Conversation
$SPY $SPX The S&P 500’s forward P/E ratio is 21.68x to start 2025. Historically, higher valuations have led to lower long-term returns.
Are we heading for muted gains?
Here’s the historical context:
#SP500 #Investing #Markets
Bessent was crystal clear. This isn't about the people owning stocks who have benefitted greatly since 2008. This is about our middle class and poor who have been screwed over 10X as you all sipped champagne and complained about the cost of traveling first class.
Turns out that mafia tactics aren’t welcome in liberal markets and free trade blocs. An own goal of record shattering proportions.
Exactly. Markets don’t run on vibes and cosplay brinkmanship. You can’t keep playing economic chicken with global stability and expect traders to respond with confidence.
At this point, Wall Street’s flinching every time a calendar update drops. We’ve replaced fiscal policy with
Markets were pumped full of borrowed money. The bubble is bursting. The economy is fine.
Wall St. and Corporate America need to be hammering GOP House and Senate and tell them they will pull all donations if they don’t fix this ASAP.
He’s lost whatever credibility he has around the world. It’s the USA (Trump) vs the World. I’m sure he’s demanding direct payment from industries, companies, and countries to be exempt from tariffs. It’s a mob boss shakedown at a global level. It’s all about him. He couldn’t
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He lost credibility… by doing what he’s been talking about for 35 years?
If the market rallies 5% because he pushes it back, he will declare victory.
If the plane lands ok all will be forgiven.
Wall St cares about gains. Memories are short.
Yep, they feel betrayed, but they should have known better. He cares about one thing and one thing only, himself. Now the markets are crashing at historic levels and the WH, full of conflicts, remains nonchalant.
He has the Putin problem now.
He cannot afford to lose or lose face.
If he does then his Presidency is over.
No further leverage thereafter.
So he’ll hold the line.
They have no choice. It’s trust DT or admit defeat and let AOC run the economy. 
Time for a buying opportunity on Wall Street. Buy when everyone is selling. And sell when everyone is buying.
He likes it that way. It’s like a narcissistic abusive relationship with your ex that you can’t get away from bc they keep bringing you back in.
I don’t think so. Once he succeeded, confidence returns and the booming economy, money supply and low interest rates will push the markets to new heights.
How is that important to him specifically? How had Harris built up her “Wall Street cred”?
The #StockMarket slammed into resistance at an old support level as #inflation made a potential comeback. This week brings more #Tariff news and data on the #economy. Will there also be negative #earnings guidance?
$SMCI $AVGO
Oh no all those votes in the markets of inflated assets will turn against his gigantic base of people who literally want to watch the world burn
Unless he actually gets deals, maybe? Just trying to figure this out non-ideologically. This can’t be a fake out move b/c of what you say. He is really doing this & thinks he will get big deals in time to make a difference for 2026 elections. Or he’s insane.
Hysterical! “It’s over for him” don’t be so dramatic, you sound like a jack-ass. The market will recover. Maybe try not losing your head?
You just don't really get it. 80% of the country is cheering this on. You really need to step out of your bubble
Just nuked $10t in American retirement accounts and pensions to solve a $912b trade imbalance.
Wow. Truly next level stable genius shit right here.
Yes. I think investor confidence can only be restored if Congress takes away Trump’s power to impose tariffs. Even then, the market would start taking his words literally. If he were to make a deranged midnight tweet about abolishing the FED, markets would react.
There’s going to be a spike in share buybacks for sure but no CEO is going to risk launching multi year capital projects until he’s gone.
Similar problem with foreign relations. Why would any country make a deal with Trump. He can’t be trusted to keep any agreement.
The only solution is congress takes away his ability to levy tariffs.
Republicans to Trump: Maybe rethink the whole tariff thing, please?
He’d have to do Blankfein’s 6 month delay recommendation for markets to meaningfully recover. No one wants to go through a reprieve that only lasts two weeks
And he's lost the trust and credibility of business leaders around the world. Even if he drops tariffs, you think the world comes running back? They're going to be cautious because Trumps only consistency is flip flopping.
Here's the thing though, if he lost credibility with the markets I don't think even a delay will do anything to rally the markets. It's like you said, they don't trust him anymore.
Wait until Congress reverses Trump's tariff, if and a big if, enough Republicans find their ball and spine.
Congress can stop the tariffs at any time.
Wall street doesn't have to regain confidence in the President, they need to regain confidence in America's ability to govern itself.
Most Republicans are not Trumper's, they just like the positional power it affords them.
Opinion | Why Gen Z men love Trump’s reign of destruction.
The only plan this administration had before unleashing the tariffs were that the counterparts (specifically China & EU) would come screaming for deals. China retaliated and EU will follow soon. Administration is on defensive mode caught with pants down. Deadlocked.
the good news is that if latin america is any example: if you lose “wall street” you get ousted
The only possible outcomes I see here are Congress taking the keys away or the entire economy goes for a ride
Anyone remember the 1930 Smoot-Hawley Tariff Act? It hiked tariffs on 20,000 imports. It deepened the Great Depression, slashing global trade by 66% in 4 years.
The market and global economy now know you can’t trust anything he says moving forward. He might wake up with a brilliant idea and then abruptly change his mind, that’s the risk of someone as unpredictable as him. Who would sign a new trade agreement with him, knowing he could
He just needs to say that the tactic was a success. That now he will drop the tariffs to 5% for all and if they don’t follow he will come back again. The markets will rally.
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Tariffs aimed to rebalance trade and pressure unfair actors like China—strategically sound, but execution stumbled. The formula miscalculations led to inflated rates, sparking unnecessary economic pain.
While the intent was to reshore jobs and boost domestic manufacturing,
Show moreTbf, he first lost credibility with the rest of North America, then Germany, then Ukraine, then the EU, then the rest of the 5 Is community...
listen conservatives are a disaster for economies world wide but this has never stopped the market from loving them again
Congress (or courts) removing the executives delegated tariffing power would assuage a lot of fear
What IF? What if he pulls off the zero tariffs and free trade? Japan caved when their markets hit 12% down….its rallied back to 6% afterwards. To rebuild US as a producer he’s getting products at 0 tariffs and free trade. American infrastructure booms
Yeah it doesn’t work like that. If the economy does well the markets do well
The 12 Democrats who make the most sense for 2028.
My biggest problem is he artificially raised the tariff as a negotiation tool, to get leaders of other countries to call. Then he shuts them down.
What can a country like Vietnam do to balance the trade. They only make $10 on the $500 phone they built
They all chanted last year when he was there to deliver his remarks after the win, lol
No sane country will trust Donald’s word with any trade agreement. He may force the hand of some desperate countries like Cambodia and Vietnam, but negotiations for the US will be BRUTAL with more powerful countries, especially when they coordinate.
Here’s what could get more expensive with Trump’s new tariffs.
Very possible that going forward the markets price in a Trump discount. Tariffs or no.
this isn't about the markets Conor
this is about the American People
He also lost international credibility, not a single country trusts the USA
Why in the name of God did trump have any credibility to begin with? He’s known in NY (among other things), as Mr Bankruptcy.
Maybe it's bad for one person to hold the power to collapse the world economy.