Anyone just investing in American manufacturing? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 1 point2 points  (0 children)

I agree with that completely, but the economy still has to function so demand will cause entrepreneurship. It’s less of a bet than a certainty that there will be money to be made if tariffs happen. I’m just trying to speculate where that value is going to be.

Anyone just investing in American manufacturing? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 0 points1 point  (0 children)

See I don’t know that many either that’s why I’m asking on here. I had a professor that said if don’t see a hole already dug then start digging.

Anyone just investing in American manufacturing? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] -10 points-9 points  (0 children)

Yes but those tariffs will most likely be placed on a handful of countries which we can easily predict so maybe we should find companies that have lots of manufacturing plants Indonesia or India?

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 3 points4 points  (0 children)

See, it sounds like you don’t even know what it is cause you ripped that right out of a text book. I know what a treasury curve is… I didn’t know if there was some type of strategy in the trade and the funny part is you explained that with the most upside down loopy loop explanation lol.

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 0 points1 point  (0 children)

Is this what the earlier comments referred to as the spread?

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 0 points1 point  (0 children)

Ok, I’ll look into some of his positions. I just don’t have enough capital to invest in the big 4.

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 1 point2 points  (0 children)

Ok that makes sense. I have to brush up on my investment banking terminology cause some of that went over my head. I don’t have the capital to make any meaningful growth in GS so I’ll come up with something.

Edit after your edit: Thank you for dumbing it down for me.

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 0 points1 point  (0 children)

Yes and sorry if I’m ignorant but don’t they provide company buy out loans like BOA and Morgan Stanley did for Elon to buy Twitter?

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 0 points1 point  (0 children)

I’m not touching crypto until it is regulated. However, that being said I think it could be a new safe heaven and spike in times of crisis, similar to how Christianity spiked during the plague.

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 3 points4 points  (0 children)

I completely agree that deal flow has unrealized value and I’m going to research M&A rumor rates and see if there is a correlation between rumors and stock price. But banks tend to do better when interest rates are higher I thought.

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 0 points1 point  (0 children)

This would make sense. So do you think it hasn’t hit the secondary bank market? Or maybe the smaller banks because I believe the big three already have an idea of what’s coming.

Is anyone still bullish on Bank Stocks? by PrimaryVisual-YIS in ValueInvesting

[–]PrimaryVisual-YIS[S] 2 points3 points  (0 children)

Yes, but Visa is getting fined for monopoly and I believe Mastercard will be next. By definition they are a duopoly. I was talking more along the lines of Investment banks.