DVB @Deepvaluebagg

$8M NW | pre-fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc Joined April 2011

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DVB @DeepValueBagger

6 months ago

Friday: China tariff & Industry Association change of origin tanked semi stocks. Saturday: US exempted them. So if you sold on Friday, you're f**

TheSonOfWalkley @TheSonOfWalkley

6 months ago

Friday: China tariff & Industry Association change of origin tanked semi stocks. Saturday: US exempted them. So if you sold on Friday, you're f**

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I have not concluded whether the world economy is a zero-sum game, or a net-positive. If you believe it is zero sum, China will resort to war if they are backed into an already terrible economy. If you believe in net-positive (win/win), these countries will compromise and we…

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DVB @DeepValueBagger

6 months ago

Clip from my private journal April 8 (night before the rally) Below is my analysis at peak fear... What most analysis does not take in account is that the system is dynamic. Ok, 104% tariff will destroy us. Logically you are right, but you have to predict at the same time,…

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DVB @DeepValueBagger

6 months ago

I'm a little tired of the daily tea leafs reading. The new narrative is interest rate diverging from inflation, which means economy could collapse or nobody knows why. Engaging, logical, but there is no trading decision can be drawn from it. I've been writing in my private…

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TeslaBoomerPapa @TeslaBoomerPapa

6 months ago

Last week I reminded you that MSM/Media ONLY report bad news. This morning, around 9 AM (ET) I go on the CNBS application on my phone to see the PPI numbers: NOWHERE to be found! I understand immediately: it's because the numbers are good! Go on the web and finally find them: PPI…

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DVB @DeepValueBagger

6 months ago

Germany, if they're smart, should oppose zero tariffs on China EV. That is economic suicide to compete with Temu cars.

Evan @StockMKTNewz

6 months ago

Germany, if they're smart, should oppose zero tariffs on China EV. That is economic suicide to compete with Temu cars. https://t.co/wivSQaiICS

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DVB @DeepValueBagger

6 months ago

It's a privilege to list stocks in the US, and to leverage capital inflows from the USA.

Crossroads @Kross_Roads

6 months ago

It's a privilege to list stocks in the US, and to leverage capital inflows from the USA.

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DVB @DeepValueBagger

6 months ago

😂

Watcher.Guru @WatcherGuru

6 months ago

😂

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DVB @DeepValueBagger

6 months ago

That was quick CHINA!

BRICS News @BRICSinfo

6 months ago

That was quick CHINA!

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Vigilant Fox 🦊 @VigilantFox

6 months ago

NEW: Scott Bessent says Trump didn’t just raise tariffs—he set a trap, and China walked right into it. This is what 4D chess looks like. Markets are rebounding after President Trump slapped a 125% tariff on Chinese imports while giving a 90-day pause to other countries. The…

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DVB @DeepValueBagger

6 months ago

This is exactly my thoughts. Trump has leveraged 75 countries that did not retaliate against China... I would gladly buy products other than China at higher quality. This leveling of the field could force China to make better things and stop flooding their Temu shit.

Joseph 💎✌️🪑🇺🇸 Tesla Long Term Investor @ShrimpTeslaLong

6 months ago

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DVB @DeepValueBagger

6 months ago

I BET BEIJING IS SHITTING IN THEIR PANTS RIGHT NOW. "Based on the fact that more than 75 Countries have called Representatives of the United States ... and that these Countries have not, at my strong suggestion, retaliated in any way, shape, or form against the United States, I…

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DVB @DeepValueBagger

6 months ago

Trump has leveraged all 75 countries against China, potentially redistribute trades/production away from China. China has to concede. The art of the deal in realtime!

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DVB @DeepValueBagger

6 months ago

Thank you Elon!

TheSonOfWalkley @TheSonOfWalkley

6 months ago

Thank you Elon!

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DVB @DeepValueBagger

6 months ago

Kind of blows my mind the indexes returns are 8%+

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DVB @DeepValueBagger

6 months ago

$TSLA hit 17%+ in ONE day today, and only two other times. Oct24 '24 (21.91%, 213.65→260.48) Feb3 '20 (19.89%, 43.37→52.0).

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DVB @DeepValueBagger

6 months ago

Wow

The Kobeissi Letter @KobeissiLetter

6 months ago

Wow

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DVB @DeepValueBagger

6 months ago

As Trump said, US has been ripped off for decades. While the politicians sell us globalization, other countries were putting tariff and non-tariffs barrier (protectionism) against America.

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DVB @DeepValueBagger

6 months ago

Deficits by partners

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DVB @DeepValueBagger

6 months ago

It's time to force other countries to innovate, and compete on the market fairly (talking to you EU). This will be good for EU citizens at the end. They've been taxed to death with income tax 50% and VAT 21%, and killing innovation for decades.