It would be bad for the market because if the SC rules against the tariffs then the government will have to payback almost a trillion dollars that it has collected already. That blows a massive whole in the budget and interest rates will spike higher.
Stock Markets
35,055,218 Views |
258833 Replies |
Last: 4 hrs ago by EliteZags
Yeah the talking heads on these shows seem to think a negative ruling on tariffs would be a positive for the market, but who knows.
Edit: just read your post Prog….it actually seems to make more sense
Edit: just read your post Prog….it actually seems to make more sense
ProgN said:
It would be bad for the market because if the SC rules against the tariffs then the government will have to payback almost a trillion dollars that it has collected already. That blows a massive whole in the budget and interest rates will spike higher.
I thought it was more in the 500B per year range, not a trillion in 9 months?
I'm not sure of the exact figure and don't care enough to look it up but it's still a huge amount of money that will be required to be refunded.
ProgN said:
I'm not sure of the exact figure and don't care enough to look it up but it's still a huge amount of money that will be required to be refunded.
it will never be refunded no matter the decision, they will use another mechanism to keep them in place.
We can't assume that because I doubt he wants SCOTUS to turn against him with 3 years left in office. The best ruling would be that the tariffs are legal because the markets have already digested it.
Something to keep an eye on for bear case - the way things are escalating between US, China, Russia. Applying pressure, cutting off access to minerals and western inroads. Lots of propaganda getting pushed as well regarding Chinese vessels and capabilities. AI, etc. China doing 'training' around Taiwan. Russia unwilling to end Ukraine. There seems to be momentum towards something happening
TSM earning before bell next Thursday. Ride to $400
Mr.Milkshake said:
Something to keep an eye on for bear case - the way things are escalating between US, China, Russia. Applying pressure, cutting off access to minerals and western inroads. Lots of propaganda getting pushed as well regarding Chinese vessels and capabilities. AI, etc. China doing 'training' around Taiwan. Russia unwilling to end Ukraine. There seems to be momentum towards something happening
Mr.Milkshake said:
Something to keep an eye on for bear case - the way things are escalating between US, China, Russia. Applying pressure, cutting off access to minerals and western inroads. Lots of propaganda getting pushed as well regarding Chinese vessels and capabilities. AI, etc. China doing 'training' around Taiwan. Russia unwilling to end Ukraine. There seems to be momentum towards something happening
Theres a lot of potential crap on the horizon. Japan carry trade, tariffs, another possible gov shut down..etc
Even Tom Lee thinks we see a 15 - 20% pullback before heading higher in the second half of the year
Hill08 said:
TSM earning before bell next Thursday. Ride to $400
I don't play earnings anymore, but my gosh, I would think one is a slam dunk. But I thought the same for NVDA and AVGO. They pretty much both killed everything, if I recall correctly, and still dropped.
Credit spreads the way to go for earnings. Collect on that IV
“We don’t rise to the level of our expectations, we fall to the level of our training.”
BucketofBalls99 said:Hill08 said:
TSM earning before bell next Thursday. Ride to $400
I don't play earnings anymore, but my gosh, I would think one is a slam dunk. But I thought the same for NVDA and AVGO. They pretty much both killed everything, if I recall correctly, and still dropped.
I hear ya. I am not an "earnings play" guy either, but i think (hope) it goes the way of MU couple weeks ago.
Mr.Milkshake said:
Something to keep an eye on for bear case - the way things are escalating between US, China, Russia. Applying pressure, cutting off access to minerals and western inroads. Lots of propaganda getting pushed as well regarding Chinese vessels and capabilities. AI, etc. China doing 'training' around Taiwan. Russia unwilling to end Ukraine. There seems to be momentum towards something happening
This is an excellent and constructive post, thank you.
Don't recall anyone bringing up sandisk recently or ever on here?? All of us asleep at the wheel?
The S&P 500's best-performing stock of 2025: Sandisk (+577%)
— Brew Markets (@brewmarkets) January 6, 2026
The S&P 500's best-performing stock of 2026: Sandisk (+47%) pic.twitter.com/FDko6cOUjU
The Trump Administration can levy Section 301 Tariffs if the SCOTUS rules against them on Executive Orders.
the only problem is the markets will tank before digesting the follow up posts from the White House that the tariffs will remain in effect under other regulatory frameworks.
the only problem is the markets will tank before digesting the follow up posts from the White House that the tariffs will remain in effect under other regulatory frameworks.
That chart on the 1Y looks identical to POWL. Moon mission incoming
LMCane said:
The Trump Administration can levy Section 301 Tariffs if the SCOTUS rules against them on Executive Orders.
the only problem is the markets will tank before digesting the follow up posts from the White House that the tariffs will remain in effect under other regulatory frameworks.
Do you really think the markets will tank? The market is very aware this might happen. I could be wrong but I read there's a 77% chance the SC will repeal the tariffs. There might be a down day or two, but ultimately I don't think the market will react too negative
Hill08 said:LMCane said:
The Trump Administration can levy Section 301 Tariffs if the SCOTUS rules against them on Executive Orders.
the only problem is the markets will tank before digesting the follow up posts from the White House that the tariffs will remain in effect under other regulatory frameworks.
Do you really think the markets will tank? The market is very aware this might happen. I could be wrong but I read there's a 77% chance the SC will repeal the tariffs. There might be a down day or two, but ultimately I don't think the market will react too negative
The repeal won't be in its entirety if they do. It will only be some of the goods.
markets are starting to sniff something out on the ruling and back to rippy!!!
Hill08 said:LMCane said:
The Trump Administration can levy Section 301 Tariffs if the SCOTUS rules against them on Executive Orders.
the only problem is the markets will tank before digesting the follow up posts from the White House that the tariffs will remain in effect under other regulatory frameworks.
Do you really think the markets will tank? The market is very aware this might happen. I could be wrong but I read there's a 77% chance the SC will repeal the tariffs. There might be a down day or two, but ultimately I don't think the market will react too negative
Don't care about whatever news or catalysts you guys want to attribute something to, but put to call ratio is back to historic lows. Market tends to turn once everyone is rowing in the same direction unanimously, often around the VIX expiration window middle of the month.
aggies4life said:
Don't recall anyone bringing up sandisk recently or ever on here?? All of us asleep at the wheel?The S&P 500's best-performing stock of 2025: Sandisk (+577%)
— Brew Markets (@brewmarkets) January 6, 2026
The S&P 500's best-performing stock of 2026: Sandisk (+47%) pic.twitter.com/FDko6cOUjU
Well, I have an order in for a bear call credit spread. I don't see this one continuing to go exponential. (famous last words?)
VRNS having a good day. Can't remember if that was a Prog or HA rec, but thanks in any case!
If anyone wants a hedge on PLTR, buy Feb $140 puts here, currently $1.45 per contract. Would pay $8-$10 should it come down as modeled. Cheap insurance with high reward.
MrWonderful said:
VRNS having a good day. Can't remember if that was a Prog or HA rec, but thanks in any case!
I think it was HA. Wondering how much more room to run.
IIRC he said buy it and forget it until it was at $100
MrWonderful said:
IIRC he said buy it and forget it until it was at $100
LOL, that's literally impossible to do.
zgolfz85 said:MrWonderful said:
VRNS having a good day. Can't remember if that was a Prog or HA rec, but thanks in any case!
I think it was HA. Wondering how much more room to run.
Stock Markets - Page 7173 | TexAgs
Nothing has changed.
That is correct. He also said 3-5 year price target in the mid 200s. Thank yall for bringing it back up. In for a good chunk of shares here just under $36.
Heineken-Ashi said:
If anyone wants a hedge on PLTR, buy Feb $140 puts here, currently $1.45 per contract. Would pay $8-$10 should it come down as modeled. Cheap insurance with high reward.
Interesting. Thanks for the chart. Bought 10 of the Feb 145's
Hill08 said:Heineken-Ashi said:
If anyone wants a hedge on PLTR, buy Feb $140 puts here, currently $1.45 per contract. Would pay $8-$10 should it come down as modeled. Cheap insurance with high reward.
Interesting. Thanks for the chart. Bought 10 of the Feb 145's
Expect them to lose. That's why it's a hedge. I only take hedge bets when the reward is high like this one.
PATH
“We don’t rise to the level of our expectations, we fall to the level of our training.”
Guess who bought WING yesterday?
South Platte said:
Guess who bought WING yesterday?
Lol I wouldn't worry, it found support on a resistance line I have going back to August. Probably Just taking a breather. I bought calls just before close
#inprogwetrust
Featured Stories
See All
10:36
20h ago
5.0k
Talent evaluations allows for confidence entering 2026
by Olin Buchanan
62:35
13h ago
1.9k
B-Team: Ready for Aggies-Tigers at Blue Bell, mowing the lawn & more
by Ryan Brauninger
38:25
14h ago
2.4k
FTM, Ep. 89: Slippery slope between gambling and college athletics
by FollowTheMoney
MattAg84
Former Nebraska WBB coach banging a player while Alberts was AD
in Billy Liucci's TexAgs Premium
13
LegalDrugPusher
Former Nebraska WBB coach banging a player while Alberts was AD
in Billy Liucci's TexAgs Premium
5
3 William 56
Former Nebraska WBB coach banging a player while Alberts was AD
in Billy Liucci's TexAgs Premium
5
txaggie002
Bryan Massey details launch of Strike Out DMG campaign at Blue Bell Park
in Billy Liucci's TexAgs Premium
5