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Comments: And Saeed... I also agree that pretty much all anti Trumps will become pro IRI.. :-):-) Just like all Anti Trumps became pro Dick Cheney. Mark my word. Here is what is happening in the market. Since Trump took office, Powell has kept the Fed in a holding pattern, suggesting the agency needs time to see how tariffs and Trump's immigration policies will affect the economy before continuing the rate-cutting campaign that it began last year. However, the size and speed of Trump's tariffs have caught even the Fed off guard, according to Powell: The level of the tariff increases announced so far is significantly larger than anticipated. The same is likely to be true of the economic effects, which will include higher inflation and slower growth. Both survey- and market-based measures of near-term inflation expectations have moved up significantly, with survey participants pointing to tariffs. Survey measures of longer-term inflation expectations, for the most part, appear to remain well anchored; market-based breakevens continue to run close to 2%. Powell added that the agency might find itself in "the challenging scenario in which our dual-mandate goals are in tension." What does this mean? Well, the Fed's dual mandate is to achieve maximum employment and stable prices. When prices rise too much, the Fed raises interest rates to slow the economy, bringing prices under control and avoiding runaway inflation. However, Powell's continued resistance to lowering rates and growing concerns about doing so could further incentivize the Trump administration to make deals with the country's largest trading partners. While Trump's initial tariff pause sent stocks soaring on April 9, the market has lost ground since then as an agreement with China still seems far away. Treasury Secretary Scott Bessent recently told Yahoo! Finance that he thinks the administration could have "substantial clarity" about trade agreements with most of the United States' large trading partners other than China before the tariff pause ends. And the important part: Make sure that when you are buying stocks, you have long-term intentions. There are certainly bargains to be had in today's market, and Powell did say that long-term inflation expectations are still under control. It might be best to look for stocks less connected to China right now because those could be the most volatile. But in the long term, China and the U.S. are likely to reach an agreement.
Comments: Saeed, keep accumulating, and buy bottom. We have not even hit the bear market yet, and as you said we have been there done that.. . Fundementals did not change, all is about being able to pay the defecit and uncertainty with Tariffs. Right now 1/3 of the tax we pay goes to pay for the interests on the 40T defecit. 2T of our money is just going "poof"... Hence the push for interest rate reduction and Oil price reduction. Lots of Blue chips on bargain out there... I do agree that him and Powel need to align.
Comments: We have been complaining about IRI and how stupid they have acted in various issues. But compare to this admin, IRI seem head and shoulder smarter and wiser. This admin seem to be a group of monkeys ruling humans.
Comments: Uber’s CEO says learning these two subjects in college is an ‘absolute necessity’ for any Gen Z grad eyeing up management roles“One of my secrets is—really, I do give Brown credit for this—this balanced education that I kind of stumbled on,” Dara Khosrowshahi said recently during a panel at the Ivy League college—his alma mater. “Learning all of the… really important basics of engineering, but then marrying that with liberal arts, that really taught me to communicate in a compelling way, which is an absolute necessity when you’re in a leadership position.”
Comments: market is on a downward trend, the worst I have ever witnessed, may be on par with 2008. This is quite unbelievable. Economy was handed to the new admin in its best possible shape in every aspect. And almost all tech companies contributed to Trump election, hoping for better days with lower regulation and tax cuts. But now this? Nobody knows what is the bottom? and how one can get out? Approval rating for his after 100 days is falling fast. Now he blames it all on fed chair for not lowering the rate. Meanwhile, it seems all the world is getting united to fuck USA. And people in admin is over estimating USA power. We are only 4% of world population while 25% of world economy. So global trade was working like a charm for this country. Now, this retarded admin is using 18 century tactics to tackle 21 century issues.
Comments: Live: Havadar vs Esteghlal
Comments: Pope Francis firs at age 88
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Comments: 9 men Uzbeks against KSA
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Comments: LIVE!! Saudi U-17 vs Uzbekistan U-17 final https://www.youtube.com/live/8RM-ZJx1x24?si=Kk0x-gsOdtPgKb0C
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Comments: Among political analysts in Iran Mehdi Kharatian is the most astute and bAsavAd tahlilgar. This dude knows everything in details. From Bill Kristol to Neocon media and ...and rightfully connects everything happening to economics. Knows all the players
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