To The Moon

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Investing is all about timing—catching the right trends at the perfect moment can turn a modest stake into a life-altering fortune. Imagine you’ve got a time machine and can travel back to invest in one asset, armed only with your memory of how markets have unfolded. Where would you go all in? Let’s dive into a fresh take on time-travel investing, exploring standout assets that could’ve made you a millionaire—or a billionaire—by March 25, 2025. This post is packed with insights, data, and a dash of fun, crafted to the “Pick” criteria: precise, insightful, concise, and knowledgeable. Buckle up—we’re heading back in time! Rewinding the Clock: The Time-Travel Advantage If

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The Meltdown Has Begun Alright everyone, the meltdown is officially underway. Just a week ago, we warned everyone to brace for impact. We said it was time to operate under the assumption that Donald Trump is completely serious—and now, we’re seeing it play out. As of today, U.S. markets have entered correction territory. The S&P 500 is down over 10%, and there’s a strong chance this is just the beginning. Trump is pressing forward with his tariff war and has just delivered a major shock to the global economy. While we saw this coming and have discussed the scale at length, it’s now clear that the U.S.’s reciprocal tariffs will hit all countries—not just China, Cana

Nucor Corporation (NUE - NYSE) Why Invest: A leading U.S. steel producer, Nucor thrives under tariffs that protect domestic steel from cheap imports (e.g., Section 232 tariffs). Rising infrastructure spending amplifies this. Upside: Strong pricing power and U.S. focus. Risk: Steel price corrections. Caterpillar Inc. (CAT - NYSE) Why Invest: Caterpillar’s heavy machinery benefits from reduced foreign competition and potential U.S. infrastructure boosts tied to tariff-driven domestic growth. Upside: Global reach with U.S.-centric gains. Risk: Trade war escalation hurting exports. ExxonMobil (XOM - NYSE) Why Invest: If tariffs disrupt Canadian or Mexican oil imports, ExxonMobil’s domestic production and refining capacity could see higher utilization and profits. Upside: Energy price stability

$S&P 500(.SPX)$  President Trump’s sweeping tariffs—ranging from *10% to 49%*on imports from key trading partners—have ignited fears of a global trade war, stagflation, and a potential U.S. recession.  Here’s an analysis of the risks and parallels to the 2018 trade war: *1. Tariff Impact on Recession Risks *Key Factors Elevating Recession Odds*: - *Inflationary Pressures*: Broad tariffs act as a tax on imports, raising prices for consumers and businesses. The Peterson Institute estimates a *0.5–1.0% increase in inflation* and a *1.0–1.5% slowdown in GDP growth* due to higher costs for inputs like steel and aluminum . - *Supply Chain Disruptions*: Retaliatory tariffs from China, the EU, and others could

$NVIDIA(NVDA)$  Chips I think will get even more expensive and limited I think with control restrictions by US, retaliation by China by putting curbs on rare earth minerals to US. Not sure what is going to happen. Like I said a couple of times will wait and watch until there is some clarity. Will see after the next earnings call of Nvidia. The last one was not that great, mixed as I thought.

@Shyon @rL @GoodLife99 @Universe宇宙 @koolgal @LMSunshine @HelenJanet @Aqa @SPACE ROCKET @TigerGPT The Fear and Greed Index dropped to 8 yesterday, with its lowest point in May 2022 reaching 3. $S&P 500(.SPX)$ companies lost a combined $

$S&P 500(.SPX)$    @Shyon @rL @GoodLife99 @Universe宇宙 @koolgal @LMSunshine @HelenJanet @Aqa @SPACE ROCKET @TigerGPT The Fear and Greed Index dropped to

$NVIDIA(NVDA)$  Let's talk about the elephant in the room: tariffs. The US-China contestation is undeniably putting pressure on NVIDIA's overseas revenue. Here's a quick breakdown: - Increased Costs: Reciprocal tariffs of 32%-34% on imports from Taiwan and China are driving up production costs, notably for materials like aluminum and steel used in data center hardware. -Revenue Decline Risk: China, a significant market (up to 20% of NVIDIA's sales), faces retaliatory tariffs and potential export restrictions on key AI chips like the H20. This poses a serious risk to NVIDIA's market share. -Supply Chain Vulnerability: Tariffs on Taiwan threaten NVIDIA's reliance on TSMC, potentially disrupting its ability to meet global demand. These are

What the Federal Reserve does? The Fed, the US central bank, has consistently made headlines as its decisions can affect global economic trends. As investors, we need to know the basics about the Fed to make more informed investment decisions. The Creation of the Fed The story began in the 19th century when the US saw its banking and monetary systems expand exponentially thanks to the booming industrial economy after the Civil War. However, the inflexible currency circulation and supply couldn't meet people's needs. These destabilizing factors resulted in panic and bank runs. The severe panic in 1907 triggered the first global financial crisis of the 20th century. But it also brought about a wave of monetary reforms. In 1913, to stabilize the domestic banking system, and meet the public's

How Companies Can Adapt to Ongoing Trade Tariffs Shift Supply Chains Domestically or to Non-Tariffed Regions Companies heavily reliant on imports subject to tariffs (e.g., from China, Canada, or Mexico) can reduce costs by sourcing materials or manufacturing domestically This requires upfront investment but can enhance long-term resilience. Pass Costs to Consumers or Absorb Margins Firms may raise prices to offset tariff costs, though this depends on pricing power and consumer demand elasticity. Companies with strong brands or essential goods (e.g., consumer staples) are better positioned to pass costs along. Alternatively, those with robust margins might absorb costs temporarily to maintain market share, especially in competitive sectors like retail or tech. Diversify Revenue Streams Comp