The Investment Thread (13 Viewers)

China is now calling for the world to unite against American economic tyranny. Japan and China are potentially coordinating treasury dumping while still having another bullet in the chamber, MBS.

We just pissed away 80 years of soft power economic advantage in 80 days.

I’m locking in a loss or three today and spending the cash on needs/wants.
It wasn’t coincidence that the reserved, cautious and polite Japanese used the word “demand” in their most recent communique.
 
Let me see if I have this straight:

1. Extremely reckless and hamfisted economic policy predictably crumbles global market
2. Fake troll account on X posts fake news about 90-day pause to tariffs (except China) and markets rebound.
3. Administration denies pause - claims fake news. Market craters even worse. Administration says "no pain no gain" (paraphrased).
4. Administration decides maybe that troll was on to something. Actually implements troll economic policy.
5. Markets soar.

Is our economic policy being dictated by a troll X account? And more importantly, is it smarter than our leaders?
I’d like to have been on the group text that went out yesterday before the “pause” If you had SQQQ put options they went up 21x. Market manipulation pure and simple
 
So, while certain people take a victory lap after the "historic" gains yesterday (which still didn't make up for last weeks losses), so far today half the gains from yesterday have already been lost. Awesome.

Reality set in. Also lots of reports yesterday night and this morning about why he blinked. Contrary to their claims it was never a grand plan to negotiate, he intended to keep them. But all his billionaire and wall street pals begging him and the bond market chaos spooked them enough to pause it.

In other words, there truly is no plan and never was. Just Mad Hatter style chaos around the table, which is terrible for the country and economy. All it will take is one bad mood for him to put them back in place. You can't have this kind of irrationality and instability
 
Bond market tonight looks like it did on Tuesday


We are having problems selling the 10 and 30 yr bonds.

And with the massive tax cuts looming, this is not good.

Conversely, the 2 yr yield is dropping. Signifies economic slowdown but fed will step in (the thinking)

Idk what's going on here. Pure chaos.
 

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