Forums > General Discussion   Shooting the breeze...

Taking advantage of the end of globalsation

Reply
Created by myscreenname 9 months ago, 5 Apr 2025
myscreenname
2283 posts
5 Apr 2025 8:30AM
Thumbs Up

There are going to be more losers than winners, but when there is market turmoil there are big opportunities - what will they be?

I think we may see Australian residential property and the used car market boom, similar to what happened in 2020 - 2022.

I was supposed to make a large contribution to my super last month, but now I think I'll just sit back for a couple of months and see what plays out. I'll also need to consider switching my super investments to be more conservative.

Brent in Qld
WA, 1384 posts
5 Apr 2025 9:41AM
Thumbs Up

Agree, time to be strategic if you can afford it. Like yourself, already putting some coin where my mouth is. Now sit tight and wait....

UncleBob
NSW, 1299 posts
5 Apr 2025 5:00PM
Thumbs Up

Select to expand quote
Brent in Qld said..
Agree, time to be strategic if you can afford it. Like yourself, already putting some coin where my mouth is. Now sit tight and wait....


Ditto

Froth Goth
1223 posts
5 Apr 2025 2:30PM
Thumbs Up

Im just doing all the dumb things by lowering my buy ins on dieing investments by buying more now that theyve gone down 10 20 30 percent

So yeah buying all the dips on the asx

And of course no dip on gme it for some dumb reason went up 10% ....


Mark _australia
WA, 23485 posts
5 Apr 2025 3:27PM
Thumbs Up

Ok so I'm dumb I am not an investor

where do I put my verrryyy limited coin now?

very happy with the performance of my super the last couple of years so is that now over?

myscreenname
2283 posts
5 Apr 2025 4:31PM
Thumbs Up

Select to expand quote
Mark _australia said..
Ok so I'm dumb I am not an investor

where do I put my verrryyy limited coin now?

very happy with the performance of my super the last couple of years so is that now over?

Hmmmm, the $64 million question. I read earlier today that Aussie almond farmers are set to benefit from the tariffs. Personally I have NFI, maybe cash is best for now, I'm hopeless at catching falling knives.

With Superannuation, the funds would be buying at the cheaper prices in next few months, so we'll all be likely to take a hit in short term. Might be a bit late to change investments now: 10% dump in last 2 days. Longer term, hopefully, it should all pan out OK.

Mark _australia
WA, 23485 posts
5 Apr 2025 5:36PM
Thumbs Up

^^^ always does pan out

I don't get the stock market though, if you have a bit of money how easy is it to buy every time there's a big crash, sell not long after it goes up again (not being greedy) and in between keep it in the bank at 5%
I wish I had $20k to drop on shares every time they're screaming it's a crisis. It's bloody not, it goes up again

i am just wondering if I could risk a little of my meagre money now, where would I do it..?

Gestalt
QLD, 14696 posts
5 Apr 2025 8:06PM
Thumbs Up

I moved my super into 100% cash when Trump got in so I've not lost any money so far. Now I'm looking to move it back into stocks. Just waiting for a bottom signal to appear

I'm not trader nor convinced people should do what I did. I did it as a macro move to prevent loosing parts of my super because I'm getting closer to thinking about retirment. If I were young I'd have just left things alone.

Froth Goth
1223 posts
5 Apr 2025 6:19PM
Thumbs Up

pull your funds at the peak and wait for the crash is what all the smart moneys been doing for the last 12 months slowly pulling out without triggering any massive forms that they need to make public whilst letting retail and dare i say.... all your super... take up the slack to not cause a run on the banks if you will

buffet was bailing water publicly last july when this all started happening


the more cash he has the more hes waiting to pick the next thing this was all when nvidia and everyone else had the crazy ai run the big dogs used that to pull theyre money out while all us monkeys bought in to cover theyre tracks

Froth Goth
1223 posts
5 Apr 2025 6:29PM
Thumbs Up

Select to expand quote
Mark _australia said..
^^^ always does pan out

I don't get the stock market though, if you have a bit of money how easy is it to buy every time there's a big crash, sell not long after it goes up again (not being greedy) and in between keep it in the bank at 5%
I wish I had $20k to drop on shares every time they're screaming it's a crisis. It's bloody not, it goes up again

i am just wondering if I could risk a little of my meagre money now, where would I do it..?


you need to think of tradeing in general as a certified construction trade. and then you have your different tradeing styles/techniques and thats the difference between say a residential houseing plumber and a new build commercial infrastructure fire safety sprinkler fitter

both install pipes that carry water from a to b both could probably do eachothers job.... but no one would hire one for the other job

so my advice from personal eperience is just invest a couple grand on an easy broker app like STAKE and just DONT BUY ANY STOCKS none just add a few that you BELIEVE you have experience in.... so maybe some sort of boat building company or maybe a myanmar teak distributer and use your prior knowledge about this field to just see how the stock is effected. the good thing about it is dont even bother about what the price is doing today or yesterday look what it did maybe when something happened that you were aware of... like when they said myanmar wont eport anymore teak so boat builders are carcassing old ships for it then see what that did to the stock.... see if theres any .... coalition? connection? or if its just a wild and silly stock that does its own thing opervious ? im trying to use big words its not working ... apervious ? not working as described...

hopefully you understand what im trying to say and once you feel like you have a bit of a feel for it think of that as learning maybe carpentry for 1 month at tafe ... you wouldnt suddenly go buy all the timber you need to build a boat or a house you still have alot more to learn.

its slow it takes ahwhile but it feels GREAT looseing 50$ out of your invested $200 know you just lost like 1/4 of all your money and thank neptune you didnt invest 20000 $

hope that makes some sort of sense

my opinion is the reason why etfs and just throwing cash in and never actually TRADEING is cause if everyone traded the market would be so wild and unpredictable they couldnt really rig the absolute **** out of it. your super and etf money is kinda how would you say... flattening the ocean... makeing it smooth sailing for the big players


and remember ive got .... 7 years eperience in being homeless and nearly 1 year experience in tradeing so your talking to a kid that has pushed the broom a bit and read a book or 2 and still isnt allowed near a laser level

myscreenname
2283 posts
5 Apr 2025 11:10PM
Thumbs Up

Select to expand quote
Mark _australia said..
i am just wondering if I could risk a little of my meagre money now, where would I do it..?

I wouldn't trade asx with less than $20k, because of the trading fees, accounting and CGT.

If you have less, I would be really boring by just investing in etfs or putting it into super.

You can get access to etfs and trading asx through your bank.

Froth Goth
1223 posts
5 Apr 2025 11:34PM
Thumbs Up

the banks are 10 bucks a trade the fake phone app brokers are like 3 bucks a trade i have no idea why you wouldnt want someone to play at the 5$ table for ahwhile before going upstairs to the high rollers thats what they are there for


explain short term tradeing and the co...co something how theyre linked .. the little fish eats the parasites thing volatility to him if ya can id like to hear the difference between a newbie like me and a vets idea of how it works

Froth Goth
1223 posts
6 Apr 2025 12:02AM
Thumbs Up




Gestalt
QLD, 14696 posts
6 Apr 2025 8:54AM
Thumbs Up

I don't see the end of globalisation but I do see the end of America as a player in globalism.

?si=ZU5t-zTSOxp9hmxi

myscreenname
2283 posts
6 Apr 2025 6:58AM
Thumbs Up

Select to expand quote
Gestalt said..
I moved my super into 100% cash when Trump got in so I've not lost any money so far.

Well that was a smart move. I was expecting the honeymoon would be a bit longer.

myscreenname
2283 posts
6 Apr 2025 7:57AM
Thumbs Up

Select to expand quote
Gestalt said..
I don't see the end of globalisation but I do see the end of America as a player in globalism.
?si=ZU5t-zTSOxp9hmxi

Video makes a good argument to hold what's left of my bitcoin.

remery
WA, 3709 posts
6 Apr 2025 4:48PM
Thumbs Up

Select to expand quote
Gestalt said..
I moved my super into 100% cash when Trump got in so I've not lost any money so far.


You need to factor in the opportunity cost of what you might have made on a balanced plan over that period .

Gestalt
QLD, 14696 posts
6 Apr 2025 8:05PM
Thumbs Up

Select to expand quote
myscreenname said..

Gestalt said..
I moved my super into 100% cash when Trump got in so I've not lost any money so far.


Well that was a smart move. I was expecting the honeymoon would be a bit longer.


Yeah I'm glad I did now.

Gestalt
QLD, 14696 posts
6 Apr 2025 8:12PM
Thumbs Up

Select to expand quote
remery said..


Gestalt said..
I moved my super into 100% cash when Trump got in so I've not lost any money so far.




You need to factor in the opportunity cost of what you might have made on a balanced plan over that period .



Interestingly whilst the s&p is down 17% supers are down less than that because of the mix of etf's, hedging, cash etc.

Froth Goth
1223 posts
6 Apr 2025 9:10PM
Thumbs Up

etfs are a great new way for them to funnell your cash whats wrong with just buying the stock that has a major % of the etf?!? then theres also no "fees"

Mark _australia
WA, 23485 posts
7 Apr 2025 7:58PM
Thumbs Up

Oooh not that I watched the video but the tagline not the end of globalisation, rather it's the end of the USA as a player in globalisation . that made me think

Now is the time for a STATESMAN (which we haven't had for decades) to put aside party politics and rally the Commonwealth to be a sole entity in fiscal terms, to be in solidarity and destroy Trumps selfish crap that will affect the world for a long time

Labor or Liberal? Which one can do it?
I posit neither as they want an easy election win based on short term crap.
but seriously - aus, uk, Canada get together then others will join. F*** USA over.

Froth Goth
1223 posts
7 Apr 2025 9:54PM
Thumbs Up

lol.... dude you know nothing about warfare

if anyones lucky enough to be protected by america/british aerospace then good that aside.... no chance

its not even close to the realm of possibility if anything this drone **** kinda puts china in a bit of a highlight

i wouldnt be surprised if the anti trump **** was to get people to fall rank under china

remery
WA, 3709 posts
7 Apr 2025 10:02PM
Thumbs Up

The population of Commonwealth countries is 2.6 billion, the US population is 340 million..

Gestalt
QLD, 14696 posts
8 Apr 2025 1:28AM
Thumbs Up

I believe there is a trade block being work on now. Short term some countries will get the best deal they can from the US but ultimately the US will be cut off.

america cannot be trusted any more. That's the legacy of the Republican Party. That and fascism and the alignment with Russia.

europe will replace America.

myscreenname
2283 posts
8 Apr 2025 3:02AM
Thumbs Up

I woke up and convinced myself that Trump had paused all tariffs by 90 days, to give countries a chance to negotiate and work out their supply lines. I thought it was the most sensible thing for Trump to do after watching the markets freefall and him going off to play golf over the weekend.

Part of me wants to see the U.S. fall back into line, but the other part of me wants to watch it burn and toast marshmallows.

Froth Goth
1223 posts
8 Apr 2025 6:10AM
Thumbs Up

i wish they would embargo theyre new **** music

cammd
QLD, 4296 posts
8 Apr 2025 11:33AM
Thumbs Up

Select to expand quote
Gestalt said..

america cannot be trusted any more. That's the legacy of the Republican Party. That and fascism and the alignment with Russia.



Fascism! LOL , I think you just write down the most recent brain farts that fulminate in your head.


cammd
QLD, 4296 posts
8 Apr 2025 12:51PM
Thumbs Up

Maybe tariffs are exactly whats needed to stop this type of environmental and human exploitation from happening.

myscreenname
2283 posts
8 Apr 2025 12:32PM
Thumbs Up

Select to expand quote
cammd said..
Maybe tariffs are exactly whats needed to stop this type of environmental and human exploitation from happening.


Trump's tariffs were not designed to protect the environment. If they were, most people would understand them. Trumps tariffs are unlikely to revive our nickel mines as it's anyone's guess what he does next.

But it was a good story, that I wasn't aware of.

Flying Dutchman
WA, 1730 posts
8 Apr 2025 3:01PM
Thumbs Up

Select to expand quote
myscreenname said..
Trump's tariffs were not designed to protect the environment.


Thanks for clearing that up, we all thought the tariffs were an environment policy.

Most Nickel is used for stainless steel production. The title of the video is unfairly singling out EVs.

myscreenname
2283 posts
8 Apr 2025 4:15PM
Thumbs Up

Select to expand quote
Flying Dutchman said..
Most Nickel is used for stainless steel production. The title of the video is unfairly singling out EVs.

Nickel is a critical component in lithium-ion batteries for electric vehicles, and under current policies, its demand has skyrocketed by 87.2% - highlighting the urgent need for sustainable mining practices and secure supply chains to support the green energy transition.



Subscribe
Reply

Forums > General Discussion   Shooting the breeze...


"Taking advantage of the end of globalsation" started by myscreenname