The most prestigious law school admissions discussion board in the world.
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so bonds are 100% fucked?
| Soulja Goy | 11/07/24 |
| Johnsmeyer | 11/07/24 |
| Epistemic Humility | 11/07/24 |
| Johnsmeyer | 11/07/24 |
| ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 11/07/24 |
| Soulja Goy | 11/07/24 |
| ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 11/07/24 |
| Soulja Goy | 11/07/24 |
| ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 11/07/24 |
| Epistemic Humility | 11/07/24 |
| ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 11/07/24 |
Poast new message in this thread
Date: November 7th, 2024 7:12 PM Author: Soulja Goy (http://www.autoadmit.com/thread.php?thread_id=5629743&forum_id=2\u0026mark_id=5310690",#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\u0026mark_id=5310690",#48307481) |
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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\u0026mark_id=5310690",#48307485) |
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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\u0026mark_id=5310690",#48307503) |
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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 |
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Date: November 7th, 2024 7:42 PM Author: Soulja Goy 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\u0026mark_id=5310690",#48307727) |
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Date: November 7th, 2024 7:44 PM Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, My nigga
Yes |
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Date: November 7th, 2024 7:44 PM Author: Soulja Goy 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\u0026mark_id=5310690",#48307742) |
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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 |
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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\u0026mark_id=5310690",#48307746) |
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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 |