I think it’s the .com one. Not sure, I haven’t ever opened. I don’t trust it.
btw. reading yours it’s clear who wrote it, word by word.
whitehouse.com is apparently an election betting site nowadays. It used to have adult content on it if Wikipedia is to be trusted: whitehouse.com - Wikipedia
OMFG how the actual F is this timeline real? I knew the broad idea but hadn’t actually read any of these. Calling out George Soros - the alt/far-right boogeyman too for good measure.
And how can any of these be legal?
Is it? It has complete sentences and good vocabulary, Trump has neither.
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Chances are they’re not. It’s currently being litigated. It hasn’t stopped Trump before, as he’s the “I do things and you have to actually stop me if you don’t want me to” kind of person.
Two law firms have caved and cut deals instead of fighting and, at worst, Trump will get a slap on the hand so there’s really no big incentive for him not to try whatever he wants and see how far it can go.
For news on the firms who are challenging the orders: Law firms hire former Tesla lawyer and top conservative litigator for Trump fight | Reuters
Oped from Trump admin: Donald Trump’s tariffs will fix a broken system
As a foreign investor, I’m slightly concerned with things like:
The US cumulative trade deficits in goods from 1976 — the year chronic deficits began — to 2024 have transferred over $20tn of American wealth into foreign hands. That’s more than 60 per cent of US GDP in 2024. Foreign interests have taken over vast swaths of US farmland, housing, tech companies, and even parts of our food supply.
Out of genuine curiosity, what in this exerpt concerns you slightly?
I believe the point that US sees foreigners owning a big chunk of US as an issue can be a problem for foreigners
Who is to say that US doesn’t pass an order to nationalise these assets
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Just went to fox news and this was the first money related headline on the front page (not sure whether to 
or 
)
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I’m one of those foreign investors that they seem to dislike, you could imagine them doing things that wouldn’t align with my interests.
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Yep, and the response to “Hey that’s stealing” would be “Hey you stole from us for decades”.
Ok, so the media and public opinion keep saying Trump is crazy and panicking about the stock market, and honestly, I’m getting a bit bored of it.
I’ve been reading here! There’s very likely some kind of plan behind all of this (stupid or not—no judgment hehe), and figuring it out might actually work to our advantage (yes yes, I know, market timing is bad…tsch!).
The points about (1) reducing government spending, (2) increasing local manufacturing, and (3) strengthening defense capabilities and by extension, national autonomy are actually quite clear to me.
I’m also thinking that Trump is a capitalist so, naturally, he wants the private sector and the stock market to go up. With US bond yields decreasing, there’s a chance that Jerome Powell will drastically cut interest rates at the next revision to stay ahead of inflation, that makes sense to you?
If we get near-zero interest rates again (assuming all else equal), plus some moderated negotiated tariffs and renewed spending to promote domestic manufacturing… wouldn’t a bull run be plausible?
(Let’s all put our net worth into TQQQ! …just kidding! 
)
If I were to base actual investing decisions on it, I would really not focus on the Trump/Musk talking points and dig into their actual actions.
RE: (1) reducing government spending. DOGE hasn’t tackled any department where the real spending is yet. Instead, the very first people to be fired were the Inspector Generals of (most of) each department, who are the people in charge of tracking and dealing with fraud and abuse inside of the department they are attached to, in an independent manner. They’re the people you want to ask about where the fraud is, not the ones you want to fire after less than 10 days in office.
Most agencies gutted by DOGE had oversight over one of Elon’s companies and he had stuff to settle with them.
On top of that, and even if the effort is genuine, firing the probationary employees, which also affects the people recently promoted, means you keep the people the most encroached in their job and get rid of the best of them (newly promoted) and the ones who have been hired for a task that has its need now rather than 10 years ago.
RE (2): increasing local manufacturing: I have nothing to say against that, they seem to be genuine at that though they are very inefficient at it: picking a fight with the whole world (except Russia, Belarus and North Korea) at the same time is a sure way to ally them against you.
RE (3): strengthening defense capabilities: I haven’t seen articles about the US themselves strenghtening their own defense capabilities. Have I missed something? What I’ve seen is them incentivizing other countries to do so, the other countries feeling threatenend (sometimes of an invasion by the US themselves, when it comes to Canada and Denmark) and them increasing their own defense capabilities at the same time as they are being alienated and learn that they have to plan with the US not being a reliable ally anymore.
RE: the FED cutting interest rates. That’s what I would do in such a context because inflation would be driven by the offer side of things and the need would be to build the US own producing capabilities, so stimulating the US economy should have less of an inflationary effect and more of a “catching up with demand” effect, though I’m not a central banker and have been very wrong when it comes to anticipating their decisions before.
RE: moving into a bull run: I think the fundamental world order is changing right now as other countries have come to rely a lot on the US, and trust them blindly (reserve currency, risk free bonds, US exceptionalism when it comes to the stock market) and are now factoring in that they can’t do so because even if the current adversarial policies get reversed, things can switch every 4 years in the blink of an election and the new administration may not give any credence to existing treaties and not face significant backlash for it. What they are demonstrating is that they are not reliable and there is (way) less legal framework stability to expect for them, which is usually not good for business. I’m way less positive than you are about the future but, then again, I’ve been so for years. Each of us should do according to our own plans.
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That’s wishful thinking, they haven’t even reached their 2% target (unlike EU) and that’s before the inflation bump due to tariffs.
Things might be different once Powell is out next year, but people are starting to be worried about that too (in particular whether the US will keep providing swap lines to the main partner central banks which is critical to avoid financial meltdown in time of market stress).
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Bounce little kitty?
Do people believe Trump will listen to Musk and Ackman? 
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If you are looking for a plan, this is the one & this source to try to understand the thinking amongst top folks in White House
I don’t know if Trump himself believes in this plan but I would let you figure it out. However this might give you insights into what could be the possible logic behind all this chaos.
For me -: I don’t care what the plan is. I care what the actions are. And it’s clear US has too much leverage over rest of the world (security, digital & trade) and all I hope for is that countries like EU, Japan, Canada , Switzerland etc derisk their dependence on US over next 10 years. This time they would get bullied and maybe would not be able to do much or stand up like China. But they should learn a lesson. China prepared for this for last 5 years and is showing the world how superpower works & behaves.
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Dead cat bounce or rebound?
Dead parrot.
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Yes it would and it will be. I don’t care too much about the reasons, not for the bear market not for the bull run after. I just trade it.
This is my 10th bear market, I invest in stocks since the early 80s. It is the 4th time I use my “crash recovery strategy”. This is kind of the bad bad market timing, so it is discussed in the market timing thread.
BTW: on every bear market everybody said “this time it is different”. Guess what: it never was!
3 min read is for the title, right? The persons that read that site probably need that or more.
edit: the cat seems to be less elastic than expected..
So the thing about loosing trust on the US may be relative. People are panicking now because of Trump umpredictabillity and the obvious market outlooks but I would say that people also forget very quickly, specially when things are going well. If at some point there is a bull run again people will start getting back into the US stock market without hesitation… Not everyone of course but people goes where the opportunities are I guess, whether that is china, US or wathever country.
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