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#APPL P/E 30+ why own it ? / EU-US, US-China tariffs talks, JPN & UST's threat / Crude on lows! / NFP next up

  • rmd005
  • May 2, 2025
  • 4 min read



  • Markets : APPL renews fear about tariffs, P/E 30+.., U.S claims higher - trend? (Thread), Japan UST's a card in trade talks, crude lower again (NOT due to drill-baby-drill, in fact with lower oil prices drilling will stop!! more like collapsing demand it is..), McD's sales hit a wall in Q1 too, equity look a little ''richly priced from here on, good levels to reduce some risk again, particularly if you managed to buy some 2weeks ago....''

  • #APPL : still on a P/E of 30+, with declining profits and sales, GOOG is nearly 20% of APPL net earnings..anti trust risk, AND 138% debt to equity ratio !!!!!, why own it ?

  • EU trade chief Sefcovic: Europe ready to make Trump a 50 billion euros offer, FT reports

  • Timiroas : "Implementation of tariffs and their application is sudden and abrupt..." "Tariff whiplash is causing us major issues..." "Paralyzed..." see Thread

  • NYT: UAE pours $2 billion into Trump crypto coins ...and BBG : Trump White House may ease restrictions on selling AI chips to UAE... surely this is pure coincidence

  • "China evaluating trade talks"....is this really new news ?

  • Japan says massive Treasury stockpile among tools for US trade talks

  • Nvidia CEO was just asked about his thoughts on Huawei and China > Huawei is one of the most formidable technology companies in the world/thread interview below

  • #GOOG "included a $8b unrealised gain in its #SpaceX investment, which equates to an $1.35 EPS approx, Ex this and EPS is $1.4 only, far less than reported $2.8..

  • Collapse in once-booming Florida real estate hotspot is 'breathtaking'

  • Local election results: How Reform UK is changing British politics

  • Saudi Arabia oil production drops to lowest level in 15 years



Bessent Says Two-Year Treasuries Signaling Fed Should Cut

-Treasury Secretary Scott Bessent says the US Treasury market is signaling that the Federal Reserve should lower interest rates.

-Bessent argues that 10-year Treasury yields have retreated since President Trump took office, and that the drop in 10-year rates is "saving the federal government lots of money" in terms of interest costs.

-Bessent predicts that the "aperture" of uncertainty about tariffs will narrow as time goes on and trade deals are done, and advises people to "take a deep breath" in the short term.


China is currently evaluating this.


China's position has remained consistent: if the U.S. wishes to escalate, China will firmly respond; if it seeks dialogue, China’s door remains open. The tariff and trade war was unilaterally initiated by the U.S. side. If the U.S. wishes to negotiate, it must demonstrate sincerity by taking concrete actions to rectify its wrong practices, including removing unilateral tariffs. We have noticed that recently the U.S. has frequently signaled possible adjustments to tariff measures. China emphasizes that in any possible dialogues or negotiations, failure by the U.S. to correct its unilateral tariff measures would demonstrate a complete lack of sincerity and would further damage mutual trust. Saying one thing but doing another, or even attempting to use negotiations as a cover for coercion and extortion, will not succeed with China.














 
 
 

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