Political Posts

[james22]

Setting aside politics, Value investors are maybe less likely to understand Trump than Growth investors (cf. Crypto/MSTR threads)?

 

1. Trump is the antithesis of their mental software

ENA graduates are trained in technocracy, norms, collective thinking, and risk avoidance. 

 

Trump embodies:
• Absolute individual will,
• Action without safety nets,
• Personal judgment above consensus,
• A logic of brutal disruption.  

 

Whether you like that or not, they fear him because they can neither anticipate nor decode his policies. It eludes their map of power.  

 

https://no-pasaran.blogspot.com/2025/04/why-does-donald-trump-bother-elites-in.html

[Jaygo]

9 minutes ago, james22 said:

Setting aside politics, Value investors are maybe less likely to understand Trump than Growth investors (cf. Crypto/MSTR threads)?

 

1. Trump is the antithesis of their mental software

ENA graduates are trained in technocracy, norms, collective thinking, and risk avoidance. 

 

Trump embodies:
• Absolute individual will,
• Action without safety nets,
• Personal judgment above consensus,
• A logic of brutal disruption.  

 

Whether you like that or not, they fear him because they can neither anticipate nor decode his policies. It eludes their map of power.  

 

https://no-pasaran.blogspot.com/2025/04/why-does-donald-trump-bother-elites-in.html

 

Interesting was of framing it value vs growth mindset. 

 

But does he really embody the above? Everything ive seen so far has been less free market small government and more rules, taxes and government but just a different version of the previous. 

 

From what I see he isn't draining the swamp at all, he just kicked the alligators out and brought in the crocodiles.

Edited April 5, 2025 by Jaygo
spelling

[SharperDingaan]

On 4/4/2025 at 7:35 AM, Sweet said:

He shouldn’t pay.  This is the dumb crap the EU does.

 

If Musk wants to play in their sandbox, he pays the cover charge; no different to Orange Boy's if you want to sell in the US you pay the tariff.

 

If he doesn't pay ... it must be 'cause he can't afford it .. and the knives really come out. Supposedly worth bllions on paper .... but really ... all hat and no cattle. Same as Orange Boy.

 

SD

 

[Junior R]

21 minutes ago, Jaygo said:

 

Exactly. Slowing free global trade is bad for everyone. 

 

Some things I get, if you want to subsidize ship building or pharmaceuticals so they can be made onshore for a little more safety sure. But to go after every country on earth is just like jamming a stick in the wheels of trade. Everyone looses especially the worlds largest economy. 

 

The other thing to consider is the pain caused to other humans. Like sure a few points on the Dow sucks for us but what about the girl in Cambodia making $1600 a year? Let them eat dirt?

 

When DJT was on Rogan I liked him, If I was American I would have voted for him. He sounded rational and spoke to causes that resonated with me.  Now he is just a complete prick. 

Trump does need to be careful if the MAG7 loose its business / moat the country will be in worse place ...Best way for him to handle this is what ever he thinks is critical get those rebuilt and the rest just have tariffs dropped to 0 on both sides...With Auto ...Free Trade with Canada and Mexico is fine as they won't wage a ware against the US ...So even if a WAR was to happen you can still import from those two countries by land

[Luke]

20 minutes ago, james22 said:

Setting aside politics, Value investors are maybe less likely to understand Trump than Growth investors (cf. Crypto/MSTR threads)?

 

1. Trump is the antithesis of their mental software

ENA graduates are trained in technocracy, norms, collective thinking, and risk avoidance. 

 

Trump embodies:
• Absolute individual will,
• Action without safety nets,
• Personal judgment above consensus,
• A logic of brutal disruption.  

 

Whether you like that or not, they fear him because they can neither anticipate nor decode his policies. It eludes their map of power.  

 

https://no-pasaran.blogspot.com/2025/04/why-does-donald-trump-bother-elites-in.html

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  

 

 

Edited April 5, 2025 by Luke

[james22]

17 minutes ago, Luke said:

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  

 

Exhibit A, your honor.

[cubsfan]

42 minutes ago, Jaygo said:

The other thing to consider is the pain caused to other humans. Like sure a few points on the Dow sucks for us but what about the girl in Cambodia making $1600 a year? Let them eat dirt?

 

It's not America's job to take care of citizens fucked over by their own governments. Look no further than our large trading partner, Mexico.  We're supposed to feel bad for a government that keeps their population in poverty for the benefit of their ruling elites? 

 

I don't think so.

[Milu]

I don’t think selectively fines and punishment of a specific entrepreneur is a great way to go for Europe or any country for that matter. Or the argument that Musk did x, so now we can do y. Just apply the rules consistently and try to be the better person setting a good example. 

[Milu]

I find some of these supposed caring liberals tactics of ‘going after’ musk, or taking glee in attempts to damage his businesses as bad as all the issues people complain about musk doing. What happened to the values you claim to represent, do these go out the window when somebody does something you don’t like?

[cubsfan]

5 minutes ago, Milu said:

I don’t think selectively fines and punishment of a specific entrepreneur is a great way to go for Europe or any country for that matter. Or the argument that Musk did x, so now we can do y. Just apply the rules consistently and try to be the better person setting a good example. 

 

The Europeans need to do everything in their power to stop Free speech and fair elections, lest they lose power for failing their citizens.

 

Open borders, free speech, conservative viewpoints - all that will do to Europe is expose the great EU con job that is destroying European culture.

 

Elon Musk must be stopped at all costs.

Edited April 5, 2025 by cubsfan

[cubsfan]

40 minutes ago, Luke said:

 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?

 

You're so full of shit.

 

This President went through a historic vetting process, during a very long and brutal campaign. They tried to put him in prison, kill him and bankrupt him. All to no avail, because he took great pains to sell his vision to the American people, enormous rallies week after week.

No single US President has been more scrutinized than Donald Trump.

 

Citizens vote for the US President - not a bunch of self interested, corrupt "experts"

 

All he is doing is delivering on his campaign promises.  Actions, not words.

[Luke]

13 minutes ago, cubsfan said:

 

You're so full of shit.

 

This President went through a historic vetting process, during a very long and brutal campaign. They tried to put him in prison, kill him and bankrupt him. All to no avail, because he took great pains to sell his vision to the American people, enormous rallies week after week.

No single US President has been more scrutinized than Donald Trump.

 

Citizens vote for the US President - not a bunch of self interested, corrupt "experts"

 

All he is doing is delivering on his campaign promises.  Actions, not words.

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.

Edited April 5, 2025 by Luke

[John Hjorth]

14 minutes ago, cubsfan said:

You're so full of shit. ...

 

Mike [ @cubsfan ],

 

You need to work on your way of expressing your thoughts here on CofB&F. There are better ways. We are not so, and we don't act so here.

[cubsfan]

9 minutes ago, Luke said:

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.

 

I know, I know - you're one of the "experts" with your textbook "free trade academics."

The fucking so called experts don't give a rat's ass about the American middle class.

 

Blather on @Luke - or better yet, quote directly from your favorite economist.

[cubsfan]

3 minutes ago, John Hjorth said:

 

Mike [ @cubsfan ],

 

You need to work on your way of expressing your thoughts here on CofB&F. There are better ways. We are not so, and we don't act so here.

 

It always goes one way - doesn't it John??  

 

Luke can throw the insults with the best of them - but, surprisingly, not a peep from you.

 

Par for the course.

[Grenville]

4 minutes ago, cubsfan said:

 

It always goes one way - doesn't it John??  

 

Luke can throw the insults with the best of them - but, surprisingly, not a peep from you.

 

Par for the course.

I’ll regret this but you have been consistent in calling folks names and John has been incredibly even keel. Stop bullying with the name calling

[cubsfan]

1 minute ago, Grenville said:

I’ll regret this but you have been consistent in calling folks names and John has been incredibly even keel. Stop bullying with the name calling

 

John loves to play the nice guy, all the while continuing with his insulting comments.

When they come from his viewpoint, he's perfectly content to let them pass.
 

I just happen to be his favorite target, along with yourself.  You've never shied away from insults.

 

So don't regret it - well done again on your part.

[Spekulatius]

I don’t think fining Musk is a good idea either, but I think Musk needs to rethink contracts for Starlink specifically due to security concerns. The other part of coin is accelerating Eutelsat as an alternative. 
Taking away Tesla subsidies should be fair game too since the US has specially targeted car imports and subsidies depend on being manufactured in the USA. There is the readied about Tesla cars manufactured within the EU which should not be treated differently. The boycotts hitting these hard enough anyways.

Edited April 5, 2025 by Spekulatius

[Grenville]

Just now, cubsfan said:

 

John loves to play the nice guy, all the while continuing with his insulting comments.

When they come from his viewpoint, he's perfectly content to let them pass.
 

I just happen to be his favorite target, along with yourself.  You've never shied away from insults.

 

So don't regret it - well done again on your part.

Please show me when and how I have called you names or used bad language referring to you. 

[cubsfan]

4 minutes ago, Grenville said:

Please show me when and how I have called you names or used bad language referring to you. 

 

Where did I call him a name? 

 

Bad language? are you kidding me - it's all over this board. Make me laugh.

 

 

[LC]

31 minutes ago, cubsfan said:

I know, I know - you're one of the "experts" with your textbook "free trade academics."

The fucking so called experts don't give a rat's ass about the American middle class.

 

This from the guy who - for years -  resisted all argument to curb wealth inequality. Now you're suddenly concerned? Well, I don't buy it.

 

Trump already played the middle class card. So this bad-faith argument is transparent, and the party-line shilling is no longer effective. Now the people see the reality: MAGA = Losers!

Edited April 5, 2025 by LC

[cubsfan]

1 minute ago, LC said:

 

This from the guy who - for years -  resisted all argument to curb wealth inequality.

 

Trump already played the middle class card. So this bad-faith argument is transparent, and the party-line shilling is no longer effective. Now the people see the reality: MAGA = Losers!

 

26% of the Black male vote, 46% of the hispanic vote, huge numbers of 18-30 year olds.

This middle class vote clinched the election. Democrats ignored and lost their base.

 

This winning coalition has one thing in common: They were all screwed by Biden administration.

 

 

[james22]

1 hour ago, Luke said:

. . .

 

It's one thing to miss Growth opportunities, but I'm thinking the Fourth Turning is going to break some of you.

[Jaygo]

1 hour ago, cubsfan said:

It's not America's job to take care of citizens fucked over by their own governments. Look no further than our large trading partner, Mexico.  We're supposed to feel bad for a government that keeps their population in poverty for the benefit of their ruling elites? 

 

I don't think so.

Cubs I agree it is not Americas job to take care of foreign citizens. 

 

In the case of poor countries like Cambodia, Vietnam and Bangladesh the populace is incredibly poor and they are willing to sew textiles for us for practically nothing. We benefit enormously by this setup. This is not some charitable donation to the countries, they are just very low on the production line of global trade.

 

The trouble with the Trump admin is they dont give a shit about anyone but themselves and possibly their voters. At the end of the day some poor soul in Cambodia is just as human as an American and pulling the rug from under them is simply a prick move whether is helps America or not. The worst part is it does not help America at all, so its just hurting others because they want to kick some dust up.

 

If they had made an organised effort to bring valuable and security related production back to US soil I would respect it even if I thought it poor policy. The fact is they are hurting the most vulnerable on American soil and foreign soil with the retarded policy and having fun doing it.

[LC]

27 minutes ago, cubsfan said:

26% of the Black male vote, 46% of the hispanic vote, huge numbers of 18-30 year olds.

This middle class vote clinched the election. Democrats ignored and lost their base.

 

This winning coalition has one thing in common: They were all screwed by Biden administration.

 

Agree there - Democrats did not vote. Trump won with 27% of the vote. 

 

You want to talk about a failure of democracy - only 27% of voters decide an election. Americans simply do not vote.

 

I don't think the Biden admin screwed anyone, I think Democrats were sitting comfortable and didn't get off their butts and go vote.

 

All that said - Trump policies are not pro-middle class.