Tariffs

[NavigatorII]

So if everyone knows it was performative and he’s established that he can’t reinstate punitive tariffs without tanking his own markets, you think that puts him in a strong bargaining position?

Chy-NA needs to export to the US far more than the US needs China imports. It would not be long before China came back to the bargaining table after their economy goes into the shitter by not negotiating their tariffs on us. It's a high stakes poker game to see who folds first.

 

[nail1988]

How can this be ?!

Poor Kal

 

[fatman76]

So that’s Trump and this board but not the Chinese? Got it.

JFC I can’t sit by and take this idiocy anymore.

Trump is trying to create a mutually beneficial result with China. It’s not as adversarial as it looks.

Their economy is way too reliant on cash flows from exports. Ours is way too reliant on artificially cheap imports from China.

Imagine a scenario where both of the largest economies in the world worked together to rebalance this issue. Are you capable of that?

A mutually beneficial solution that results in prosperity for both countries (and by proxy the world).

And it won’t happen overnight, you can’t judge macro economic policy by the day to day reactions of the stock market.

 

[fatman76]

You countered his take on the CURRENT markets by offering a tweet from a YEAR AGO lamenting how we couldn't afford a recession under the BIDEN administration.

A couple of things have changed in the last year. You truly are entertaining.

Don’t miss that the prediction was completely wrong, even with the terrible “liberation day” tariffs.

It’s entirely possible Bradly isn’t aware what year it is. And I’m not joking.

 

[bradleygator]

It’s not about judging policy by the market. What the guy is saying is because of our debt situation we can’t afford a recession and the hit to tax revenue.

As far as it being a year ago, what about our debt picture has changed since the post? The most conservative projection is the BBB will add $3 trillion to our deficit in the next two years.

I’m just saying, we’ve got some constraints. It’s fine to act like we don’t for negotiations sake but if someone calls your bluff it’s potentially a problem.

You guys get your panties in such a twist if anyone interjects anything counterveiling the Trump dictates (ie reality). Like 80 percent of the posts on here are you guys clutching each others pearls over my posts.

 

[NavigatorII]

It’s not about judging policy by the market. What the guy is saying is because of our debt situation we can’t afford a recession and the hit to tax revenue.

As far as it being a year ago, what about our debt picture has changed since the post? The most conservative projection is the BBB will add $3 trillion to our deficit in the next two years.

I’m just saying, we’ve got some constraints. It’s fine to act like we don’t for negotiations sake but if someone calls your bluff it’s potentially a problem.

You guys get your panties in such a twist if anyone interjects anything counterveiling the Trump dictates (ie reality). Like 80 percent of the posts on here are you guys clutching each others pearls over my posts.

And yet I don't remember you objecting to Biden's "Inflation Reduction Act" spending trillions more and going down a "Green Energy" and further Deep State rabbit hole with more .Gov spending on federal bureaucracy. Crickets. That's why everyone is giving you hell. You are selectively forgetting things.

 

[fatman76]

It’s not about judging policy by the market. What the guy is saying is because of our debt situation we can’t afford a recession and the hit to tax revenue.

As far as it being a year ago, what about our debt picture has changed since the post? The most conservative projection is the BBB will add $3 trillion to our deficit in the next two years.

I’m just saying, we’ve got some constraints. It’s fine to act like we don’t for negotiations sake but if someone calls your bluff it’s potentially a problem.

You guys get your panties in such a twist if anyone interjects anything counterveiling the Trump dictates (ie reality). Like 80 percent of the posts on here are you guys clutching each others pearls over my posts.

Biden had two consecutive negative growth quarters in 2022. How different was our debt situation then?

You posted a tweet that was a year old of a failed prediction of a recession and impending doom. Sorry that drew a reaction, but we both know that was the entire point.

 

[Capt Ron 1]

Chy-NA needs to export to the US far more than the US needs China imports. It would not be long before China came back to the bargaining table after their economy goes into the shitter by not negotiating their tariffs on us. It's a high stakes poker game to see who folds first.

This is so simple to understand, yet TDS Gator(Brad)will not ever understand. This negotiation was over before it got started, we were always going to win, yet he HOPES Trump fails. What a little man he is. Emotions over brains. I hope he did not pay to go to school, because if he did, he got scammed

 

[Capt Ron 1]

JFC I can’t sit by and take this idiocy anymore.

Trump is trying to create a mutually beneficial result with China. It’s not as adversarial as it looks.

Their economy is way too reliant on cash flows from exports. Ours is way too reliant on artificially cheap imports from China.

Imagine a scenario where both of the largest economies in the world worked together to rebalance this issue. Are you capable of that?

A mutually beneficial solution that results in prosperity for both countries (and by proxy the world).

And it won’t happen overnight, you can’t judge macro economic policy by the day to day reactions of the stock market.

Bradly….read this over and over again. Try to learn. This is EXACTLY what is happening

 

[Capt Ron 1]

It’s not about judging policy by the market. What the guy is saying is because of our debt situation we can’t afford a recession and the hit to tax revenue.

As far as it being a year ago, what about our debt picture has changed since the post? The most conservative projection is the BBB will add $3 trillion to our deficit in the next two years.

I’m just saying, we’ve got some constraints. It’s fine to act like we don’t for negotiations sake but if someone calls your bluff it’s potentially a problem.

You guys get your panties in such a twist if anyone interjects anything counterveiling the Trump dictates (ie reality). Like 80 percent of the posts on here are you guys clutching each others pearls over my posts.

NO SIR. We need for you to get a grasp on reality, and remove your hate from your decision making. Start pulling FOR America, and just not 100% AGAINST your President. You just sat though 4 years of a puppet regime lying about who is really running the show. An administration who let in 20 million illegal aliens on purpose, delivered the worst military withdrawal in American history, responsible for 20% inflation, kept schools closed way too long for NO REASON, fired people who refused a vaccine that was ineffective yet in 4 months you show up and post more about Trump than yiu did about the most corrupt, crooked, hurtful to our Country president in our history. You might want to really consider your take here. You are probably a decent person, but hate has 100% clouded your view. THAT is the reality

 

[GhostOfMatchesMalone]

It’s not about judging policy by the market. What the guy is saying is because of our debt situation we can’t afford a recession and the hit to tax revenue.

As far as it being a year ago, what about our debt picture has changed since the post?

Everything.

What has changed about your argument ITT? Everything.

For the first half of the thread, you claimed that Trump's tariffs (and associated FUD over them) were going to send us into recession. You gleefully posted random tweets saying this. Your favorite was when Jaime Dimon said we would have a recession.

Remember all that?

Then a few weeks later, the FUD over Trump's tariffs began to subside as he started signing deals with over 100 countries negotiating with him. Even Dimon backed off his recession claims.

So what do you do? You moved the goalposts. Now it's America's debt that will trigger a recession, not the tariffs.

Again, this is your opening sentence: "It's not about judging policy by the market." Yet that's what you spent the first half of this thread doing. You claimed that a market dip was a sign that Trump's tariffs weren't working.

Since then, the market gained back that dip, then some. Now, shockingly, you have changed your tune on the role of markets in judging policies.

You are now completely contradicting yourself and what you said up till now ITT. When we point that out, you claim:

You guys get your panties in such a twist if anyone interjects anything counterveiling the Trump dictates (ie reality). Like 80 percent of the posts on here are you guys clutching each others pearls over my posts.

We just point out that your argument is nonsensical. You've now reached the point where Bradley in May is arguing against what Bradley said in April.

Meanwhile, Trump's tariffs are working beautifully, America is benefitting, and you are just an angry boy who won't stop digging his hole.

 

[GhostOfMatchesMalone]

Biden had two consecutive negative growth quarters in 2022. How different was our debt situation then?

You posted a tweet that was a year old of a failed prediction of a recession and impending doom. Sorry that few a reaction, but we both know that was the entire point.

Biden added MORE to our debt in one term than Trump has in two. Trump literally created a gov agency solely tasked with reducing spending.

Trump's so far secured about an additional 5+ trillion in outside investments. He's recalibrating our trade across the board. He's aggressively refinancing our debt at lower rates when possible.

But Bradley claims nothing has changed about our debt picture.

Bradley clearly just went to Twitter and searched for 'recession' and grabbed the first tweet he saw that said that we would be in trouble if we had a recession. He obviously had no idea it was left a year ago.

 

[fatman76]

Biden added MORE to our debt in one term than Trump has in two. Trump literally created a gov agency solely tasked with reducing spending.

Trump's so far secured about an additional 5+ trillion in outside investments. He's recalibrating our trade across the board. He's aggressively refinancing our debt at lower rates when possible.

But Bradley claims nothing has changed about our debt picture.

Bradley clearly just went to Twitter and searched for 'recession' and grabbed the first tweet he saw that said that we would be in trouble if we had a recession. He obviously had no idea it was left a year ago.

Ghost, Trump secured $5.1T in investment commitments from Qatar alone.

The number is closer to $9T.

 

[GhostOfMatchesMalone]

Ghost, Trump secured $5.1T in investment commitments from Qatar alone.

The number is closer to $9T.

Wait, timeout. So Trump is averaging $3 trillion a MONTH so far in outside investments?

That's absolutely unheard of. Bradley what impact do you think such a massive influx of outside investment will have on the economy, and our debt picture? @emekz1?

 

[raginGator]

Question: As I and many of the members of this board are conservatives, how can I reconcile the disgust I have for Trump threatening Samsung and Apple 25% tariffs if they don't move their manufacturing to the US? Face it, we'd be apopletic if a Dem president proposed this. This is a massive government interference.

 

[GhostOfMatchesMalone]

Question: As I and many of the members of this board are conservatives, how can I reconcile the disgust I have for Trump threatening Samsung and Apple 25% tariffs if they don't move their manufacturing to the US? Face it, we'd be apopletic if a Dem president proposed this. This is a massive government interference.

Be disgusted all you want. There's no pleasing some people.

 

[raginGator]

Be disgusted all you want. There's no pleasing some people.

Haha, no. You're OK with this kind of government muscling of private business? It's OK to be supportive of him but not in lockstep with everything he says and this was a bad one. BTW "disgusted" was probably too strong a term.

 

[NavigatorII]

Haha, no. You're OK with this kind of government muscling of private business? It's OK to be supportive of him but not in lockstep with everything he says and this was a bad one. BTW "disgusted" was probably too strong a term.

If you are talking about Trump using "the end result justifies the means", I understand your sentiment. However, Dimtards have been ramming their agenda down our throats for decades, we tried to warn them paybacks are hell, vengenence is mine, for the day of their calamity is at hand, and the things to come hasten upon them." Eff em.

 

[GhostOfMatchesMalone]

Haha, no. You're OK with this kind of government muscling of private business? It's OK to be supportive of him but not in lockstep with everything he says and this was a bad one. BTW "disgusted" was probably too strong a term.

Trump hasn't put a 25% tariff on Apple, he's negotiating with them. I'm totally ok with not jumping every time the media tells me to be disgusted at what Trump MAY do.

 

[grandhavendiddy]

And yet I don't remember you objecting to Biden's "Inflation Reduction Act" spending trillions more and going down a "Green Energy" and further Deep State rabbit hole with more .Gov spending on federal bureaucracy. Crickets. That's why everyone is giving you hell. You are selectively forgetting things.

The IRA and the 2021 spending bills were tragedies

 

[grandhavendiddy]

On Tariffs, the aims are spot on in many areas (some areas, like cheap consumer electronics - who cares, and it is actually anti-populist, which was how Trump did so well).

Bigger issue is the tax bill which does not materially bring down the debt and add in new tax breaks like SALT increase, AMT and 23 percent on pass through.

If you are recognizing 2-5M in income in a year, you can pay 39-41 percent marginal.

Too much MINO and old school Pub orthodoxies here.

 

[grandhavendiddy]

Ghost, Trump secured $5.1T in investment commitments from Qatar alone.

The number is closer to $9T

Don’t believe it is that much, but his ME tour was a masterclass in deal making.

 

[Capt Ron 1]

Question: As I and many of the members of this board are conservatives, how can I reconcile the disgust I have for Trump threatening Samsung and Apple 25% tariffs if they don't move their manufacturing to the US? Face it, we'd be apopletic if a Dem president proposed this. This is a massive government interference.

Not when that is exactly what WE TRHE PEOPLE voted for. THE END