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How to profit off of Trump admin 2.0
| ActualLawyer | 11/05/24 |
| ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 11/05/24 |
| Boolean Radley | 11/05/24 |
| ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 11/05/24 |
| Greetings | 11/06/24 |
| ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 11/06/24 |
| quoth_the_raven | 11/05/24 |
| michael doodikoff | 11/06/24 |
Poast new message in this thread
Date: November 5th, 2024 11:00 PM Author: ActualLawyer (AllOutOfPaper) All in on TSLA? (http://www.autoadmit.com/thread.php?thread_id=5627132&forum_id=2#48293331) |
Date: November 5th, 2024 11:05 PM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, 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 |
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Date: November 5th, 2024 11:13 PM Author: Boolean Radley (FAGGOTCHIPPER / Hegemon) this is all pretty credited
also look hard at anything with potential for domestic manufacturing capacity relative to competitors
cr on inflation, looming debt problem makes inflation seem inevitable in next 10y pretty much regardless of who's in charge |
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Date: November 5th, 2024 11:58 PM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, Yeah 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
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Date: November 6th, 2024 12:20 AM Author: Greetings > corresponding export restrictions won't help nvidia
I thought Trump was going to put tariffs on China. Nvidia is manufactured in Taiwan, a place Trump is on record as saying is not part of China, saying he would slap China with even more tariffs if China were to invade Taiwan. |
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Date: November 6th, 2024 12:25 AM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, They get anywhere between 15-25% of sales from China
Also every high end semiconductor maker on the planet has a supply chain that runs through China
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Date: November 5th, 2024 11:11 PM Author: quoth_the_raven Get a wife and have kids! (http://www.autoadmit.com/thread.php?thread_id=5627132&forum_id=2#48293546) |
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Date: November 6th, 2024 12:00 AM Author: michael doodikoff just be alive, life is a blessing! Especially with Trump! (http://www.autoadmit.com/thread.php?thread_id=5627132&forum_id=2#48294406) |