Chronicles of 2025

unbelievable SSAC_CHF is down almost 11% in 2 days. This is super crash or world ETF in CHF terms.

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Trying to beat the market performance. I don’t have enough skill/practice/consistent luck for the odds of me achieving it to significantly outweigh me winning in a casino (it doesn’t stop me from trying, mind you, though lack of investable capital currently does).

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I had fun and I learnt a lot with Coronavirus: when do we reach the bottom of the dip? and When do we reach the bottom of the dip? (2022-24 Edition)

Does it make sense to have a new one, based on the current situation on the stock market?

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Source: https://x.com/nickgiva1/status/1908193011265069216

(If I make the picture small enough, @Dr.PI maybe won’t notice and remove it?)

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Bought some more VTI.

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Personal estimate: S&P500 bottoming at 4000-4200.

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I’d say it’s all down to bad luck,

However, there were clues to that famous April 2 when Trump was going to unveil his liberation plan, which was bound to be negative and have a negative impact on the markets. Waiting a few days, weeks or months might have been wiser. On the other hand, there’s also the theory of not timing the market
 Anyway. It’ll go up one day
 I hope :slight_smile:

Personally, I’ve never seen my portfolio fall so precipitously on IB. It’s truly vertical, it’s scary, but it’s part of the game. I’m just waiting out the storm, hopping it will not be too long


On the other hand, it’s very funny to see this and to listen to Americans (MAGA supporter) surprised by the policies of their president, who promised that the stock market would never stop rising :rofl:

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3600 in today‘s dollars (I do expect 2 years of hogh inflation). This in about 18 months, with two bull traps in between now and the final low at 3600. This is an optimistic scenario, asuming we don‘t face a big drop / major financial crisis.

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Vietnam (who has tariff of 5% on average US imports) is working with US to reduce their tariff to zero and strike a deal. Trump imposed 46% on them because Vietnam is ripping them off.

Trump can say that instead of 90% (as per the ridiculous chart) Taiwan will charge us 0% and we would remove our tariff surcharge. I think 10% might continue still though. MAGA would love that because they don’t fact check anyways.

I believe some of these deals will be made because countries will cave in if they are very much dependent on US. Although one can argue if 5% to zero is really caving in.

So you never know if Monday starts a bit positive because it gives a hope that this is a negotiation.
Big deal is China because they might not back down easily as they are second largest economy and can inflict lot of pain.

EU is still considering what to do. So nothing will come until end of month. In my view EU should only protect the industries which are underutilised right now and don’t try to do across the board tariffs. As we know tariffs will only increase our cost unless we have a cheaper alternate. But EU should definitely remove internal EU barriers to increase regional trade

Who is buy at 106? Any spare cash?

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Stop it, I can’t print out that much liquidity!
(I’m not the US)

(Or at least wait for ~3 weeks)

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Your bonus is so big, your bank has to withdraw a market moving amount of shares out of the market to pay it to you. In order to optimize the process, they first take out a loan and then sell the stocks once they see the bump your own buying provokes.

Edit: or maybe it’s your coworkers’ bonuses. You should check on them, upper management may be trying to run away with the war chest.

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Just bought VT with 25% of my cash
I don’t mind if equities go lower I am ready for that

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I hope this doesn’t refer to „debt deal to covert to centurion junk dollar-bonds“ . Not sure what favour is being referred here

“Every country is calling us. That’s the beauty of what we do,” Trump said. “We put ourselves in the driver’s seat. If we would have asked these countries to do us a favor, they would have said no. Now they will do anything for us.”

Cortana please stop tanking the market, I‘m tired of winning :sob::sob::sob:

What I don‘t get is why you always manage to buy big chunks just after I do!

Indeed

Hear me out 
 even if the index keeps falling 5% every day, the daily loss gets smaller and smaller in absolute CHF numbers!

Now everyone whistle with me 


giphy

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oh yeah, Mr. Politician.
Scare the shit out of everybody including your voters and then sit back and relax. WCGW.