Wveeything Trump is doing is causing the opposite.
Europe and even Japan/Kore is now looking at CLOSER cooperation with China.
Everyone trying to find these 4d chess moves with Trump.
The reality is that he is either maliciously doing that, extremely dumb or both.
Well, the info that will come is how the companies operated in the real world under the volatility of the last (at the time of earnings) 6 months, what orders were made, what expenses, volumes vs last yearâs, trends.
And thatâll be reflected in the numbers, and itâll show whether and to what extent businesses (talking about big tech) took it seriously or expected it to be temporary/immaterial.
I think these earnings will provide critical information, nothingâs over, itâs just the beginning, or the end of the beginning 
⊠likely driven by the mindset that the US, while being âexceptionalâ, had been abused and victimized by all these bad actors around the world (or at least that mindset being created for consumption by the fan base). Notice how every nation on earth that runs a trade surplus (in goods) with the US is called âcheatingâ, as if other, more plausible explanations didnât exist.
All that said, US treasuries selling off caused a screeching halt, so perhaps a sense of realism starts to set in, which may result in a drive to look around for allies, as suggested in the article I linked.
Even China and the EU talk. Wouldnât it be a nice turnaround if Mr. Orange wanted to suddenly make deals with the EU again?
https://www.reuters.com/markets/china-eu-discuss-trade-resume-ev-talks-2025-04-10/
I tend to attribute a simple mindframe to Trump that has allowed to explain everything to my satisfaction so far:
He is born rich and is used to having people bending to his will.
He is used to take what he wants and pick fights with people less able to defend themselves â his ânegociationâ style is to bully: âdo what I want or Iâll hurt and sue youâ. He doesnât have another tool in his box (he pobably has some kind of reward system in place too but there are prominent examples that people sucking up to him arenât protected from being thrown under the bus whenever it feels convenient to him).
He likes fame a lot and wants to be publicly praised.
I donât think we need to see more into this than he thought he was waiving the biggest hammer of them all by leading the US of A and decided he would use it to have the whole world bend to his will. He is now descovering that, unlike the people heâs been used to deal with so far, country leaders donât get there by groveling at the first sign of trouble.
It would but I find important to realise that, in trade, reliability is a very important asset. At this point, the US:
have proven to be unreliable under Trump (heâs turned against their allies first so allies get punished and enemies (Russia and North Korea) get rewarded.
are not really more reliable under another president as they have proven that all is needed is a change of presidency that can happen every 4 years to completely flip around the stance of the country.
have gone further by threatening Canada and Greenland (NATO allies), with Trump being on record saying that maybe they should restrain the efficiency of the military equipment they sell to their allies as âthey might not be their allies anymore in the futureâ (loose quotation).
If you are a world leader, what that spells to you is that you have to find alternatives to dealing with the US as any dependency on them can be used to bully you into whatever the next idea pursued by Trump could be.
At least with some, like China, while he was eagerly stressing how phones had rung off the hook with other leaders pleading for negotiations.
you have to find alternatives to dealing with the US as any dependency on them can be used to bully you into whatever the next idea pursued by Trump could be.
Very true, especially when it comes to defense.
It is still worthwhile noting that the tables have started to turn as Project 2025âs âvisionâ has started to run into reality.
Or is it? US Commerce Secretary says exempted electronic products to come under separate tariffs | Reuters
Elect clowns, get circus!
Sir, a circus is so much more than a clown show!
Anyway, I think weâve observed last week that the bond market has a good grip on the orange crown jewels US interest obligations.
Couldnât it be he means that there are still the 20% fentanyl-related tariffs being levied and that itâs not going down to 0%? If so, thatâs already been widely reported before this interview.
Who the F knows anymore. Staying the course, no action for a few more months, then reassess.
Looks like we need a chatbot to answer current tariffs as they keep on changing everyday
Fortunately the professionals are keeping up, avoiding yet another strain on the economy⊠waitâŠ
Interpretations of the multiple executive orders, social media posts, and customs alerts have some U.S. companies and industry groups trying to figure out when the new tariffs will be deployed. âThere has been some confusion on what President Trump has said in social media posts on when the tariff starts and what is written in the executive order,â said Jarred Varanelli, vice president of U.S. sales at logistics firm Savino Del Bene. âSocial media posts are not law on the pause and increase in tariffs. With the constant changes to the regulations, all customs brokers in our industry have a difficult task ahead of them.â Despite President Donald Trump saying numerous times tariffs are in effect and being collected, U.S. shippers told CNBC they have not been charged higher tariff rates on their containers, some of which came in as late as Thursday.
Imagine being a customs officer, receiving a ship from eg Ghana loaded with cocoa beans, and needing to apply a customs tariff, then the next shipment that comes has a different tariff applied, then itâs pause for 3 months, then some sap like Bulb Energy Ltd bought at spot priceaahahahaha, shitshow.
China is pushing for more concessions
Hard to read with that many typos.
They need to use agentic AI for a reviewing agent to check the outputs of the generating one.
(Source)
TL:DR
Edit: some real brain rot on reddit (what did I expect) with headless chicken calling Ben Felix a âshillâ. As Jeremy Clarkson put it âsome people really have started mating with vegetablesâ.
I disregarded the article mostly when I read the paragraph in which they say that âinvesting is a zero sum game, for somebody to win, someone else needs to loseâ.
This is just objectively wrong and only really applicable for daytraders etc.
Literally everyone wins when just investing in the broad market. Nobody loses, when buy&holding.
100% and I too essentially stopped putting much effort into the article after this sentence. Then if you make it to the end it becomes a selling spiel.
When I watched the video, this was the most important takeaway. âEvaluate your risk toleranceâ
