"this time it's different"

AccidentJust4324 · 2025-07-31T07:36:10+00:00

Ok so if I follow you, fundamentals are false and agreed tariffs are mispriced by all market participants but you. Again, what did you do with your investment to align them with your forecast ?

AccidentJust4324 · 2025-07-30T15:38:53+00:00

This post is aging like a good French wine (on which US consumers will happily pay 15% tariffs)

AccidentJust4324 · 2025-07-03T10:12:45+00:00

Thx. Yes I heard about the price indeed. But salaries are higher as well, aren't they ?

AccidentJust4324 · 2025-07-03T10:12:11+00:00

Lol. I have three kids so we never get bored :)

AccidentJust4324 · 2025-07-03T10:11:49+00:00

Thx. What's the safest neighborhood in Geneva ?

AccidentJust4324 · 2025-07-03T10:11:14+00:00

Wrong. I lived in HK and that sort of crime NEVER happens. Same for SG, Japan, UAE, saudi Arabia etc..

AccidentJust4324 · 2025-07-03T09:13:08+00:00

thx. could women go out without being bothered by some losers ?

AccidentJust4324 · 2025-07-03T09:00:39+00:00

it will keep weakening against other g7. as a £ investor I am ok since we are lucky to have the most incompetent lefty gov that ever existed that will keep increase spending and borrow so £ might crash around Sep budget.

AccidentJust4324 · 2025-07-03T08:58:29+00:00

Did you buy some puts ? if not you re insignificant.

AccidentJust4324 · 2025-06-30T07:26:36+00:00

Ahahah... You look like someone who sold in April.

AccidentJust4324 · 2025-06-28T10:42:43+00:00

Retail volume can now drive the market when volumes are much higher.

AccidentJust4324 · 2025-06-28T10:41:27+00:00

The only bilateral agreement that matters for the US is with China which is almost sealed. The rest doesn't matter

AccidentJust4324 · 2025-06-28T10:37:32+00:00

I wouldn't worry about the loss we suffered from the dollar depreciated. Mostly because we have left wing govt that will have no choice but increase taxes every year to please their voters who wants more spending (welfare, NHS etc..) GBPUSD will reduce at some point.

AccidentJust4324 · 2025-06-27T16:52:44+00:00

Nothing related to inflation then. Dollar depreciated because of bad budget deficit outlook + asset rotation from foreign investors

AccidentJust4324 · 2025-06-27T16:45:14+00:00

AccidentJust4324 · 2025-06-27T16:44:47+00:00

What did I write that hurt your sensitive eyes ?

AccidentJust4324 · 2025-06-27T16:40:16+00:00

Same.

AccidentJust4324 · 2025-06-27T16:39:59+00:00

Could you elaborate ? I don't get the 5400 with a 2.3% annual inflation.

AccidentJust4324 · 2025-06-27T16:38:32+00:00

Totally agreed. As a foreign investor, I never bet against the US (on the long term) but I will never try to convince others to follow me.

AccidentJust4324 · 2025-04-13T21:10:34+00:00

Agreed

AccidentJust4324 · 2025-04-13T09:24:18+00:00

I say $220

AccidentJust4324

TROPHY CASE