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SE Hoya Containment Thread (aka Politics) SE Hoya Containment Thread (aka Politics)

03-01-2017 , 12:12 PM
Lol market timers
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03-01-2017 , 12:20 PM
lol market narrators
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03-01-2017 , 12:56 PM
Market Surges After Trump Avoids Giving Nazi Salute Or Making Peepee In Diaper During Address
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03-01-2017 , 12:58 PM
It's fine I'm sure that once the markets correct for Trump's idiocy your losses will be socialized like always
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03-01-2017 , 01:12 PM
Large amount of Americans totally cool with government being run by an explicitly White Nationalist Faction as long as their net worth goes up by 4%!
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03-01-2017 , 01:25 PM
Quote:
Originally Posted by Zimmer4141
Large amount of Americans totally cool with government being run by an explicitly White Nationalist Faction as long as their net worth goes up by 4%!
Yup. And don't you dare call it racism when they clearly have no personal animus towards immigrants and black people. They're just in it for the money, and don't care about the rest. They even have an immigrant friend!
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03-01-2017 , 02:52 PM
Quote:
Originally Posted by Zimmer4141
Large amount of Americans totally cool with government being run by an explicitly White Nationalist Faction as long as their net worth goes up by 4%!
And 30 million democrats voted against Bernie because they care more about their net worth than stopping trump.

And the media gave trump tens of millions of dollars worth of free airtime because they care more about their profits than stopping trump.
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03-01-2017 , 03:13 PM
I wish it was up 4% today. I think today is possibly the first day of a 1% move in either direction for the S&P 500 in 2+ months. It's been a remarkably stable market considering the political clown show going on in D.C.

Last edited by Palo; 03-01-2017 at 03:23 PM.
SE Hoya Containment Thread (aka Politics) Quote
03-01-2017 , 03:13 PM
If the Trump administration is going to take credit for a bull market, rightly or wrongly, they better be sure to do the same if/when the bear market comes (they won't)
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03-01-2017 , 03:15 PM
They never do. It's always a black swan or someone else's fault or a denial that anything is wrong at all.
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03-01-2017 , 03:16 PM
FAKE NEWS CHARTZ
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03-01-2017 , 03:27 PM
Whether you like Trump's non-economic policies or not (I hate basically every single one), you can't really deny that he has been great for the markets.
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03-01-2017 , 03:29 PM
Quote:
Originally Posted by Biesterfield
If the Trump administration is going to take credit for a bull market, rightly or wrongly, they better be sure to do the same if/when the bear market comes (they won't)
If the dems are going to blame trump for a bear market, they better be sure to do the same if/when a bull market comes (they won't)
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03-01-2017 , 03:31 PM
Quote:
Originally Posted by CalledDownLight
Whether you like Trump's non-economic policies or not (I hate basically every single one), you can't really deny that he has been great for the markets.
Thanks for admitting that.
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03-01-2017 , 03:33 PM
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03-01-2017 , 03:33 PM
You can absolutely deny that he's been great for the markets.
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03-01-2017 , 03:38 PM
Quote:
Originally Posted by PocketChads
You can absolutely deny that he's been great for the markets.
well it would be an alternative fact, but I suppose you could, yes. I like holding myself to a higher standard than the current administration and many of its supporters hold themselves to.
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03-01-2017 , 03:40 PM
Quote:
Originally Posted by COG
If the dems are going to blame trump for a bear market, they better be sure to do the same if/when a bull market comes (they won't)


If markets are a good way to evaluate a presidency shouldnt a Trump slappy think Obama is the GOAT?

It's undeniable fact that short term, Trump has had a positive effect on your stock market investment. Congrats if you time the market perfectly and get out at the top. Trump's barely implemented anything yet, we'll see in a couple years what his actual long term effect is.
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03-01-2017 , 03:42 PM
Quote:
Originally Posted by mullen
If markets are a good way to evaluate a presidency shouldnt a Trump slappy think Obama is the GOAT?
Don't think I said that.
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03-01-2017 , 03:45 PM
Quote:
Originally Posted by CalledDownLight
well it would be an alternative fact, but I suppose you could, yes. I like holding myself to a higher standard than the current administration and many of its supporters hold themselves to.
LOL
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03-01-2017 , 03:48 PM
I plan on being a net buyer for the next several decades, so I say bring on another market crash so I can buy cheap
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03-01-2017 , 03:51 PM
Quote:
Originally Posted by mullen
If markets are a good way to evaluate a presidency shouldnt a Trump slappy think Obama is the GOAT?

It's undeniable fact that short term, Trump has had a positive effect on your stock market investment. Congrats if you time the market perfectly and get out at the top. Trump's barely implemented anything yet, we'll see in a couple years what his actual long term effect is.
yes if thats an absolute criteria.

I think its pretty clear that this market rally is all political in nature. When I say that, I mean that I believe that the market rally is due to the political rhetoric from Trump about cutting taxes and decreasing regulation as well as speculation about global trade and repatriation. This combined with the thought that the GOP platform in general is more favorable to the markets has lifted the market since the election.

I don't think Obama did much politically that directly caused the market to rally even though it obviously performed great in his tenure.

I think if Trump does nothing meaningful on the tax, regulation, and repatriation then this rally is either gains simply being pulled forward or ones that are transient in nature. Either way, his Presidency will not have a positive impact on the markets overall if he doesn't follow through.

However, there is also substantially more geopolitical and execution risk to all facets of a Trump Presidency than any President ever. This, almost by definition, cannot provide positive shocks to our market, but could provide substantial negative shocks if things unfold poorly.

Of course, these are just my personal views and not investment advice or anything.
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03-01-2017 , 04:14 PM
Quote:
Originally Posted by CalledDownLight
yes if thats an absolute criteria.

I think its pretty clear that this market rally is all political in nature. When I say that, I mean that I believe that the market rally is due to the political rhetoric from Trump about cutting taxes and decreasing regulation as well as speculation about global trade and repatriation. This combined with the thought that the GOP platform in general is more favorable to the markets has lifted the market since the election.

I don't think Obama did much politically that directly caused the market to rally even though it obviously performed great in his tenure.
https://en.wikipedia.org/wiki/Americ...nt_Act_of_2009
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03-01-2017 , 04:32 PM
Quote:
Originally Posted by MrWookie
the key word I used was "directly"

When people are talking about the market or stocks rallying in response to things Trump says it is because they literally react positively when he says these things.

Even if you want to consider this a direct Obama initiative as opposed to a general response to the Recession that stemmed from Congress, you can't honestly say that it caused the market to rally because it did the opposite. The day Obama signed the above Bill into law the S&P500 was down 4.54%. That's a huge selloff that cannot be misinterpreted as a rally.

The market generally moved up (and radically so) under Obama because we were able to stop the bleeding of the Recession and then the economy turned around. His tenure was unmistakably positive in terms of the market, but the market basically never rallied simply off of him speaking, tweeting, or signing something into law.

When Trump speaks or tweets he actually moves specific stocks, sectors, or the whole market.
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03-01-2017 , 04:41 PM
CDL, when you say that Trump is moving markets directly you mean he is redistributing wealth/EV from non-stockholders to stockholders. While I agree it is true that this redistribution of wealth into markets makes the market go up all else equal, it is not particularly interesting or noteworthy.
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