$SPDR S&P 500 ETF (SPY.US)$ The trade war is having a catastrophic impact on China's already struggling economy. US companies are leaving the country and relocating to other low-cost-labor countries, such as India and South Korea. But how will this affect US consumers, at least in the short-term?
SKYWalkers
:
since 2018, Western factories and Japan factories have been descaling their production in China, and after the Shanghai lockdown, which was really the clincher in 2020, external factories accelerated their exit based on China+1, securing an alternative supply base. if that is 3rd gear in a car, Tariff War just made those companies shift to 4th gear into a mode of complete exit from China (which is very difficult because of the restrictions CCP placed on foreign companies moving out their machinery, basically CCP is like "Hotel California", "you can move in, but you cannot get out"), or maintain a skeleton presence in China, with majority of manufacturing outside of China.
Boyd Invests
OPSKYWalkers
:
I have believed that the real motivation behind the trade war is an attack on communist China (the government). Unfortunately, the innocent people of China are going to suffer. If it gets bad enough, I wonder at what lengths the government will go to retaliate. Acts of war?
SKYWalkers
Boyd Invests
OP
:
both sides are preparing for war. CCP started earlier, around 2016 onwards, because the whole reason Xi is able to continue sitting on the throne, is because he told the Politburo he will take Taiwan. And to invade Taiwan, all the estimates, calculations, war games, indicates that CCP has to first strike the forces on American bases in Philippines, Guam, and Japan bases, essentially, in order to invade Taiwan, CCP has to declare war (but they won't send an ultimatum, it will be a sneak attack) on US and Japan, declaring War on US also means triggering NATO, the AUKUS alliance, etc, CCP won't be able to handle the firepower of so many nations, that's why they need Russia to be on board. The only way US will pre-emptive strike on CCP military bases, is when CCP decided to mobilise to attack US bases, so it still all hinges on CCP movements. If India joins as an ally, CCP will have a big problem with their Western border with India, that's what is currently being formed, a strategic military alliance, on top of economic and trade. India for its stance on protectionism since they were Independent, has never lowered their tariff barrier, what India announced for zero tariff on American products, cannot be just due to trade, it must be something much bigger, bolder, that fits India's ambition as a regional power, that entices India to drop their tariffs, India has been a closed economy for so many years without trading with the outside world, they can continue to do so, if they want to. the chess pieces are shifting, but the major chess pieces are in place.
$SPDR S&P 500 ETF (SPY.US)$Mind games lol. Several sources said US may cut tariffs to 50-60% while Trump posted “80% seems right”.. so that when he turn it down to 50% on Mon, he can call it a BIG WIN
Sumgai
:
Looks like the market’s just waiting to take a plunge or go a lot upwards based on the day charts. Maybe not immediately but maybe within a week or two.
Any recommendations for non-US ETFs with quarterly dividends? Thinking about diversifying my ETF profile.
1
Report
new_guy
:
I like FNDF, FNDE and AVDV. The Schwab Fundamental developed and emerging market funds have a value tilt, but are not pure value funds. The Avantis international small cap value fund is basically as good as AVUV for small cap value exposure. Dividends are semiannual rather than quarterly, but dividends aren't that relevant to begin with unless you have a specific use for them like tax efficient portfolio rebalancing.
$NVIDIA (NVDA.US)$$Advanced Micro Devices (AMD.US)$ $SPDR S&P 500 ETF (SPY.US)$ Nvidia leads with 90% of market share "As of 2025, the market share for AI GPUs is largely dominated by NVIDIA, with AMD gradually gaining traction. Here's a breakdown of the current market share based on the most widely used AI GPU solutions in data centers and machine learning: 1. NVIDIA AI GPU Market Share (2025) Estimated Market Share: ~85%–90% Key Factors: NVIDIA remains the dominant player...
Deals Gap 129
:
...What if they are using these as insurance ( you know, like what options are for) against his 3 million shares short? You and everyone else have zero context for these trades and use them to feed your bias.
Crimson 777
OPDeals Gap 129
:
nor do you, what you're doing, in fact, is exactly what you're accusing ppl of doing. I did not state it would go up nor down. I simply pointed out the fact that someone purchased close to 3 million in contracts.
Kitty Stocks
Crimson 777
OP
:
always filter low dollar contracts. filter out anything less than 10 mil, and you see all puts on may 9, totaling well over $100m
FOMC holds rates amid heightened uncertainty: Where will US stocks head next?
🎙️Discussion 1. With the Fed highlighting "elevated uncertainty", are you prioritizing rate projections or near-term economic data for ma Show More
Moo Live
Mar 20 02:25
FOMC Press Conference, March 19, 2025
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Mr Long Kok : just learn from Togi
_Giggity_ Mr Long Kok : Ttooggiiii togerson