You won’t like this….just sayin’

[ADIDAS00]

you need to factor in foreign exchange and the dollar. The value of the dollar and it's value to other currencies is worrisome to the bond market. 10 year is at 4.49% and heading north. FX eur/$ is 1.12. That is causing problems and driving higher interest rates.

I’m still on the “nothing stops this train” philosophy. Everyone is sooooooo bearish….but Fiscal spending is still going up. The government is creating money to buy their own bonds. M2 Global liquidity is going straight up. All of this money being created and spent has to end up somewhere. Some of it will go to markets which will inflate prices. I see all time highs for the stock market in Q3/Q4.

Most of my wealth is in Bitcoin and it recently hit an all time high. I see it going to $150,000’ish by Q3/Q4. Life is good!!

 

[heathrowinneo]

I’m still on the “nothing stops this train” philosophy. Everyone is sooooooo bearish….but Fiscal spending is still going up. The government is creating money to buy their own bonds. M2 Global liquidity is going straight up. All of this money being created and spent has to end up somewhere. Some of it will go to markets which will inflate prices. I see all time highs for the stock market in Q3/Q4.

Most of my wealth is in Bitcoin and it recently hit an all time high. I see it going to $150,000’ish by Q3/Q4. Life is good!!

Well I hope you are right but the tea leaves and data are showing things differently. Bonds and f/x are showing something different. Couple that witth today's announcement of 50% on the EU, its going to hurt when the Europeans hit back. And the funny thing is, we export services to the EU to the tune of $350 some billion. Now that may on the table.

I'm with Warren Buffet on bitcoin, nope.

 

[TastySuckToy]

I see it going to $150,000’ish by Q3/Q4. Life is good!!

Bitcoin should already be at 500k with the level of accumulations going on. We're headed towards the mother of all supply shocks at this rate.

 

[ADIDAS00]

Well I hope you are right but the tea leaves and data are showing things differently. Bonds and f/x are showing something different. Couple that witth today's announcement of 50% on the EU, its going to hurt when the Europeans hit back. And the funny thing is, we export services to the EU to the tune of $350 some billion. Now that may on the table.

I'm with Warren Buffet on bitcoin, nope.

I think the tariff thing is bullshit. “I’m going to tariff you 200%….just kidding, it’s 10%”

None of it’s real. It’s all a facade. All of the negativity has been priced in. The world is ending has been priced in. There’s only one way but up from here. Every threat has been reduced in the end. It’s a simple bargaining chip. It’s a NOTHING BURGER. We’ll all look back on this when everything is higher and wonder why we all panicked

 

[ADIDAS00]

Bitcoin should already be at 500k with the level of accumulations going on. We're headed towards the mother of all supply shocks at this rate.

I agree…fixed supply and a huge demand incoming. Institutions are just beginning to get in the game. If you work for an institution, It went from “if you talk about Bitcoin you’re fired” ….to “if you don’t at least have a Bitcoin plan you’re fired”.

Times are changing and it’s fun to watch. I’ve been on Bitcoin since 2020 and it was sooooooo much different back then.

There’s only one way to go but up over time. Bitcoin was made for exactly what’s happening right now

 

[heathrowinneo]

I think the tariff thing is bullshit. “I’m going to tariff you 200%….just kidding, it’s 10%”

None of it’s real. It’s all a facade. All of the negativity has been priced in. The world is ending has been priced in. There’s only one way but up from here. Every threat has been reduced in the end. It’s a simple bargaining chip. It’s a NOTHING BURGER. We’ll all look back on this when everything is higher and wonder why we all panicked

Good luck with that.

 

[ADIDAS00]

The markets are climbing that wall of worry. Up up and away we go….

 

[ll74]

The markets are climbing that wall of worry. Up up and away we go….

The markets are recovering from their losses

 

[heathrowinneo]

https://www.cnbc.com/2025/06/03/us-...er-by-oecd-as-trump-tariffs-sour-outlook.html

stocks are recovering from the whipsaw trade, budget and economic policies. The outlook is getting cloudy too.

 

[ADIDAS00]

The markets are recovering from their losses

Everyone is still so bearish….New all time highs soon. The charts look amazing

 

[ll74]

Everyone is still so bearish….New all time highs soon. The charts look amazing

We haven't actually recovered from losses.

Having highs require being higher than 8 months ago.

 

[ADIDAS00]

https://www.cnbc.com/2025/06/03/us-...er-by-oecd-as-trump-tariffs-sour-outlook.html

stocks are recovering from the whipsaw trade, budget and economic policies. The outlook is getting cloudy too.

Doge couldn’t cut enough spending. Now the big beautiful bill will add more spending. Nothing stops this train….

Fiscal spending and more liquidity will make this market hit all time highs soon. I wouldn’t be short here

 

[ADIDAS00]

We haven't actually recovered from losses.

Having highs require being higher than 8 months ago.

We’re only a few percent off all time highs. The global financial crisis everyone predicted has been postponed. This might be the shortest recession in history.

Whatever your politics is, don’t be short or you’ll get liquidated on this one. I’d be extremely long at least until the end of the year

 

[ll74]

We’re only a few percent off all time highs. The global financial crisis everyone predicted has been postponed. This might be the shortest recession in history.

We aren't in a recession.

Whatever your politics is, don’t be short or you’ll get liquidated on this one. I’d be extremely long at least until the end of the year

I don't know what the fuck this means

 

[ADIDAS00]

We aren't in a recession.


I don't know what the fuck this means

Being “short” means you want the market to go down because you borrowed shares, then sold them, and then you want to buy them back later and take the difference when the price is lower.

Being “long” means you bought shares and you want the price to go up and sell them at a higher price later.

Being “liquidated” means you’re forced to buy/sell and take a loss because you used leverage because you shorted the market (using leverage).

 

[ll74]

Being “short” means you want the market to go down because you borrowed shares, then sold them, and then you want to buy them back later and take the difference when the price is lower.

Aah, yah, I don't short the market, so we're good.

Being “long” means you bought shares and you want the price to go up and sell them at a higher price later.

So if you "long" back in August, you'd be fucked still.

Got it.

Being “liquidated” means you’re forced to buy/sell and take a loss because you used leverage because you shorted the market (using leverage).

Here's the part you're missing - the stock market was gaining at a pretty good clip from about 2021 onward. Then the current fuckhead fucked with the economy via tariffs, and we are now struggling to break even with the market from last year.

So if I invested in 2021 and cashed out last June, I'd be solid. If I invested in June and cashed out now, I'd give them money.

Not rocket science

 

[ADIDAS00]

Aah, yah, I don't short the market, so we're good.


So if you "long" back in August, you'd be fucked still.

Got it.


Here's the part you're missing - the stock market was gaining at a pretty good clip from about 2021 onward. Then the current fuckhead fucked with the economy via tariffs, and we are now struggling to break even with the market from last year.

So if I invested in 2021 and cashed out last June, I'd be solid. If I invested in June and cashed out now, I'd give them money.

Not rocket science

Well, it’s hard to time the market. Not saying you can’t do it, but it’s difficult. Lots of people try and about 3 percent of them are good at it.

It’s a game of probabilities. The probabilities now are favor of all time highs from here until the end of the year. Do with that as you may.

If your politics bias stops you from buying, there’s nothing wrong with that. It just isn’t very logical. Emotions aren’t good for investing for the most part

 

[ll74]

Well, it’s hard to time the market. Not saying you can’t do it, but it’s difficult. Lots of people try and about 3 percent of them are good at it.

It’s a game of probabilities. The probabilities now are favor of all time highs from here until the end of the year. Do with that as you may.

If your politics bias stops you from buying, there’s nothing wrong with that. It just isn’t very logical. Emotions are good for investing for the most part

Your political bias seems to ignore that he fucked the market for 6 months, none of which was needed and there's no indication that the trajectory has shifted in any way. You've also seemed to have missed that the downward slide that he gave us was also one of records.

So all you really have here is that volatility is his bread and butter. Guess what investors hate?

 

[ADIDAS00]

True, he did nuke the markets. But I think the markets overreacted and priced in Armageddon. Most of this tariff stuff is not going to turn out to be much of anything.

Now we’re looking at new all time highs in the coming weeks. Brighter days are ahead for the rest of the year. It’s time to make some money!!!!

 

[Bn2f]

HOW THIS ALL STARTED:

Trump knows that our economy is the biggest consumer economy that exists. This is why the United States has the upper hand and Trump knows it. He’s using leverage and our dominance. That’s his game! He knows they will cave. They have no choice. Bargain and negotiate or you’re done. Period!!

WHERE WE ARE NOW:

True, he did nuke the markets. But…Most of this tariff stuff is not going to turn out to be much of anything.

 

[Bn2f]

 

[ADIDAS00]

The inflation data came out today…. The number was 2.4%

I don’t think the tariffs are causing the inflation most people expected.

 

[awired50]

The fear mongering is discusting.

 

[Lazaran]

The inflation data came out today…. The number was 2.4%

I don’t think the tariffs are causing the inflation most people expected.

Just wait:

CURRENT inflation numbers are artificially low due to companies importing in bulk prior to the tariffs going into effect. Once those low cost bulk purchases have been exhausted, inflation is going to come roaring back.

That ^ , coupled with the negative impacts DonOld’s deportation chaos is going to have on producers & prices (AND on expenses for the Federal, State, and Local government agencies), will result in the perfect storm of inflation (and increased debt).

That ^ will affect more states than California.



And then there is: “The One Butt Ugly Bill” looming; the public & private debt crisis; things in the Middle East heating up; American tourism & goods boycotts; environmental crises, etc, etc, etc…



DonOld “Corrupt Captain Chaos” Trump & “The Know Less Than Nothing” MAGAt republicans were the WRONG / WORST group to be in charge at this critical moment in time - for multiple reasons.



We. Told. Them. So.

We. Told. Them. So.

 

[Lazaran]

The fear mongering is discusting.

Just wait:

CURRENT inflation numbers are artificially low due to companies importing in bulk prior to the tariffs going into effect. Once those low cost bulk purchases have been exhausted, inflation is going to come roaring back.

That ^ , coupled with the negative impacts DonOld’s deportation chaos is going to have on producers & prices (AND on expenses for the Federal, State, and Local government agencies), will result in the perfect storm of inflation (and increased debt).

That ^ will affect more states than California.



And then there is: “The One Butt Ugly Bill” looming; the public & private debt crisis; things in the Middle East heating up; American tourism & goods boycotts; environmental crises, etc, etc, etc…



DonOld “Corrupt Captain Chaos” Trump & “The Know Less Than Nothing” MAGAt republicans were the WRONG / WORST group to be in charge at this critical moment in time - for multiple reasons.



We. Told. Them. So.

We. Told. Them. So.