Which stonks are you buying if any?

[Umfriend]

Buying the dip already?

[UtwigMU]

Not quite yet because I was hit with taxes. I've been saving cash for a year but there is always something. Bought some MSFT and pharma last month as they are less volatile and will not dip as much, also pharma will do a stock split + IBKR now has access to our national stock exchange. IMHO now AMD is a buy and maybe NVDA (do your research).

[Umfriend]

I think it is easier for reasonable people to disagree on what month it is today then on whether Trump & crew are doing a lousy job, they are. I just really didn't think it would be this amateurish. Maybe I'll be able to close out some positions tomorrow, I have been writing quite a few put-options the past week and buying some dip the past week.

[UtwigMU]

Bought some AMD.

WRT to Trump, his approach is amateurish but he is not without a plan. Look up Varoufakis explanation.

[Umfriend]

So what is the plan with what enumerable costs, benefits and timing?

[UtwigMU]

Countries either pay tariffs which he can directly spend without having to go through congress to raise taxes or they give USA something else in negotiations. Idea is for fed to lower interest and then refinance US debt at low interest long term bonds. USA budget deficit, debt to GDP, interest on debt is unsustainable.

Whether this works out and to what extent, who knows.

[Umfriend]

OK, I'll keep this limited to stocks .