is allowed, but it depends on how:
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And so itâs clear: no gender, politics, religious or circle-jerking are allowed. This is not the place to discuss or debate these topics. If you need to bring gender into the discussion, then you have stopped focusing on the financial parts of the discussion. There is a distinction between politics and policy. Any discussion that is, turns, or becomes partisan or political will be removed. Discussion of serious legislation or proposals is allowed if the topic stays on policy, not politics. For example - âRamifications of Trumpâs tax plan and new brackets on FIREâ is ok. âWhy my candidate is the best for the FIRE communityâ is not. Circle-jerks, including demeaning non-FIRE types, do not follow the call for civility or respect expected on this forum. These topics are all off limits due to the forum as a whole not being able to discuss them in a civil way. Repeated violations will result in a ban.
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I used to cringe when my portfolio went down more than the purchase price of our car (~30k CHF).
Takes a little time to get used to those numbers.
Now my portfolio is down roughly CHF 100k since its latest ATH from ⊠last week, I think?
Today alone already added another car or so (in losses).
Now I cringe when companies on my shopping list go on sale and I donât have enough cash to buy.
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Yeah. Kinda bummed out that I didnât do the sales on Friday or even Monday. Iâd have had plenty of dry powder to play with today. As it is, I decided to buy a bit today on margin instead.
Just zoom out a bit and all is fine.
We didnât even hit -10% yet⊠(Except EM)
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Nice, my debts in USD loses in value as well 
#hedgingpro!11!!1
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Seems to me to be the expected behavior: expectations of less demand for the USD moving forward as other countries try to decouple their economy from the US, now perceived as an unreliable partner.
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I think you just gave us the password to your IBKR account.
Apart from that, as Trump once said: « Drill, baby, drill! » - just like our profits on IBKR.
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Bought dollars and stocks today.
Makes America Freak Again 
Iâm going to invest a little more in SLICHA this year to have between 20-30% allocation (Iâm currently at 15%). This should « « « stabilize » » » my portfolio a little on IBKR (even if the markets tend to follow the US indices). Having a little more home bias wonât hurt me too much this year.
Whatâs the reason?
Outperformance of CHSPI this year or worry of US administration?
Hey! Why line go up?
US Recession might be dead ahead
Trump seems to have already got spooked:
If USMCA rules followed, Trump is considering relief.
We will see tariff changes on April 2nd with Canada and Mexico.
The administration will balance the us budget.
Trump is to move with Canada and Mexico, but not all the way.
The tariffs compromise announcement is likely tomorrow.
Trump is considering relief for USMCA-compliant goods.
Trump may roll back Canada and Mexico tariffs tomorrow.
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Time for margin loans, and maybe a kidney (or two).
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This is all a big joke at this point. Almost unreal that this is happening, and we are only 2 months into the year.
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However what I was thinking about the dangerous nature of so called reciprocal tariff is highlighted in post below
Basically boils down to
- US will apply whatever tariffs they want on another country
- However if the other country respond to tariff by applying tariffs on other goods (because countries generally trade different products and not same products)
- US will apply reciprocal tariffs . Not clear if itâs on the goods where other country applied tariffs or additional tariffs on the goods where US applied tariffs
The US president responded on Truth Social, the social media platform he owns, saying: âPlease explain to Governor Trudeau, of Canada, that when he puts on a Retaliatory Tariff on the US, our Reciprocal Tariff will immediately increase by a like amount!â
This whole thing is so insane and I wonder how anyone can do any business planning with this continuous drama
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Alan Beattie
Funnily enough, this is actually written down on his policy platform, his campaign platform, unlike most of this. Quite simply, you set the US tariffs equivalent to the product of any given trading partner. So if you are trading with the EU on cars, the US has a 2 or 2.5 per cent tariff on most cars â weâll go on to that â and the EU has 10. So you say to the EU, right, either you cut your 10 per cent tariff to 2 or we raise our 2 per cent tariff to 10. So itâs just a tit for tat.Robert Armstrong
I have a question in the back. What about countries where things donât match? Like we match kind of Europe in cars, but like with Colombia, we take their coffee and presumably their cocaine â but I donât think thereâs a cocaine tariff â and they take our whatever it is we send to them. I donât know if itâs chicken or whatever we send. And so, like what they tariff us on coffee and what we tariff them on whatever it is we send to them presumably doesnât matter to the other party.Alan Beattie
Shut up, Rob. Rob, shut up. Shut up. Shut up. (Robert laughs) Donât tell them that, OK? They havenât worked it out and itâs gonna be really funny when suddenly everyoneâs drinking really expensive coffee or snorting really expensive coke. And amazingly enough, the great coffee growers of the upper Wisconsin mountains do not, in fact, benefit from this.
Itâs worth listening to that part of the podcast as it is hilarious! 10 minutes in here:
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Huh, I thought it will take them few weeks.
I guess the emphasis of this topic is on the word ârapidlyâ
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