# Chronicles of 2025
**URL:** https://forum.mustachianpost.com/t/chronicles-of-2025/15293
**Category:** Investing / Others
**Created:** [January 22, 2025, 10:21am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293 "2025-01-22T10:21:49Z")
**Posts on this page:** 20
**Page:** 176
### Author:  [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)
#### Post date: [November 9, 2025, 6:30pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3635 "2025-11-09T18:30:33Z")
> **[MAG-7](https://es.wikipedia.org/wiki/MAG-7)**
>
> MAG-7 550 mm
> MAG-7 320mm
> La MAG-7 es una escopeta de corredera producida en Sudáfrica por Techno Arms PTY desde 1995.
> La MAG-7 fue desarrollada como un arma para combate cercano (CQB), que combina los aspectos de un subfusil compacto y una escopeta de corredera. El diseño incorpora un cargador de 5 cartuchos que se inserta dentro del pistolete. Esto, junto con estudios que demuestran que los cartuchos del 12 estándar proporcionan poder de parada más que suficiente en las cortas distancias par...
Sorry, in English:
> **[MAG-7](https://en.wikipedia.org/wiki/MAG-7)**
>
> The MAG-7 is a pump-action shotgun manufactured by Techno Arms PTY of South Africa since 1995.
> The MAG-7 was developed as a close quarters combat (CQC) weapon, which would combine the aspects of a compact submachine gun and a pump-action shotgun.
> For ease of reloading, a magazine system is ideal. With the traditional pump-action mechanism located under the barrel, there is no convenient forward location for a magazine. This leaves the bullpup layout or a pistol-like arrangement of placing the m...
---
### Author:  [@Brndete](https://forum.mustachianpost.com/u/Brndete)
#### Post date: [November 9, 2025, 7:19pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3636 "2025-11-09T19:19:35Z")
There were brief moments where even an uninterested investor might think “oh they actually turned that around and start making money”, and Tesla did kind of boost the whole EV industry.
One challenge I see is that investors stop seeing Musk as s Prodigy, wonder about his questionable online comments and treat Tesla like any other company.
Another is that a lot of companies can built cars. Might as well be ai powered robots for flying taxis, but even that is not that special anymore these days, and you’d need to find a way to monetize it.
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### Author:  [@cubanpete\_the\_swiss](https://forum.mustachianpost.com/u/cubanpete_the_swiss)
#### Post date: [November 9, 2025, 7:24pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3637 "2025-11-09T19:24:25Z")
Switzerland goes with Baidu, first in Appenzell:
> **[Postauto bringt Robotaxis in die Schweiz – Start 2026 geplant](https://www.srf.ch/news/schweiz/testfahrten-ab-dezember-postauto-bringt-automatisierte-fahrzeuge-in-die-ostschweiz)**
>
> Für das Angebot kooperiert Postauto mit dem chinesischen Anbieter Baidu. Definitiv losgehen soll es im Frühjahr 2027.
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### Author:  [@JEPG](https://forum.mustachianpost.com/u/JEPG)
#### Post date: [November 9, 2025, 7:27pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3638 "2025-11-09T19:27:44Z")
> [@Wolverine](#):
>
> Mag6 or whatever MANMAG
I suggest [Gangnam](https://youtu.be/9bZkp7q19f0?si=QBZjHgq__8a8R_Je).
We have GOOG and GOOGL for the double G.
Argh still have to trade a m for an n… #fail.
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### Author:  [@Dr.PI](https://forum.mustachianpost.com/u/Dr.PI)
#### Post date: [November 9, 2025, 8:46pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3639 "2025-11-09T20:46:17Z")
Yeah, that would be stylish!
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### Author:  [@glance\_arrow](https://forum.mustachianpost.com/u/glance_arrow)
#### Post date: [November 10, 2025, 8:49am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3640 "2025-11-10T08:49:49Z")
As for me, I’ve decided to move some of my funds to ex-US “whole world” ETFs. I feel a lot of the current risks are concentrated in the US: Trump, AI craze, excessive valuation of growth stocks.
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### Author:  [@markus654](https://forum.mustachianpost.com/u/markus654)
#### Post date: [November 10, 2025, 8:54am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3641 "2025-11-10T08:54:51Z")
> [@glance\_arrow](#):
>
> to ex-US “whole world” ETFs
The question is:
If the US market crashes, how much of the non-US market crashes with it? And will the ex-US market recover as quickly as the US market, or will you switch to world incl. US during the crash?
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### Author:  [@glance\_arrow](https://forum.mustachianpost.com/u/glance_arrow)
#### Post date: [November 10, 2025, 9:55am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3642 "2025-11-10T09:55:39Z")
That’s a good point, I think ex-US and US are correlated to a large extent.
But I don’t really care about what happens in a crash. I’m more concerned about the long-term fundamentals, and I think something is increasingly off with the US. To be clear, I’m not entirely divesting from the US, just reducing my exposure to it. 60%+ is too much for me.
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### Author:  [@anon17469660](https://forum.mustachianpost.com/u/anon17469660)
#### Post date: [November 10, 2025, 12:58pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3643 "2025-11-10T12:58:52Z")
VTI VXUS correlation (since the inception of VXUS):
The correlation period length is 21 days.
On Dec 4 2024 they had negative correlation.
VTI / VXUS:
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### Author:  [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)
#### Post date: [November 12, 2025, 9:26am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3646 "2025-11-12T09:26:20Z")
Looks like Switzerland is close to reaching a deal with the US.
Swiss stocks have gained quite a bit the last days.
Still hoping the Supreme Court is striking down the tariffs, betting markets are also predicting this actually. Although Trump has said he will just use a different reasoning to reinstate them then.
But it seems there is a lot of pushback mounting in general.
Dems gaining in surveys, putting pressure on these policies, that are evidently bad for the US consumer.
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### Author:  [@Abs\_max](https://forum.mustachianpost.com/u/Abs_max)
#### Post date: [November 12, 2025, 11:34am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3647 "2025-11-12T11:34:19Z")
Tariffs are here to stay. Reasons might change. I don’t really think that US govt will not do what they want to do.
The whole foreign policy posture will fall apart and the White House will become lame duck if they cannot apply tariffs via tweets. I cannot conceive that they will give up on this. One way or another tariffs will be there
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### Author:  [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)
#### Post date: [November 12, 2025, 11:37am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3648 "2025-11-12T11:37:20Z")
They‘ll stay for sure in some form.
But lowering them will be a win and the Dems getting more popular due to them is also a win.
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### Author:  [@PhilMongoose](https://forum.mustachianpost.com/u/PhilMongoose)
#### Post date: [November 12, 2025, 11:39am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3649 "2025-11-12T11:39:30Z")
> [@Tony1337](#):
>
> Still hoping the Supreme Court is striking down the tariffs
I think if the SC rules against, there will just be a bit of volatility as the tariffs will come back in another form/way, but unlikely to be the end unless Trump takes it as a face-saving way to revoke them. Given his love of tariffs, this seems unlikely. But he does like putting the blame on others, so I don’t rule it out completely.
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### Author:  [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)
#### Post date: [November 12, 2025, 11:48am UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3650 "2025-11-12T11:48:10Z")
It might force the decision on the legislative and then the Dems can block it potentially (or some out of line Reps). Like with the budget/shutdown recently.
Then Trump can easily blame it on them.
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### Author:  [@EPeon](https://forum.mustachianpost.com/u/EPeon)
#### Post date: [November 12, 2025, 8:18pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3651 "2025-11-12T20:18:36Z")
> [@Abs\_max](#):
>
> The whole foreign policy posture will fall apart and the White House will become lame duck if they cannot apply tariffs via tweets.
Let’s consider that outcome as an improvement to current state…
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### Author:  [@EPeon](https://forum.mustachianpost.com/u/EPeon)
#### Post date: [November 12, 2025, 8:21pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3652 "2025-11-12T20:21:44Z")
> [@PhilMongoose](#):
>
> I think if the SC rules against, there will just be a bit of volatility as the tariffs will come back in another form/way
From my understanding, broad-based tariffs like most of the current ones would be out, replacement tariffs would have to be targeted much more narrowly.
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### Author:  [@nabalzbhf](https://forum.mustachianpost.com/u/nabalzbhf)
#### Post date: [November 12, 2025, 8:55pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3653 "2025-11-12T20:55:16Z")
Doesn’t seem super realistic to me, budget wise the US now really needs the tariffs to fill the coffers.
(And I think that was part of the idea, makes it really hard to go back to pre tariffs situation, then it’s probably easier to get legislative branch to approve it formally)
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### Author:  [@assemblyrequired](https://forum.mustachianpost.com/u/assemblyrequired)
#### Post date: [November 12, 2025, 8:59pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3654 "2025-11-12T20:59:09Z")
There’s an article in the current edition of The Economist about possible alternatives, here’s a summary that I totally wrote myself:
> If the Supreme Court strikes down Trump’s IEEPA tariffs, the administration has several backup options:
>
> **Immediate Response**
> Section 122: The quickest fix. Allows tariffs up to 15% for 150 days. Can be activated instantly as a stopgap.
>
> **Investigation-Based Approaches**
> Section 301: Enables tariffs on specific countries after a USTR investigation. Trump used this for China tariffs in his first term.
> Section 232: Enables tariffs on specific industries after a Commerce Department investigation. Recently used for cars and steel.
> Challenge: These require time-consuming investigations and create legal vulnerabilities. Rebuilding the tariff structure would be “brick by brick.”
>
> **Aggressive Option**
> Section 338: A never-used 1930s provision allowing retaliatory tariffs up to 50% on countries with “unreasonable” trade practices. Requires no lengthy investigations.
>
> The key difference: IEEPA offers flexibility and immediate action. All alternatives are either temporary (Section 122), procedurally slow (301/232), or legally untested (338). This means less presidential manoeuvrability and prolonged uncertainty for businesses—exactly what manufacturers have been waiting to end before making hiring and investment decisions.
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### Author:  [@Tony1337](https://forum.mustachianpost.com/u/Tony1337)
#### Post date: [November 12, 2025, 8:59pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3655 "2025-11-12T20:59:23Z")
They then also need the tariffs to be low enough. At 39% level trade basically stops, so no tariff income. It needs to strike a balance.
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### Author:  [@justbob](https://forum.mustachianpost.com/u/justbob)
#### Post date: [November 12, 2025, 9:25pm UTC](https://forum.mustachianpost.com/t/chronicles-of-2025/15293/3656 "2025-11-12T21:25:47Z")
well, all the tariff income is going to go into the newly announced tariff dividend, not into the budget, no? 🙃
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