Chronicles of 2025

S&P 500 yield is currently around 1.8%, paid quarterly in March, June, September, December.

It‘s way lower at ~1.2%

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That’s the index.

For tradable ETFs like SPY or VOO it’s more like 1.11%.

Kinda surprised the difference is that large.

Nice, no dividends - no taxes - no cry.

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Reddit has already a phrase for it: “TACO Tuesday”: freak the market on Friday, more - but more controlled - selling on Monday, BTFD on Tuesday, tweet Tuesday night sending the market up on Wednesday.

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These were the (valuation) “tops” in the dot-com bubble:



(via Ben Carlson’s Is This the Top?)

I’d say we can only tell your friend a couple of quarters after the top 


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I thought it was supposed to be TACO Tuesday, not TACO Sunday!

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he wants his cake on Monday as compensation for Nobel prize

That‘s gotta be fake please :sob:

Market manipulation at its finest :grimacing:

E: omg it‘s real


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It’s a “tweet”, it doesn’t bind China, just expresses what Trump would want to happen. It costs nothing to him and requires no effort.

I’d take as a basis that market manipulation happens all of the time with this US administration on a way more open basis than may have happened in the past.

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I would say “has become”. It’s amazing to me how quickly the CEO’s of the tech megacorps have run with Trump instead of trying to preserve the stability of economic policies which allow for businesses to plan for the future. Right now, they can’t plan.

It’s personal but these days, I don’t consider the US as a developed market when it comes to the investability of their markets.

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There was an article posted above, maybe by Goofy, about the Silicone Valley no longer being the free-spirited wonderland that the article’s author thought it was. But was it ever? Before Bill Gates became a kindly sage playing bridge with Warren Buffett - another kindly sage - he was a stone cold killer. Why would Zuck be any different?

I get what you’re saying, it’s probably that the money is just too much right now and if I’m not mistaken they (the listed companies) have a legal requirement to make money for stakeholders?

Maybe it’s like fertilizer: a little will do a lot of good and for long term, whereas a lot will make a plant grow like crazy for a while and then make it die.

More broadly, I was again thinking about the dot com, local tops vs ultima Thule top before a drop, and thinking - again - that in the dot com we were talking about paper napkin “companies” valued in the billions when now the Sexy 6 (just coined that) are making humongous profits and have gathered talent possibly not seen since the Manhattan Project.

Of course, China has the luxury of being able to have depth in its strategy, time to think it through carefully, and likely more resilient/obedient population.

They are both stone cold killers. That they try to cultivate a soft image doesn’t remove that. While I wouldn’t imagine Buffett to be in any way ‘nasty’, business is business and he’ll get his pound of flesh.

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I wouldn’t be so sure. There’s a mix of fear for repression and people seeing their lives getting better.
For every news article or comment you read about China, you’d find 20 about the US (maybe some of those on social media originating in China?).
Or 100’s in the thread. Fair enough, the US is “closer to home” and many likely hold them to a different standard.

China did great in the last decades, impressively so, but there’s no guarantee it can continue exponentially, even without trade war, tariffs etc. Purely internal topics:

For example, Chinese society is aging, yet there’s a huge group of young-ish people in the informal sector or gig economy. Little social welfare and a big surplus of men, thanks to former one-child policy and culture.
Men without formal job and chances to buy a house, which comes with access to local services or schools aren’t exactly husband material in the culture. And gigs come without stability or pension contributions.

Not sure how much you can keep such a population obedient and resilient, or let’s call it happy (and the Party is obsessed with that) when they feel that they’re left out. Not even with so much surveillance, censorship and propaganda.

Again, maybe different standards or information when raging about US policy :wink:

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I think COVID already showed us the limit of the repression the Chinese population were willing to take.

Looks like Trump TACO’d too early. Partial recovery in the markets pre-trade.

I am thinking to take some partial profits in TQQQ, just in case :wink:

Not entirely clear to me he TACOd. The post was vague and saw some articles this morning the new tariffs are still on. Embrace the ambiguity.

Enough, to make 190 mil. in profit:

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