Anyone else get the feeling that Trump ironically needs the war to continue indefinitrly to prop the market up? He can announce the war has ended weekly for that little pump, and no one wants to sell or short the market because of the upside risk of a big move up the day the war actually ends.
Ironically, I can imagine the war ending as the catalyst for the market to crash back to reality when the upside risk is removed and we are left with inflation, an oil shock, rising interest rates, and circular financing.
Posted by jcpopm
24 Comments
Crash back to…reality? Reality is companies keep making more money.
84% of companies just beat EPS, average beat is 20%+ (expectation was 12%)
Reality is that real profits are as high as ever
Replace the word Trump with Israel and then you might be closer to the truth
No one cares about that war since a month at this point, they can blast each other for years like Russia and no one will bat an eye.
Does reddit get off on doom porn? Honestly, at this point it’s almost like a LOT of posters actually WANT the US economy to crash and burn. And are getting increasingly angry that their wish is not coming true
And also next quarter reports which would be bad because of macro are CANCELLED due to new SEC regulation. And you still bearish lol? I am not tired of winning Mr. President is this cooked economy. US is the HOTTEST country where cooking is done. So much winning
US markets are doing pretty well in the short term. Port traffic is up and foreign markets are the higher priced ones.
He wants the world to stop buying oil from the middle east and start buying from the US and Vuenezuela (a vassel of the US).
Securing American dominance in fossil fuels for decades to come.
Tell us you missed the dip without telling us. What a loser take…
The war is a distraction for the Epstein files cover up
Ah yes. Gas up the ol’ perpetual water machine
Probably going to free Cuba from dictatorship by June. I don’t think the market will care, however, after that’s what’s next!?
“Trump will TACO” is the key reason to buy stocks now.
Yeah it war is good for Trump’s business of stock manipulation
Wait, Cuba is next!
The market is likely being suppressed by the war. Its bad news. The war actually being resolved will remove a risk from the market.
The war actually ending will definitely be a “sell the news” event. However QQQ will probably be $800 by then
Nope. This is utter bullshit.
Trump is the worst President in US history – even he realizes this was a stupid war.
This may be one of the more ignorant takes I’ve seen.
None of this makes sense. It’s all propped
What’s ironic about any of this? I don’t think you know what that word means
I swear this sub is full of bear market gloomers.
Seems to me it’s actually a brake on it. If there is more inflation due to oil prices they are going to raise interest rates
Hi, I work in finance, nobody at my firm is even considering “the war” to play a factor in the market anymore.
Outside of puts on long oil, the shock has already passed
Epstein.