"BMT Investors" Bulletin Board

[kscarbel2]

As a result of President Trump’s tariff scheme, JPMorgan’s economics team has just raised their recession probability to 60 percent.

In a note entitled, “there will be blood,” chief economist Bruce Kasman and his team said this year’s 22-percentage tariff increase amounts to the largest tax hike since 1968.

[kscarbel2]

Legendary investor and PIMCO co-founder Bill Gross says investors should not try to buy the dip after the worst stock-market drop since the pandemic.

“This is an epic economic and market event similar to 1971 and the end of the gold standard except with immediate negative consequences,” says Gross.

[kscarbel2]

China’s finance ministry on Friday announced it would impose an additional 34% levy on U.S. goods beginning April 10.

This week the U.S. announced an import tariff of 34% on China, which comes on top of the 20% tariff on those imports that the second Trump administration had already put into effect. 

The net result is a 54% duty on goods from China.

[kscarbel2]

Stagflation, the s-word rippling through Wall Street and Main Street, is a calamitous anomaly whereby the economy manifests low growth and high inflation at the same time. Anyone who remembers the 1970s will recall that it caused an economic crisis in the United States, ushering in a turbulent era of high prices, interest rates and unemployment — and considerable instability and pain. Stagflation unraveled two presidencies, Ford’s and Carter’s, and nearly destroyed Reagan’s.

Today, experts are worried that the new tariff regime, which is all but certain to raise prices, coupled with a tight labor market could return us to that era. 

“The data is continuing to support the narrative of weaker growth and higher inflation, with market-based inflation expectations continuing to rise,” says Deutsche Bank.

[kscarbel2]

Why don't we ever see the names of great American leaders like John Kennedy on presidential ballots? Apparently, they are not permitted to run.

[tjc transport]

i still dont understand why the demonrats feel it is ok for foreign countries to impose 20,30,nd 40 % tariffs on american exports, but it is the end of the world as we know it for america to impose tariffs on those same countries imports into america.

[kscarbel2]

The stock market selloff deepened, bonds pared gains and oil hit a four-year low, with Federal Reserve Chair Jerome Powell today reiterating the central bank’s wait-and-see approach.

Powell said the economic damage of a trade war will be bigger than anticipated.

[kscarbel2]

48 minutes ago, tjc transport said:

i still dont understand why the demonrats feel it is ok for foreign countries to impose 20,30,nd 40 % tariffs on american exports, but it is the end of the world as we know it for america to impose tariffs on those same countries imports into america.

The Democrats couldn't possibly believe what they're saying. These are intelligent people.

Rather, it's as though they are reading from a script. They are controlled.

[kscarbel2]

.

.

 

[kscarbel2]

There is a plausible theory..................that President Trump is deliberately tanking the stock market with his tariffs so as to force Federal Reserve Chairman Jerome Powell to cut interest rates.

Continuing to crash the stock market could weaken the dollar, thus making U.S. exports more price competitive. And it could lower mortgage rates stimulating domestic housing construction.

Of course, this would be very risky........everything would have to fall into place just right. Failure would be disastrous.

[kscarbel2]

As a result of the tariff action, major banks have issued the largest margin calls to their clients since COVID (March/April 2020). The scale of the calls suggests the steep sell-off will continue next week.

Hedge funds are facing Lehman-style margin calls as a market crash triggered by President Trump's tariffs raises fears of a "Black Monday."

The market's sharp downturn has forced hedge funds to sell off assets, with major Wall Street banks demanding collateral after the value of holdings sharply declined. 

There is fear of a repeat of the devastating 'Black Monday' (October 19, 1987) when the Dow fell 22.6%, the largest one-day percentage drop in history.

 

[kscarbel2]

“I struggle for why, for what the president’s game plan is.

Because if you wanted to make the market crash, I think you would go with this game plan.

I don’t like that game. I do not favor that. That’s a they know nothing game plan.

It should not be in our country’s interest to have the market crash.”

Jim Cramer

.

 

[tjc transport]

why is it ok for other countries to place up to 60% tariffs on american exports, but is is bad for america to put 10-15% tariffs on foreign imports? 
screw those foreign countries that dont want our exports. 

it is time to think about america first, not america last like the demonrats have done for so long.

 

[mowerman]

well for one thing again the all mighty main street media is scaring the shit out of everyone insteada inspiring everyone and boosting thier spirits,,,,,and where the hell were they when they were closing tons of factories over here??????ooooooooooooooooooooooooooooooooooo thats right nobody cared