TalkMarkets Comments | #tradewar - Page 1


Jim Cramer Slides To Dark Side On China Tariffs
Dick Kaplan 1/21/2019 12:46:49 AM

Regardless of whether you think #Trump is right or wrong about the #tradewar, I think we can all agree that he won't back down. So if that's the case, it's better to be on the winning end. So the real question is, how do we win it?

Can Stocks Rally Even As Banks Near Major Inflection Point
Bindi Dhaduk 1/17/2019 6:54:11 PM

Michael J. Kramer, when will we really know if the market is ready to steadily climb? Isn't there just too much uncertainty now between the #shutdown and #tradewar to know anything?

Financials and Small Caps Pushing Market the Last Mile to Overbought
Kurt Benson 1/17/2019 6:39:52 PM

How do you think the #shutdown and the #tradewar will factor into all of this?

Thus Begins The End Of The All-Powerful U.S. Economy
Angry Old Lady 10/23/2018 5:37:43 AM

But #Trump told me a #tradewar would be GOOD for America!

Small Businesses Slightly Less Optimistic
BreakingBad News 10/10/2018 3:15:32 AM

What role does the #tradewar play?

Start the Trade War Without Me…
Moon Kil Woong 10/4/2018 3:09:37 AM

One thing that is doing well in the #tradewar so far is #oil. And with Iran in the crosshairs of the US the price of oil will most likely keep rising. It is disingenuous to expect Saudi Arabia to bring oil prices down. The US massive deficit has insured oil will go up in dollar terms and the US itself has been the country upping production to keep oil prices in check for quite some time. The point is, one can't snap their finger and increase supply. The Mid-East has been draining their reserves to keep oil flowing at the current levels. They can't do much else in the short term and maybe not the long term either.

World Trade Is Slowing, Perhaps Even Shrinking. This Is A Bad Sign
Moon Kil Woong 9/22/2018 3:57:27 PM

This is concerning despite being insulated from the effects by a stimulus package in the US with relatively no spending cuts. The main hurt is being generated in 3rd world countries that don't benefit from China outsourcing and losing manufacturing jobs to SE Asia. #TradeWars are never good and would look worse except for Europe's link up with Asian suppliers, a gradual rise in #oil prices, and the fact the US is still buying heavily from China despite the #TradeWar #tariffs.

Bad Breadth And An 'Unusual Combination'
Alexis Renault 7/31/2018 2:52:16 PM

Why is a #tradewar so bad? Sure there will be winners and losers, but overall, everything I've read leads me to think that in the long run, a trade war will hurt China much more than us and that the US economy will be stronger in the long run. That being said, I don't see the reason to antagonize our allies like Canada.

Bad Breadth And An 'Unusual Combination'
Moon Kil Woong 7/30/2018 2:23:23 PM

The good news was the tax cut but is getting negated by higher prices and talks of a #tradewar. No tax cuts and no trade war with tame inflation is better than the latter for the economy because a trade war hurts the middle class more and the tax cuts benefited the wealthy who don't spend much more if they make more. That said, what's holding back the market and economy are two things, worry over a trade war or government shutdown and worry over the increasingly important big cap performing stocks. Although economists worry over the Fed's late cycle tightening, it mainly only weakens the effects of the government's tax cuts.

Micron Technology - Extremely Cyclical And Hard To Predict
Harry Goldstein 7/25/2018 6:56:49 PM

I have to agree. #Micron is getting some bad press because of China banning them as a result of the #tradewar. But that accounts for only 1% of $MU's profits. That makes Micron a tremendous buy opportunity. Learn more from the company's recent Investor & Analyst event:

Durable Goods Orders Down Second Month: Very Ugly Numbers Excluding Defense
Moon Kil Woong 6/27/2018 6:20:58 PM

Don't expect big pickups as #oil prices rise and #tradewar uncertainty saps the market. One is easily fixable and the other looks to say for the long haul. Oil prices are not going down anytime soon. Even Saudi Arabia can't reverse the trend which is being driven by rising Asian demand.

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