Stock Discussions 2024

[human1234]

Just now, human1234 said:

Treasury Sec. Bessent says China, U.S. have ‘opportunity for a big deal’ on trade

Published Wed, Apr 23 202510:40 AM EDTUpdated 4 Min Ago

Dan Mangan@_DanMangan

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Key Points

• Treasury Secretary Scott Bessent said that “there is an opportunity for a big deal here” on trade issues between the United States and China.
• “If they want to rebalance, let’s do it together,” Bessent said during an appearance at the Institute of International Trade and Finance in Washington, D.C.
• But Bessent also called out the World Bank for lending to nations that have advanced economic growth, including China.

Looks like China ni adukkuntunnaaru

 

[FrustratedVuncle]

dumping shuru chesirru malli. 

[RULER]

BESSENT: FULL CHINA TRADE DEAL MAY TAKE TWO TO THREE YEARS

[Copilot]

Ravalamma chitikelu malli

 

[Pavanonline]

20 minutes ago, RULER said:

BESSENT: FULL CHINA TRADE DEAL MAY TAKE TWO TO THREE YEARS

Appatiki veedi presidency kuda ipothadi 😂

[FrustratedVuncle]

Orey aaapandra ayya ee pumping dumping. Gap ivvandra me mokal manda. Ade paniga one day lo pumping dumping chesi saava 10gtunnaru. 

[human1234]

17 minutes ago, FrustratedVuncle said:

Orey aaapandra ayya ee pumping dumping. Gap ivvandra me mokal manda. Ade paniga one day lo pumping dumping chesi saava 10gtunnaru. 

Dow still up 500?

[FrustratedVuncle]

Just now, human1234 said:

Dow still up 500?

Entha sepu anna 500 already dumped. inko 500 evening ki dump chestaru. 

[RULER]

OPTIONS TRADERS POSITIONED FOR MORE WILD STOCK SWINGS

     Investors are bracing for more stock market volatility ahead.
     Options traders are betting on a move of 1% or more, higher or lower, in the S&P 500 for every session through at least May 23, according to a Monday note from Citigroup strategists.
     Those moves are expected to be higher on days of economic importance: Options are pricing in a swing of 1.8% in the benchmark index when the April jobs report is released, and a move of 1.7% the day of Federal Reserve Chairman Jerome Powell's post-meeting press conference in May.

[FrustratedVuncle]

2 minutes ago, RULER said:

OPTIONS TRADERS POSITIONED FOR MORE WILD STOCK SWINGS

     Investors are bracing for more stock market volatility ahead.
     Options traders are betting on a move of 1% or more, higher or lower, in the S&P 500 for every session through at least May 23, according to a Monday note from Citigroup strategists.
     Those moves are expected to be higher on days of economic importance: Options are pricing in a swing of 1.8% in the benchmark index when the April jobs report is released, and a move of 1.7% the day of Federal Reserve Chairman Jerome Powell's post-meeting press conference in May.

Anna QQQ 470 epudu avtundo cheppu anna. 

[Hitman]

17 minutes ago, FrustratedVuncle said:

Anna QQQ 470 epudu avtundo cheppu anna. 

when the CALL options becomes $0. Thats how it would move. 

[RULER]

20 minutes ago, FrustratedVuncle said:

Anna QQQ 470 epudu avtundo cheppu anna. 

Next leg up is 470 bro… 470 is the resistance. If Bessent hadn’t spoken to the media …it would’ve likely tested 470 ..

 

[RULER]

Up down up 

China has said it's open to resuming trade talks with the United States after Trump said would reduce tariffs

[krishnaaa]

The current environment has been an emotional rollercoaster for many.
So here is my writeup on how we need to position moving forward to sleep well at night.

Currently, US is trying to change the status quo on how world trade happens.
Due to it being the largest customer, US surely does have quite a bit of leverage. But the administration needs to be mindful as to how much it can stretch. It also understands that they have only one shot at it has used the National Emergency loophole.

Countries like Canada and Mexico don't have much option as US is their largest trading partner and can't escape geography.

China can talk all it wants but they have been prospering by building upon US technology. This is an advantage they wouldn't want to lose. The best and brightest from the entire world come together in US to build great things. This isn't something that a communist country cannot emulate. In addition to that, a trade war with US would lead to companies moving to democratic countries that are ready and have already started to take advantage of this situation. Chinese economy is already in deflation and can't hold on for too long. US on the other hand can still reduce interest rates,isolate China,turn on the money printer to come out of it.

All this is also happening at the right moment as the US debt needs to be refinanced and a slowing world economy ensures that it gets refinanced at reduced interest rates. So its a win-win situation for US.

In the interim, there has been a kangaroo market with possibilities of recession,isolation,nearshoring,fear of war etc

Instead of dumping everything into tech stocks, its better to have a good mix so that atleast couple stocks go up when a negative scenario comes up and benefit at the same time on positive outcomes.

This is how I have positioned myself.
1. RDW  - Undervalued, Space/ Defense whose investments are ramping up and would ramp up faster during war/recession. It has Europe presence as well. They have said in their previous earnings that they are poised to benefit quite a bit as EU is upping their contribution to NATO and spending on their own defense due to Trump effect.
2. CELH,TMDX,HIMS - Manufactures in US and has minimal impact of tariffs. HIMS disrupting traditional pharmacies. CELH disrupting Monster and Redbull and TMDX disrupting Organ Donation(TMDX/CELH ran up, wouldn't buy at this point. HIMS is an excellent buy imo)
3. MPW - Undervalued hospital REIT for steady dividends ... .went up as well(Wouldnt buy now)
4. RKT - If there is a recession and economy isn't looking good, it would lead to interest cuts which would lead to huge refinance wave. RKT would double in that scenario.
5. ELF - Dropped from 210 to 57 as 80% of its cosmetics come from China. But they have mentioned in their previous earnings that they shouldn't have much impact this year. They might have shored up a lot of inventory. They are rapidly expanding internationally(They are now #3 in Gernmany for example) for which they can still import from China. They diversified from 95% to 80% rathar quickly. This should happen at a much faster pace now. Great management who have been doing buybacks at cheap prices.
6. Sofi - Banking disruptor and the Stock fell due to Recession risk. But the managment has already anticipated this scneario and have been selling off loans to third parties so that they are not on their balance sheets and happily collecting fees. These third parties quickly came back and recently requested another 5 Bil $ worth of loans which means that loans made on Sofi are still doing well. 
7. STNE/NU - International and undervalued and in Brazil which has just 10% tariffs.

Not telling anyone to invest in the above stocks. But positioning onself based on potential outcomes and being in very undervalued plays is the right approach that has worked out for me by giving me wonderful opportunities to keep averaging down during downturns.

You may follow me here https://stocktwits.com/thelasthope to know about my buys and sells  

[FrustratedVuncle]

59 minutes ago, RULER said:

Next leg up is 470 bro… 470 is the resistance. If Bessent hadn’t spoken to the media …it would’ve likely tested 470 ..

 

Bessent erri Kthlodu anna, G meda thannali vadni