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Trump Era 2025-2029 : Stock and Economic Comment

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moXJO said:
I haven't looked at the Australian market for a bit. Trump tariffs might bring along some decent buys assuming Trump is a temporary phenomenon.
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well legally , he is only there for 4 years , HOWEVER would Vance be more of the same if elected in 2028 ( or tougher )

AND ( unlikely as it is given Trumps age ) there might be 'the Putin Gambit ' where Vance gets elected and takes on Trump as VICE-President

Australia will have to decide it's own destiny ( if we can find a leader with adequate spine .. that includes you , Liberal jellyfish )

it will give Australia some opportunities , if they chose to take them
 
I think maga dies with Trump. The Republicans are no different to the democrats, lib/lab situation. They voted for a lot of that usaid funding. So it will scale back. Thats assuming Trump lasts the full term.

As for Australia this is exactly why I was hoping for a Trump term. We actually have to grow up and accept the fact we are screwed if we don't take control of our own destiny.
 
moXJO said:
As for Australia this is exactly why I was hoping for a Trump term. We actually have to grow up and accept the fact we are screwed if we don't take control of our own destiny.
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but will we ?

we might end up like Brexit , all promises and cheering , but undermined at every turn
moXJO said:
I think maga dies with Trump. The Republicans are no different to the democrats, lib/lab situation. They voted for a lot of that usaid funding. So it will scale back. Thats assuming Trump lasts the full term.
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i think Vance would carry on with the plan , if something happens to Trump .. but the NEXT administration , you can only guess ( there are plenty of hidden knives in Washington )

can Trump unravel the DC blackmail ring ( and other corruption ) , time will tell
 
divs4ever said:
but will we ?

we might end up like Brexit , all promises and cheering , but undermined at every turn
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The Australian psyche will change. I think more and more people are glitching out of the fantasy that government is doing a good job for the people. How we move forward though... I wouldn't want to be a politician with an angry mob.
 
Dona Ferentes said:
usually the VP is never heard from; Vance has his head above the parapet and taking the flak from the other bloke.
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I think Trump was portrayed as the guy who fought the US government. He appeared stoic in his approach and promised things no one else was willing to do. I don't think people see the same in these classic politicians where they put it all on the line. They are disposable.
 
but is he ?

remember he has had periods in the entertainment industry ( pro-wrestling and reality TV ) sure he has some experience in business , as opposed to a parade of failed lawyers ( who often retire into an acting career , also )

so far it looks positive ( but scary ) , but don't forget how Bo-Jo hoodwinked the Brits ( almost completely )

have a plan ready for IF it all falls apart ( in a bad way , not a constructive way )

i remember an old saying in my family

' oh Lord , please save us from saviors ' ( aka be ready to dig YOURSELF out of the hole )
 
Perception is everything. For me it was about current order trajectory being diverted. If enough people wake up and move to a merit based centre and away from wef- I'm happy with that. As much as I enjoy Trumps antics I'm not a believer.
I suppose it depends on if he manages to pull it off before midterms.

But I would fight against a Keir starmer. That flog is actually dangerous. The things they are doing to its own population is beyond belief.

My thoughts are a bit disjointed at the moment. Not in tune with the market.
 
Country Lad said:
Maybe it is the market that is not in tune with the perfectly clear and logical trajectory you calculated for it and it will recognise its wayward track and return to your normal.

Or not.
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I'm usually good in chaos. Coming off a win so I always completely lose tune straight after. Generally my focus shifts to other things. I consume a huge amount of information when I'm in the zone. But I go the other way once I get what I want.

But you are right to a degree. I'll see patterns in the market and jump back on again. I do think there's some large ops shaping up.
 
probably because this is not chaos YET ... disarray with a dozen distractions flying at you at the same time , sure

but CHAOS is when folks are so panicked they run into each other ( hard )

but keep dusting off your strategies , they may be needed yet

the trick this time will be to consume the CORRECT information ( for you , ie drivers of market sentiment , or accurate forecasts of earnings and profits , etc etc )

BTW interest rates in Europe are still being cut , play there at your own risk
 
Meanwhile: XJO absolutely slaughtered today. U.S futures green (just).

Very little is making me feel positive about the foreseeable future.
 
Also: We forget that there's an election on here soon. Dutton looks almost certain to win. Take that for whatever you think it's worth.
 
over9k said:
XJO is getting absolutely pummeled for whatever you think that's worth.
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Long way to go to find out what the market really thinks anyone get on board Euro defence stocks I missed the run up
 
IFocus said:
Long way to go to find out what the market really thinks anyone get on board Euro defence stocks I missed the run up
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i hold BIS , bought when Russia intervened in Ukraine
, i wouldn't touch EU defense stocks energy costs will be crushing ( maybe even soul-crushing )

i can't get my target price for OMH , otherwise i will just keep watch for cheap iron ore miners and cheaper NIC
 
over9k said:
Meanwhile: XJO absolutely slaughtered today. U.S futures green (just).

Very little is making me feel positive about the foreseeable future.
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7,753.68 points is 10% lower from the XJO intra-day record , we aren't there yet but less the 200 points to go that COULD happen next week , but IF it happens where from there rattle around in a channel perhaps ?
over9k said:
Also: We forget that there's an election on here soon. Dutton looks almost certain to win. Take that for whatever you think it's worth.
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as a former constituent of Dutton he has never impressed me , but then all he has to do is look better than Albo ( and the Green parrots on his shoulder )

i doubt if a real statesman/woman will appear on the scene in time to win power , but you can always hope
what i would expect are wild promises that will try to buy your vote ( or maybe some war jaw-boning to make you feel patriotic )
 


European markets are in full freakout mode and so obviously with germany being the strongest economic and manufacturing power in europe it's therefore going to fall to the germans to bear the majority of the military burden should things get ugly along the nato border.

All quite comical really.
 
Most of the stocks on my watchlists tonight on the NASDAQ are in positive territory pre open outside regular trading hours so unless Trump does a Biden going gaga the markets should end in positive territory for the weekend.

gg
 
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