The Rokslide Stock Traders Thread

[Beendare]

Its more like the unpredictability has become predictable and many or most of these factors are already baked into the markets ahead of the major event as a result. It was apparent that the tariffs would be ruled unconstitutional weeks/months in advance. it was also predictable there would be retaliatory tariffs through other channels. Iran kicking off was likewise predictable. You can only disrupt the markets so many times before it becomes normalized and people are reading/anticipating the disruptions realizing that they can continue to make money.

So far anyway.

There are still a lot of possibilities for a major shitstorm......the numero uno is China. We disrupted 2 of their main sources of oil....hopefully Trump has a plan to pacify them and it doesn't involve poking the bear.

I like to invest in promising sectors. How can the defense sector not be a great investment for the next 3-5 years? Yeah, it has been since Trump was elected....it should continue to be for a long time especially since Europe needs to ratchet up their spending. There are a couple ETFs ITA is one...but its largest holding is GE Aerospace which isn't ideal.

 

[Poser]

So far anyway.

There are still a lot of possibilities for a major shitstorm......the numero uno is China. We disrupted 2 of their main sources of oil....hopefully Trump has a plan to pacify them and it doesn't involve poking the bear.

So far, the US hasn't targeted the Iranian oil infrastructure, though, one would assume that on a long enough timeline ( be that weeks, months or... years), those will become targets. In the short term, insurance costs/availability on oil tankers will be the variable on oil prices.

 

[MountainTracker]

If the straight closes it’s going to cause some real oil issues.


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[Poser]

If the straight closes it’s going to cause some real oil issues.


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Its effectively closed. Insurance companies won't insure ships passing through, so the shipping companies can't accept the risk. Iran is still shipping oil out to China on dark fleet tankers (that are presumably uninsured), however.

 

[Pharmseller]

PLTR did well today. Hoping for $207 soon.

 

[CorbLand]

If the straight closes it’s going to cause some real oil issues.


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I was really looking forward to a summer of affordable fuel…