6G·

Trump makes exemptions for many electrical goods

What a shit show. The most powerful government in the world makes economic policies according to the try and error principle that are not even theoretically good for anyone.

The biggest and richest companies have enough money and power to exempt themselves from the bullshit, which is why smartphones are now exempt from the additional tariffs and $AAPL (+1,76%) can breathe a sigh of relief.

In addition, investors have not switched to bonds so that Trump can refinance America more easily, but have also sold American bonds, where yields have fallen.

There will be many more buying opportunities in the coming years, holy cow is the Trump team doomed.

The upshot of the whole shebang is that an adviser now seems to be losing power, a hedge fund manager is getting more.

https://www.ksta.de/politik/trumps-zoll-berater-lutnick-und-navarro-verlieren-nach-chaos-wohl-einfluss-1003883

https://www.faz.net/aktuell/wirtschaft/us-zoelle-im-liveticker-elektronikartikel-werden-von-zoellen-befreit-faz-110405237.html?premium=0x2c4a27e52d8e4e28f264086c8cac27f87b39ed9692f2a60f2d66d446fdbd9d04?GEPC=s9

www.faz.netUS-Zölle im Liveticker: Friedrich Merz rechnet mit „Überschwemmung aus China“ | FAZ

30 Commenti

Sauerland_Investor@Sauerland_Investor

Savings plan on the World and then don't look at the portfolio for 3.5 years. It doesn't matter what you do, in the end you're doing it wrong. Trump has no concept and no advisors, just loyal yes-men. He is and remains unpredictable and that rubs off on the stock market.

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Uwe@SchlaubiSchlumpf

@Sauerland_Investor Your profile picture just whispers a 20 lever on Tesla in your ear. Nix savings plan on world

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Solitair@Solitair

@Sauerland_Investor the stupid thing is, to post here you always have to take the detour via the depot overview first.

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Sauerland_Investor@Sauerland_Investor

@SchlaubiSchlumpf haha 😂 he actually told me on Wednesday when I wanted to switch from the ACWI to the ACWI IMI that the prices were lower in the evening. The outcome is known 🥴

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Uwe@SchlaubiSchlumpf

@Sauerland_Investor Höhöhö. The reason why I now try to adopt a strictly rule-based approach. At least with my strategy. All etfs according to the rebalancing excel table in the savings plan 😂

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Sauerland_Investor@Sauerland_Investor

@SchlaubiSchlumpf I've learned my lesson too. From now on, I'm only going to tackle the amount of the savings plan... learning through suffering, even though I should have known better.

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Uwe@SchlaubiSchlumpf

@Sauerland_Investor Everyone knows better. But in 10 years, the few percent will be jewelry on your nightgown anyway. The smart decision is to invest index-based

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PaulPK@PaulPK

@Sauerland_Investor Trump does have a concept - just because the German media can't see through it doesn't mean he's just acting on gut feeling 🤣So far his plan is working, he's making advantageous deals for the USA - now probably with over 100 countries. The EU is now also back at the table - it will be interesting to see what comes of it (hopefully TTIP 2.0)

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Moritz@leveragegrinding

@PaulPK right

because you know more about where to get the right news than me, anyone else here or trained journalists 🙌🏻🙌🏻

Carry on, very good! Against the majority and you feel smarter.

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Sauerland_Investor@Sauerland_Investor

@PaulPK then please explain to me what concept his oversized customs board follows? It doesn't make any sense at all. Even the Americans don't understand the calculations made there.

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Uwe@SchlaubiSchlumpf

Sounds like tech stocks will make a short, strong jump on Monday and then return to Friday's level on Tuesday. Or the price jump will be skipped because it is already taking place outside trading hours 🤔

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Timur Keser@Timurkeser

@SchlaubiSchlumpf I'm hoping for a decent sale, I still have cash on the side 🤣

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Uwe@SchlaubiSchlumpf

@Timurkeser My girlfriend made 50k from an investment of 12k. Now she's down another 5k and is adding 2k a month. But she still has a big reserve. Unfortunately, I'm already up to my eyebrows in shares. And everything above the forehead is money that I also need 😅

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Enrique@Dividenden_Monteur

I am curious to see the reaction on Monday.
I would bet on a further sell-off.

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Timur Keser@Timurkeser

@Dividenden_Monteur I would like to, then I can buy cheaply.
May I ask how you came up with a sale?
That's actually good news.

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Enrique@Dividenden_Monteur

@Timurkeser because uncertainty is poison for the market. The movements this week were anything but healthy and from a technical point of view we can already talk about a bear market

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Timur Keser@Timurkeser

@Dividenden_Monteur I hope you are right, my dearest, I would be delighted.
The dollar is very weak at the moment.

However, the BTC is climbing somewhat, which can actually be an indicator.

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Enrique@Dividenden_Monteur

@Timurkeser listen to Markus Koch's episode from Thursday on Spotify. He summarized the situation very well in my opinion

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Timur Keser@Timurkeser

@Dividenden_Monteur Thanks for the tip, I'll listen to it.

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Charmin@Charmin

@Dividenden_Monteur So there will definitely be no sell-off at Apple, but an increase of 10-20 percent (if that's enough).

Unless the orange man gets up tomorrow with his left foot and reverses the exceptions.

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Enrique@Dividenden_Monteur

@Charmin I can't even begin to imagine what a 10-20% increase would mean, especially for such a big player like Apple.
The market no longer takes the whole hiccup seriously

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Charmin@Charmin

@Dividenden_Monteur Apple has fallen by more than 30 percent in recent weeks due to fears of high tariffs. If Apple gets an exemption, the 30 percent will come back sooner or later.

I may be wrong, but I wouldn't be at all surprised by a 10 percent rise on Monday.

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Robert@Baraccus

@Dividenden_Monteur I listened to his last podcasts and also tuned in on YouTube. I find his manner unpleasantly arrogant. He doesn't really say anything new at the end and comes across as if he hasn't yet digested the election result. I don't understand why he's so celebrated. I haven't been able to discover any added value yet.

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Charmin@Charmin

@Dividenden_Monteur Apple is already up 6 percent, I think we'll see the 10 percent when New York opens ...

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