American Politics

[SubCmdr]

The first was the fight between Trump and Fed chief Jerome Powell. He should be looking at his own data versus the media hysterics that Tooms is looking at and be cutting rates.

Sometimes a cartoon says it best!

[SubCmdr]

When stupid Trump failed, but just able to suck Putin, now Rubio come to EU for Ukraine.

France and the rest of the EU has been slacking when it comes to defense.

The leader of France is writing checks that his military cannot cash. You don't even buy a French Car.

ROTFLMAO!

[SubCmdr]

Trump want lower rates because he does not give a fuck about anyone other than himself. He is a real estate developer that finances his empire on debt. Lower debt. More profits.

By the way, Gold continues to be on a tear. But yet according to E2008 it has no value. Only purchased by those who feel the end is near. I don't think that. I use it as a store of value and as diversification. Price is up nearly 1000 USD / ounce since E2008 first took issue with me because I mentioned it. I would still rather be lucky than good or listen to FINANCIAL ADVICE form E2008. But if you want to buy BONDS, buy BONDS my brother. If you like then I love it. I am just not going to do it.

I am on the opposite end of your trade. The short of the stocks you own is the symbol SQQQ, and I have been chewing on it for a while. That is a triple negative on the NASDAQ.

You are in the market shorting and you don't gamble according to yourself. GTF!.

That is the difference between investing and gambling.

Shorting is more risky than going long. To short you borrow shares so your risk in infinite. Better have your risk management on point.

They made a movie about it: Dumb Money. Love that movie right next to Trading Places.

Unlike SC, I do not go around bragging about it being up.

So, I buy NVDA three years ago. And someone else buys it at it's peak where I have already taken profit. Starts complaining like * up in here. I share this information and I am bragging. GTFOH with your male bovine excrement.

The reason I am short is the same reason Warren Buffett got out of the market: it was way too expensive, and it still is.

Stop with the lies E2008. It is called taking profits. You thought the market was going to go down and so did I. So I took profits. You want to call my word into question. Meet me some place I will show you my brokerage account and you can show me yours. Otherwise STFU about my portfolio! You are no smarter than everyone else just because your align yourself with the Republican Racists (note I did not say YOU were a racist). But you know about the saying if it walks like a duck. ROTFLMAO!

Thing about being short versus long is you have to get the timing right.

Very important if you are going long or short. If you were an actual trader like I am you would know this.

Short term the market is a voting machine, and I could give a damn how anybody does with that. It is like flipping a coin. Everyone on line only talks about their winners and never their losers.

Bro, over the last three years I have none in the Stock market. Why is that so hard for you to believe. I have had a incredible run. And no I am not trying to say I was so smart. I don't mind being lucky. I do not see that as a negative. I have made life improving money in the Untied States Stock Market.

But over a lifetime of being in the market I have had two individuals stocks go bankrupt and lost everything I invested in them: K-mart and Service Merchandise. You take the good with the bad. Over my investing (or gambling as you see fit) it has been a net plus. A BIG NET PLUS! ROTFLMAO!

I expect my position to take a short term hit, but the reason I am confident is that I focus on the long term and long term the market is a weighing machine.

We actually have a point of agreement there. If you don't think that is how I think about the market then you don't understand my investing (gambling in your mind) philosophy.

Tell me what something should cost not what it does or that you are sure it will go up.

We actually agree here. There is value and there is growth investing. If you are saying growth investing does not work then a empirical analysis of stocks like NVDA, AAPL, AMZN and others will prove you wrong.

So you like Buffet? He says: investing is like being in the batters box with no called strikes. You only have to swing at the pitches you like.

But given my age (look for references by HotDog666 for information on that), my perspective has changed a bit. I still am not interested in a 30 year horizon anymore. I'm good with 10 years at a time.

Dividend paying stocks, fuck a BOND. This is the first time I have ever been considering those. BHP is one of my picks. When it price dipped from 50 - 40 that allowed me to pick up more and just like a bond my yield increased. They did not cut their dividend because the stock went down for no particular reason none of the Balance Sheet or Cash Flow Statement items changed. Black man reading financial statements (when he is not being beat down by White Police for mouthing off) up in dis *****. I do so I can get lucky.

But in the long term I am dead. I cannot take it with me. So when my money comes fast like when I was drug dealing, I'm spending it the same way.

Harley Davison having some problems, eh? Maybe Trump can get them back on track after he throws BMW out of the Dis-United States of America. I heard they are looking for a new CEO.

Let me ask you Elvis 2008. You call me a racist. But you have a individual posting up in here saying White Police Officers in the United States of America are racist. Neither you are anyone else posting up in dis ***** has said a word.

Why?

[SubCmdr]

Touched a soft spot there, hey Stephen? Four posts in quick succession, one on another thread with your characteristic inanity more relatable to a 16 year old than a 60+ year old- oh and if you want to know why you're an imbecile, ask on the right thread otherwise you err. Come across as an imbecile.

You really expect anyone to take you seriously when you come here as guest making your ad hominem (look it up food on a bun) attacks.

You know as well as I do that you're a second class citizen, and denial ain't no river, Homey. Don't ask the people here whether you're a second class citizen- do the mouthing off to a white American cop (or a black one for that matter, one which is a self loather like you) and see how it ends.

You make a lot of assumptions. Let's speculate. What if the encounter with the POLICE anywhere in the United States of America begins with a polite response where I inform them I am one too? ROTFLMAO!

I'm not going to indulge your puerility about referring Mahmud Khalil to as a "guest", the only fact is he WAS a permanent resident.

You don't have to. He was a guest. I proved the information in previous post. So, just because you don't like HOW I am saying it, that does not stop it from being the truth, your homeboy Khalil was a guest. He got out of pocket and he got checked. So, sorry for you. But I don't give a fuck. He got his due process. Let me add that due process is still in process and the final word is not in. Try that in China or Russia. If you think they are so nice why don't you reside in a country other than the United States of America. Like your own for example.

And the only other fact is that the executive has strong armed him- in violation OF YOUR CONSTITUTION- to deprive him of his liberty and his residency.

The law is the law and the Article II branch has found a loophole in the the law that allow this action to be taking against your homeboy. If you do not like the law, petition for the regress of your grievances as allowed for in the Constitution of the United States of America to your representative. Your are a citizen are you not?

If you are not, would you like me to do it for you with my representative or Senator of my State?

The fact that the judiciary has caved in does not legitimise that issue.

The idea that you disagree does not make anything you say correct.

You demanded earlier evidence of the judiciary being usurped by the executive and I provided it to you referencing the El salvadorian and yet you continue bitching away- that's the thing with you-

Potential Constitution Crisis yes. Still playing out it is.

there is no serious conversation to be had with someone who is so disingenuous as you, Stephen.

There is not serious conversation to be had with a guest to my country that is not interested in debating the issue but instead wants to simply engage in ad hominem attacks against someone they disagree with.

So, since that is what you want to do. Check the photo below and tell me if you use this as a lotion, a face moisturizer, or a lube when you are being a International Trick?

[SubCmdr]

I don't own the stock or the one of their cars. But E2008 (a lover of all things stupid said and done by the Republican Racists) needs to explain WHY as WhiteHouse official said BMW operations were a scam.

South Carolina officials have leapt to the defense of German premium automaker BMW after White House claims that its South Carolina factory was a scam" that was bad for the US economy.

While White House trade advisor Peter Navarro went on CNBC to criticize BMW and other international automakers with North American operations, BMW fired back from its position as the leading exporter of cars from the US by value.

"This business model where BMW and Mercedes come into Spartanburg, South Carolina, and have us assemble German engines and Austrian transmissions that doesnt work for America, Navarro claimed.It also released a statement confirming it has invested $14.8 billion in the Spartanburg factory, where it employs 11,000 people to make 400,000 vehicles a year, since 1992.

Its major export markets include China, Germany, South Korea, the United Kingdom and Canada, BMWs Board Member for Production Milan Nedeljkovic confirmed.

Plant Spartanburg has been an important location in our production network for over 30 years and is now the largest BMW Group plant globally, Nedeljkovic wrote.

The strong export share of our plant underlines the importance of free trade for the USA. Not only does this benefit our plant, but also the strong supplier network in the region.

Its bad for our economics. Its bad for our national security, he said, claiming that all parts should be made in the US, rather than from international suppliers.

BMWs 8 million square foot plant outside Spartanburg, South Carolina exported more than $10 billion in X3, X4, X5, X6 and X7 SUVs last year, exceeding every domestic US manufacturer. It exports around two thirds of its entire Spartanburg production, and its export value since the factory began is more than $100 billion.

The BMW plant takes its engines from plants in England and Austria and its transmissions from ZF in Germany, but it also draws from 300 suppliers in the US, 60 of which are Tier 1 suppliers. It even opened a new press shop last year to make body panels in South Carolina, rather than shipping hoods, door panels and trunks from Germany.

BMWs US production is mainly exported out of the Port of Charleston, South Carolina, but also from Brunswick, Georgia, Jacksonville or Everglades, Florida or Baltimore, Maryland, as well as by rail.

Even heavyweight South Carolina Republican Senator Lindsey Graham came to BMWs defense, with a statement of support after Navarros attack last night.

BMW has been in South Carolina for over 30 years and has proven to be one of the best corporate citizens in our state, he said.

Their presence is a major benefit to the South Carolina economy, and it is much appreciated.

Both Spartanburg County and neighboring Greenville County voted overwhelmingly in favor of Donald Trump in the 2024 elections, with the sitting President carrying the state with a 17.9% margin over Democratic candidate Kamala Harris.

Greenville voted 63.8% in favor of Trump, while support was even higher in Spartanburg, where 66.2% voted in favor of Trump.

Spartanburg County had been decimated by the 1950s decline of the traditional textiles industry economy before BMWs arrival, and it now also supports a huge range of supporting industries, like French tire-making giant Michelin.
Just how large a benefit BMW is to South Carolinas economy can be measured by the quantity of public officials jumping to its defense alongside Graham, with OneSpartanburg Inc. and the Greenville Chamber of Commerce insisting BMWs arrival sparked a resurgence in the South Carolina economy.

BMW Groups Plant Spartanburg drove Upstate South Carolinas transformation from a declining textile economy to a thriving center of advanced manufacturing, the two bodies said in a joint statement.

Its 26.7-billion-dollar economic impact outperforms other major industries, multiplying across a vast network of in-state suppliers producing parts in Spartanburg, Greenville and beyond.

BMW is responsible for Upstate South Carolinas density of engineering, supply chain, and logistics jobs, and has contributed to drastic quality of life and infrastructure improvements across our region.

The region now includes major presences from BMW, Michelin, Mercedes-Benz, Boeing, Volvo, Scout and defense supplier Oshkosh.

To put it simply, BMWs approach has worked for Upstate South Carolina for nearly four decades," they said.

"The people of our region, state and nation have prospered due to BMWs investment, and in turn, those people have helped BMW build its most productive manufacturing facility in the world.

Their thoughts were echoed by statements from the South Carolina Manufacturers Alliance President and CEO, Sara Hazzard, who took pains to point out the impact Navarros statements had on South Carolina families.

South Carolina Manufacturers Alliance President and CEO Sara Hazzard also had thoughts on Navarros comments.

Thousands of families depend on the jobs generated by this billion-dollar industry, which has transformed our state in the eyes of the world for over half of a century, Hazzard wrote.

We are proud of our automotive manufacturers and suppliers who make everything from tires and transmission and powertrain components to seats, bearings, door panels, mirrors, exhaust systems and brake parts.

"The economic development momentum this generates makes us the envy of our neighbors and gives the business community and policymakers alike something to brag about.

BMW is also expanding the plant, investing another $1.7 billion to evolve it to assemble electric cars and to make high-voltage EV batteries in neighboring Woodruff.

https://www.forbes.com/sites/michael...e-scam-claims/

E2008 can take his personal insults and lies and go pound sand with them on a beach in the USA. He needs to turn in his passport and FUCK American if wants to support the country instead of spending all of his time and money on Colombian Prostitutes.

I ignore facts E2008? Two middle fingers up to your and your Republican Racists. Remember if you have me on ignore but can tell everybody what I said. Then take me OFF of ignore and quote instead of simply giving your interpretations and outright lies about what I said.

Remember, I do not care about the policies of the Republican Racists. What I care about is that they follow the RULE OF LAW! Because without that the Dis-United States of America that I grew up in disappears.

[Elvis 2008]

I hate that I bought NVDA and that I own APPL, AMZN, MSFT and GOOG. I ain't got no luck fellas *sigh*.

There were two big pieces of news today. The first was the fight between Trump and Fed chief Jerome Powell. Powell is behaving like a lawyer and waiting until something is painfully obvious before doing anything. He should be looking at his own data versus the media hysterics that Tooms is looking at and be cutting rates. The point is he will be soon. When that happens, and you will see these stocks go up when he does, that is your exit point.

I am on the opposite end of your trade. The short of the stocks you own is the symbol SQQQ, and I have been chewing on it for a while. That is a triple negative on the NASDAQ. Unlike SC, I do not go around bragging about it being up. The reason I am short is the same reason Warren Buffett got out of the market: it was way too expensive, and it still is.

Thing about being short versus long is you have to get the timing right. I scoured what was the best symbol for a short term down turn or upturn in the economy, and I have settled on jobless claims. Unlike the shrieking Tooms and hysterical CNBC, the numbers are actually good. https://www.zerohedge.com/markets/wh...anged-nov-2021.

Just 221 k Americans filed for jobless claims for the first time last week. A number that is the same level as it was in November of 2021.

Or are these CEOs simply asleep at the wheel. If you were the most terrified since Lehman. Wouldn't you be firing people?

End of link.

If all I relied on was presidential politics as a gauge, I would say they will stay good but IMO the job numbers are not going to stay good, and I am not going to add to my SQQQ position until they do get worse. Once they get worse, you will be kicking yourself for not having sold once the Fed lowers rates. That is your exit, and you should take it.

Short term the market is a voting machine, and I could give a damn how anybody does with that. It is like flipping a coin. Everyone on line only talks about their winners and never their losers. I expect my position to take a short term hit, but the reason I am confident is that I focus on the long term and long term the market is a weighing machine. Tell me what something should cost not what it does or that you are sure it will go up. That is the difference between investing and gambling.

[SubCmdr]

I hate that I bought NVDA and that I own APPL, AMZN, MSFT and GOOG. I ain't got no luck fellas *sigh*.

Look into the mirror and ask yourself why you made bad entries. You could aways own bonds at 4% - 5% like the BOND KING making 50,000 year on the 1,000,000 million dollars he has invested in them.

ROTFLMAO!

The beauty of the market is that it does not tolerate bullshit. E2008 can say I am lucky all he wants. He is talking. I am growing my capital. So, he can talk to my hand. I'll invest in the Stock Market. Guess which one is going to make me more money. Because I know how to enter and exit the market. I relentlessly take profit.

Let's not even talk about Bitcoin. Lack of understanding leads to losses. Best stick to BONDS like E2008!

[Newton York]

I hate that I bought NVDA and that I own APPL, AMZN, MSFT and GOOG. I ain't got no luck fellas *sigh*.

[HotDog666]

As we discussed earlier:

https://vm.tiktok.com/ZNdFTmJx3/

[HotDog666]

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?

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?

Touched a soft spot there, hey Stephen? Four posts in quick succession, one on another thread with your characteristic inanity more relatable to a 16 year old than a 60+ year old- oh and if you want to know why you're an imbecile, ask on the right thread otherwise you err. Come across as an imbecile.

You know as well as I do that you're a second class citizen, and denial ain't no river, Homey. Don't ask the people here whether you're a second class citizen- do the mouthing off to a white American cop (or a black one for that matter, one which is a self loather like you) and see how it ends.

I'm not going to indulge your puerility about referring Mahmud Khalil to as a "guest", the only fact is he WAS a permanent resident. And the only other fact is that the executive has strong armed him- in violation OF YOUR CONSTITUTION- to deprive him of his liberty and his residency. The fact that the judiciary has caved in does not legitimise that issue. You demanded earlier evidence of the judiciary being usurped by the executive and I provided it to you referencing the El salvadorian and yet you continue bitching away- that's the thing with you- there is no serious conversation to be had with someone who is so disingenuous as you, Stephen.

[SubCmdr]

Does this idiot get the concept of supply and demand or is he another socialist that he thinks that he deserves better service because of his virtue signaling?

Facts do not go over well with a guy like SC. The disturbing fact in his foolish conspiracy theory

And what you will see from SC is the usual string of insults about his dick size, how everyone is racist, and this idiotic Trump conspiracy theory.

NVDA

But do not worry. SC swears it is going up so you should buy it. 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?

First of all E2008 need to post the quote where I told anyone that NVDA was going up in value and that people should buy it. He also needs the quote the supposed racist comments I made. The only think E2008 has ever written about me is that I AM making a killing in Gold. Don't hate.

E2008 is the one that said it NVDA and GOLD were bad investments:

I have SC on ignore because I can predict what he is gong to say before he says it. All he wants is attention and to tell everyone how great he is. So I figured his response to me would be egotistical and it was. I would rather be lucky than good and then tells everyone how smart he is.

I invest based on value. Is something overpriced or not? The Amex platinum is a more prestigious card than Amex gold, and it has been because platinum had traditionally been higher in price, and it should be. Platinum is 30 X rarer than gold.

So I cannot even begin to value gold because the people buying are convinced the world is coming to an end. Why the fuck else would you buy gold that just sits there over an apartment complex or farm or bond which produces income on an annual basis? And why now? The world coming to an end is nothing new and IMO has always been a sucker's bet.

So if you think that, IMO you are an idiot. In fact, the only thing you can do at this point to convince me that you are a bigger idiot is if you think the world is coming to an end is to buy gold at $3000+ an ounce and shun platinum at $900+ an ounce.

And what does SC say about gold? I am buying it up right now and making huge bank. LOL.

E2008 has me on ignore. But yet mentions me in every other post he makes. Note how he never quotes me. That is because he lies about what I have written. It is simply his interpretation. His Republican Racist evaluation of his fellow American that he does not like because of the way I look. Otherwise why is he talking about how I don't pay any attention to facts while constantly engaging in ad hominem attacks about me on items unrelated to the subject matter.

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

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

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

Exactly!

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

This is why I do not like growth stocks in general.

Look at how much bonds are paying? Then compare that to NVDA, AAPL or Au growth over the last two years. If buying bonds are smart and E2008 is going to say I was just lucky. The fact that he wants to ignore is that it has been better for me to be lucky than smart by his own definition using the King's English.

E2008 says the I am a idiot because he looks at me and does not like me. Because I don't invest as he does. Yet, I was able to live the American Dream (and nightmare because of the POLICE and Republican Racism in the workplace) all because of the US Stock Market.

I don't give a FUCK about the current leader of the Article II Branch of USGOV. What I care about is the RULE of LAW. Without that the Stock Market, Bond Market and as a mother of fucking fact NO MARKET will continue to work.

How you like me now?

[EihTooms]

Repub Trump is so unhappy that his Classic Repub utterly chaotic and incoherent economic policies, stewardship and Trump Tariff Taxes are only increasing costs to the American Working Men and Women Consumers a measly $250 Million per day, he keeps lying that, oh no, he is really really really increasing the costs to the American Working Men and Women Consumer a much more impressively damaging $2 BILLION per day.

CBP says latest tariffs have generated $500 million, below Trump estimate.

https://www.cnbc.com/2025/04/16/us-c...ndroidappshare

U.S. Customs and Border Protection told CNBC the department has collected more than $500 million under Trumps latest tariffs.

Trump has repeatedly said the United States is taking in $2 billion per day from tariffs.

CBP says the average $250 million a day was collected even during the glitch that impacted freight already on the water.

Trump has such a pathetic but certainly justified inferiority complex that drives his ambition to be the most wasteful, fraudulant, abusive and corrupt Repub president of all time, meaning the most of any party's president, there is no doubt he will pull all the stops to eventually get to that $2 BILLION per day increase in costs to the American Working Men and Women Consumers sooner or later.

But, sadly for his sense of real Repub Accomplishment, he just isn't quite there yet. We must give him a little more time, that's all.

[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!

When stupid Trump failed, but just able to suck Putin, now Rubio come to EU for Ukraine.

[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.