Investing Discipline

[Elliott]

Do 'investors' know something about the SC decision on tariffs? [Disclosure: I own Costco Stock and I'm not giving investment advice]

 

[Fernando]

Don't know how SC will come to a ruling.
Even today in Trump's speech, he's worried if his tariffs are ruled against him but will be positive for consumers and Wall Street.
I'd seen prices increased a lot at Costco. I stopped buying those items or at least less of the imported products.

 

[Charles West]

This is a beautiful time for an entry point. The Japanese bond market tanked overnight, Trumpitus is creating chaos over the Greenland beef, the Europeans are in meltdown mode, and we await the Supreme Court ruling over the President's signature economic policy. Absolute perfection.

 

[Fernando]

This is a beautiful time for an entry point. The Japanese bond market tanked overnight, Trumpitus is creating chaos over the Greenland beef, the Europeans are in meltdown mode, and we await the Supreme Court ruling over the President's signature economic policy. Absolute perfection.

And Dow Jones is down 867 points as of now because of additional tariffs on Europe.

 

[Charles West]

And Dow Jones is down 867 points as of now because of additional tariffs on Europe.

Nobody but left-leaning Democrats and squeamish Europeans is concerned about tariffs. The big focus is and should be on the Japanese bond market. The Greenland thing will be settled in short order.

 

[Fernando]

Nobody but left-leaning Democrats and squeamish Europeans is concerned about tariffs. The big focus is and should be on the Japanese bond market. The Greenland thing will be settled in short order.

Treasury yields jumped today, with the 10‑year rising above ~4.28% and longer maturities moving even more, as markets reacted to new tariff threats and a broad risk‑off shift

 

[Charles West]

Treasury yields jumped today, with the 10‑year rising above ~4.28% and longer maturities moving even more, as markets reacted to new tariff threats and a broad risk‑off shift

Has nothing to do with tariffs.

 

[Fernando]

Has nothing to do with tariffs.

So it's just a coincidence that Wall Street dropped today after Trump's announcement on new tariffs.

 

[Charles West]

So it's just a coincidence that Wall Street dropped today after Trump's announcement on new tariffs.

Look up the Japanese bond market if there is anything on MSN, which is doubtful.

 

[Fernando]

Look up the Japanese bond market if there is anything on MSN, which is doubtful.

The Japan Government Bond (JGB) meltdown was one of the major forces pushing the U.S. stock market down today, but it wasn’t the only driver. Markets were hit by a double shock: (1) a Japan‑led global bond selloff and (2) new U.S. tariff threats toward Europe. Both showed up clearly in today’s market coverage.