Luke

I hope countries are not letting him get away with this and start to isolate the US together. China already made a headstart.

I loveeee teslurrrr

I am down -35% since trump came out with the tariffs. Slowly getting to -40%. How do the guys feel who voted trump and now get a significant amount of their assets wracked? Is this what you wanted and are willing to pay for?

I am wondering, for people who voted Trump and own a significant amount of assets in stocks? How do you guys feel having your net worth wracked? Is this what you voted for and wanted?

Brutal 4D Chess Day for my Portfolio.

1. By going out first and going out strong, China just improved everyone’s negotiating position. Now, smaller economies (and the EU, e.g. Airbus) know China will not undercut them in negotiations. Going out early provides cover for other economies to drive a harder bargain, magnifying the impact of China’s retaliatory body blow. 2. Reversing globalization would involve a massive derating of US asset prices as sales to foreign buyers are artificially restricted. Effects on GDP could theoretically be contained, but the wealthy would have to become poorer in hopes of bringing low-income folks back into the middle class as investment bankers become process engineers and Uber drivers become factory workers. For a political economy that couldn’t figure out a mechanism to pay them off as globalization created immense riches, how likely is it that the immensely rich will stomach becoming significantly poorer? 3.The political economy of America’s asset and labor allocation has made trade “deficits” all but unavoidable. What should have been avoided was concentrating the spoils of this assets-for-goods business model in so few hands. 4. Trump has just implemented import tariffs which rends asunder this assets-for-goods business model. Unfortunately, America is short $1.2 trillion per annum of goods production and conjuring up much capacity domestically is highly unlikely in the short term. The rest of the world, however, is presented with a different but altogether more favorable conundrum. Goods, formerly exchanged for American assets, will now have to be exchanged for other goods, the productive capacity of which already exists. China, to nobody’s surprise, is a major manufacturer of bass boats. The non-American market for bass boats is essentially zero. It should be far less costly to convert bass boat production to other products (scooters, jet skis, flying cars, who knows?) than to build the capacity from scratch in the US — the factories, engineers, machinists and technicians already exist in China. Reshaping the market so that existing productive capacity finds buyers should be a lesser hurdle than creating this capacity where none exist. This is the “increase domestic consumption” strategy. 5. Announcing a consumption stimulus takes the heat off of global markets, which have been bracing for a flood of Chinese goods redirected to their shores, preventing tariffs from cascading across the world. Not only would it backstop the deflation induced by the Trump tariffs but exacerbate American inflation, putting the Federal Reserve in a stagflation bind. https://asiatimes.com/2025/04/chinas-tariffs-as-a-mike-tyson-knockout-punch-for-america/# Some interesting thoughts.

Fox News removed the stock ticker first in 30 years, thatd something i only would have expected to happen in China frankly.

And again. You said nothing but a salad of words and slogans that dont go into the arguments i referred to and where posted by @james22. The tarrif calculations are wrong, include the wrong countries, they lied about the mathematics behind it and its a international geopolitical disaster for the standing in the world order of the USA. Trump needs to develop plans together with economic experts from americans top universities, he needs to delete his twitter and truth social because he makes a fool of himself on the international stage. He is creating an investment environment that is disastrous. You have nothing to say instead: "he will deliver" "bitcoin to the moon" "microstrategy is berkshire 2.0". We read it all, its the same people who now are delusional with trump instead of crypto and it perfectly alligns. And Kamala and Biden took a lot of beating too btw, i saw all the memes and abuses that came from the trump side. Yes they had no assassination but that doesnt change these facts.

Same delusion as your usual crypto microstrategy posts. Since when is action without safety, personal judgement above expert consensus and brutal disruption a good thing? Shouldnt these political decisions be well thought through by people wo understand the impact (expert consensus and not trump in his office tweeting to china)? Shouldnt personal judgement stand below a diverse discussion with the smartest heads of your country? Dont you want a backup plan and safety net in case one is wrong? If you go through life with that mindset you will fall on your head, brutally, at some point... And you say it yourself, they fear him because he has not done the homework that should have been done. There is no policy to decode because there is nothing behind it but a bluff and a gamble. Same with microstrategy so it comes together nicely that all the crypto talking heads on this board interpret the same nonsense into trump than they do with crypto

Yeah, certainly an effect based on these two economic situations.

I think PDD is getting exceptionally cheap again...

Just kidding. I meant regarding the tariffs and thanks for your answer

I understand you dont take it seriously but i wanted your input on it I have never thought you take it for face value

It was a general question of whether anybody believes this and I want your predictions of what this leads to. Who says that you have an obligation to answer my question?

Why would those factories pay American workers more than they currently earn in basic service industry jobs? There is a tiny limited number of jobs in high-end manufacturing like chips because most of it is automated. Producing radios or consumer products has no margin, little pay, and is one of the most redundant and boring jobs out there. Holy...And crashing the stock market in which every american has significant net worth invested doesnt sound that smart either...? I know tons of folks who send 50% of their check into stocks...bye bye money.

NEWS: Baffled Lesotho seeks to engage with US on "shocking" tariffs

I feel very sorry for mohnish pabrai and his new wagon fund that gets total and full disruption on a new level. Trump becoming president again and tariffing every country on earth and distorting trade relations was not on the COAL is a four lettered word bear thesis list.

Yeah, right now my portfolio is getting hardcore disrupted.

Yeah its deeply concerning. I think globally every political leadership is stunned right now because this came so unexpected and unprofessionally haha. What once was the godfather that was always asked on advice now backstabs the entire world and distorting trade on a level that hasnt been around in our lifetimes... I really feel like an idiot having cheered for Trump leading to more international stability haha. In the end he was just voted in because establishment did a bad job but now he looks even worse than the bad establishment. Remember that trump saw himself as "the stock market guy" (thiss is the trump bull market tesluurrr) and the "lower prices" guy...well well. the exact opposite now happening.

What does china need from the US they can not produce themselves and vice versa? Its simple. I think china has way more negotiating power and trump looks like a madman here which is astounding since i have never imagine he would pull something so much in his disadvantage than this. Did his family and friends all load up on shorts and insider trading before this, and he uses this crash as his piggy bank?

that was the end of free trade for US exports. Just wait until semiconductors will get the tariffs and multiples contract everywhere. I think now its a good time to enter shorts frankly.

They can absorb these tariffs way easier than the US can... Insane what's happening, markets crashing. Thanks Trump! Lost a lot of net worth the last week thanks to the genius.

Now Xi looks a lot better and more reliable with Biden gone and Trump back haha

NEWS: Macron said European companies must suspend planned investment in the United States after Trump announced sweeping global tariffs on American imports. And this pushes China closer to Europe...exactly the opposite Trump would want.

Yep! China gonna benefit over the next years from this. As i said, trump just ruined decades of US international respect and nobody will ever get into an alliance with them again nor trust them. Would you do long term projects with trump?