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@Deepvaluebagg

$8M NW | pre-fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc

Bergabung Nisan 2011
345 Mengikuti32 Pengikut
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DVB@DeepValueBagger·
I have not concluded whether the world economy is a zero-sum game, or a net-positive. If you believe it is zero sum, China will resort to war if they are backed into an already terrible economy. If you believe in net-positive (win/win), these countries will compromise and we can all move on.
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DVB@DeepValueBagger·
Clip from my private journal April 8 (night before the rally) Below is my analysis at peak fear... What most analysis does not take in account is that the system is dynamic. Ok, 104% tariff will destroy us. Logically you are right, but you have to predict at the same time, someone will correct the course...
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DVB@DeepValueBagger·
I'm a little tired of the daily tea leafs reading. The new narrative is interest rate diverging from inflation, which means economy could collapse or nobody knows why. Engaging, logical, but there is no trading decision can be drawn from it. I've been writing in my private trading journal and making plans and sticking to the plan.
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TeslaBoomerPapa
TeslaBoomerPapa@TeslaBoomerPapa·
Last week I reminded you that MSM/Media ONLY report bad news. This morning, around 9 AM (ET) I go on the CNBS application on my phone to see the PPI numbers: NOWHERE to be found! I understand immediately: it's because the numbers are good! Go on the web and finally find them: PPI DOWN -0.4 % vs. +0.2 % "expected" (by the "brilliant" economists) Imagine the headline if the number had been +0.3 %: "Hot inflation ROARING back, end of the world in sight, Fed rate HIKES coming soon" This all shows: 1) How biased the Media is 2) How tragically DUMB those "economists" are, and these are the same who are at the Fed, so you can understand why the Fed is always consistently as wrong as it is!
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The Vigilant Fox 🦊
The Vigilant Fox 🦊@VigilantFox·
NEW: Scott Bessent says Trump didn’t just raise tariffs—he set a trap, and China walked right into it. This is what 4D chess looks like. Markets are rebounding after President Trump slapped a 125% tariff on Chinese imports while giving a 90-day pause to other countries. The result? China stands alone—and completely exposed. Treasury Secretary Scott Bessent put it plainly: “This was driven by the president’s strategy.” “He and I had a long talk on Sunday, and this was his strategy all along.” According to Bessent, this wasn’t just tough policy—it was calculated pressure. “You might even say that he goaded China into a bad position.” “They responded, they have shown themselves to the world to be the bad actors.” While China chose escalation, Trump opened the door to allies and trade partners who didn’t retaliate. “We are willing to cooperate with our allies and with our trading partners who did not retaliate.” “It wasn’t a hard message. Don’t retaliate, things will turn out well.” Now the markets are roaring back—and China is left holding the bag.
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DVB@DeepValueBagger·
This is exactly my thoughts. Trump has leveraged 75 countries that did not retaliate against China... I would gladly buy products other than China at higher quality. This leveling of the field could force China to make better things and stop flooding their Temu shit.
Joseph 💎✌️🪑🇺🇸 Tesla Long Term Investor@ShrimpTeslaLong

Dear China, Fight all you want. We rather work with other trade partners who don’t take advantage of us. There are tons of other exporters looking to replace your ass. Also, we want advanced manufacturing jobs back. That’s exactly what I voted for. P.S.: I don’t ever shop at Walmart. I hate all things Made In China. Support 🇺🇸 Buy “Made in USA” products. Always.

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DVB@DeepValueBagger·
I BET BEIJING IS SHITTING IN THEIR PANTS RIGHT NOW. "Based on the fact that more than 75 Countries have called Representatives of the United States ... and that these Countries have not, at my strong suggestion, retaliated in any way, shape, or form against the United States, I have authorized a 90 day PAUSE," Trump wrote in a post on Truth Social
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DVB@DeepValueBagger·
Trump has leveraged all 75 countries against China, potentially redistribute trades/production away from China. China has to concede. The art of the deal in realtime!
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DVB@DeepValueBagger·
Kind of blows my mind the indexes returns are 8%+
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DVB@DeepValueBagger·
$TSLA hit 17%+ in ONE day today, and only two other times. Oct24 '24 (21.91%, 213.65→260.48) Feb3 '20 (19.89%, 43.37→52.0).
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DVB@DeepValueBagger·
As Trump said, US has been ripped off for decades. While the politicians sell us globalization, other countries were putting tariff and non-tariffs barrier (protectionism) against America.
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DVB@DeepValueBagger·
Deficits by partners
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DVB@DeepValueBagger·
It's time to force other countries to innovate, and compete on the market fairly (talking to you EU). This will be good for EU citizens at the end. They've been taxed to death with income tax 50% and VAT 21%, and killing innovation for decades.
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