@mark0319.bsky.social
Serious question. If you were an outside investor, would you invest in the US right now?
June 8, 2025 at 2:45 AM
Serious question. If you were an outside investor, would you invest in the US right now?
Tariffs are destructive enough. But I think the markets are missing the more concerning problem, and it hasn’t been priced in at all.I’m talking about the end of ‘rule of law’.I have shifted to Intl stocks and away from US stocks.Too much risk,especially as we wait to see the June/July numbers.
May 10, 2025 at 7:10 PM
Tariffs are destructive enough. But I think the markets are missing the more concerning problem, and it hasn’t been priced in at all.I’m talking about the end of ‘rule of law’.I have shifted to Intl stocks and away from US stocks.Too much risk,especially as we wait to see the June/July numbers.
A key pillar of ‘American Exceptionalism’ is being tossed down the drain.
May 9, 2025 at 9:29 PM
A key pillar of ‘American Exceptionalism’ is being tossed down the drain.
When the Treasury secretary has to give a sales pitch the the rest of the world, it wreaks of desperation. When I hear that, it doesn’t make me want to invest my money in US securities. It makes me want to sit on the sidelines, until there is more clarity.
May 9, 2025 at 4:43 PM
When the Treasury secretary has to give a sales pitch the the rest of the world, it wreaks of desperation. When I hear that, it doesn’t make me want to invest my money in US securities. It makes me want to sit on the sidelines, until there is more clarity.
If it’s American to pay more for goods, isn’t it American to pay more taxes?
May 7, 2025 at 4:34 PM
If it’s American to pay more for goods, isn’t it American to pay more taxes?
How long before the media, including YouTubers and streamers that don’t align with MAGA are considered a ‘national threat’ and completely silenced?
May 5, 2025 at 2:58 PM
How long before the media, including YouTubers and streamers that don’t align with MAGA are considered a ‘national threat’ and completely silenced?
The hit the American brand has taken, and so quickly is astounding. Not sure it’s reversible at this point.
May 2, 2025 at 2:25 AM
The hit the American brand has taken, and so quickly is astounding. Not sure it’s reversible at this point.
With everything going on, and the administration arresting a Wisconsin Judge - I don’t understand why anyone would be comfortable investing in USD/UST or US Equities at this point.
April 25, 2025 at 3:47 PM
With everything going on, and the administration arresting a Wisconsin Judge - I don’t understand why anyone would be comfortable investing in USD/UST or US Equities at this point.
Another great opportunity to sell the bounce. Wait till some more economic data comes out and we have more clarity on the state of the economy.
March 14, 2025 at 5:01 PM
Another great opportunity to sell the bounce. Wait till some more economic data comes out and we have more clarity on the state of the economy.
Use the opportunity of todays bounce to exit more dollar securities. wait for clairity before Putting it back to work.
March 12, 2025 at 4:29 PM
Use the opportunity of todays bounce to exit more dollar securities. wait for clairity before Putting it back to work.
Expect inflation will come in cool. Expect the drop in demand for goods will keep prices low. However, do expect a large contraction in spending/growth.
March 12, 2025 at 12:22 PM
Expect inflation will come in cool. Expect the drop in demand for goods will keep prices low. However, do expect a large contraction in spending/growth.
Sell any bounces. Economic indicators will continue to get worse.
March 7, 2025 at 6:07 PM
Sell any bounces. Economic indicators will continue to get worse.
Nice little bump today in the market. Taking this opportunity to close out more of my US stock exposure.
February 28, 2025 at 3:11 PM
Nice little bump today in the market. Taking this opportunity to close out more of my US stock exposure.
Might be worth buying some VIX or put options. Tariffs will no doubt hurt everyone involved as well as damage the dollars status as reserve currency.
February 25, 2025 at 12:02 AM
Might be worth buying some VIX or put options. Tariffs will no doubt hurt everyone involved as well as damage the dollars status as reserve currency.
I think today’s rebound is a great opportunity to exit the market. I’d get out before more economic data is released.
February 24, 2025 at 5:44 PM
I think today’s rebound is a great opportunity to exit the market. I’d get out before more economic data is released.
Stock market continues to be overvalued even after today’s decline. Between cutting large numbers of workers (who will cut back on spending) and threats of tariffs cutting into hiring. I think there will be at best no growth and possible a contraction in the economy.
February 21, 2025 at 1:18 AM
Stock market continues to be overvalued even after today’s decline. Between cutting large numbers of workers (who will cut back on spending) and threats of tariffs cutting into hiring. I think there will be at best no growth and possible a contraction in the economy.
I don’t understand how the market continues to go up. With all the uncertainty around tariffs, federal employment etc. I see a massive slow down in consumer spending which I think will cause the market to go down quite a bit.
February 20, 2025 at 2:21 PM
I don’t understand how the market continues to go up. With all the uncertainty around tariffs, federal employment etc. I see a massive slow down in consumer spending which I think will cause the market to go down quite a bit.
Another plane crash?
February 19, 2025 at 6:22 PM
Another plane crash?
So we are “draining the swamp” and replacing it with a sewer, filled with some of the worst and corrupt people.
November 24, 2024 at 2:46 PM
So we are “draining the swamp” and replacing it with a sewer, filled with some of the worst and corrupt people.
Deactivated my X account. Feels nice to know I don’t have to be fed hate, right wing propaganda and Leon tweets who I wasn’t even following.
November 19, 2024 at 1:09 AM
Deactivated my X account. Feels nice to know I don’t have to be fed hate, right wing propaganda and Leon tweets who I wasn’t even following.
Ryan Walter’s of Oklahoma may be one of the dumbest people I’ve ever listened to. No wonder education in Oklahoma is so bad.
November 18, 2024 at 6:14 PM
Ryan Walter’s of Oklahoma may be one of the dumbest people I’ve ever listened to. No wonder education in Oklahoma is so bad.