Political Posts

[dwy000]

17 minutes ago, Gregmal said:

It’s like think about it. The “was there a plan” quandary so many are absolutely obsessed with. Well, was there? Or wasn’t there? I dunno. If I had to guess, I would it’s more likely than not there was some sort of strategy behind the approach…but I don’t give it a whole lot more thought than that. Because…what exactly do I get, if I know with absolute certainty, whether there was or wasn’t a plan? It’s the living definition of that saying “play stupid games, win stupid prizes”… but have fun guys.

Of course it matters. Maybe not on the daily gyration of what comes out of it but the idea that the President is causing massive uncertainty, paralysis in

Investment, ruining longstanding relationships with our closest allies etc etc and there's not even a plan?  How is that acceptable?  

 

An investors we criticize management for not putting forward and sticking to strategies that are well explained to investors. Why should we accept any less from the people running the country?

[Gregmal]

5 minutes ago, dwy000 said:

An investors we criticize management for not putting forward and sticking to strategies that are well explained to investors. Why should we accept any less from the people running the country?

Sadly, government is not business. If it was we wouldn’t be where we are. 

[John Hjorth]

Aasa Swee from the Swedish paper called Affärsvärlden [means 'Business World'] commenting on POTUS' stunts. She can be incredible funny, but also serious  - she says she is pro humor, licorice and oil! 

 

 

 

 

 

 

 

- - - o 0 o - - -

 

What is it we here on CofB&F call people who engage in such activities?

 

 

 

[DooDiligence]

There's definitely a plan but it has nothing to do with making America great for the majority of its inhabitants.

[changegonnacome]

2 minutes ago, Eldad said:

He may not be a high IQ individual, but he is cunning as hell and history shows he usually has a pretty good and pretty unorthodox plan. 

 

I think he's pretty high IQ and cunning as you say but cunning in a narrow subset.........cause what I think is abundantly clear.......is Trump is a better campaigner than he is a governor. Good ideas, terrible execution.

 

I'll say it for the billion-th time......and glad to see Mark Rowan from Apollo saying the same thing yesterday......Trump's "everything, everywhere all at once" strategy on Liberation Day (tackling the whole world at the same time, on the same day on trade imbalances was simply one of the dumbest approaches to the genuine issue and good idea of re-balancing global trade.

 

The mistake that Bill Ackman and the other tech billionaires that flocked to Trump cause ideologically he aligned with them is that they forgot that having the correct ideological view on an issue and being able to make that idea real by competent execution....is the difference between thinking about climbing Mount Everest and actually climbing Mount Everest.

[RichardGibbons]

1 hour ago, Gregmal said:

But this shit now? Where we see grown adults vehemently rooting against our country, our economy, hoping for bad shit because they don’t like the politician that was democratically elected? That’s about as high up on the “piece of shit” spectrum as you can get. Wish everyone could just get along and prosper together.

 

It's because you're misdiagnosing the disease.

 

You have a politician who is moving the USA away from freedom, rule of law, free markets, equal rights for all, three branches of government, and closer to a dictatorship. If you actually believe that the USA has been successful because of these American values, then hoping for bad shit is pretty reasonable. Bad shit is the best of the potential outcomes, because it will educate the populace on why freedom and rule of law are important, and lead to a higher chance of maintaining the properties that have made America great.

 

The other factor influencing discussion on this particular board is that it's pretty clear that Trump wants to fuck over the rest of the world, and this board has a fair number of non-Americans. It shouldn't be surprising that the rest of the world doesn't want to get fucked over, and cheers against the person trying to fuck them.

 

People will get along and prosper together much more when one party doesn't decide to fuck them over (e.g. the USA/Canada relationship for 100 years up until about 1 months ago.)

[Gamecock-YT]

3 hours ago, dealraker said:

Interestingly Trump is getting weaker sooner than I thought.  My guess previously was his peak power would come about halfway through his term, then events would whallop his goofball school kid presentations.  But I'm thinking now with him caving so soon on this that his toughness is far less than what I thought, that events are gaining control.

 

There will probably be setbacks, but when we look back my guess is Trump's peak power was about election time or shortly thereafter.  Too many opponents for Trump to handle, most don't even know who he is.

 

 

You underestimate his and this administrations ability to find emergency powers to usurp power and his mafialike ability to keep people under his thumb. Declare victory at your own peril. Things will get much uglier from here. 

 

 

[Gamecock-YT]

2 hours ago, Gregmal said:

I get it to an extent; like when I was younger, as a Yankee and Devils fan, I’d occasionally tune in to Red Sox or Ranger games and enjoy rooting against them. It was kinda fun. I’m older now and have actually done a 180 where I enjoy just watching good sport, so I can watch both teams and just enjoy the experience versus being filled with negative energy as I did as a younger guy. But this shit now? Where we see grown adults vehemently rooting against our country, our economy, hoping for bad shit because they don’t like the politician that was democratically elected? That’s about as high up on the “piece of shit” spectrum as you can get. Wish everyone could just get along and prosper together.

 

You can learn a lot about a person from what sports teams they choose to support, and when, especially so if there are multiple teams in the region as comparison for their choices.

Edited April 10, 2025 by Gamecock-YT

[cwericb]

1 hour ago, cubsfan said:

 

Spot on. Only an idiot shows all their cards in a high stakes negotiation. 

It does not get more basic than that.

Of course! And that is the reason we expect Trump to show them.

[Gregmal]

19 minutes ago, RichardGibbons said:

The other factor influencing discussion on this particular board is that it's pretty clear that Trump wants to fuck over the rest of the world, and this board has a fair number of non-Americans. It shouldn't be surprising that the rest of the world doesn't want to get fucked over, and cheers against the person trying to fuck them.

True. Good point. 

[DooDiligence]

11 minutes ago, cwericb said:

Of course! And that is the reason we expect Trump to show them.

 

If it's on his mind, it's coming out of his word hole.

There are no secrets with this guy.

There's only the refusal to see/hear them by some.

 

MMW, economic distress + social unrest is the goal.

and before the haters pile on, no this is not what I want to see.

 

.

Edited April 10, 2025 by DooDiligence

[wachtwoord]

1 hour ago, james22 said:

Value Betting:

 

By making seemingly random bets, you can confuse opponents and create opportunities to extract more value when you have a strong hand.

 

Smal correction: Value betting is betting with a range ahead of your opponents perceived calling range. Not irrational at all.

[Charlie]

32 minutes ago, RichardGibbons said:

You have a politician who is moving the USA away from freedom, rule of law, free markets, equal rights for all, three branches of government, and closer to a dictatorship. If you actually believe that the USA has been successful because of these American values, then hoping for bad shit is pretty reasonable. Bad shit is the best of the potential outcomes, because it will educate the populace on why freedom and rule of law are important, and lead to a higher chance of maintaining the properties that have made America great.

 

The other factor influencing discussion on this particular board is that it's pretty clear that Trump wants to fuck over the rest of the world, and this board has a fair number of non-Americans. It shouldn't be surprising that the rest of the world doesn't want to get fucked over, and cheers against the person trying to fuck them.

 

People will get along and prosper together much more when one party doesn't decide to fuck them over (e.g. the USA/Canada relationship for 100 years up until about 1 months ago.)

 

+1 

 

I think some American have not realized that Trump tries to fuck the whole world

and nobody likes to get fucked or to quote Munger in another context (not related to Trump):

 

"When he is talking, he is lying and when he is quiet he is stealing."

Edited April 10, 2025 by Charlie

[cubsfan]

19 minutes ago, RichardGibbons said:

You have a politician who is moving the USA away from freedom, rule of law, free markets, equal rights for all, three branches of government, and closer to a dictatorship.

 

The country just came out of a 4 year nightmare where:

 

- Freedoms were lost & suppressed, political opponents targeted, censored & jailed

- Equal rights for all, were institutionally legislated against 

- Rule of the lawless became the norm, so long as you had the correct party affiliation 

- Big government with associated corruption and massive waste ruled

 

We all got a taste of it. 

 

 

[cubsfan]

1 minute ago, Charlie said:

"When he is talking, he is lying and when he is quiet he is stealing."

 

Fantastic quote - 4 years of the Biden crime family, Pelosi, Schiff - perfect description.

 

We all knew it. But they all got their pardons.

 

The pendulum has swung the other way.

[73 Reds]

5 minutes ago, cubsfan said:

 

The country just came out of a 4 year nightmare where:

 

- Freedoms were lost & suppressed, political opponents targeted, censored & jailed

- Equal rights for all, were institutionally legislated against 

- Rule of the lawless became the norm, so long as you had the correct party affiliation 

- Big government with associated corruption and massive waste ruled

 

We all got a taste of it. 

 

 

Yep.  This may have been the first election I can recall when folks didn't vote primarily for their pocket books.  We were headed down a dark path IMO and Trump, with all his faults was perhaps the one guy capable of immediately changing course and getting the attention of anyone he wishes to deal with.    

[Paarslaars]

23 minutes ago, Gregmal said:

True. Good point. 

To be honest I doubt that.

 

Most people here make more money on US stocks than others... We still have great interest in the US economy doing well. I have like 80% exposure to US... There are simply some things he does where I don't believe it will be in the best short/long term interest of the US.

[Gregmal]

3 minutes ago, 73 Reds said:

Yep.  This may have been the first election I can recall when folks didn't vote primarily for their pocket books.  We were headed down a dark path IMO and Trump, with all his faults was perhaps the one guy capable of immediately changing course and getting the attention of anyone he wishes to deal with.    

And what’s more, is most of the people loudly griping about Trump, were perfectly happy with the past four years because THEY were OK.

Edited April 10, 2025 by Gregmal

[Dalal.Holdings]

I believe in Tariffs and I believe in some of the antagonism with China.

 

What’s becoming clear from the leaks about what happened over the weekend/past few days is that Trump has a breaking point too.

 

However, he shoots from the hip very often and the question is if he does long term damage to the credibility of the United States in the process. It’s only after shooting from the hip, he sees if he’s done too much damage (talks to Bessent, hears what Dimon says, looks at Bond yields) and then backs off. 

 

The Tariffs on friends were way too high and even now the China tariffs are extreme and will crush businesses. So now he’s gonna play chicken with Xi and we’re all along for the ride.

 

I hope Treasury gets to refinance our debt at low yields because Yellen was totally incompetent / and or corrupt in helping Biden by not issuing LT notes. And I hope we reshore some critical industries and don’t let China own these industries instead.

[Gregmal]

13 minutes ago, Paarslaars said:

To be honest I doubt that.

 

Most people here make more money on US stocks than others... We still have great interest in the US economy doing well. I have like 80% exposure to US... There are simply some things he does where I don't believe it will be in the best short/long term interest of the US.

Look I don’t think it’s terribly irrational for people whom don’t live here to be emotional and root against us, especially with what’s going on; that’s fine. It’s the people whom do call USA home and display this sort of hatred. It’s wild to me. 

[Dalal.Holdings]

20 hours ago, Blake Hampton said:

They updated the list. See a trend?

 

 

Nailed it.

[Paarslaars]

20 minutes ago, Gregmal said:

Look I don’t think it’s terribly irrational for people whom don’t live here to be emotional and root against us, especially with what’s going on; that’s fine. It’s the people whom do call USA home and display this sort of hatred. It’s wild to me. 

I get your point, I am simply making the point that a lot of us who don't live there are not rooting against you. Everyone here wants the US to do well because you are (were) the stabaliser in the world. If you guys created a crisis, the world will feel it...

 

Also VIX up 40% again today, did he tweet something again?

Edited April 10, 2025 by Paarslaars

[changegonnacome]

Remember 2020/2021?......well we are headed back there.......you wont be able to get stuff.....stuff you can get is way more expensive.....hard to believe we are voluntarily signing up to COVID-esque supply chain shock issues plus inflation.....hilarious

[Paarslaars]

Market did great though, if Powell turns on the printer again, it's going to be a party for BTC.

[changegonnacome]

 

 

$DJT Pumper in Chief