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    Is it time for another TACO trade?

    A TACO trade (Trump Always Chickens Out) is where

    • Traders watch for a tariff or policy threat that rattles the market and creates a selloff.
    • They buy the dip in affected stocks, indexes, or other risk assets while prices are lower.
    • When Trump later walks back, postpones, or narrows the policy, markets often recover, and they sell into that rebound for a profit.

    The straights are closed again, Is the market going to tank tomorrow? If it does do you buy, knowing that Trump will quit the Iran blockade (returning the market to its previous value) rather than risk losing at the midterms?

    Is it time for another TACO trade?
    byu/BonFemmes ininvesting



    Posted by BonFemmes

    17 Comments

    1. leaning_on_a_wheel on

      “risking losing at the midterms” that ship has long since sailed, bro is in YOLO mode now

    2. kinetic_honda on

      I’m a long term investor. I have 25 years left to retire. I have been always buying for the last 15 years, and I will continue to do that for the next 15-20.

    4. JefeDiez on

      I expect a small pullback this week with all of the war uncertainty and the actual bull market continuing next week.

      I know people think everything will crash soon, but both Q3 and Q4 earnings for the tech companies were widely a success and showed growth with subsequent sell off. That means these companies had between 20-30% growth YoY but are also down that same 20-30% in their pricing/market cap. This has created a 40-60% gap in accurate fair value pricing.

      Who knows what Q1 earnings will be but I wouldn’t forecast that they have been affected to the downside so typically investors would see a return on their purchase in these situations.

    5. Relative_Baseball180 on

      Markets wont move much, strait was always closed. They never fully opened it. The Iranian pm misspoke.

    7. Cramer4President on

      If you’re someone who says say “taco,” deep down you want the world to burn.

    9. JohnBrownsErection on

      I leveraged up to my taint on April 7th(the end of civilization deadline) because of TACO and had my best month ever. 

    10. Monkey_1505 on

      Worth considering a scenario where he might not be able to back out.

      Generally ofc, he will every time, where viable. But this situation might be a bit trickier than others.

    11. Scaryclouds on

      The market (and in particular Trump and Iran) can stay irrational longer than you can stay liquid.
       
      If you want to go in on the TACO trade, just make sure it’s money you are ok losing in full. You are playing an insider’s game as an outsider. 

    15. WBL-X23 on

      The Gov’t is treating GMTL as a national strategic asset. They received $6.2m from the US Gov’t to move forward with the Pilot Mountain asset. They’ve applied for additional Gov’t funding which will likely be allocated in the June quarter. The Pre Feasibility Study should put the Company in position for a follow up grant against the backdrop of a depleted US tungsten strategic reserve by all accounts. Only 5m ADS trade on the NYSE, $100m which is small. It can go higher. Mineral funds XME and MEMX will rebalance in June. If GMTL is included that will be additional demand.

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