The most prestigious law school admissions discussion board in the world.
|
 |
 
|
so bonds are 100% fucked?
Poast new message in this thread
Date: November 7th, 2024 7:12 PM Author: jewish dick is a blessing (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48307478) |
Date: November 7th, 2024 7:13 PM Author: Johnsmeyer Lmao should have stacked it in S&P (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48307481) |
 |
Date: November 7th, 2024 10:16 PM Author: jewish dick is a blessing (everyone to TT last decade) (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308435) |
|
Date: November 8th, 2024 3:11 AM Author: AZNgirl aborting AZNbaby to celebrate Trump Win MODSSSSS
|
|
Date: November 7th, 2024 7:14 PM Author: Epistemic Humility yeah, fed is stuck now because of the expected budget deficit (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48307485) |
|
Date: November 7th, 2024 7:16 PM Author: Johnsmeyer All this does is create a bakery for that delicious tasty stock! (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48307503) |
|
Date: November 7th, 2024 10:19 PM Author: Cornel West (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308443) |
|
Date: November 7th, 2024 7:21 PM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, Yes. Trump might be white robert Mugabe this time around. Bonds are extra fucked
Buy cyclical industrial type stocks likes Eaton and United rentals (the latter feels overvalued as FUCK but will prob still be an atm under trump).
United rentals is the quintessential trump trade. They make huge fucking margins renting out bulldozers when people are building shit, but can be hammered in recessions when they don't make enough to cover their fixed costs. Trump is going to juice the fuck out of domestic industrial spend |
|
Date: November 7th, 2024 7:42 PM Author: jewish dick is a blessing were you the one that had those picks in the other thread they were 180 (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48307727) |
|
Date: November 7th, 2024 7:44 PM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, My nigga
Yes |
|
Date: November 7th, 2024 7:44 PM Author: jewish dick is a blessing i think btc miners are a steal rn not necessarily crpyto but the miners (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48307742) |
|
Date: November 7th, 2024 7:47 PM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, I don't really know enough to say either way tbh
Unregulated power (specifically talen and maybe vista) will also be good
I am lukewarm at best on semiconductors. Trade war with China is bad news for chips imo |
|
Date: November 7th, 2024 10:08 PM Author: jewish dick is a blessing (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308390) |
|
Date: November 7th, 2024 10:19 PM Author: Gay Grandpa Link that thread please (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308441) |
|
Date: November 8th, 2024 2:20 AM Author: jewish dick is a blessing I think I took a screenshot lemme see (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48309068) |
|
Date: November 8th, 2024 2:20 AM Author: jewish dick is a blessing “Big big big on Cyclicals (eaton, united rentals, general electric, danaher)
Some defense services (I love KBR as a trump play)
Maybe crypto
Stay away from bonds this orange motherfucker may take inflation to 50%
Also take profits on semiconductors the second chinaman trade war and corresponding export restrictions won't help nvidia
also look hard at anything with potential for domestic manufacturing capacity relative to competitors
important to remember the economy was teetering near *deflation* when trump came to office. Tons and tons of excess slack in the labor market manufacturing capacity for trump to juice things up
The s&p is at 23x and the fed is still trying to tame 9% inflation. So this won't be anything like the first trump term” |
|
Date: November 7th, 2024 11:36 PM Author: Gay Grandpa (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308678) |
|
Date: November 7th, 2024 7:45 PM Author: Epistemic Humility Domestic industrial is already juiced the fuck up (CHIPS and IRA) and Trump is about to deport the entire workforce. (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48307746) |
|
Date: November 7th, 2024 7:50 PM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, Eh. It would take a massive amount of pain tolerance and political capital to actually deport at enough scale to have this sort of impact.
Inflation would spike, riots, horrible press, endless legal challenges, tanking stock prices, etc. imagine children weeping in the news and daily news stories about a crisis level labor shortage on construction plants everywhere.
I bet he'd lose interest. At best he probably deports a ton of violent criminal immigrants I think |
|
Date: November 7th, 2024 10:05 PM Author: sartorial physiognomy (ELIMINATE TWO THIRDS OF THE SCHOOL DAY) (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308381) |
|
Date: November 7th, 2024 10:07 PM Author: Epistemic Humility You're making me hard (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308386) |
|
Date: November 7th, 2024 10:08 PM Author: jewish dick is a blessing (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308389) |
|
Date: November 7th, 2024 10:12 PM Author: Dickey Simpkins Don’t bond prices go up when interest rates go down since the bonds we hold are more valuable via having a higher interest rate than newly issued bonds?
|
|
Date: November 7th, 2024 10:15 PM Author: Epistemic Humility Yes. The point is that interest rates aren't likely to go down anymore because of the chance Trump's fiscal policy is put in place. The fed will be fighting inflation and if Trump's policies were fully percent enacted treasury yields would skyrocket. (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308432) |
|
Date: November 8th, 2024 12:22 AM Author: I'm gay tp The yield on treasuries has been going up because the market hates Trump’s fiscal plan (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48308840) |
|
Date: November 8th, 2024 3:03 AM Author: AOC TEAM SIX you mean the plan to flood the market with more US debt in order to let corporations and the top 1% pay less in taxes? (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48309176) |
|
Date: November 8th, 2024 3:17 AM Author: posting in histrionic thread Wrong, they've been going up because wall street believes real GDP growth will be higher over the next ten years. That's why the stock market and USD are also up since the election (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2/#48309221) |
|
Date: November 8th, 2024 3:48 AM Author: AOC TEAM SIX ??
more growth --> easier to US to repay the debt --> safer asset --> lower yield
but yields have been moving up, so you sir, are retarded and wrong |