Red Lion

How about hedge with US real estate exposure as this scenario you describe will do nothing but increase construction costs. If your worst case 25% scenario occurs I’m sure Canada won’t be the only trade war going on, and this likely brings about the recession that the fed needs to drop rates. Plus we have financial engineering in the offing to manipulate the 10 year lower as well. assuming these tariffs never occur or they only occur for a short period of time before a new trade deal, US residential real estate still likely to continue to do well as labor continues to be a huge issue regardless of tariffs and we have a big housing shortage south of the border. If Canadian dollar plummets on a 25% tariff I for one will consider loading up since I don’t think there’s going to be 25% tariffs on Canada for longer than a couple months tops, but I don’t want to risk a 30 day ban expounding any more than that. It just doesn’t make sense to slap a punitive tariff on one of our greatest allies and trading partners.

Most of these issues could be avoided by raising closed end funds more like a PE fund than a hedge fund.

Added to CP.

I've got a Schwab international trading account and I can't stand it. This is just the consumer brokerage account. I currently have some money in the regular brokerage account I use to roll some T-bills, but I've found IB is easier to deal with for international stocks and options as a lowly retail investor.

Also a dumb question, but could the Treasury do its own quantitative easing without the Fed? Could it issue short term paper and buy 10 years in the open market to drive the yield down?

That's incredible. I don't have nearly as impressive numbers as the rest in this thread, on the long road back from a herniated disc. Physical therapy has been life changing though, and I think in my middle age I'm going to keep going regularly to avoid these weird little imbalances like your example above.

This could be huge in and of itself. And why shouldn't we the taxpayers be getting equity or warrants for IP that we help fund?

What about the estate tax? If some billionaire decides to actually leave public company stock to their heirs instead of doing a foundation workaround, why not dump shares straight into the SWF instead of forcing the heirs to liquidate stock? I guess this would take money out of the treasury, but seems like it could make sense assuming that we keep onerous estate tax levels.

I think these would sell really well where I live

There was a negative margin when he won in 2016 and when George w bush won right?

Agreed.

How could that be your point when I said I didn’t think tariffs would help? anyway actually look into the history. China actually created the fentanyl black market until Mexico took over as the major producer. you think Mexican fentanyl is coming over the Canadian border into the USA? I’ll agree to disagree. Again I do agree it’s stupid to slap tariffs on Canada for many reasons. But Canada’s lax approach to china is a threat to homeland security on so many more issues than just fentanyl.

You’re missing my point which is that 1) Cañada doesn’t produce fentanyl 2) there’s very little control of the border and 3) this is Chinese fentanyl. Read my other posts instead of cherry picking my comments. Mexico makes and transports more drugs into the USA than Canada. No shit.

Then factor in the 90+% that didn’t get caught because we don’t have serious drug enforcement at the Canadian border. That sure is a lot for a country that’s not producing fentanyl.

I get that which is why I said I didn’t think tariffs would stop this problem. But I have two follow up points and a question. 1) Mexico is the largest producer of fentanyl and a narco state 2) no one is looking for fentanyl at the Canadian border. 3) where is the Canadian fentanyl coming from? (Did you guess china too?)