ES Journal - 2025/2026

Discussion in 'Journals' started by Buy1Sell2, Dec 10, 2024.

  1. Picaso

    Picaso

    "He"'s published on his social media two letters imposing 25% tariffs on Japan and South Korea and warning them not to retaliate or else :D

    Edit: we should get more of these over the next few days... and at some point other countries are either to 1) fold (unlikely for any major country, imho) or 2) start imposing countermeasures (which will likely lead to a de facto embargo, as with the 145% tariffs on China)

    Edit 2: the 25% is ***on top*** of any other sectorial tariffs (steel, etc.)

    Edit 3: IF (big if) this starts to snowball (permanent tariffs plus retaliation), we should revisit the April lows. Again, ***if***

    (Not being a permabear, trend is still up, just saying that reality has a way of catching up with people first slowly, then all of a sudden)
     
    Last edited: Jul 7, 2025 at 12:32 PM
  2. mervyn

    mervyn

    fuck him
     
    NoahA and christhesquid like this.
  3. Picaso

    Picaso

    The problem is that he's gonna fuck so many Americans, mostly his own voters... but hey, that will own the libs :D
     
    Actuarial_Fun and NoahA like this.
  4. SammyJ

    SammyJ

    Thank you Mr trump. Exited my too early short from last week for 14es profit . Will reevaluate . Need some weakness to get heavy short
     
    christhesquid and mervyn like this.
  5. mervyn

    mervyn

    maybe the street will taco him again, no one knows. i had long positions on this morning and couldn’t make 10 points. risk reward ratio is no working.
     
    Picaso likes this.
  6. SammyJ

    SammyJ

    it's basically flipping a coin to be honest. 10-1 says by Aug 1 he'll have deal with Japan and s Korea . The bully never loses lol . Hard to get big short here as earnings coming up and ests very low .
     
  7. mervyn

    mervyn

    flatten all vix, nearly 1k

    30y is back to 4.9%, i bet the japanese will sell some bonds
     
    Picaso likes this.
  8. Do NOT like adding to the futures trades, but drop felt way overdone.
    closing both positions here
    just holding the little spreadbet longs now of course


    upload_2025-7-7_20-3-52.png
     
    Picaso likes this.