New global tariffs coming soon….. there is only one policy and one cure for everything.
Tariffs
New global tariffs coming soon….. there is only one policy and one cure for everything.
Tariffs
Those are capped at 150 days though, and afterwards need congressional approval. And mid-terms are coming…
Also 10% “only”
Big net win still for the world.
I think the world doesn’t care anymore. Any tariff will be lower than or equal to old tariff. I doubt countries will try to renegotiate already agreed deals because they dont want to face “sanctions and embargo” because that is only thing possible now via tweets.
Trump cannot simply do sanctions or embargo. That needs to go through congress.
This wouldn‘t fly.
I see. I heard in the speech that President can embargo anyone he wants but cannot charge tariffs of single dollar. Did not realise that even that needs Congress.
After reading a bit more: I think he tehcnically can start an embargo, but congress can step in to stop that.
But that’s overall not gonna fly. Imagine a full on embargo of the EU. Even for a few days, what kind of havoc that would wreak, just for congress to then step in and stop it.
Trump will not dare this, as ther eis nothing to gain.
Next distraction: Ufos
Haven’t researched yet, but could it be per product?
I am sure tweet embargoes will be by products
In general, congress could have stepped in to stop any of the tariffs at any time. Given that they didn’t (well, the senate did for some, but only the senate gets you nowhere and it wasn’t a veto proof majority anyway), guessing that they will step in for any other action is big speculation IMO. Would I hope they do, sure, but expecting things from congress has been an exercise in disappointment over the past year.
Yup. Attack on Iran is on.
I didn’t buy more oil stocks in time.
That was yesterday’s number
Moved up to 15% (max for this regulation) today.
I think the barrier to stop an embargo is a lot lower.
Goldman Sachs has launched an S&P ex-AI index, SPXXAI, which that lets you invest in the S&P 500 benchmark index minus all things AI.
https://www.axios.com/2026/02/20/ai-goldman-sachs-stocks-index
Next: alphabetic ETFs, ETFs for countries that drive on the left, ETFs by timezone/hemisphere, curling gold medals. It’s gotten silly for a long time now, and works only for providers and marketers, I get why Bogle hated it.
Why can’t there be „make your own etf „
Well I guess you can! I guess the benefits of an ETF are those of scale, even considering having an essentially zero cost broker (or at least making your costs to be lower than even the lowest TERs around), being able to trade very small fractions of shares, and being skilled enough to write some script to automate trading and having a platform to support it, and you trusting your skills enough to trust it won’t mess you up. (maybe its easy, it’s just me not being technical, so I tend to think of any and all code as some people look at any and all numbers, including 1+1 = ? - “this is for the numbers people, I don’t get it”)
But we have members here who do it successfully. Pity we lost some who were particularly transparent about what they do and how… Edit: I think @Your_Full_Name had in fact calculated his costs and they turned out to be lower than using an ETF.
So far this year, more than one-fifth of constituent stocks in the S&P have gained or lost more than 20 per cent, with risers outnumbering fallers by approximately two to one, even though the overall S&P 500 index is roughly flat.
(Source)
I think it’s kinda funny given the regular talks about how passive investing is breaking the stock market (it’s a good counter example that there are still a lot of active participants).
aka stock picking ![]()
Even MSFT is -25% from its peak, dropped from 4 trillion to 3 trillion in market cap. And there was a one day drop of something like 10-15% in there (with a big swing up just before). A single day drop.
While the market/S&P as a whole has been going up a lot since then, with record inflows.
I really don’t think the passive investing = bad narrative has much merit (at least at this point, maybe when the market hits idk 95% passive).