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Posted

@Muloghonto  - till CCP is overthrown - I hate China from the bottom of my heart.

They are the reason Pak has had the jurrat to be a nuisance to us - they are the ones who helped Pak with N capabilties. They have funded insurgencies in our North East. The whole Maoist red corridor **** is their gift.  They have blocked us from every high table using their veto.  They are the only P5 country that has opposed our admission as a permanent member - from day 1. They encroach on our border areas at will. They have swallowed Tibet. 

 

China deserves to be dismembered.  I have no sympathy for them. What they are doing in Africa is some sort of neo-colonialism.  Anybody screwing China makes me happy. 

Posted
2 minutes ago, rangeelaraja said:

@Muloghonto  - till CCP is overthrown - I hate China from the bottom of my heart.

They are the reason Pak has had the jurrat to be a nuisance to us - they are the ones who helped Pak with N capabilties. They have funded insurgencies in our North East. The whole Maoist red corridor **** is their gift.  They have blocked us from every high table using their veto.  They are the only P5 country that has opposed our admission as a permanent member - from day 1. They encroach on our border areas at will. They have swallowed Tibet. 

 

China deserves to be dismembered.  I have no sympathy for them. What they are doing in Africa is some sort of neo-colonialism.  Anybody screwing China makes me happy. 

 

yes. but wait for the right moment till the timing is right, captain jack sparrow.

If we let China die now, USA wins by a country mile and recovers in 5 years flat and then east india company 2.0 us and we are done for another half a millenia.

Desis need to understand USA is no-one's friend and if opportunity arises, they are everyones enemy- just like its father UK. The ONLY reason USA is being nice on paper to us, is because USA doesnt want to create a 2nd iron wall with India-China together and USA knows that if India and China got married tomorrow, GG western civilization, Indo-Chinese become new USA and koi mai ka baap wont be able to stop us.

 

But look at how USA is treating Canada or EU and you must realize, the moment China dies, if US is also not devastated, it will turn into British Empire against us. Coz we are ONLY geopolitical & demographic competition to USA after China.

 

So i want China to be not thriving but alive and stagnating for another 2 decades. Because if USA- China happens near to 2050, THEN we will have the might to go EFF YOUUUU to whoever is remaining standing and wounded in the china-usa victor.

 

So what we want, is to slow-cook this pot and turn up the flame to high when the timing is right.

 

Posted

Modi needs to get ahead of the line....

 

Trump too will want to "show" China and no better country that india japan south korea.

 

 

 

 

Posted
On 4/7/2025 at 10:24 AM, rangeelaraja said:

Folks that have had a lot of liquid cash - and stayed out of the market - here is the chance to make generational wealth. 
 

Wait and watch till the dust settles, and then go all in - buy and hold for 5 years. You would have made a fortune. 

One gets only one or two chances like this.in their lifetime.. Tariff pause for 90days and we may see 10%movement..

 

is it greed or foresight?

Posted (edited)
30 minutes ago, diga said:

One gets only one or two chances like this.in their lifetime.. Tariff pause for 90days and we may see 10%movement..

 

is it greed or foresight?

 

Historically even in bear market trends...there are few days with such face ripping rallies. So i don's necessarily agree with (bold)

 

It is very hard to predict if a 90 day pause is going to mean a 10 % or more move ...because there are many variables and many moving parts and still alot of risks in the market. 

 

Q1 Earnings season is going to start shortly - by month end many big tech firms would report earnings...and if big tech magnificent  7 give disappointing results or give a weak guidance because of the uncertainties we could see another major correction. 

 

In my opinion...everything largely depends on the Fed Reserve and their policy decision - if they start cutting rates more aggressively, we might see new all time highs.

 

Fed reserve actions determine fate of the markets. Remember during covid times when many businesses were shut -_________________ markets reached all time high because of the Fed lowering rates and printing more to bring more liquidity in the economy.

 

Better tactic given the short term uncertainty....is to accumulate at low -very low prices  and buy every dip thats around or below your previous purchase price to lower the average cost basis and just hold till previous all time high is achieved.

 

Edited by rangeelaraja
Posted
37 minutes ago, diga said:

One gets only one or two chances like this.in their lifetime.. Tariff pause for 90days and we may see 10%movement..

 

is it greed or foresight?

 

My dehati sethji  opinion : This is no elaborate plan except to punish China and for Trump to get rich again by insider trading. 

 

I made 50k suspecting insider trading when Trump went tarrif-lol jk twice on canada. 

But now I think it's too risky to put money in for the 90 day period coz now I don't think market is reacting to threat of tarrifs but actual consequences of tarrifs and that can get very " roll the dice and pray for the best". 

 

I guess what I am trying to say is this is 50-50 chance of making generational wealth or rolling up all ur cash and smoking it like a cigar.

Posted
10 minutes ago, rangeelaraja said:

 

 

Better tactic given the short term uncertainty....is to accumulate at low -very low prices  and buy every dip thats around or below your previous purchase price to lower the average cost basis and just hold till previous all time high is achieved.

 

Yes ... SIPs generally yield you better returns over 5 years. But the point is we may not see such lows for next few months and FOMO guys may not exactly enjoy the returns they may be hoping for

Posted
2 hours ago, diga said:

Yes ... SIPs generally yield you better returns over 5 years. But the point is we may not see such lows for next few months and FOMO guys may not exactly enjoy the returns they may be hoping for

 

We may see lower lows... depending on earnings results....

 

Look at this graph  : https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator/

 

Market Cap to GDP ratio is several standard deviations above the mean ( which is > 1 ) which implies ---the markets are extremely overvalued due to the massive amounts of quantitative easing that happened during 2-2.5 years of covid.

 

 

 

Posted
51 minutes ago, rangeelaraja said:

We may see lower lows... depending on earnings results....

 

Look at this graph  : https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator/

 

Market Cap to GDP ratio is several standard deviations above the mean ( which is > 1 ) which implies ---the markets are extremely overvalued due to the massive amounts of quantitative easing that happened during 2-2.5 years of covid.

Sure there are uncertainties... But one should manage the risk with sip or selling based on 50ema/or other metric.

Posted (edited)
5 hours ago, randomGuy said:

This leaves bad taste and a loss of credibility for trump and usa.

He will sell it as he got something insted of USA not getting anyone to reduce tarrif on US product for past 50 years

For example

EU has been consistently taxing US Tech or imposing fine on US Tech or regulating US Tech. They will be mindfull

Rest of WOrld was tarrifing what they please. Now they will be mindfull.

 

 

Effectively, In economic sense he has achieved what he achieved from Ukraine  by showing door to Zelensky from Oval office, That Go for the deal, renegotiate.

 

All, as a Indian, We should hope that US and China tarrif and temperature keeps going up. Rest will automatically fall in place with some pain of Inflation

Edited by mishra
Posted

 

i am not sure whether MK Stalins marks mentioned here is genuine or fake :dontknow:

 

but making chief minister the vice chancellor of all the universities replacing the governor is really a useful resolution paased by the DMK government for the welfare of TN as per inhouse DMK specialist @Vicks57 :giggle: 

 

Image

Posted (edited)
4 hours ago, mishra said:

He will sell it as he got something insted of USA not getting anyone to reduce tarrif on US product for past 50 years

For example

EU has been consistently taxing US Tech or imposing fine on US Tech or regulating US Tech. They will be mindfull

Rest of WOrld was tarrifing what they please. Now they will be mindfull.

 

 

Effectively, In economic sense he has achieved what he achieved from Ukraine  by showing door to Zelensky from Oval office, That Go for the deal, renegotiate.

 

All, as a Indian, We should hope that US and China tarrif and temperature keeps going up. Rest will automatically fall in place with some pain of Inflation

He showed 1. weakness of his equity n more importantly bond market, yields were spiking up. 2. Made himself less trustworthy n even insider trading allegations 3. Allowing enemies to rally against him. 4. Volatility in markets isn't good for american people themselves. 5. Says countries kissing his ass. 6 cracks within his own team. 7. Perhaps US cos. n exports suffer in other countries as people, even trump supporting 'right wingers' all over the world hate such antics.

 

Sure there could be some gains but overall I guess a egg on the face moment.

Edited by randomGuy
Posted

^ Mentioned yesterday. Japanese tilted the balance in bond market. 
 

As mentioned. He will be able to sell the gains to his electorate 

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