/smg/ - Stock Market General

DEATH TO AMERICA

I have like 40% BRK.B and SCHD, VGK and 60% high yield bond etfs. Recently the rates have been rising because some actors were selling US gov bonds. Should I sell HY bonds? Or will the rates stop going up?

worked so well

How were Chips and Smartphones etc now automatically exempt on wednesday when
1. he delayed all tariffs but the 10% baseline?
2. it was his intention to have a specific/special tariffs for them anyways from the getgo?

He could then and there just exempt these things, and nobody would have really thought that caved to China.

But he didn't, because he didn't expect China to go on raising tariffs and this thing escalating to +100%. And now he was forced to exempt them due to the reality of things that China has too much power in that regard. And everybody now has to assume this exemption is PURELY because of this escalation.

What a strategic fuckin retard.

If somebody was to murder orange retard, i bet you the stock markets would green dildo 50%+

When do you think congress will cuck him more and take back all power of tariffs?

should I yolo 100k into soxl

Your research is going to find that Europe and Asia took everything to do the shit before and have a monopoly

There's still a 20% tariffs on them, they're just exempt from the full retard +100% tariff.

The 20% is what he is intending (25% I think it is).

But I also just found this thanks to AI:

datacenterdynamics.com/en/news/trump-says-semiconductor-tariffs-will-start-at-25-keep-rising-over-the-year/

February 19, 2025 By Charlotte Trueman

US President Donald Trump has said that he will impose tariffs on semiconductors within the coming weeks.

When asked about the rate of the tariffs, Trump said: “It’ll be 25 percent and higher, and it’ll go very substantially higher over the course of a year.”

He added: “When they come into the United States, and they have their plant or factory here, there is no tariff.”

On average, it takes around three to four years to build a new chip fab. Furthermore, a 2023 report from the Semiconductor Industry Association estimates that by 2030 as production in the US ramps up, around 58 percent of predicted new jobs across semiconductor manufacturing and design risk being unfilled.

In January 2025, Trump pledged to “return production” of computer chips and semiconductors to the United States by imposing a “100 percent tax” on their overseas production, claiming that tariffs would incentivize companies to manufacture chips in the US instead of Taiwan.

tomshardware.com/tech-industry/trump-says-that-chip-tariffs-are-starting-very-soon

"The chips [tariffs] are starting very soon and the pharma is going to be starting to come in […] sometime in the near future," said President Trump at a White House briefing.

Earlier this year, Trump threatened to impose 25%, 50%, or 100% tariffs on semiconductors produced in Taiwan but remained quiet after TSMC committed to investing an additional $100 billion in its production capacity and an R&D center in the U.S.

However, after the sweeping tariffs imposed on goods from Europe, Japan, South Korea, and Taiwan made chipmaking tools 20%—32% more expensive for American chip producers and, therefore, increased their costs, it is logical for the U.S. government to impose tariffs on foreign semiconductors to somewhat level their competitive advantages over domestic chips in the American market.

older:
tomshardware.com/tech-industry/trump-to-impose-25-percent-100-percent-tariffs-on-taiwan-made-chips-impacting-tsmc

tomshardware.com/tech-industry/trump-to-introduce-25-percent-and-higher-tariff-on-imported-semiconductors

They'd never. If they planned to do so they'd speak to him behind closed doors so he could try to save face by undoing the tariffs himself rather than appear to have a divided house/senate.

want to make chips in the US

basically murder the CHIPS act

also put tariffs up first which makes all the tools needed to open a chip fab more expensive

Talk about putting the fucking cart before the horse.

THIS TIME I'MA LET IT ALL COME OUT
THIS TIME I'MA STAND UP AND SHOUT
I'MA DO THINGS MY WAY IT'S MY WAY
MY WAY OR THE HIGHWAY

youtu.be/Dn8vzTsnPps

KEEP SHORTIN SHORTIN SHORTIN SHORTIN (WHAT)
KEEP SHORTIN SHORTIN SHORTIN SHORTIN
KEEP SHORTIN SHORTIN SHORTIN SHORTIN(WHAT)
KEEP SHORTIN SHORTIN SHORTIN SHORTIN YEAH

youtu.be/RYnFIRc0k6E?si=07e1cChf2f1UXtV2

More like setting the cart on fire and then selling the horse.

He's not thinking ahead

i'm pretty sure trump has thought through all of this much more than you retards

That video reminds me... the only interesting fact I can think about myself is that I've been to all three 9/11 sites, and not really on purpose

No that retarded cuck hasnt

That's why he didn't announce the exemption on wednesday and now looks like Xi's bitch.

he doesn't even read past the first sentence of memos his aids give him

He cucked again

I’m debating this right now! I think so?

refunds for everyone!

He doesn't need to. "Experts" are retarded and have been proven wrong over and over again.

No he didn't. He clearly listened to that retard Navarro, who is an actual schizo obsessed with attempting to attack China at every opportunity even if it means undermining American interests.
I would not doubt if we see Navarro get cast out and blamed for a lot of this by the time this is over. We've already seen Musk attack him.

Him actually thinking this is a good plan after putting lots of thought into it is genuinely worse than if he just decided to go with a policy plan cooked up by his advisors which he defends in front of the cameras to avoid showing weakness.

Even his own experts.

his """""""""Experts"""""""""""" are extra fucking stupid

What a colossal powerless faggot he is.

Why are contrarians this retarded. It’s his own “experts” you brainless Simp.

thanks for the input Mac, nice duster btw

Cope and seethe. Third term incoming.

He'll probably have a heart attack or stroke beore midterms

Legend

nice duster btw

A man of fine taste. Thank you, sir.

Can't go 1 thread without a stupid fucking tourist migger here to cuck for his daddy
Go ahead and say tranny next, youre a literal fucking bot, kill yourself

im waiting for trump to do another mcdonalds party at the white house

Trump: EAT THE FRIES RFK! DON'T FORGET TO DIP THEM IN THIS IMITATION TOMATO KETCHUP WITH EXTRA CORN SYRUP!

That McDonald's party was awesome. God I fucking love Trump.

YouHaveToEatAllTheFries.jpg

tfw no beef tallow mcdonalds

I got Steak ‘n Shake on a road trip recently after they switched to tallow and it was nice, not a huge difference but definitely an improvement over sneed oils

God I fucking love Trump.

Cringe

Lincoln looking on disapprovingly

Wasnt this for a college football team

Cringe

Voted for Kamala and White Bread Walz

yes during the government shutdown

If you love a politician you are beyond saving. You have fallen into a fucking black hole of retardation.

Maga hates white people now? This world is confusing

this would be me too if someone offered me free mcdonalds

You sound jealous.

Absolutely.

politicians always sell out their supporters. its sad. there is no way to vote for a lot of the things people want and that would improve their lives

You only eat this shit after a party when you're drunk and there's nothing else open (in EU)

EU

burgers are gross!

but I just LOVE kebabs!

Fuck off.

No, McDonald's burgers are. You got that wrong.

i'm pretty sure trump has thought through all of this much more than you retards

I am looking forward to trump's explanation for the chink exemptions on their top 3 exports to america, very much
I really really want to see his thinking on the matter, and how he justifies it
I mean that honestly.

Kek imagine believing a jew ceo claiming that the USA has no manufacturing despite the fact that china is reliant on US tool and die making as well as our tax dollars to subsidize their entire shipping industry.

what tools does the US make

hey now, I hear this Navarro dude or whatever is pretty good

Precision cutting tools and exact alloying.

why do weirdos who clearly dont trade and hate stocks come here

hes a crazy old man who doesn't know what hes doing and wouldn't listen to his staff even if they weren't retarded

Why Does The Lion Rape The Small Dog. VVIX.

lack of mental health care

looks like fighting allies and conspiracy theories is a bit easier than fighting the market

Holy fuck, a lot of TDS libshit tourists in here. First time in the stock market kiddos?

And That's A Good Thing

chinks make bullshit, the USA produces industry.

who is lil bro talking to

You all have TDS. Pathetic
You have TDS

someone set off the infographic (literal) schizo and he’s trying to cope when us doesn’t even make near the majority of tool and die

lil bro reset his ip to pretend to be someone else

wait is the crash still happening or will trump just keep pumping so he can keep buying low and selling high

we’re friends

Ahem
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Why is it a colossal failure making us look like a collective joke then?

buy something for 1/100th of the cost

complain that it's not as good

5D cheese!

Trust the plant!

WWAG1WGA fellow padriots!

You are making a joke of yourself.

finally found some official answer on the tariff exemptions, from trump on a press conference outside air force one
youtube.com/watch?v=kPmXPe6gfcg
He said "we will be very specific on monday"
So I guess there's that. He better have a good answer, honestly.
and releasing them stealthy and shit... what's the point of that? It's like a quiet launch. Is it just to hide it because it's a shit move?

I am a trump fan. I don't want him to walk back anything, that is like the worst of both worlds. You issue a threat and then walk it back, that is not leverage
The maga cope I've come up with in my own mind is that he made some kind of deal with china which hasn't been announced yet. but then why announce a walk back on the top 3 exports from china to usa... if they don't announce anything?
Is this an off ramp for china, to claim they won? Seems like the kinda just... won.
It's not a good look.
However, I'm willing to hear an explanation before I pass judgment. It just better be a damn good explanation.

He better have a good answer

politics is lies, distraction, misdirection, more lies and deception. Some for fun, some out of necessity to keep opponents off balance. Just buy the dip and sell the rip

It just better be a damn good explanation.

"I was feeling like it :)"

Trevor Milton levels of incompetency?

politics is lies, distraction, misdirection, more lies and deception. Some for fun, some out of necessity to keep opponents off balance. Just buy the dip and sell the rip

if you are good at analyzing politics, you can still figure out what the truth is from politicians statements. It just gets more difficult because they lie all the time
I'm not implying I'll just take whatever trump says at face value. If it's not a good answer, I'll assume the trump team is full of shit and just caved. Which is NOT good
But, if they have an answer that is actually sensible and seems real, then that's something else and definitely what I prefer.
Best case scenario is bessent comes out and explains it.

Trevor Milton levels of incompetency?

"I was feeling like it :)"

stahp!!!
haha I can only take so much. I'm still holding out, but yeah it aint lookin good lads

anything i don't like is TDS

meds

Is it just to hide

I assume so he can announce his new Tariff rates on Monday

He planned special tariffs for semis and other electronics from the beginning. But now exempting them looks bad after initiating a tariffwar with China. If he at least reduced the rates right now. But no, he completely scratched them for 2 days (if we assume he announces something on monday). Like, wtf?

So he's not even holding onto his initial plan of 25%

longed intel friday

i dont feel so good

promise to bring back manufacturing

only tariff raw materials

kek

VDH gives his opinion, seems interesting and reasonable, in the first five minutes
youtube.com/watch?v=yFjvIHfpAA4

Jesus fucking christ

hey now, clothing was teriffed too no?
orange nigga is sweatshopmaxxing

Nvidia is going to bounce like a literal shitcoin

longed intel at a 10yr low

Even though intc is absolute fucking dogshit, there's no way the US will let domestic chip productuction get nuked

total return over 12 years is

0

Good luck bagholding, though, anon

At this point we need the moderation to step in and do something about the sheer amount of TDS happening on this board. This is the business and finance board not a playground for your absent father syndrome.

I assume so he can announce his new Tariff rates on Monday

what would the new tariff rates be?

VDH gives his opinion, seems interesting and reasonable, in the first five minutes

thanks for the link

I've seen multiple conservative aligned media use this map in recent weeks, apparently not only does Taiwan belong to China but so does Tajikistan and Krygyzstan.

oh nooooo please don't say anything bad about Anon Babble supreme leader

even though he did some really fucking dumb shit

which might tank our economy

staaaaahp

apparently not only does Taiwan belong to China but so does Tajikistan and Krygyzstan.

uh? What?
Are they criticizing that, or just like tacitly agreeing with chinese imperial expansion?
I can't imagine a conservative agreeing with taiwan being a part of the chinkland map

he cucked

ffs

Reminder that Trump's next disastrous blunder will be war on Iran which will commence as soon as this trade war wraps up this week.

The Taiwan situation is the same situation as the Korea divide except China holds all the cards unlike North Korea. Even Korea could reunited if the USA does what it is threatening to do which is isolate.

clowns to the left of me jokers to right here I’m stuck holding a bag with you

I assume

25 precent on pharmaceuticals (better hope this isn't stacking with Chinese tariffs without precousers or else America is going to be in a very bad postion for med production)

25 percent for semiconductors

Tajikistan

Kyrgyzstan

I guess China decided to solve their border conflict by making them all Chinese I wish them luck

That will be the next narrative for you to consume, but I'm not buying defense stocks as I don't think that war will break out, and if it does it would be fought through Israel. I think the question for the markets is whether Xi will back off or if it's finally go time for him. China apparently views the entire purpose of the tariffs as crippling China (and not without reason) and we should apparently be looking for asymmetric forms of retaliation (bond dumping, very targeted export controls etc)

Sounds more like an oil play to me. Trump has actually been bad for the oil industry though because he wants to drive down prices.

How would you play it? Just spitballing with basic numbers I don't think the removal of sanctions would have a big effect on oil prices but I don't understand OPEC or energy very well

You just know.

When is the Fed going to pivot to the cutting cycle? Trying to time my SOXL exit

I've seen multiple conservative aligned media use this map in recent weeks, apparently not only does Taiwan belong to China but so does Tajikistan and Krygyzstan.

I watched the video, and the channel is some guy who repackaged content from somewhere else
It's a chink bot basically
That kind of map would only be produced internally by china. It's a propaganda map basically
So that tells me china wants taiwan (no news there), but also taijikistan and kyrgistan? Very very interesting. for what reason?
to get closer to pakistan since they are closer "allies" now? To get closer to iranistan and more oil?
It's to get closer to the middle east of course. They already border kazakhstan so this land grab won't help them connect there.
So it's about iranistan?

>Tajikistan

>Kyrgyzstan

I guess China decided to solve their border conflict by making them all Chinese I wish them luck

oh, and now that I think about it, this is pretty obviously an extension of their activities of taking over and replacing the uyghars in kashgar.
So they want to go even further??? Damn that's crazy. So kashgar was just step one in china's plan to, what, conquer and control more land in the middle east? expand westward in that direction... hmm
I'm guessing it's about oil

for what reason?

because they are an empire and empires seek to expand
China will grow larger

It's stupid and I assume propganda the Ughyurs unironcally are jihadists I've heard that the mosques therw would basically tell the worshippers to commit Jihad against the Chinese government likely worried about what they saw in Europe they probably pushed by ISIS K heavy presence in the region startled them as also China won't invade unless Turkey starts to become a problem but China rules CAs via economics

we build vagina
thats a good plan