American Politics

[Elvis 2008]

https://www.cnbc.com/2025/04/15/nvid...-to-china.html

Nvidia said Tuesday it will take a quarterly charge of about $5. 5 billion tied to exporting H20 graphics processing units to China and other destinations. The stock slid more than 6% in extended trading.

Huang warned that competition in China is growing, and for the second straight year, Nvidia listed Huawei as a competitor in its annual filing.

In addition to the existing Chinese export controls, Nvidia also faces new restrictions on what it can export starting next month, under "AI diffusion rules" first proposed by the Biden administration.

Nvidia shares have dropped 16% this year, largely due to President Donald Trump's announcement of widespread tariffs on top trading partners.

https://www.nbcphiladelphia.com/news...p&noamp=mobile

The global race for AI has put ASML at the forefront of the industry, as the maker of the world's most advanced chip circuitry engraving system, the EUV lithography machine, used to make chips designed by Nvidia (NVDA. O), opens new tab and Apple (AAPL. O).

Dutch semiconductor equipment firm ASML reported net bookings of 3. 94 billion euros ($4. 47 billion) for the first quarter, versus analysts' forecast of 4. 89 billion euros.

And why was that? Let me guess. It is all Trump's fault.

Global chip stocks have been fragile amid worries about how USA President Donald Trump's tariff plans will affect the semiconductor supply chain.

Ah, there we go. Of course, there were not any tariffs announced in Q1. In fact, there was a huge surge in shipping prior to tariffs being put into place. Ah well, why let facts get in the way of blaming Trump for everything. Point is if business is down at ASML then it will be with Nvidia as well.

This is why I do not like growth stocks in general. The assumption is that the growth will continue forever, and I never saw how that was possible with Nvidia. Nvidia went from being worth $360 billion at the end of 2022 to $3. 2 trillion by the end of 2024 and on November 6, 2024, Nvidia briefly surpassed Apple to become the world's most valuable company by market capitalization, reaching a market cap of $3. 52 trillion. How the hell was it supposed to double from there?

Even today, NVIDIA is valued more than Google, Berkshire Hathaway, and Saudi Aramco. https://companiesmarketcap.com/. Yeah, that makes sense. / sarc.

But do not worry. SC swears it is going up so you should buy it. I must have missed where he mentioned and explained AI diffusion rules, tariffs, and Huawei as a potential competitor. Maybe he can lecture everyone on these things after the racist comments and how big his dick is. And BTW, did he mention the killing he is making in gold?

[EihTooms]

LOL. Markets are wrong all the time. There has been a huge sell off in bonds as China and other nations dump not just treasury bonds and mortgage backed securities. If China and other countries are doing this to manipulate markets versus making money, they can go fuck themselves. They will end up losing money. Higher interest rates means you can buy bonds more cheaply, and I and others will be happy to buy what they are selling. That you cheer on currency manipulation which fucks over Americans as you live in Asia is no shock to me. Hell, Spidy should live in China given how he drools over the CCCP and China with its "clean" air.

The other reason bonds are up is all you Democratic douches screaming about higher prices. Your tag line reads Trump raised prices 20% and his supporters cheered. That is the kind of stupid sentiment I like to invest against. https://www.cnbc.com/2025/04/01/trum...conomists.html.

One model constructed by the Federal Reserve Bank of Boston suggests that in an "extreme" scenario, heightened taxes on USA Imports could result in a 1. 4 percentage point to 2. 2 percentage point increase to core inflation. This scenario assumes 60% tariff rates on Chinese imports and 10% tariff rates on imports from all other countries. And that is all short term stuff. Tariffs do not cause long term inflation.

Last month, the CPI was down 0. 1% and the PPI which leads the CPI was down 0. 4%. In other words, prices last month were down. Normally, with a declining stock market and those inflation numbers, the Fed cuts rates which is great for bonds, but they have not done it yet because they are unsure of the effect on tariffs.

The problem with the Fed model is it assumes constant demand, and I do not see that. Apple thought they could sell VR glasses called Vision Pro for $3500. They projected to sell 3 million the first year. They sold 400,000, so the notion that people will anything for high end Apple products is bunk. If the Iphone is pushed higher in price, I see consumers not ponying up the cash but balking at buying them. And in China, the reason the CCP is coming to the negotiating table is the trade war has already scared the Chinese consumer so badly that they are not willing to spend either.

This is a good piece overall. I disagree with a few things in it and I do not think he gets what Trump is trying to accomplish but he has insights. https://www.molsonhart.com/blog/amer...facturing-back.

This was the big one that matters here: People are predicting inflation in the cost of goods, but we can just as easily have deflation from economic turmoil.

Wait, what? Deflation? Yeah, that is what we have now. When prices are down 0. 4% in a quarter, that is deflation. Lower prices are a good thing if demand is constant. They are horrible, and indicate a depression like scenario if prices fall and demand falls.

So yeah, if you see the consumer willing to spend $1500 or $3000 on an Iphone, then keep your inflation projections where they are, but I do not see that happening. I see people going without which is a decrease in demand.

And what gets me with you Democratic douches is you all assume Trump is crazy and do not understand the end game. The goal is not to return all manufacturing from China and elsewhere back to the USA. It is to get the high end work that can be done here, to allow the essentials like rare earths and drug production back in the USA for strategic purposes, and to allow what we do make cheaply like farm goods to be allowed to be sold without being taxed to the hilt by other nations.

So this idiotic scenario you and the Democratic douche media are projecting as happening, 20% inflation forever, would mean bond yields SHOULD go up.

What I see is Trump negotiating deals, which will probably take longer than expected, and the Fed lowering rates either because inflation is not as high as anticipated and / or the end of this tariff war.

But even if I am wrong and the Fed projections come true, and we have literally 2% versus the less than zero inflation we had last month, treasury bonds or MBS yielding 4 and 5% are a screaming buy right now. That they are getting cheaper is something investors should smile about.

The funniest part:

The other reason bonds are up is all you Democratic douches screaming about higher prices.

Lololol. Oh, yes, all of this "Democratic" screaming about higher prices. A totally new American experience. For the past 4 years there has not been one political partisan peep about higher prices, right?

Lololol.

I just did an advanced search for posts from you explaining and excusing in the same excruciating detail as this post from you for how and why prices increased during Biden's historic economic recovery from the unprecedented global economic disaster of Trump's Pandemic, but there was no result.

Now that you have become more familiar with the concept of links, can you help us out with a link to your post of the past 4 years explaining and excusing in even half as much excrutiating detail the higher prices that happened during that phenomenal Envy of the World economic recovery?

Thanks in advance.

[EihTooms]

Repub so-called president Trump, er, I mean Repub so-called president TrumpMusk, will likely surpass Repub Nixon / Ford in producing policies and stewardship to ignite dreaded Stagflation.

If we're lucky, that is:

Why stagflation now seems like America's "optimistic scenario".
Investors have gone into tariff shock, and stagflation could now be the optimistic scenario for the US economy.

https://moneyweek.com/economy/us-eco...-trump-tariffs

The tariffs amount to a $600 billion tax hike on the cost of living that will hurt consumers, says Bill Dudley on Bloomberg. In the past, the Federal Reserve has ridden to the rescue of a weaker economy. Dont expect a repeat this time. Annualised US inflation is likely to reach nearly 5% over the coming months, reducing the space for interest-rate cuts. All told, stagflation is the optimistic scenario. More likely, the US will end up in a full-blown recession.

Harris voters knew this and warned America about it.

But worries about immigrants eating the cats and eating the dogs along with greater worries about trannies peeking over toilet stall barriers to ask for their social network contact info took precedence among Repub MAGA and a few stray Third Party voters.

Oh well.

[Elvis 2008]

Here we go again.

Why do Repubs and especially Repub Trump hate the American Working Men and Women so much they can't wait do destroy their Great American Dream as soon as possible after the electorate foolishly gives them another chance to do it.

Repub Trump has just done it in record time. Less than 90 days!

Homebuyers rush to riskier loans, as tariff turmoil pushes interest rates higher.

https://www.cnbc.com/2025/04/16/home...ndroidappshare

BTW, seriously, where did all the "This is what winning looks like"! MAGA posters go?

LOL. Markets are wrong all the time. There has been a huge sell off in bonds as China and other nations dump not just treasury bonds and mortgage backed securities. If China and other countries are doing this to manipulate markets versus making money, they can go fuck themselves. They will end up losing money. Higher interest rates means you can buy bonds more cheaply, and I and others will be happy to buy what they are selling. That you cheer on currency manipulation which fucks over Americans as you live in Asia is no shock to me. Hell, Spidy should live in China given how he drools over the CCCP and China with its "clean" air.

The other reason bonds are up is all you Democratic douches screaming about higher prices. Your tag line reads Trump raised prices 20% and his supporters cheered. That is the kind of stupid sentiment I like to invest against. https://www.cnbc.com/2025/04/01/trum...conomists.html.

One model constructed by the Federal Reserve Bank of Boston suggests that in an "extreme" scenario, heightened taxes on USA Imports could result in a 1. 4 percentage point to 2. 2 percentage point increase to core inflation. This scenario assumes 60% tariff rates on Chinese imports and 10% tariff rates on imports from all other countries. And that is all short term stuff. Tariffs do not cause long term inflation.

Last month, the CPI was down 0. 1% and the PPI which leads the CPI was down 0. 4%. In other words, prices last month were down. Normally, with a declining stock market and those inflation numbers, the Fed cuts rates which is great for bonds, but they have not done it yet because they are unsure of the effect on tariffs.

The problem with the Fed model is it assumes constant demand, and I do not see that. Apple thought they could sell VR glasses called Vision Pro for $3500. They projected to sell 3 million the first year. They sold 400,000, so the notion that people will anything for high end Apple products is bunk. If the Iphone is pushed higher in price, I see consumers not ponying up the cash but balking at buying them. And in China, the reason the CCP is coming to the negotiating table is the trade war has already scared the Chinese consumer so badly that they are not willing to spend either.

This is a good piece overall. I disagree with a few things in it and I do not think he gets what Trump is trying to accomplish but he has insights. https://www.molsonhart.com/blog/amer...facturing-back.

This was the big one that matters here: People are predicting inflation in the cost of goods, but we can just as easily have deflation from economic turmoil.

Wait, what? Deflation? Yeah, that is what we have now. When prices are down 0. 4% in a quarter, that is deflation. Lower prices are a good thing if demand is constant. They are horrible, and indicate a depression like scenario if prices fall and demand falls.

So yeah, if you see the consumer willing to spend $1500 or $3000 on an Iphone, then keep your inflation projections where they are, but I do not see that happening. I see people going without which is a decrease in demand.

And what gets me with you Democratic douches is you all assume Trump is crazy and do not understand the end game. The goal is not to return all manufacturing from China and elsewhere back to the USA. It is to get the high end work that can be done here, to allow the essentials like rare earths and drug production back in the USA for strategic purposes, and to allow what we do make cheaply like farm goods to be allowed to be sold without being taxed to the hilt by other nations.

So this idiotic scenario you and the Democratic douche media are projecting as happening, 20% inflation forever, would mean bond yields SHOULD go up.

What I see is Trump negotiating deals, which will probably take longer than expected, and the Fed lowering rates either because inflation is not as high as anticipated and / or the end of this tariff war.

But even if I am wrong and the Fed projections come true, and we have literally 2% versus the less than zero inflation we had last month, treasury bonds or MBS yielding 4 and 5% are a screaming buy right now. That they are getting cheaper is something investors should smile about.

[Sirioja]

Inflation, recession, lost jobs, failure for Gaza and Ukraine, senile dangerous Trump looks like a loser making falling USA, at least for image and tourism, many cancelling to visit such country. My little France should stay number 1 for tourism and I would be proud if Gaza was given to Palestinians for their country, on next Summer. Fuck Netanyahou who wants never ending war.

Fortunately, USA justice refuse crazy Trump decisions. A real failure.

[Sirioja]

When is your France going to put boots on the ground in Ukraine and Gaza. Or is having you as a fan boy enough?

ROTFLMAO!

My France want a country for Palestinians versus criminal Netanyahou, not a beach resort, and keep on helping Ukraine, not sucking criminal dictator Putin like Trump gang.

[SubCmdr]

Gold prices today breached $3,200 an ounce for the first time. Prices are up more than 22 per cent so far this year. UBS and Commerzbank raised their gold price forecasts on Friday, joining other investment banks as investors drive the safe-haven metal to record highs amid the economic uncertainty sparked by U.S. President Donald Trump's trade policies, as per a report.

Trump's tariffs have roiled financial markets, stoking fears of inflation and a global recession. While he has paused most duties, he has hiked those on China to 145 per cent, prompting Beijing to lift its tariffs on U.S. goods to 125 per cent, Reuters reported.

"We expect gold's rally to extend into next year and for prices to stabilise at higher levels further out," UBS analysts said in a note

https://economictimes.indiatimes.com.../120207954.cms

[SubCmdr]

Dude, I do not have to be an all time great investor.

But you are very good at talking your pure unadulterated male bovine excrement about the investment strategies of others.

As for this latest idiotic rant about how great government is, let me put out one statistic to show you how full of it you are. Two out of every three paid tax dollars does not go to any government service whatsoever.

What is the actual budget for the Dis-United States of America?

In fiscal year 2024, the federal government spent $6.9 trillion, amounting to 24 percent of the nations gross domestic product (GDP), according to the June 2024 estimates of the Congressional Budget Office (CBO). About nine-tenths of the total went toward federal programs; the remainder went toward interest payments on the federal debt. Of that $6.9 trillion, almost $4.9 trillion was financed by federal revenues. The remaining amount was financed by borrowing. (Note: In this analysis, the figures are adjusted for certain one- or two-day timing shifts in federal payments that distort the year-to-year paths.)

Three major areas of program spending make up the majority of the budget:

Health insurance: Four health insurance programs Medicare, Medicaid, the Childrens Health Insurance Program (CHIP), and Affordable Care Act (ACA) marketplace health insurance subsidies together accounted for 24 percent of the budget in 2024, or $1.7 trillion. More than half of this amount, or $912 billion, went to Medicare, which in June 2024 provided health coverage to around 67 million people who are age 65 or older or have disabilities. The rest of this amount reflects the federal costs of Medicaid and CHIP ($626 billion) and ACA subsidy and marketplace costs ($125 billion). Both Medicaid and CHIP require states to pay some of their total costs.

In March 2023, Medicaid and CHIP provided health coverage or long-term care to 93.9 million low-income children, parents, older adults, and people with disabilities. That was significantly higher than the 70.9 million enrollees before the pandemic because of temporary pandemic-related coverage protection, which expired in April 2023. With its expiration, enrollment dropped to 82.8 million by March 2024 and is likely to fall further, though projections are highly uncertain.

In February 2024, 20.8 million people had enrolled in health insurance through ACA marketplaces, a significant increase over enrollment in 2023. Of the total enrolled, 19.3 million (or 93 percent) received subsidies that lowered their premiums and out-of-pocket costs.

Social Security: In 2024, 21 percent of the budget, or $1.5 trillion, was spent on Social Security, which provided monthly retirement benefits in September 2024 averaging $1,922 to 51.5 million retired workers. Social Security also provided benefits to 2.6 million spouses and children of retired workers, 5.8 million surviving children and spouses of deceased workers, and 8.4 million disabled workers and their eligible dependents.
Defense: Another 13 percent of the budget, or $872 billion, was spent on national defense activities. About 95 percent of the spending in this category reflects the underlying costs of the Defense Department, largely for operations and maintenance; military personnel; procurement of weapons; and research, development, testing, and evaluation.

https://www.cbpp.org/research/federa...tax-dollars-go

There is the link for your review E2008. The rich don't pay taxes. You know this. The current Administration has tasked Musk with cutting enough from the budget in order to pay for tax cuts to the rich. I am not saying the government cannot be smaller. President Clinton was the last sitting President to reduce the Federal Workforce. Studying the problem for six months then making the cuts. No one except the people who lost their jobs noticed.

Now E2008, please go on your rant about my personally and ignoring the facts that I present. That is your SOP.

[EihTooms]

Here we go again.

Why do Repubs and especially Repub Trump hate the American Working Men and Women so much they can't wait do destroy their Great American Dream as soon as possible after the electorate foolishly gives them another chance to do it.

Repub Trump has just done it in record time. Less than 90 days!

Homebuyers rush to riskier loans, as tariff turmoil pushes interest rates higher.

https://www.cnbc.com/2025/04/16/home...ndroidappshare

The share of borrowers applying for adjustable-rate loans jumped to the highest in over two years.

Mortgage rates jumped 20 basis points in one week.

Homebuyers pulled back, despite much higher inventory of homes for sale.

BTW, seriously, where did all the "This is what winning looks like"! MAGA posters go?

[SubCmdr]

Inflation, recession, lost jobs, failure for Gaza and Ukraine, senile dangerous Trump looks like a loser making falling USA, at least for image and tourism, many cancelling to visit such country. My little France should stay number 1 for tourism and I would be proud if Gaza was given to Palestinians for their country, on next Summer. Fuck Netanyahou who wants never ending war.

When is your France going to put boots on the ground in Ukraine and Gaza. Or is having you as a fan boy enough?

ROTFLMAO!

[SubCmdr]

And after listening to you douches who live abroad, I think there should be a movement to not let people who live abroad vote unless they are in the military. Because the only issue you douches care about is that the government keeps sending you checks. You do not give a fuck about the condition of the country.

Since there can be no taxation without representation I would take that deal. No more US Taxes. It is a much better deal for the Dis-United States of America to continue to tax citizens outside of its boarders. What a deal! Pay taxes but not have to provide any government resources to them. But what E2008 doesn't understand in his infinite stupidity I value the US Embassy Consulate Services. Not worth paying taxes over, but they are a very competent and efficient part of the USGOV that I pretty much interact with at least once a year all over the world.

I think that if you enter the country illegally should be banned for life from becoming a US Citizen. That would have stopped Musk at the boarder and we would not have to be dealing the the mess he is creating right now. After listing to the Republic Racists that post up in here I think that when the Democratic party returns to government their voting rights should be removed just as they are trying to to my fellow Americans currently. I care very much about the Rule of Law. Something a visitor to my country of original posting up in here cannot understand.

Two middle fingers up to our Bond King that wants to take away my rights as a US Citizen!

[Sirioja]

Inflation, recession, lost jobs, failure for Gaza and Ukraine, senile dangerous Trump looks like a loser making falling USA, at least for image and tourism, many cancelling to visit such country. My little France should stay number 1 for tourism and I would be proud if Gaza was given to Palestinians for their country, on next Summer. Fuck Netanyahou who wants never ending war.

[MarquisdeSade1]

https://www.breitbart.com/asia/2025/...ence-official/

[Elvis 2008]

the self-proclaimed imbecile investing savant, whom claimed the Red Lobster's bankruptcy, was due to an all-time great Biden economy, and ignores or fails to see the real harm and destruction to the economy, his Fuhrer's "just trust me" tariffs and current Repub admin clown show are hurting Americans and...

Dude, I do not have to be an all time great investor. I can look at a balance sheet and earnings report and see Red Lobster lost more money in 2020 under Trump than any other year. More importantly, the only reason Red Lobster came up is that it went broke under Biden as did a lot of restaurants, and that fact completely did not jibe with the complete bullshit you and your fellow trolls abroad were spewing about how great the USA economy was. People who actually live in the USA saw few new restaurants being built and many going under and you and your fellow Democratic douches were lecturing us on how great restaurants were doing. LOL.

Interest rates went up under Biden, and the bottom 50% in debt had to pay more interest under Biden than Trump. So yeah, the top 10% who owned stocks did great while the bottom 50% got fucked. Again, you just ignore basic math.

We just saw the same thing with Loony Tooms telling us how stupid the people in Florida are from fucking Thailand. Of course, they are stupid. Florida went from Trump. Anyone who does not vote to send your lazy unproductive asses money abroad has to be stupid.

As for this latest idiotic rant about how great government is, let me put out one statistic to show you how full of it you are. Two out of every three paid tax dollars does not go to any government service whatsoever. It is redistributed to lazy asses like yourself. Got that? Two in three tax dollars goes to someone else. So yeah, of course, you are going to go on about how great government is when it shakes down productive people and pays your lazy ass for your vote.

The reason people are moving from New York to Florida is to get away from paying the unproductive nonworking government slugs being given millions of dollars per person in pension money.

And after listening to you douches who live abroad, I think there should be a movement to not let people who live abroad vote unless they are in the military. Because the only issue you douches care about is that the government keeps sending you checks. You do not give a fuck about the condition of the country.

[SubCmdr]

As for Mahmud Khalil, he was and is a US permanent resident, not a guest.

By definition he is a guest. Are you are guest in my country of origin also?

Or are you just another one of my fellow Americans talking your male bovine excrement about race showing your favorite colors for outerwear is a WHITE HODDIE?

Another important limitation on lawful permanent residents is that they are subject to the grounds of deportability. If you commit certain crimes or security violations, or even fail to advise USCIS of your changes of address, you can be placed in removal proceedings and deported from the United States

https://www.alllaw.com/articles/nolo...ifference.html

Learn what the law says before trying to school me son. You have absolutely no idea what my background was serving my fellow Americans during most of my adult life under the OATH to protect and defend The Constitution of the United States of America from all enemies foreign and domestic. Guests such as yourself don't know the law nor understand what it means to take that OATH. If I was second class citizen I would have never been allowed to take it in the first place.

How you like me now?