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Bozo_Casanova

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Everything posted by Bozo_Casanova

  1. Again- don’t do this. You’re lawyering outside of court. The preemptive concession that the previous tarriffs were less of a hard-on is not necessary, but more importantly it’s not correct. He just had less compliant, better people around him then. adding: the previous term was also not prominently supported by people who benefit from global de-dollarization. This one is.
  2. No. Don’t do this. This is a media narrative used to strike a balanced tone because outside of the business press they don’t care about or understand the global trade economy. His first term tariffs were a disaster. We lost global market share in ag exports we will never get back. The winner of the 2017 trade war was China, and will be this time as well. The only tariffs that benefit us, even WRT China, are the limited set of commodities and goods where we need to maintain strategic capability, like steel and heavy manufacturing. And even in those cases there are usually better ways to protect capability and American IP. Here’s the basic fact of the matter- we control the world’s reserve currency. As long as we do, really don’t have a trade deficit with anyone, not even China. Think about this: our adversary sends us tangible goods with intrinsic value that we control demand for, and we export to them our fiat currency, which we control the supply of. And they are cheating US, you say? And you want to do something to stop THAT? So in what sense does this accomplish anything other than weaken the market for our most important export, the dollar?
  3. An aside is that #2 is key, but most people aren’t very diverse even when they think they are. The proverbial 60/40 portfolio is invested in like 15% of the investable universe.
  4. I was a big Kobe skeptic and this is a very good take.
  5. Since 2022
  6. They got no-hit AND run-ruled. Oh Aggie.
  7. That’s rich, considering. For the record, I haven’t sold anything and don’t plan to. I was hedged extremely well coming into the year and have made no changes. I’m invested for portfolio return and plan to stay that way. But- your posts over the last few days seem to rely on a set of assumptions that lack a foundation other than a reversion to trend. That’s hardly first principles. You’re looking at market reaction to events. I’m looking at the markets in the context of the global economy and its structure.
  8. Hush, grown people are talking about the markets.
  9. Look not to be really nerdy, but think about what we learn from mythology. There’s a big difference between a Hector and an Achilles.
  10. 2018 you say?
  11. Palabra! I’d happily settle for Preston Smith or Mark White, though.
  12. See this is the problem. Who gives a fuck about any of that? Democrats have been brainwashed by 40 years of Republican orthodoxy into thinking that their own party revolves around an ideology or a set of policies. That’s cargo cult shit. Parties are about who, not what, in all times and all places but that’s especially true for Democrats, in Texas, at this particular moment.
  13. - All Nikkei/Japan longs, July 1990
  14. Courtside tonight Troubles, Dirk, Hordor, Skeptical Sue, Radical Larry
  15. “Don, your plan is retarded.” - Ghost of Lee Iacocca
  16. @realgreggym the children are gone and the adults are back in power, amirite? 🤡
  17. Agree. I would love it if it was a $500 one-off custom Seiko from Indonesia. o p
  18. No. You need somebody who was right for the context. But a real cultural Texan with Obama’s skill set and approach to the campaign would have. And BTW- Obama would have run 3-4% if not for the party diverting re Away from Texas in the final 10 weeks, and the senate race was winnnable with a stronger candidate than Rick Noriega
  19. Nah. Now it is certainly true that the people who vote to see others suffer are very influential on policy, and for them the cruelty is very much the point. But they aren’t why Trump and the GOP win. In other words you are exactly backwards - the high info voters are the cruelty seekers, the ones who actively support P2025, the ones who demand actual policy action. But most of their voters don’t pay much attention to any of this stuff and think the guy from the apprentice will make everyone better off, and that Democrats are whiny, hysterical, kill-joy losers.
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