AFF Member Stock Discussion

[RSD]

And what does the knob and his mental midget army see AU GST as?

A tariff.

I'm a little intrigued as to why Dow futures for tonight are up at the moment seeing as the USA told China that if they don't remove their 34% retaliatory tariff by basically tonight our time then he will hit them with another 50% starting Wednesday - and China has basically said go ahead - we aren't budging. I would have thought that the prospect of that would have had the U.S. markets looking down again.

 

[Quickstatus]

An irrational market is impossible to analyse and understand

 

[RSD]

An irrational market is impossible to analyse and understand

Is it the market that is being irrational though ...

 

[Quickstatus]

Is the market that is being irrational though

Yes

 

[clifford]

Yes

Of course, but it always is, no matter what the scenario.

 

[Mr_Orange]

All the machinations could already be priced in.

 

[serfty]

[moderator hat]

Some recent posts have been deleted due to being political and off topic.

Please review the thread title.

Posts with general references to a country/union in relation to actions taken by that country/union that could affect the Australian Stock Market are OK. Posts with inferences or direct references to or mentions of specific people may be considered political and suffer sanction.
​

[/moderator hat]

 

[RSD]

[moderator hat]

​

Some recent posts have been deleted due to being political and off topic.​

​

Please review the thread title.​

​

Posts with general references to a country/union in relation to actions taken by that country/union that could affect the Australian Stock Market are OK. Posts with direct references to or mentions of specific people may be considered political and suffer sanction.​

​

[/moderator hat]

Is there some guidance somewhere about what AFF considers to be political?

 

[serfty]

Is there some guidance somewhere about what AFF considers to be political?

[Moderator Hat]

Yes, AFF - Revised Posting Guidelines

Many things may be subjective, but here it is not.

No further discussion will be undertaken.​

[/Moderator Hat]

 

[RSD]

[Moderator Hat]

Yes, AFF - Revised Posting Guidelines​

​

Many things may be subjective, but here it is not.​

​

No further discussion will be undertaken.​

[/Moderator Hat]

Cheers @serfty I'm a say it as I see it person so I will beg forgiveness now in advance in case I post something in the future that contravenes - most of us in this part of Oz are like that.

 

[prozac]

Is it the market that is being irrational though ...

No, it's the journalists

 

[burmans]

No, it's the journalists

Personally I’d say it both! Long term I think the market gets it pretty right but definitely not short term.

 

[RSD]

Personally I’d say it both! Long term I think the market gets it pretty right but definitely not short term.

The problem the market has is that it must be so reactive due to the very unpredictable nature of the source of the things that are causing the reactions, and the conflicting information that often follows.

 

[drron]

A pretty comprehensive view f the tariffs and complications from Ray Dalio on X if you want to go there.

And the EU has not only tariffs and VAT but a lot of other barriers to trade as a consequence of their subsidies to various parts of their economy.

 

[SydneySwan]

The US is now raising tariffs to China to 104%. It is difficult to keep up. I hope the iPhone stocks app is updated to include tariff levels as they are changing so frequently.

Oh and US stocks and the AUD are rapidly retreating again.

I suppose normality will return one day.

 

[VPS]

The US is now raising tariffs to China to 104%. It is difficult to keep up. I hope the iPhone stocks app is updated to include tariff levels as they are changing so frequently.

Oh and US stocks and the AUD are rapidly retreating again.

I suppose normality will return one day.

it depends what you define as normal

 

[cove]

We are in for a down day today with our futures being down around 2%.
We topped up VEE and VLS holdings and we finally received the last part of our REH order.
Our currency is doing it tough.

 

[Brissy1]

I suppose normality will return one day.

Yes but it will be a new normal, with winners and losers and obviously that's what we're trying to pick. Disrupt, then take advantage of that..."negotiate".
And speaking of losers, I have no sympathy for EU agricultural if something happens there, I recall what their protectionism did to Australian ag.

 

[Mr_Orange]

Yes but it will be a new normal, with winners and losers and obviously that's what we're trying to pick. Disrupt, then take advantage of that..."negotiate".
And speaking of losers, I have no sympathy for EU agricultural if something happens there, I recall what their protectionism did to Australian ag.


View attachment 438580

Farming subsidies could, and should, be removed the world over. It is more than possible to operate profitably without them. There is, I think, a book written by a farmer in Scotland, if my slightly flakey memory isn't failing me.

 

[moa999]

Elements of food security and carbon emissions from transporting food do play a part however.

Looking like a red start to the day