Trump Era 2025-2029 : Stock and Economic Comment

[divs4ever]

Newton's third works both ways and is not one dimensional in neither physics, sociology, nor time

Which is action and which is reaction? Or reaction to the reaction? In my job Newton's third does not not exclusively reside in the first instance, but reverberates in innumerable instances and in the passage of time until equilibrium is reached.

Likewise in trade and politics, particularly with regards to time.

going to be a rough old time in politics then ( but trade might survive )

 

[wayneL]

Newton's third works both ways and is not one dimensional in neither physics, sociology, nor time

Which is action and which is reaction? Or reaction to the reaction? In my job Newton's third does not not exclusively reside in the first instance, but reverberates in innumerable instances and in the passage of time until equilibrium is reached.

Likewise in trade and politics, particularly with regards to time.

Vis a vis

 

[over9k]

We've just hit shakeout point guys, nothing remarkable.

Trump's loaded the industry up with the equivalent of a nitrous shot, but this is still all that's happening.

 

[divs4ever]

And to think 4 months ago, AI related tech stocks were really popular with investors like NVDA.

watch out for the little fish that have viable applications for smarter computer predictions , they might be still under-valued , somethings are fairly predicable , failure rates on industrial components , drilling success in known geological formations ,seasonal changes of weather , etc etc etc

AI might be perfectly useful for small server farms ( just a small roomful of CPUs ) and intense mathematical tasks , where failed outcome are recirculated into the data for refined answers

if landing on the Moon was so easy , why haven't we got supply bases on Mars by now we have the tech to do it all remotely .. haven't we ?

 

[divs4ever]

India to Buy US Gold and Silver to Rebalance US Trade Under Trump​

India Buys US Gold and Silver to Rebalance Trade Under Trump | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

rather than buy Treasuries i assume

interesting tactic , let's see what happens next

 

[farmerge]

Because of my job, I usually manage to destroy my phones within 18 month s so have always bought relatively cheap androids. Current one <$400 and does everything I need adequately.

Ebay a good tip, will check that out when this one suffers it's inevitable miserable death.

@wayneL Heavy hammer and anvil not a good mix.

 

[farmerge]

Newton's Third Law of Motion states that for every action, there is an equal and opposite reaction.
This seems to apply to the markets also.


All the Trump supporters right now.

View attachment 197640

just wait until the ship starts to sink past the plimsal line, not enough life jacket or lifeboats for the peasants I'm afraid.
Just the powers that be and mates will be safe.

 

[divs4ever]

just wait until the ship starts to sink past the plimsal line, not enough life jacket or lifeboats for the peasants I'm afraid.
Just the powers that be and mates will be safe.

the ship was sinking well before 2016 , there is a LOT of chewing gum and tape over that hull

( i had positioned for a crash by mid 2013 )

 

[divs4ever]

the good part is ... the Trump saga is a great alternative to mainstream TV , just grab your popcorn and beverage and watch , drama , comedy , 'reality' and sooo much soap opera .. and don't forget the X and Truth Social ads

the sad part is .. it is mostly distraction so you don't see most of the world economy crumbling

 

[farmerge]

the good part is ... the Trump saga is a great alternative to mainstream TV , just grab your popcorn and beverage and watch , drama , comedy , 'reality' and sooo much soap opera .. and don't forget the X and Truth Social ads

the sad part is .. it is mostly distraction so you don't see most of the world economy crumbling

@divs4ever It would a terrific comedy clown show if it wasn't so serious. Trump and Mates B class actors

 

[TimeISmoney]

Not that bad of a drop across the US markets
@10.44 am ET

 

[over9k]

China announces chip curbs, markets tank.

Those familiar with my posts will know I've been banging on about chips being the only real card the chinese have to play, hence the chips act of a couple of years ago.

Our governments aren't entirely stupid.

 

[farmerge]

Not that bad of a drop across the US markets
@10.44 am ET

View attachment 197664

Just a look 11pm WST
DOW down1/2%, NASDAQ down 2% and S&P500 down 1%
The rest of the ones that I look at aren't that flash either, Nikki down, Honkers down, Footsie down.
Maybe a Frightday tomorrow.

 

[farmerge]

China announces chip curbs, markets tank.

Those familiar with my posts will know I've been banging on about chips being the only real card the chinese have to play, hence the chips act of a couple of years ago.

Our governments aren't entirely stupid.

It would appear that whatever The Trumpet dreams up the retaliation is raise you and see you in poker parlance.

 

[over9k]

It would appear that whatever The Trumpet dreams up the retaliation is raise you and see you in poker parlance.

Microchips are the only thing they really have to hit back with, after this they're out.

Monumental stupidity from both sides but neither trump nor xi are the kind of guys that are used to being told no, are they?

The americans have the overwhelming upper hand from an economic perspective but kind of like how the KGB was far more effective than the CIA in the cold war, the ability to ignore pesky little problems like basic human rights can be a hell of an advantage.

Should xi do something to make millions (tens of millions) of people miserable as **** then there's nothing they can do to stop him, but trump can actually be ousted so the tools available to him are far more limited.

Gold, meanwhile, continues to run HARD

 

[over9k]

China does hold a fair bit of U.S debt that they could dump on the open markets but their fiscal position is actually abysmal/they're holding U.S treasuries for a reason so it would be another thing that hurts both sides.

 

[finicky]

MAGA winning adherents in unbelievable places. Don't you be left out!

 

[divs4ever]

It would appear that whatever The Trumpet dreams up the retaliation is raise you and see you in poker parlance.

but you can only go so far before you are betting the house , the car , the family and all your future income , how much credit and collateral does the US have ?

 

[divs4ever]

China does hold a fair bit of U.S debt that they could dump on the open markets but their fiscal position is actually abysmal/they're holding U.S treasuries for a reason so it would be another thing that hurts both sides.

and municipal debt ( in US state and counties and cities ) it will be interesting to see how that unwinds

 

[farmerge]

and municipal debt ( in US state and counties and cities ) it will be interesting to see how that unwinds

The good 'ol US of A Broke, busted and f***ed