooking it's already PASTlooking. See what I did there?
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Do you think musk wants to IPO Space X so bad because he realizes there is a nonzero chance of the Iranians launching one of their rockets ships into space full of deer shot and turning LEO into one chain reaction?
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>>62110090
That's a little too clever for me
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>>62110092
Why are brown people like this?
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>>62110092
>Do you think musk wants to IPO Space X so bad
because it's the peak of the cycle in any case, so they want to get a good price on the IPO
and also there are other mega ipos in the works, most notably openai, which will also crowd out the mega IPO space
so they are all rushing to beat the market to a crash, and beat each other to the finish line

This is not good for any public investor who wants to buy stock from the IPO. it's all pure exit liquidity and taking advantage of FOMO
I will be buying space x stock 6 months to a year after the ipo, after it crashes to a more normal valuation.
2 trillion (somehow that bumped up from 1.5 to 1.75 to 2) is like 100x revenue. Not 100x earnings. 100x sales. It's insane.
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>>62110099
Is openAI chatgpt? That one I'd short. 100% it rnds bankrupt owned by microsoft.
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>>62110100
>Is openAI chatgp
poster has sub 5 IQ
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How the market just recovers on nothing is quite crazy. Same situation, maybe worse, not really better, but it's going up
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>>62110101
True. I cant even take a picture right side up. Now answer the question you dumb fag.
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>>62110057
why would they need to do that, most people here are broke clowns. The bp name fag doesn’t have a job and has 6000 dollars to his name and cries about a 300 dollar loss, trying to give financial advice to people who literally wipe their ass with 300 dollars
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>>62110102
There's only so much shit you can give about Trump's tweets.
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>>62110100
>Is openAI chatgpt?
yes they make chatgpt
>That one I'd short. 100% it rnds bankrupt owned by microsoft.
openai is very overhyped and massively overvalued, much like spacex. Though I think they have a lot less of a moat than spacex.

the new entrant anthropic is killing them now. but a new one after that will probably outcompete anthropic. betting on who will win in ai is going to be really difficult. People were counting out google as a clown stock, and now it's winning? You can't invest in a sector like that. and by the time they figure out who the winner or winners will be, the easy money will be made. maybe an ai etf would good? probably not. betting on the companies benefiting from ai capex seems way way easier.

I feel a lot more confident betting that spacex will "win" in space. and also I might as well buy the space ETF, which is UFO for now until a better one comes along. pic unrel but you get the point
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>>62110099
what exactly is the bull case though?

other than it being THE reddit eschatology, I really don't see it.
they had to do the satelite internet shit just to generate the need for the launches and ive never seen a single one of those things in use.

i understand retards dont know anything about space; that there is nothing up there of any value until light speed is broken (which it wont be) or the fact that it makes more sense to build a colony in the center of freshly created nuclear bomb crater but surely they must have some shill line after losing billions last year?
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>>62110106
MDA has been an absolute gem for me. I wasn't a huge fan but a buddy talked me into throwing 100k in and Im so glad he did. Ill probably sell when SpaceX IPOs but if you want something outside the box at better value. Billion dollar company with 4 billion dollars of demand right now.
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>>62110106
>the new entrant anthropic is killing them now
anthropic has been killing them for ages, opus had been better for years.
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>>62110102
Wow. Just like during the Iraq war. Maybe chronically online retards don't actually understand much about how and why the market moves.
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>>62110106
Wouldn’t an AI ETF just rebalance to OpenAI when it IPOs?
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>>62110081
I am but I’m also right
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>>62110111
this nibba missed by 1
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>>62110111
Hey, I bought 400k of TQQQ at bottom and begged this board to follow. Just to much noise from absolute losers like this poorfag virgin >>62110101.
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>>62110104
contrary to popular belief, most ideas/thoughtforms start at the top, immediately fall 50 flights, grow in the dark of the basement, and then permeate back up.
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The Iran blockade is a nothingburger. Iran will just ship its oil on Chinese ships which the US won't dare to stop. India and Pakistan will probably negotiate an exemption for their ships as well.
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>>62110102
>>62110105
With Trump its feels like an old man yells at clouds situation these days.
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>>62110119
if you are trading 3x leverage in an environment like this, you will likely be joining the sub 10k crew soon.
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Why is oil not going up? Iran isn't opening the strait any time soon.
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2028 will close with 8% interest rates and 20% inflation. Also the yen carry trade will blow up in October.
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The strait is now open so what are you larpers still on about? Oil is about to flush so hard it'll make your last nacho bell grande shit look like rabbit balls.
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>>62110129
Markets are forward looking. People probably think Trump is going do whatever it takes to get the strait open again.
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>>62110130
And coonservatives will still be blaming Biden.
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>>62110130
*2026 fuck
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>>62110102
Spy has almost completely recovered as you were told it would.

It is not time for Mr. Bobos party yet.

Mr. Bobos party is a big deal.

We haven’t had a party like this one in just under 100 years. We need time to prepare.
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>>62110129
Brent is up 6%
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God, everything just keeps getting shittier. The paper towels I just bought don't have the extra perforations anymore, so you can only pull off full size squares like back in the 2000s
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>bing bong
Shop, open.
Scran, reheated.

>No card payments / noncery or affiliated nonces accepted
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>Futures
>https://youtu.be/8zNLCVroj2A?si=ftAjZDAt-X_TapCA
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Oil is following the meme chart
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>>62110130
You have McNamara syndrome.

You are overvaluing what can be easily be measured or quantified, simply because it can be.

Mr Bobos party will be taking place before October. The celebration will disabuse you of these notions.
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TACObros, TACO monday or TACO Tuesday?
>>62110092
>Do you think musk wants to IPO Space X
End game of SpaceX has always been to HEEM bogleheads. Its a fintech company forged to crush the INDEXOORS. That is its true tech
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>>62110152
>before October
Crashes always happen in October because of seasonality.
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>>62110129
Market is completely dumb. Room temperature IQ will tell you it's forward looking or some bullshit. Same as last week. Same as 2 weeks ago. Same as a fucking month ago. Strait was supposed to be opened by the next week each fucking time. Do you see it being fucking open right fucking now?
Fucktarded markets are as forward looking as in Feb 2029.
Efficient my fucking ass.
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>>62110156
Feb 2020*
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>>62110154
Reread my post.

Perhaps you will not understand, for now.

When you are going through it though, and wondering how you didn’t see it coming, I suggest Le Bon, Trotter, Bernays, and even a little Freud.

Which bits a relevant will only become apparent after celebrations have concluded.
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>>62110159
The market is going to crash, but not because of your schizo bullshit.
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>>62110164
rare non-retarded impact font meme.
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>>62110164
The guy in the back should be Spain blocking Gibraltar.
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I'm praying.
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>>62110129
everyone assumes he'll cuck out at the last minute just like his civilization ending bs
luckily theres about 7 hours to the deadline so we won't be waiting long one way or another
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WW3 over freedom of navigation where all shipping gets totally shitfucked by blockades would be extremely kino btw.
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>>62110178
imagine when pirates get these fuck ass drones from Ukraine/Russia or Iran shaheds and start blowing up entire ships
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How are the Euro markets doing?
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>>62110162
Hm, alright :)

Be seeing you at the party anon.
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>>62109800
why are you asking this after 3 hours
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I went to a very strict school when I was a kid and I was always afraid of asking questions :( >>62110184

Those experience really determine who you become. It sucks
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Only up by a bit on oil. Would have been up by a lot if I had bought before the market closed on Friday.
I had no idea it would be resolved by the weekend. It's disgusting.
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So bobo investing is just waiting for a correction that never comes, bitching and losing money? Are they retarded?
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>>62110193
>waiting for a correction that never comes
>>
>open trading 212 account
>put in £25
>make 2p
im hardcore
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>>62110153
TACO Wednesday, always a 3 day difference between the threat and the TACO.
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do i buy this? it cant dump harder than it was on friday, and americans are waking up soon to pump my bags.
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>>62110200
been an equinor baggie for a couple years and finally sold a couple weeks ago, I won't re-enter any time soon but you do you anon
>>
is following the investments of large corpo a legit plan?
i.e coreweave when nvidia made a 20B investment
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JP10Y bounced off 2.5% at open BTW. The carry trade unwind starts at 3% and goes nuclear at 3.5%. At our present trajectory, that will happen some time around October.
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>>62110202
just thinking of a day or two trade, aint holding this its way to overpriced.
but as >>62110198 mentioned it could be a nice wave to ride
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anyone knows when the supply shock is in europe?
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>>62110211
The last ships from Hormuz arrived this weekend.
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Reminder that the outcome the market is pricing in is that the US gives in to Iran and allows them to control the Strait of Hormuz, that's how detached from reality equities markets have become
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How is the blockade not piracy? The US has fought literal wars over the course of it's history to prevent what they are now doing
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>>62110215
The only ships effected are those that are going to and from Iranian ports, if a ship is going to a Saudi port or Kuwaiti port then the blockade doesn't apply to them, read beyond the news headlines before posting next time, thank you
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>>62110218
>Accessing Iran is arbitrarily made illegal by the US
As he said, piracy.
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>>62110211
2 more weeks o algo
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>>62110215
>In.... INTERNATIONAL RULE OF LAW.
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>>62110219
US already has sanctions on Iran, they're just enforcing those sanctions violations, besides the same people calling this piracy think Iran has some sort of right to toll ships that it forces to use its territorial waters
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>>62110222
its both wrong, just like the us taking that russian flagged venezuelan ship was piracy.
you cant enforce sanctions you yourself came up with in an ocean on the other side of the world, its just blatant piracy.
well, you can with might makes right but then you can say goodbye to the luxuries of the modern world once the seas turn into a great power competition zone, shipping will be finished.
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>Tesla Inc. has included a clause in the purchase agreement for the Model S and Model X customers that will bar them from selling their vehicles within a year of buying the vehicle.
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>>62110225
That was an internationally sanctioned shipped part of the Russian shadow fleet, France, Estonia, Finland, Sweden and others have also done the same in recent months, so that was entirely legal you dumb nigger
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>>62110226
sanctioned ship*
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>>62110215
It is piracy. Don't you remember that scene from One Piece when the pirate DonQuixote Doflamingo says "Justice always prevails? OF COURSE! Because the winners become justice!"

The glorious and moral USA decides what is justice. Killing millions of people since the end of WWII in pointless wars? JUSTICE. Starving and killing all Cubans because they find it funny? JUSTICE. Committing a genocide in GAZA? JUSTICE!!
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>>62110227
>internationally
>EU & US
thats not how international works
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>>62110233
>The niggers in Africa that support Russia don't agree so it's not allowed
LOL
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>>62110225
since the us is losing its hegemony status there are theories that "piracy" as in controlling and tolling certain choke points is the future strategy of the US which will retreat as a world power and only focus on the americas.
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>>62110234
you forgot china, the guys youve lost your hegemony to kek.
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>>62110215
~Rules of international law regarding conflict~

I)
1)
a) Don't lose.
b) Don't conclude a white peace as a minor
nation.
c) In the event that the conditions for a) or b)
are satisfied, invent whatever bullshit
nonsense you want to string up your
enemies. Have fun with it.

~This concludes the rules of international law regarding war.~
>>
Orange nig does it again, episode 238.
Get out of AI and get ready to short Coreweave, AI wasn't profitable with the cheapest energy prices in 20 years, and the orange tard has created a multi year global energy crisis.
Well done!
>>
Anti-TACO at open consisting of a massive bombing wave equivalent to the initial strikes. US forces currently entering strike posture. You heard it here first.
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>>62110240
>Chinese Nationals tried in the Hague: 0
>American Nationals tried in the Hague: 0
>Russian Nationals tried in the Hague: 0
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my oil short is fucked
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>>62110252
Post losses, retard.
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>>62110254
doxxable info
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>>62110255
lol, lmao
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>EU market flat as fuck
Everyone is either waiting for the taco or the confirmation of the blockade.
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>>62110255
Then never post here again, faggot. You aren't wanted.
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>market barely down
>oil barely up
HAHAHAHAHAHAHAHAHAHA
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>>62110255
What are we going to do with your dox brokie?
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>>62110255
>>62110260
don't listen to him babe
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>>62110260
or what faggot
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>>62110263
t. schizo who reverse triangulated babe's position and 3 sizes from losses xe posted once
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>>62110263
>>62110265
Retards who who were shilling for people to short oil just to support zog should have their internet privileges revoked.
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>>62110266
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>>62110268
Can vouch for his penis tonic. I was skeptical at first but was blown away with the results.
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I voted for this
>>
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>>62110271
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>>62110271
We're gonna have to close this pool due to AIDS
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finally some good news on the wheat front!
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>>62110271
yeah, that's how the market looks like
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taco when?
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>>62110226
There's no fucking way shit like this is legal. Well, probably in complete memecountries, but not in real countries
>>
I hate Trump
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3 more days cocoabros....
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>>62110281
>taco when

too many tacos, they don't work anymore, picrel is the result now
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>>62110215
No? Are you retarded? What is a embargo? What is a war?
>>
>>62110281
I doubt he'll cheese it on this. He's done before and managed to get away with it and it's less immediately identifiable as a war krim.

He'll probably pick some pissy weak country he currently doesn't get on with for the first one rather than starting with cheyna.
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>>62110282
It wouldn't be legal in Australia. One of our consumer rights is "guarantee of legal title", which is essentially "Once you buy a product, it's yours to do with what you will and the previous owner has no legal say in the matter". And unlike the cucked USA laws, it's impossible to (((voluntarily))) waive our legal rights here so nothing Telsa says can change that.
>>
>>62110291
why did you wait until it leaked bro?
who is gona clean?
>>
>>62110076
If the US goes ahead with it, it's a signal that the US has given up on opening the strait by direct force and instead wants to engage in protracted siege warfare which could last for years
>>
>>62110261
Perhaps people have finally learned to ignore what Trump says and are instead waiting to see what he does
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>>62110301
too invested watching the wheat chart!
>>
How will Trumps presidency be remembered?
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>>62110306
>see what he does
He has already fucked the global economy with his retarded moves but the market doesn't care. For some reason, the markets being "forward looking" only applies to positive things, not negative.
If this continues, Asian factories will start shutting down, leading to western industries shutting down because of a lack of raw materials. People don't seem to realize how much the global economy relies on middle eastern oil and petrochemicals.
>>
>>62110311
Markets are so forward looking they can always see pass all the negativity
>>
>>62110311
Market are in February 2020 mode all over again. Anybody telling you markets are forward looking is retarded.
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>>62110310
shitshow
>>
Sell Boeing ans short it.

>People adept at video games should consider taking jobs as air traffic controllers, the US government has said, as it tries to address a shortage of workers in the sector.
>In a new ad campaign, the Federal Aviation Administration (FAA) is explicitly calling for gamers to apply for jobs in air traffic control when its hiring window opens next week.
>The Xbox one logo appears at the start of the video before dissolving into a montage that cuts between images of men playing various online computer games and people, including women, in air traffic control towers looking at their own computers.
>"You've been training for this," the ad says
>>
>>62110222
>>62110227
Sanctions have no legal meaning outside of the jurisdiction of the sanctioning entity. Whether one country or a group of countries have imposed sanctions on ships is irrelevant to the question of legality when the ships are outside of those countries' jurisdictions.

In the case of EU countries, it's worth noting that these countries have signed treaties committing to allow ships to pass even within their own jurisdictions. Anyway, EU countries' harassment of the "shadow fleet" is mostly performative; very few are seized, and many of the seized ships are released after a few weeks.
>>
>>62110319
do you think there will be nostalgia for him?
I feel like in 2024 there was a lot of nostalgia from moderates and normies for 2016, which played part in Trump getting elected.
>>
>>62110320
bullish for bandai namco holdings
>>
>SOXL still at ATH

yeah massive nothing burger.
>>
>>62110311
It might be that many investors don't want to be cheated out of their assets for cheap, which they would have been if they sell and it then turns out that Trump will do a TACO so big that the strait is re-opened.
>>
>>62110330
i know what i got
>>
I want oil to spike and SOXL holders to crash and burn. Is it too much to ask?
>>
>>62110333
>>
>>62110333
checked and also incredibly based, i wish for the same
>>
>>62110333
Checked and BASED. And zoomer dip slurpers.
>>
today will be green
>>
Say it with me: Trump Always Chickens Out!
>>
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>>62110340
Here's a groundhog photo I took :3
>>
>>62110330
>It might be that many investors don't want to be cheated out of their assets for cheap
Yeah, I think that's why stocks haven't gone down much, but if the war keeps going the way it's going, and it seems to me like it will, investors are going to be in for a rude awakening when a massive recession hits and PE ratios go through the roof. Not even the most idiotic of permabulls will hold if the average PE of the S&P500 goes to like 40 or something.
>>
>>62110346
Nah. We gonna crab. Probably not going to be a dip worth buying until the bombs start dropping.
>>
>>62110311
The Iranians wanted to negotiate, same with the US, this is theatre because the US cannot be publicly humiliated. They'll be in the negotiation table again soon (tm), Trump will claim his beautiful blockade forced the Iranians into the table and so on and so forth.
Meanwhile every America will be able to feel Trump's retardation in their pockets and will also, very soon, have the chance to express their anger in the voting booth.
We're about to see something a lot of people though it was almost impossible, a democrat Senate and Congress at the same time.
>>
>>62110356
nice groundhog
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>>62110356
Little fucker even went to chew on my shoes and my fucking backpack. Not as much saliva as when a fucking cow tried to taste it, but still.
>>
>>62110311
I've noticed that the market gets paralysed by a believed lack of options at times. Everyone knows:

1. Global supply chains are being crimped and we can already see the impacts in East Asia which will be ground zero
2. There's an emerging currency crisis in emerging markets alongside a collapse in production
3. Inflation will spike for the next 2 years minimum thanks to a fertiliser shortage at the start of the growing season
4. Today's publicly traded tech companies won't be the ones who actually deliver an AI revolution
5. Gulf State investments are being pulled away as we speak from tech firms and real estate which has been the only thing keeping them going after the end of 0% interest rates

But when you take that on board we live in a world without obvious opportunity where the best move might just be the hunker down with the your positions and hope for the best. The only positive story is cash flows are still pretty good but it's on the back of the easy profits of productivity gains not flowing to the workforce and the white collars getting their income slashed.

>>62110310
I look forward to watching alt-history videos in 20 years time about him.
>>
>>62110359
That's why we're not crashing, at this point if Trump dies while taking a shit the SP will go to 7500, that's how tired everyone is with that fucking retard.
>>
>>62110359
I'm not sure what is there to negotiate about. Israel wants Iran's enriched uranium and Iran refuses to give it up. You can probably work around other issues, but I see no resolution to that particular one , which will render any negotiotiations ultimately pointless.
>>
>>62110367
Betting on the death of an 80-year old who lives on McDonald's, overcooked steak with ketchup and diet coke sounds like a winner. Especially with all the flying he has to do to see UFC fights and play golf. What are some good stocks for this scenario?
>>
>>62110310
Depends on how Iran plays out. If it ends up triggering regime change and Iran becomes an ally of the US he will probably be remembered as a controversial but great president that substantially strengthened Americas position in the world.
>>
Sweet dreams
>>
>>62110356
Sexy little bitch.
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>>62110364
>snow
Where you at? Idaho?
>>
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>>62110364
>>
>>62110364
Based groundhog asserting dominance over this virgin
but for real, cool picture anon
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>>62109330
After all of trumps blunders, Trump tariffs, Iran war, closing of the strait. I’m still up 11% on my portfolio. Is it really this easy to be profitable? this is a cash acc btw, no margin
>>
>>62110373
Why does Israel even care? Iran said multiple times they're okay with dropping nuke programs as long as peaceful nuclear power is allowed but Jews can't even let them have that for some reason
>noo they'll lie about it
That's why nuclear site inspections exist, that's a matter of negotiation, and Jews refuse to negotiate on this matter entirely
>>
>>62110084
it passed in the netherlands somehow. it can happen here too
>>
L shaped V recovery. Classic.
>>
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>>62110399
posts like this are DOGSHIT unless you disclose your positions and portfolio size.
D O G S H I T
Why should I take you seriously if you can't prove you're some jeet playing options with his $600 potfolio?
>>
>>62110408
*disprove
>>
>>62110401
>why does israel care that the people funding the people attacking them might get a nuke
Is this nigga serious? Nobody trusts a shia death cult to be honest. Even if they didn't want a nuke before they will definitely get one now if they are able.
>>
>>62110401
They all live in a desert.

None of them should need a nuclear reactor when they can just put solar panels on the roof.

At least the whYt man has a semi plausible excuse for having one. That being, cold weather.
>>
gm

no suprise at all to see the PPT slowly fill half the gap overnight in perfect sawtooth wave patterns. clean, orderly buying. love to see it. stage is set for a TACO in 2-3 hours then we can get this day rolling.
>>
>>62110401
That's kind of besides or directly the point. While Iran might've been willing to cooperate and let others oversee that they're not pursuing nuclear weapons, it's not something that Israel or USA is willing to accept. Trump personally ripped the agreement with Iran and is now calling for the enriched uranium.

Either way Iran giving away their enriched uranium seems to be the only way forward now. I'm not sure whether it's been an intentional bait into the current conflict, but that's just where we are now.
>>
>>62110214
THIS SHIT HAS TO HIT REALITY AT SOME FAGGOT POINT!

Probably like after market close some day once everyone can't afford anything and we've fallen into Mad Max apocalypse shit.
>>
>>62110418
So comfy, bears must be seething.
>>
>>62110408
>Who gives a fuck
>I’m profitable
>teeheehee
>>
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>>62110382
French Alps, though it's not a recent photo

>>62110387
Since it's in the Alps, I suppose it's indeed a marmot. I thought you guys called them "groundhog". We call them "marmotte" here.
Either way, I'm not sure whether it's bullish or not for the mememarkets. But have a last one while it was almost doing the happy merchant pose just seconds before it tried to lick my wide angle lens.
>>
>>62110421
Markets can remain irrational longer than you can remain solvent.

When the course of events are largely dictated by a turbulent politician, then it may lead to very strange state of events.
>>
>>62110421
It is probably going to take some normalfag suddenly having his vacation cancelled because the plane was out of jet fuel.
>>
>>62110430
>he doesn’t understand liquidity
>dump it
>>
What are you thoughts on market next 2 weeks?
I have feeling of slow crab or max -1%/day events

Also give Iran nukes so they can obliterate kike land
>>
>>62110399
>in the past year
Might be a base effect. "Liberation day" was April 2, 2025.
>>
>>62110435
Short of him spontaneously invading cheyna I think we've hit about peak clown for now.
>>
>>62110436
I’m still up 11% even tho the SPX hit a 5 month low. On paper I’m up 20%. It’s the fucking drag pulling my profits down. I’m probably the most profitable day trader thst comes into these low iq threads but I still enjoy hanging with the plebs
>>
Please holy Drumpf, split the strait and open rhe hormussy
>>
>>62110433
Well, it's a saying. Markets aren't perfect replication of reality, but of actors operating within the market, which don't need to be perfectly rational. I also think that there's some sort of fatique going on, where all the sudden changes makes everyone numb to the point of asking what's the point of reacting too strongly, when the wind is going to change and things will come back to where we've started, though the reality of the situation will hit eventually.
>>
>>62110443

https://nypost.com/2026/04/12/opinion/trump-brilliantly-calls-irans-bluff-with-his-own-strait-of-hormuz-blockade/
>>
>>62110374
It's hard to die from being a fat fuck if a medical team with a defibrillator is following you 24/7 and you have access to the best hospitals in the world. Sadly.
>>62110435
China should send a couple nukes by ship. Honestly it would end this clown show for good one way or another.
>>
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>>62110445
>Tehran has almost no offensive capabilities left except those that threaten Strait shipping, and those assets can now be eliminated as completely and readily as the rest of its Navy, missile launchers and drone capabilities already were.

>The prez is thinking outside the box with this blockade and his plans to escort ships through the Strait; if necessary, he can later order US forces to take Kharg Island and eviscerate the regime’s power base.
>>
>>62110445
>2 more weeks
>>
>>62110408
He's right, fucker.
I thought EVERYONE on /biz/ had MONEY OUT THE FUCK.

PROVE IT!
>>
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KOG.OL
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Gap's going to fill before I get a real chance to short it.
Should've taken the vix crush gift and ran with it.
>>
TACO or not TACO? My shorts are printing money and I'm unironically considering closing them now. Don't wanna get owned again by axios.
>>
I expected a decent dip after the trump shitshow. What the hell is going on with markets, kek.
>>
>>62110464
Even if we won't get a full out Taco, there will be some Truth social media post or stunt today or tomorrow to try to dump oil.
>>
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>oil peaked at $115 last week when the strait was blocked
>it dipped on news of talks
>the talks failed
>the strait is now double blocked
>oil is only $104
>>
WTF WAS THAT!?!?!?
>>
>>62110464

I figure people will market buy on open expecting the taco, that's when I'm going to open my shorts. If you visit his truth social, you'll see that he posted about it 5 hours ago and he also re-posted propaganda about how its a great idea so he basically reaffirmed his plan. The USA also sent ~14 cargo planes to nearby bases over the past day. Israel also wants to re-engage. Escalation is happening!
>>
>>62109971
>>
AAAAAND THERE YOU HAVE IT RETARDS
THE ENTIRE DIP WAS BOUGHT. KEK BOBO RETARDS YOU MISSED IT AGAIN
>>
BOBOS GET NOTHING
NOTHINGGGGGGGGG
>>
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>>62110465
>>
>>62110478
MARKET CLOSE
NO BUY
>>
>Chinese shipping company COSCO: 5 of our tankers, scheduled to cross the Strait of Hormuz, are now stuck and will not cross.
>>
>>62110486
T MINUS 15 MINUTES UNTIL GOLDMAN EARNINGS. MARKETS WILL BE GREEN BY OPEN KEK BTFO BOBO RETARDS
>>
>>62110487
cosco hotdogs are gonna shoot up in price
>>
>>62110471
It was just an overreaction anon.
100$+ ist still 35-40% above normal levels.
>>
>>62110472
the markets in the open in 2 and an half hours.
>>
>>62110487
Let's just hope the Donny doesn't do anything too silly. Like... Trying to seize a Chinese oil tanker this afternoon.
>>
>>62110478
>>62110479
>>62110488
Post calls
>>
>>62110464
You should take profit now before the market turns on you. Leveragetards are free liquidity you know. You got lucky but eventually you wont be.
>>
>>62110488
Hello, retard
>>
>>62110496
SPY 680 0DTE CALLS BUY THEM FOR UNLIMITED WEALTH
>>62110499
POST YOURS? OH WAIT YOU HAVE NONE BROKE ASS BOBO RETARD KEK
>>
>>62110501
RETARD YET I CALLED THE ---ENTIRE--- DIP BEING BOUGHT LAST NIGHT. THE WHOLE THING. YOU COULDVE BOUGHT SPXL OR TQQQ AND MADE 3% LIKE I DID
>>
>>62110502
No
>>
>I DONT WANNA MAKE MONEY BUYING CALLS I WANT TO BE MISERABLE BUYING PUTS INTO AN UP MARKET
YOU RETARDS NEVER FAIL TO AMAZE
MARKETS. GO. UP. AND. TO. THE. RIGHT. RETARDS KEKKKKK
>>
NIO bros we're still cookin.
>>
>>62110506
Oh it's this nigger again, euphoric upandtotheright mumu
>>
>>62110509
YOU SHOULD DO WHAT WORKS AND PIVOT TO WHAT WORKS NEXT WHEN THE PREVIOUS WORKING THING STOPS WORKING
YOU RETARDS HAVE BEEN PROGRAMMED TO BE PERMABEARS AND ARE MORE COMFORTABLE LOSING MONEY DAY AFTER DAY ON PUTS INSTEAD OF JUST BUYING CALLS WHEN THE MARKETS ARE GOING UP. ITS INSANE HONESTLY
>>
REDDIT IS DOWN THE HALL AND TO THE LEFT
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Talmudic tacos
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>>62110512
REDDIT IS WHERE YOUR KIND CONGREGATE. THEY ARE REALLY BEARISH ON REDDIT OR SO THE REDDITORS WHO CROSSPOST REDDIT HERE SEEM TO INDICATE. I WOULDNT KNOW FUCK YOU AND FUCK REDDIT
>>
>anon with broken Caps Lock is back
Someone save us. Don, block the strait now, please.
>>
>>62110515
I TALK ABOUT THE STOCK MARKET. YOU POST RACISM. GET FUCKED BOBO THERES 0 RULES IM BREAKING. MARKETS GO UP AND TO THE RIGHT AND IM HAPPY. YOU ARE NOT BECAUSE YOU ARE A PERMABEAR RETARD KEK BAGGIE
>>
Excluding the Hormuz and oil situation, I barely can fathom how the market is basically at its ATH when you have bigass names sitting at -30% like MSFT. And it's not the only one.
Now add in the oil situation and it's incomprehensible. What, fucking Wallmart now has a PE of 50 or some shit? We're beyond retardation at this point.
>>
>>62110518
All we have is fiat and financials
>>
Another historic peace deal. Maybe the biggest ever.
>>
>>62110518
WELCOME TO THE WORLD OF ROTATIONS. MONEY MANGERS WILL DO WHATEVER IT TAKES TO KEEP THE INDICES UP. MICROSLOP GOT FUCKED, GOOGLE CAME BACK BIG. BROADCOM IS NOW MAG7 AFTER ITS MAGNIFICENT MOVE. ITS ALL ROTATIONS MY DUDE YOU ARENT LOOKING AT ALL THE STOCKS SO YOU THINK MICROSLOP BEING DOWN MEANS THE ENTIRE MARKET SHOULD BE BUT THATS NOT THE CASE. THE MONEY JUST WENT ELSEWHERE.
INCOMING GOLDMAN SACKS EARNINGS. ITS CURTAINS FOR BOBO. MARKETS GOING UP AND TO THE RIGHT NOW
>>
>>62110517
>YOU POST RACISM. GET FUCKED
You are the reddit, nigger
>>
>>62110518
The excess money from Covid is still sloshing around. Passive flows are still coming in. Where else would you put your money anyway?

It's just moving the money around different names.

And yes, look at Costco PE.
>>
> futures
>>
>>62110518
Retarded curve ball take here.... The situation isn't actually as bad as it seems. When you add up the amount of pointless mini breaks boomers take and millions of pointless car and scooter journeys and then subtract off the extra capacity other wells and refineries have... A 30% drop is just skimming some of the surplus benchodery off.
>>
>>62110523
GET FUCKED BOBO PERMABEAR RACIST. MY CALLS WILL WIN AND YOU WILL LOSE AND HAVE YOUR HEART BE CONSUMED BY RACISM AND HATE. KEK BAGGIE
>>
>>62110333
Imagine not making money on SOXL because...Just because. Activist traders are the dumbest faggots alive.
>>
>>62110524
To me, this take is retarded.

>Where else would you put your money

uhhh idk nigga sit on it like Warren Buffett? Do you really want to be 100% exposed to the market when we unironically enter a great depression? Every single dollar you have will be worth 20x more when assets finally get repriced downwards.
>>
>>62110526
a lot of jobs and the economy rely on that 'surplus' activity

costs going up, less money, less spending, fewer jobs... snowballs from there
>>
>>62110531
>fuck jannies
Wowowowow, hey now. we love the jannies around these parts
>>
>>62110534
>>62110534
>>62110534
>>62110534
>>
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I still haven't closed my shorts. Every fucking week the same. My PNL goes to the moon during the weekend, I believe this is it and then I get owned by AXIOS lmfao
>>
>>62110532
Market crashes aren't allowed anymore dummy, they'll just print more money and inflate away people hoarding cash.

Also, good luck timing the "generational bottom" or whatever.
>>
>>62110515
The only rule mods consistently enforce are their pet idea of what's "on topic". That and porn for the sake of the advertisers.
The other rules may as well not even be listed. Like they invoke the racism rule or they invoke the rule about complaining but it boils down to topicality.
Go to any board and you'll find people bemoaning schizophrenic spammers drowning people out in the generals but they don't care because they don't have a way to squint at that and see topicality at issue.
>>62110518
Oil and the indexes' negative correlation breaks only in the short term, never in the long term.
>>
>>62110515
Kek I was banned for using parenthesis
>>
>>62110419
>it's not something that Israel or USA is willing to accept
Yeah but why? Who gives a shit where they get their power. Just make sure it's not weaponized, which they agree to. What is the problem here exactly
>>62110413
They are literally still saying they're willing to not build nukes, that's still on the table.
>nooo you can't trust them
And who can you trust these days? Just make sure to check that shit personally yourself and it's fine
>>
>>62110494
$120 is the new normal level
>>
>>62110530
you keep holding SOXL? do you have a death wish?
>>
>>62110651
>he thinks he can beat the US government
lmao
>>
>McDonald Trump threatens Cuba now
>>
>>62109330
https://www.youtube.com/watch?v=xddTUc14iOw
>>
the reason the oil shock hasn't been too bad is because of renewables
you heard that right
big oil just wants you to think the world is still consuming oil at record rates
in reality, they're just storing it all in a big hole in tanzania
you ever been to tanzania? neither has anyone else. it's definitely all there.
>>
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>Futures
>>
>>62110271
Imagine the smell.

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