You might disagree, but please stick to the forum rules. I’m sure you can discuss the policies without name calling (that just invite non productive debate)
2 Likes
So how do you call a Nazi? Show me your way to whitewash it so it all just lose the meaning in the sea of politeness and obedience to social rules.
“If you see fraud and do not say fraud, you are a fraud.” ― Nicholas Nassim Taleb
This forum is about investing and, by extension, economy and policy. Name calling in a public discussion doesn’t bring anything useful, so please calm down.
7 Likes
US - China is now at a screeching halt with both countries at over 100% tariffs.
There is basically zero trade happening at these levels.
Insanity and the market hasn‘t even priced that in yet, as I think it expects that it would be resolved somehow.
Idk if that‘s gonna happen. And if it doesn‘t we will be going to crater.
1 Like
I absolutely love CHF.USD rate these days. There is a message in the current rate. American soft powers and the worlds currency domination times are over.
I would say to be prepared for things we haven’t seen for decades, but you already know this. Those who still have USD exposure - you are gonna have hard times ahead.
You can also recognize anomaly by acknowledging that usually USD, historically was considered ‘safe heaven’. Market down - USD up.
Obviously not this time.
The fun part is - that it was obvious from the November 2024, so if you suffered loses because of that, I’d say - your pain is self-inflicted, but hopefully you have learned something from it.
Edit: punctation.
1 Like
Let’s see if SNB will cut rates in response and how low they will go.
1 Like
In other news, China responds to 104% tariffs with 84% tariffs:
This might have a hidden message for the US too 
:
Is 84 a lucky number in Chinese?
Eighty-four is avoided because it can sound like ‘bitter death.’
6 Likes
You can always switch to other currencies - my point is - the world is running away from US domination. Wait for Feds to cut as well, which shouldn’t happen. The only sane person in this government now is JPow, who I think can withstand the Trump pressure. Of course there is a risk that he says - ‘Na, fuck it. I am done here. Have fun assholes’ - And then watch USD vertical line.
1984 - where did I learn that date?
So borrow in USD to buy non US assets ?
Anyone here also shorting Delta for today earnings? Apart from obvious Canadian lead cancellations exposure, I think people will try to avoid going to a country where you can land instead in N.Y. - in El Salvador.
What a volatile market!
Nowhere to hide these days… except CHF cash, RE CH and gold.
Seems like negative interest rate will come back soon here! If the crisis really worsen how low could it get?
Finally 10y confederation bond at 1% was a real bargain.
Having the lowest interest rate in the world sounds good but with such a difference with peers is so crazy 
Maybe overspending and create a bit of debt for infrastructure is reasonable?
Apart from hiding, which is perfectly fine evolutionally response - equivalent of freeze… Why not to take this as an opportunity?
One of the issue with the current situation is the US treasury is one of the cornerstone of the financial system. Drastic actions could really blow things up.
With treasury yields going up + stock crashing I wonder if there will be a Liz Truss moment for the Trump administratino.
1 Like
How would I know that? I knew it on November 2024, but I also know that orange will lie and use any means to his end - including illegal, which is not strange considering that he is a felon - by law.
Edit: currency trading is extreme way of masochism.
But how those tariff really shows? What if I buy something on aliexpress today and use a VPN to buy it from an US address? I don’t see how they apply those tariff
The physical item will reach your home, thus crossing the borders and incurring the tariff. Well known peculiarity for everyone living in Switzerland 
ah right. So the poor american ppl ordering from Aliexpress they’ll get nice friendly letters together with their packages.
1 Like
That’s clear for USD in cash. What about non-UCITS ETFs in USD? Thoughts on how this great re-shuffling is going to affect prices? Anyone?
1 Like