OT: American Politics

[axlsalinger]

View: https://x.com/sunnyright/status/1907451208324759853

 

[CH1]

View: https://x.com/morganhousel/status/1907809892481839177

I agree

Almost impossible to time but there will be a week when the market will just break

 

[Preston]

Investing in US equities right now is a bet that trump will cave and he will move on to a new obsession (bull case: trannies again). That's it. That's the bet.

 

[MindzEye]

I agree

Almost impossible to time but there will be a week when the market will just break

Yup, there's no chance the market calmy and rationally takes a soft landing approach to find it's appropriate level in this environment.

They're going to scratch, claw, kick, and bite against falling prices until they give up, capitulate and over react to the new reality.

 

[MindzEye]

Investing in US equities right now is a bet that trump will cave and he will move on to a new obsession (bull case: trannies again). That's it. That's the bet.

Trump whisperers continue to bat .000

 

[Wayward DP]

so the link was posted earlier but I'm including the full thread cause Murphy really gets what is happening:


View: https://bsky.app/profile/didlc:y77n77kdqzhbg647blkfypyr/post/3lluxkmx7wc2m?ref_src=embed

View: https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxpkc2m

View: https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxqjk2m

View: http://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxsi22m

View: https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxthc2m
https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxugk2m
https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxvfs2m
https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxxec2m
https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmxydk2m
https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmy2c22m
https://bsky.app/profile/chrismurphyct.bsky.social/post/3lluxkmy3bc2m

 

[MindzEye]

Bluesky

bsky.app

 

[CH1]

Investing in US equities right now is a bet that trump will cave and he will move on to a new obsession (bull case: trannies again). That's it. That's the bet.

Yeah… but what he’s been saying is that he wants the US to break up with the rest of the world — not just trade agreements but organizations like WHO, NATO, etc.

this divorce will cost a lot of money

 

[MindzEye]

View: https://bsky.app/profile/adamparkhomenko.bsky.social/post/3llw3axziis2n

 

[Tryamw]

View: https://bsky.app/profile/atrupar.com/post/3llvzhraon22u

Brilliant

 

[zeke]

View: https://x.com/stocktalkweekly/status/1907810707275399193

lol canadian maga have been going off on Carney for not acting more respectfully to Trump like Mexico did.

 

[zeke]

View: https://x.com/Timodc/status/1907829909482795375

 

[Pwner]

View: https://bsky.app/profile/erikmbaker.bsky.social/post/3llw3fd4vss2q


View: https://bsky.app/profile/thefienprint.bsky.social/post/3llwce3nlbs25

 

[manny]

Surrogates on the networks talking about how this is a “negotiation” and just wait to see what happens.

It’s not a negotiation. This is Trump thinking he is an economic mastermind and the idiots around him either agreeing or being too afraid to contradict him.

Next step countertarrifs and the collapse of US exports.

 

[zeke]

Yeah… but what he’s been saying is that he wants the US to break up with the rest of the world — not just trade agreements but organizations like WHO, NATO, etc.

this divorce will cost a lot of money

some talking points have this about being about "ending globalization".

except that globalization won't stop. it just won't include america anymore.

 

[manny]

View: https://x.com/Timodc/status/1907829909482795375

Some of them are calling it a negotiation because they don’t understand, but more are probably trying to prevent a market collapse.

 

[Kritter]

View: https://bsky.app/profile/atrupar.com/post/3llwa7e3rc62x

"LUTNICK: I don't think there's any chance Trump is gonna back off his tariffs. This is the reordering of global trade."

100% correct.

 

[Pwner]

View: https://bsky.app/profile/mikepmoffatt.bsky.social/post/3llwc2u42ly2d

 

[manny]

Also massive LOL at excluding Russia while including countries that don’t even have people. A flagrant admission that Putin is America’s overlord.

 

[zeke]

View: https://x.com/Acyn/status/1907831940679610431