speculation

whatever it takes. burn the ships.

[speculation @BarryAAnderson]

"Everyone is worried that they are not worried about anything because no one else is worried about anything." Adam Parker, Morgan Stanley

[speculation @BarryAAnderson]

@MikePal10 I remember my first time in Chicago last April, walking from the Ritz up the river walk passing Trump tower and to the CME building, I passed his restaurant and just thought to myself how electric the 90s bulls era must have been in that city!

[speculation @BarryAAnderson]

@TheShortBear jus curious, if you had the opportunity to trade for them would you?

[speculation @BarryAAnderson]

@MikeBellafiore @YouTube while i certainly agree with your point. I think '22 was a challenging year for most traders. Even Max at SMB was transparent about this in his youtube video on the SMB channel, which I thought was great btw. Point taken though. Thanks for all the great content over the years.

[speculation @BarryAAnderson]

@RealSimpleAriel on the contrary I think it's also important to point out they are flat 50days which might increase chances of choppy behavior. (HOOD less flat than the others).

[speculation @BarryAAnderson]

@TheOneLanceB what percent of account are you willing to risk on an A+ once a year type setup? or even once a decade type setup like the Nikkei/Yen panic last year?

[speculation @BarryAAnderson]

@RealSimpleAriel silver was the one 😆

[speculation @BarryAAnderson]

@johnarnold @bgurley I don't discount the intellect of the Chinese. I think it's the communism part that simply does not allow it to flourish as it does in the great U.S.A. For whatever reason, it seems to never translate into the investable economy. i.e $FXI flat the last 20yrs.@Jkylebass

[speculation @BarryAAnderson]

@sidprabhu 5% unemployment seems inevitable regardless of what they do because of AI job displacement imo.

[speculation @BarryAAnderson]

@sidprabhu 1973!

[Luke Gromen @LukeGromen]

"USD has worst start to year since 1973."

Chart below shows gold's price from 1973-80 (up 10x in 7 years.) This is all the more interesting given this quote from Dan Oliver of @Myrmikan:

"At $3,300/oz, gold comprises just 13% of the Fed’s assets, the same level as in 1971."

[speculation @BarryAAnderson]

@sidprabhu 1973!

[speculation @BarryAAnderson]

@TheShortBear I’m going to need an AI-based Onlyfans creator who also gives epic stock tips.
@ JustTheTip 🤣 does this qualify as a business? Lol

[speculation @BarryAAnderson]

@TheShortBear @sidprabhu 1973!

[speculation @BarryAAnderson]

@TheShortBear all fair points. My thought was that oil is down, the $ is down(tailwind to earnings/rest of the world) & every action out of Trump has been anti-growth so far. Assuming that at some point the pendulum swings back to pro growth. He nuked the business cycle, but is it fully dead?

[speculation @BarryAAnderson]

@sidprabhu

[Namzes Cycles @Namzes_G]

1965 slightly realigned
President Johnson imposed a 25% tariff on light trucks, such as SUVs and pickup trucks. This tariff was a response to Europe's tax on US chicken imports.

[speculation @BarryAAnderson]

@RealSimpleAriel @MikePal10 That’s awesome man. Would be an honor to meet him one day. You as well. awesome story you have, saw you from IU.

[speculation @BarryAAnderson]

@TheShortBear deficits can be cut but if goal is manufacturing revolution then U.S. dollar will need to be weaker. I always thought the dollar would die by strength not by weakness but now a plaza accord 2 seems in play considering the new regime’s goal. I”m open to feedback on these thoughts

[speculation @BarryAAnderson]

@TheShortBear re: the dollar, I was thinking about it more from the standpoint of having “balanced trade” which by definition is opposite of Foreign nations accumulating dollars by selling goods to the U.S. & investing the proceeds in U.S. assets (mostly USTs) .requires US to be net importer