Tariffs

[grandhavendiddy]

Nasdaq is down 3000 since February even after today and we still haven’t seen what the payoff is going to be as far as trade concessions.

Trump folded because the bond market was collapsing, in part due to large scale selling by the countries we were tariffing (Japan most prominently), so we found the limits of that particular strategy.

However, convincing everyone that you’re crazy at the outset isn’t the worst negotiating strategy

First off, I am THRILLED that Trump injected the 90 days.

The main advocate/architect was Bessent and he over-rode Navarro who became a zealot.

It is also fascinating here, in line, albeit the opposite way, with friends on a separate FB forum on whether they are focused on the efficacy of Tariffs or on the impact (ranging from holiness to evil) of Trump.

One side has Trump committing insider trading; the other views any criticism as (essentially) “blasphemy”. So Trump is so singular as a figure, that discussions of him are almost matters of theology.

Again, it’s fascinating.

I do think it was the bond market. Bessent sees this literally first hand. Japan is our number one buyer (per earlier post). But billionaires losing 20-40 billion, people like Ben Shapiro and Dave Portnoy going “what?” And retirees seeing 20-25 percent of their savings evaporate also played a role.

What do I hope happens? Get closer to zero percent financial tariffs with the 60-70 countries, call it a win for now, then move to China and pivot to getting the budget passed along with removing the incredibly onerous regulatory structure that hell even Ezra Klein believes needs to be radically rethought and Trump is cruising again along with this country.

 

[Capt Ron 1]

Wow. Where does all this visceral hate come from.? Feel sorry a fellow Gator fan is so troubled?😕

You are either for AMERICA, or against. I do not have much for people that are against. To me, this sounds like you.

 

[Capt Ron 1]

First off, I am THRILLED that Trump injected the 90 days.

The main advocate/architect was Bessent and he over-rode Navarro who became a zealot.

It is also fascinating here, in line, albeit the opposite way, with friends on a separate FB forum on whether they are focused on the efficacy of Tariffs or on the impact (ranging from holiness to evil) of Trump.

One side has Trump committing insider trading; the other views any criticism as (essentially) “blasphemy”. So Trump is so singular as a figure, that discussions of him are almost matters of theology.

Again, it’s fascinating.

I do think it was the bond market. Bessent sees this literally first hand. Japan is our number one buyer (per earlier post). But billionaires losing 20-40 billion, people like Ben Shapiro and Dave Portnoy going “what?” And retirees seeing 20-25 percent of their savings evaporate also played a role.

What do I hope happens? Get closer to zero percent financial tariffs with the 60-70 countries, call it a win for now, then move to China and pivot to getting the budget passed along with removing the incredibly onerous regulatory structure that hell even Ezra Klein believes needs to be radically rethought and Trump is cruising again along with this country.

The insider trading BS is just desperation, and said with ZERO evidence from people whose political choices got CLOBBERED in the election, and they still do not understand why. And please remember this…… These people are notorious for accusing us of things they have been doing all along!

 

[G8trDad3]

What kind of president posts on social media: “It’s a good time to buy”, then hours later makes a move to shoot up the market?

 

[Capt Ron 1]

What kind of president posts on social media: “It’s a good time to buy”, then hours later makes a move to shoot up the market?

Best President in history?

 

[Capt Ron 1]

What kind of president posts on social media: “It’s a good time to buy”, then hours later makes a move to shoot up the market?

Could you win in court with this RIDICULOUS, butthurt BS? NO....Go find proof...ANY proof, or go poop and one hand and wish in your other! That way, you will have poop in your hand! You need some time in your safe space with that shiny safety pin hung on your shirt!

 

[G8trDad3]

Could you win in court with this RIDICULOUS, butthurt BS? NO....Go find proof...ANY proof, or go poop and one hand and wish in your other! That way, you will have poop in your hand! You need some time in your safe space with that shiny safety pin hung on your shirt!

What proof.? That is what he said.

 

[G8trDad3]

Could you win in court with this RIDICULOUS, butthurt BS? NO....Go find proof...ANY proof, or go poop and one hand and wish in your other! That way, you will have poop in your hand! You need some time in your safe space with that shiny safety pin hung on your shirt!

What does any of that mean!😂

 

[fatman76]

What kind of president posts on social media: “It’s a good time to buy”, then hours later makes a move to shoot up the market?

This is a special kind of stupid.

Did Trump make trades? If not, then what's your issue? He made people that listened to him money?

When the market overreacts negatively IT'S ALWAYS A GOOD TIME TO BUY.

What he said was common sense.

You're also accusing him of being Wall Street Nostradamus. Wall Street could have viewed escalating tensions with the #2 economy in the world as very negative.

 

[GatorTrooper]

That’s Bill Ackman. It’s a pretty good take.

Agree. I read most of his stuff.

 

[grandhavendiddy]

This is a special kind of stupid.

Did Trump make trades? If not, then what's your issue? He made people that listened to him money?

When the market overreacts negatively IT'S ALWAYS A GOOD TIME TO BUY.

What he said was common sense.

You're also accusing him of being Wall Street Nostradamus. Wall Street could have viewed escalating tensions with the #2 economy in the world as very negative.

That’s true. Good time to buy

 

[Capt Ron 1]

What proof.? That is what he said.

LOLOLOL Do you always look through a straw when it fits your purpose? is there ANYTING WHATSOEVER wrong with what he said? Because I have been saying exactly the same thing when the market dropped so much. I would guess most that trust what he is doing KNEW the market would be back in short notice! LOL My friends most all of them bought after it dropped! But like most DIMS, you want to use lawfare for something you know ZERO about....guilty until innocent. You libs are all the same!(and yes I know what you SAID...but I know by your ACTIONS who you are)

 

[Capt Ron 1]

What does any of that mean!😂

Now the rest of your posts make perfect sense. Read the first line VERY slowly.......

 

[Capt Ron 1]

This is a special kind of stupid.

Did Trump make trades? If not, then what's your issue? He made people that listened to him money?

When the market overreacts negatively IT'S ALWAYS A GOOD TIME TO BUY.

What he said was common sense.

You're also accusing him of being Wall Street Nostradamus. Wall Street could have viewed escalating tensions with the #2 economy in the world as very negative.

ABSOLUTELY STUPID. Typical lefty

 

[GhostOfMatchesMalone]

One side has Trump committing insider trading; the other views any criticism as (essentially) “blasphemy”. So Trump is so singular as a figure, that discussions of him are almost matters of theology.

Anyone accusing Trump of committing insider trading is a moron suffering from TDS.

Insider trading is done IN SECRET. Like when Pelosi trades on a company after getting a heads up from her Congressional pals that they are about to pass a bill that will greatly benefit that company.

Notice @G8trDad3 doesn't think it's insider trading if his side benefits.

Trump campaigned on the markets going up. He announced now is a good time to buy.

So if he did that KNOWING the markets would go up, that first makes him a financial genius. And second, that is the precise OPPOSITE of insider trading. THat would be OUTSIDER trading lol

But the same people who yesterday said Trump was a blithering moron, are now saying he's so brilliant that he knows how one move will set off a historic market glow up.

So here's how this ALWAYS goes:

TDS crowd: "Trump just did something stupid/corrupt"

MAGA: "That is NOT what Trump just did. Goodness".

TDS crowd: "Boy you magats will defend Trump over anything!"


Lather, rinse, repeat.

 

[Capt Ron 1]

What does any of that mean!😂

I suggest you go regroup before posting back here. Most of these guys KNOW what is happening in the world. Come back with your weak BS you will get embarrassed...or should.

 

[Capt Ron 1]

Anyone accusing Trump of committing insider trading is a moron suffering from TDS.

Insider trading is done IN SECRET. Like when Pelosi trades on a company after getting a heads up from her Congressional pals that they are about to pass a bill that will greatly benefit that company.

Notice @G8trDad3 doesn't think it's insider trading if his side benefits.

Trump campaigned on the markets going up. He announced now is a good time to buy.

So if he did that KNOWING the markets would go up, that first makes him a financial genius. And second, that is the precise OPPOSITE of insider trading. THat would be OUTSIDER trading lol

But the same people who yesterday said Trump was a blithering moron, are now saying he's so brilliant that he knows how one move will set off a historic market glow up.

So here's how this ALWAYS goes:

TDS crowd: "Trump just did something stupid/corrupt"

MAGA: "That is NOT what Trump just did. Goodness".

TDS crowd: "Boy you magats will defend Trump over anything!"


Lather, rinse, repeat.

Ed Zachary......

 

[Capt Ron 1]

So here's how this ALWAYS goes:

TDS crowd: "Trump just did something stupid/corrupt"

MAGA: "That is NOT what Trump just did. Goodness".

TDS crowd: "Boy you magats will defend Trump over anything!"


Lather, rinse, repeat.

I truly wonder how America is going to win in the end with all of the IDIOTS we have in our Country.

 

[GhostOfMatchesMalone]

This is a special kind of stupid.

Did Trump make trades? If not, then what's your issue? He made people that listened to him money?

His issue is that Trump was proven right yesterday, and that Trump knows what he is doing. Notice all the usual posters suffering from TDS are out and pissed over yesterday's wonderful news for America.

Except @gatorspeed.

 

[Capt Ron 1]

His issue is that Trump was proven right yesterday, and that Trump knows what he is doing. Notice all the usual posters suffering from TDS are out and pissed over yesterday's wonderful news for America.

Except @gatorspeed.

ALL lefties are pissed. They WANT America to fail if it means Trump is successful(which 100% he will be) They cannot stay in power and accomplish open borders, wokeness, climate fraud, get paid from their waste and fraud from taxpayer money, get paid from unnecessary wars, etc with Trump winning

 

[GhostOfMatchesMalone]

ALL lefties are pissed. They WANT America to fail if it means Trump is successful(which 100% he will be) They cannot stay in power and accomplish open borders, wokeness, climate fraud, get paid from their waste and fraud from taxpayer money, get paid from unnecessary wars, etc with Trump winning

What will this place look like by the end of the year when the Dow is sitting at 60K? Trump will take @gatorspeed's $500 and turn it into $800. And he'll hate Trump for it LOL

 

[G8trDad3]

I suggest you reduce your caffeine intake, Cap.

 

[bradleygator]

No market update today?

 

[bradleygator]

 

[fatman76]

No market update today?

No, the world is ending and we're all gonna die poor because of Trump.

Ask me again in a few hours.

 

[fatman76]

View embedded media

Ackman isn't wrong.

He's reacted to the 70+ countries who want to negotiate in good faith, and simultaneously punishing China who is in no position to lose access to the US market (which is 26% of the world's GDP).

He understands leverage, and how to use it.

Again, my biggest fear is 'winning' against China and spurring them to react asymmetrically and going into Taiwan. Xi is not going down without a fight, and if we crush their struggling economy they may decide to cash in the ridiculous investment they've made in their military.

 

[bradleygator]

China selling our debt. I was reading that stocks down, currency down, bonds down is real third world stuff.

Or 4D chess?

 

[G8trDad3]

I just wonder why the POTUS must waste time tweeting and Truth Socialing while also putting foot in mouth. Do you want your leader to proclaim I will never back down, then backing down? Do you want him denigrating anyone that disagrees with him even if it an ordinary citizen. Do you want him railing at opponents, calling them silly names. Very presidential. He should spend more time picking better advisors than being on social media. He just has to be the center of attention like a precocious child.

 

[bradleygator]

Ackman isn't wrong.

He's reacted to the 70+ countries who want to negotiate in good faith, and simultaneously punishing China who is in no position to lose access to the US market (which is 26% of the world's GDP).

He understands leverage, and how to use it.

Again, my biggest fear is 'winning' against China and spurring them to react asymmetrically and going into Taiwan. Xi is not going down without a fight, and if we crush their struggling economy they may decide to cash in the ridiculous investment they've made in their military.

Military power isn’t part of leverage? I’m pretty sure it is.

 

[bradleygator]

I just wonder why the POTUS must waste time tweeting and Truth Socialing while also putting foot in mouth. Do you want your leader to proclaim I will never back down, then backing down? Do you want him denigrating anyone that disagrees with him even if it an ordinary citizen. Do you want him railing at opponents, calling them silly names. Very presidential. He should spend more time picking better advisors than being on social media. He just has to be the center of attention like a precocious child.

That’s all fine, what I don’t get is pissing in everyone’s face when we’re insolvent and we need foreign countries to buy our debt.

 

[GhostOfMatchesMalone]

And just like that...Twitter is relevant again.

 

[GatorTheo]

What kind of president posts on social media: “It’s a good time to buy”, then hours later makes a move to shoot up the market?

An irresponsible President?

I love a lot of the things Trump is trying to do but he can flat be a bonehead sometimes.

 

[GhostOfMatchesMalone]

China selling our debt.

Which is horrible news. We want our biggest enemy and world power to KEEP our debt. Trump really blew it this time.

 

[bradleygator]

And just like that...Twitter is relevant again.

Yeah that was a great 10 hours between sell offs for the maga crowd.

 

[GhostOfMatchesMalone]

That’s all fine, what I don’t get is pissing in everyone’s face when we’re insolvent and we need foreign countries to buy our debt.

China selling our debt.

LOL This is why I love Trump haters.

 

[bradleygator]

Which is horrible news. We want our biggest enemy and world power to KEEP our debt. Trump really blew it this time.

You’re right. We want the second biggest foreign holder of our debt in the world to dump it while we’re trying to refinance $7 trillion.

 

[fatman76]

Military power isn’t part of leverage? I’m pretty sure it is.

We'd still kick the sh!t out of China, so we still have leverage.

This is more about how a injured & cornered animal reacts to pressure.

And that reaction could be painful.

 

[GhostOfMatchesMalone]

That’s all fine, what I don’t get is pissing in everyone’s face when we’re insolvent and we need foreign countries to buy our debt.

You’re right. We want the second biggest foreign holder of our debt in the world to dump it while we’re trying to refinance $7 trillion.

So do you think we need to sell off our debt or not? You're literally arguing against yourself at this point LOL

Trump's supporters focus on what he is doing. Trump's haters focus on HOW HE ACTS AS HE DOES IT. Textbook example of it in this thread. @G8trDad3 focused on how he's a 'bully'. @bradleygator focused on how he's 'pissing off' the countries that are taking advantage of us (the horror!). @GatorTheo upset over what he posts on social media.

Trump is always going to win, and he's always going to piss the insensitive off for HOW he wins.

Death and taxes...

 

[bradleygator]

So do you think we need to sell off our debt or not? You're literally arguing against yourself at this point LOL

Trump's supporters focus on what he is doing. Trump's haters focus on HOW HE ACTS AS HE DOES IT. Textbook example of it in this thread. @G8trDad3 focused on how he's a 'bully'. @bradleygator focused on how he's 'pissing off' the countries that are taking advantage of us (the horror!). @GatorTheo upset over what he posts on social media.

Trump is always going to win, and he's always going to piss the insensitive off for HOW he wins.

Death and taxes...

Sell off our debt? What are you talking about? People have to buy bonds, ie loan us money, so we can continue to pay the $37 trillion we owe.

I’m saying we need foreign countries to BUY our debt and currently they are SELLING our debt.

When they sell it makes us harder to issue new debt because the market is flooded. That means you have to pay more interest (ie raise rates) to get people to buy them.

 

[Capt Ron 1]

I suggest you reduce your caffeine intake, Cap.

Probably time for Vodka...GREAT idea! GREAT post finally! LOL