Stock Market Talk and Trading - part 2

European markets are up strongly today - 3 percent in Poland and France m, 2 percent in Germany

Quite big inflows from the US to Europe plus some strong moves in defence and tech

Just watch Germany's military complex markets start sky rocketing.
Here is a real opportunity for you young bucks to get in now and let me tell you why I think this.
Armin Papperger is arguably the most important man in Europe and Putin wants him dead.
For it is the factories of his German defense company, Rheinmetall, that are churning out the weaponry for the depleted armories of Europe and the battlefields of Ukraine.
Now that the U.S. is done sending our military weapons I would suspect Germany is going to cash in on this opportunity.
The stock is RHM.DE and is presently at 1115 per share which has doubled already in the last 10 weeks.
All serious feedback would be appreciated. J.R.

Golden Cow patriotic voters shouldn`t buy European shares cos they betray their MASA ideals!!!

Been mentioned several times already. There are plenty of EU tech and defence stocks but you won't get them cheap now.

Siemens, which I mentioned when you asked me for a stock tip - 70 percent up last 6 months
Thales, French electronics and aviation business, up 63 percent

You need to be careful of currency movements - the USD is very weak right now, so for an American, buying Euro stocks will be more expensive, and will only come back with political stability and deficit reduction in the US

Worth looking wt Britain too if you can deal with the taxes and political instability - BAE and Rolls Royce will both be expensive but you could think about smaller things like Chemring.

In the US I hold Harris and General Dynamics - both performing poorly. I expect it to continue - cancelled orders from Europe and Canada are likely. But I will probably hold on to them.

Don't you wish you would have listened to me and jumped in at the time.

I could but Trump is turning things around which is going to take some time but when our economy takes off I will be positioned at the bottom so there will be no way to go but up.
The market will get worse before it gets better so I am just waiting for it to bottom out with my pockets full of cash and be ready to invest in some real deals.

Here is a tip for you Cms Nerd
The Japanese Yen is my new currency

Very difficult in Poland to open a yen bank account unless you are doing physical business with Japan.

General rule - only use currencies where you have an income stream in that currency. lots of Poles learned that the hard way with swiss franc housing loans.

Anyway I know nothing about Japan other than what I learned in Warsaw's sushi bars. In times like these I will not do a lot of buying and selling - rather wait it out. At the moment in the US it is looking like a rout, but the weak dollar should provide some opportunities in a few months once Musk is out the picture and tariffs are forgotten.

Are the current Am share holders also waiting for the bottoms??? :):):)

That's what I am thinking too.
Meanwhile I am content feeding my deer herd this winter and sipping my bourbon.
I even took a picture of a deer out my kitchen window just for Joker.
Life is good.

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You still have a lot of snow up there... bone dry down here and 60F today. Im already thinking spring

The snow is starting to melt up here.
Should be gone in two weeks or so.
Here is a picture I snapped Ionight when I went out my back door to feed them.
You can see that i am only twenty yards from them.
Without me many of them would have starved this winter.
I put out well over $2000 in feed for them.
I feed about fifty of them every day.
So when I shoot one to eat it is well deserved.
Better than getting run over a car or having a coyote catch them alive.

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What's "snow"?

Same as Dow Jones.

You jealous foreigners always want IMMEDIATE results and if not your diminishments start as in:
"What has Trump done ?" when he was only in office three weeks
And now mocking our stock market when it is in a correction while Trump fixes bidens mess that he made of it.
Just hold on Allen, the Dow will be back and better than before.
Rome wasn't built in a day.
And I promise I won't mock you when Putin starts bombing your military complexes.

Pretty steep correction and seems to be driven by tariffs and inflation plus low consumer confidence

Nasdaq falls are much deeper than the Dow - It's not just Tesla being hit - big falls in all the AI players

...and for a very simple reason...

Tariffs will force US companies to come home and operate in the real world where wages must support a family of four. The free ride on the backs of slave and child labor is about to end.

Nike shoes prices will not go up because when Nike went to China their US prices didn't go down. I just bought a pair for my gd. Made in China. Still $250.

Yes correct - it will definitely lead to inflation and probably to higher wages

Nike is a bad example though - making those probably cost 30 dollars max, so you could add a lot to manufacturing cost. They are losing a lot of sales in poorer countries than the US though, as too expensive and Adidas and other new players like Hoka taking market share. i bought the stock in 2023 and it's been a real dog :(

Only the US government in cahoots with the so-called Federal Reserve can cause inflation - a general price increase due to an increase in money supply.

Nobody else can other than by printing money in the basement and risking 20 in a fed pen.

That is of course completely untrue - if the price of bangladeshi tomato pickers, fertilizer and tractor tyres goes up, I am going to either put the price of my tomatoes up, or I am not going to bother growing them, the Federal Reserve and the US government have nothing to do with it.

Maybe you should stick to engineering.

Hey, econ moron, you are confusing "inflation" and prices changing according to the law of supply and demand.

Inflation, by definition, is general and affects everything.

Prices based on S&D are specific and individual. In the US, inflation may be 5% but eggs shot up 50%.

Maybe you should stick to Nigerian geography.

I heard that in the US 12 eggs cost 10 dollars. That's not true, is it?

7.50 for own brand eggs in Food Lion, North Carolina

I guess in a big town or convenience store they might be 10 bucks.

Can you post any more egg stuff in random ! Want to keep this thread for the markets

I have tried several times however the uninformed about the stock market feel left out so they intentionally derail it in a fit of inferior complex because they are not included.
Anyways thank you cms for your support
Back On-Topic
Today the U.S. stock market has taken another hefty hit wiping out all the profits so far this week.
J.R. ain't a happy camper

Me neither - halfway through this shitstorm my stockbroker has fallen out with the custodian bank and wants to move a bunch of my portfolio - an admin step that I know will result in missing funds, loads of electronic signatures and hidden costs

Poland has poor service and high costs for those who want to invest in stock markets