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wescobrk

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Malmqky Mentor

Malmqky

Posted
Posted
2 minutes ago, changegonnacome said:

Well I think its more that the Trump coalition is made up of die hard Republicans who'd elect a donkey if the GOP put it on the ticket, then single issue abortion voters and then what I'd call potentially the most politically disengaged & uninformed voter bloc ever assembled (lets call them the non-college educated males who get their political 'news' on TikTok in-between onlyfans thirst traps and old Joe Rogan clips).

 

Its why Trump is a gift and a curse for the GOP - he'll get himself into the White House and the GOP a wafer thin majority in the House but once the midterms rocks around the 'Joe Rogan voter' doesn't even realize there's a midterm election being held.

 

Let's see midterms are really not that far away now will be very curious to see if Trump can buck the poltical gravity of the cockmamie coalition he put together to win 2024 so narrowly. I find it implausible that he can and so we'll get a bunch of spendthrift Dems controlling the House.....quite the toxic mix....a low-T Republican party that's lost its deficit hawk mojo twinned with a Democratic party so lost in victimhood that if you let them they'd transfer a billion dollars to every non-white male voter as reparations.

 

Good analysis. I would like to see both parties completely blown-up. I don't like Trump, but maybe he's just what we needed for it to happen.

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dealraker Veteran

dealraker

Posted
Posted

The thing I think is overlooked as to this term for DJT is that he is in control far more than the first one.  My view is that we, the country, will experience Trumpworld.  Chaos and stalled finances have been his personal trademark pre crypto and DJT media wealth.  None of his entities are profit centers including the two hype based valued entities mentioned above.

 

I think even Trump's haters under estimate his history of ruining the finances of things he's associated with.  Impulsive vengeful grievance mindsets aren't business success stories, but oh how these presentations gain supporters with similar needs.  

 

The big question is whether business in the US can tolerate Trump's drag.  That's really all there is to it.

 

The news today and every day is Trump's level of attention need.  It is whoever or whatever he's spinning through his head and it will be moody and now mostly reactionary - scrambles to deal with issues he's created.

 

 

changegonnacome Grand Master

changegonnacome

Posted
Posted
5 minutes ago, dealraker said:

The big question is whether business in the US can tolerate Trump's drag.  That's really all there is to it.

 

Agree - I think business/stock market loves the government running deficits.....that deficit shows up as increased profits, margins and lower taxes. This tailwind works until it doesn't. We are closer to the end game than we ever have been re:deficit fueled corporate tailwinds. Buffet is likely right if a little early - personal and corporate tax rates post the 'big beautiful bill' are only going one way and that is up over time. I'm beginning to arrange my tax affairs with this in mind. IMO the next few years are a wonderful opportunity to take your medicine and pay some cap gains & conversely come up with a strategy to move as many assets as is humanly possible into triple tax advantaged wrappers (roth etc.)

Hektor Mentor

Hektor

Posted
Posted
Just now, Malmqky said:

Hunter Biden as VP and let's see some heads explode. Mental gymnastics would be glorious.

 

On a serious note, absolutely not.

🤣

cwericb Experienced

cwericb

Posted
Posted
42 minutes ago, changegonnacome said:

...   the Trump coalition is made up of die hard Republicans who'd elect a donkey if the GOP put it on the ticket ...

 

Aaaa ... well, they already have.

73 Reds Grand Master

73 Reds

Posted
Posted
1 hour ago, cwericb said:

 

Aaaa ... well, they already have.

LOL, rumor has it we survived his first term.  I've stopped reading this thread altogether other when when seeking some entertainment.

cwericb Experienced

cwericb

Posted
Posted
1 hour ago, 73 Reds said:

LOL, rumor has it we survived his first term.  I've stopped reading this thread altogether other when when seeking some entertainment.

Haha. all the political threads are here for entertainment value. Yup, we survived Trump term 1, jury's still out on term 2 tho.

Spekulatius Grand Master

Spekulatius

Posted
Posted
2 minutes ago, cwericb said:

Haha. all the political threads are here for entertainment value. Yup, we survived Trump term 1, jury's still out on term 2 tho.

I am going to survive the second term too but surviving isn’t thriving.

 

People also miss that Trump 2.0 is not like Trump 1.0. It’s now the unfiltered essence that we are seeing.

 

The trading guideline is to assume that every nonsense remotely possible that fits MAGA ideology will be tried and then later mostly reversed. I am more confident about the former than the later.

changegonnacome Grand Master

changegonnacome

Posted
Posted (edited)
47 minutes ago, cwericb said:

political threads are here for entertainment value

 

Correction - poltics itself is now entertainment - I mean it doesn't get funnier than this stuff - owned and run directly by President of the United States....these aren't joke sites...they are real life business ventures by the sitting President of the United States adminstrated by his friend & business assocaite Bill Zanker with profits going to Donald J Trump - https://www.bloomberg.com/news/articles/2025-05-21/trump-s-old-partner-sells-memecoins-cologne-and-access?sref=7zqHEcxJ

 

If y'all arent laughing you should be.....problem is you should also be wondering how the hell we got here too!

 

1 > Perfume/cologne -  https://gettrumpfragrances.com/

 

image.thumb.png.be2d5d811b4726d81cd89a142356b67d.png

Edited by changegonnacome
Blake Hampton Community Regular

Blake Hampton

Posted
Posted

A jump in interest rates for the U.S. 10-year Treasury was one reason Mr. Trump paused his reciprocal tariff plan. And they continue to have the administration’s attention. Treasury Secretary Scott Bessent told lawmakers this month that “the debt numbers are indeed scary,” and a crisis would involve “a sudden stop in the economy as credit would disappear.”

 

America’s Debt Is Officially Tarnished. Here’s What Must Happen Next. - NYT

Gregmal Grand Master

Gregmal

Posted
Posted
4 minutes ago, gfp said:

 

Ahhh the Wall Street Journal opinion page.  Are we panicking about Social Security "running out of money" today Blake?

Treasury market is breaking today 

dwy000 Grand Master

dwy000

Posted
Posted
19 minutes ago, Gregmal said:

Treasury market is breaking today 

Far from breaking. But it is moaning.  And the stock market has responded accordingly. 

Gregmal Grand Master

Gregmal

Posted
Posted

Everyone likes to say things like “no one’s seen a prolonged bear market”. But it’s even more amusing how no one has seen 5%+ rates. They legit think the earth is flat and after 5% is when we fall off the edge lol. But I’ll wait for the data point that “last time 10 year rates went to 6/7 the S&P was 100. 90%+ downside ahead”…

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