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MonkeyDoughnut

Certifiably Surly
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Everything posted by MonkeyDoughnut

  1. So history says we're doomed either way to drive off the cliff, no party has a plan.
  2. Anyone else besides GQP have a plan? Are there any options or are we just hoping for AI super-intelligence to save us?
  3. So in net we've increased tarrifs 10% on everyone and 100%+ on China and market is down <4%. He removes the China over and above tariff and net likely positive after increasing tariffs on everyone.... I don't expect that though so expect a slow decline for awhile.
  4. So what are the options to prevent the spectacular funding/deficit failure that we are quickly headed for currently?
  5. I don't get this angle. Who is going to replace the US as the global influencer? If China digs in they will be forced to devalue the yuan taking them out of the equation (again), their economy that just came of the brink of disaster is now again teetering on the brink and will blow up as these tariffs continue. Russia? nope. EU - nope? I think China knows they have been boxed in and their only play is to try and save face. That is why there are concerns from surrounding countries that they are getting backed into a corner that only a war/conflct will get them out of.
  6. depends what you call a big chunk, it's roughly 2.2% (7-800B) Significant because of size but not really percentage. They have been selling off yearly for years now at roughly $50-200B a year.
  7. Side note I chuckle as a bunch of AI pushers are upset their funds are negative for the year
  8. Doctor knew what he was doing, cheap bastard.. I'd have her get the IRS involved for screwing her over.... let him know you either pay it or you can pay the fines and your share.
  9. I guess my thought is this isn't impulsive and is predictable and we should expect these tariffs with other countries to be worked out quickly, but we should expect the tarriffs with China to remain in place indefinitely. I'm trying to rationalize what that would mean for the markets this year and what it would mean in coming few years. Companies like AAPL and Nike... yeah they're screwed quickly. Who benefits quickly?
  10. Your points seem to support the approach the administration is taking as maybe the one of only ways to change the "partnership". ie. There isn't a great way, maybe ripping the bandaid off is the only way and we'll need the Chinese to dig their heels in to do it.
  11. From Schmidt's last year at aggy .... from gigem247: "It was believed that the run of injuries in 2021 was as much due to bad luck as anything else as I certainly haven't seen anything like it in my 50 years of following A&M football. Nonetheless, when strength and conditioning coach Jerry Schmidt returned to Oklahoma (he had been plucked from Norman by A&M boss Jimbo Fisher when he arrived in College Station), the Aggies elevated Brandon Sanders and brought on a couple of new faces on that front. There was a greater emphasis on conditioning and burst."
  12. I think that is the calculation that has been made. Agree or disagree with it, I believe they will ride out the tariffs with China as they want to see the current relationship structure fundamentally changed. The Chinese haven't played fair for a long, long time so there will be initial pain but I don't believe a deep recession would result from the break (big, BIG assumption being that much of the other tariffs with other countries are ironed out). I think the goal is to not work out the tariff issues with China. I expect zero movement in that stance by both sides through the year.
  13. With the way China has dug in, I don't see any indication that either side is going to budge anytime soon. Until that is settled and someone backs down I don't see things ending anytime soon.
  14. She's going to run to replace Ken when he goes against Cornyn isn't she....
  15. Four years running on WR injury problems. That's has to be a little more than just bad luck going on. If I recall Clemson had high level of WR injuries when Venerables was there as well.
  16. yeah, fighting a dick measuring contest with a "dic"tatorship is not something that ends well given we are the buyer / tariff payer in this conflict.
  17. just some funds manipulating the market... nothing to see here
  18. Agree, I don't see him changing course for months. I don't think he does anything until companies start laying off in mass.
  19. Fear will keep the decline moving until Trump shows some sign he might do something. He digs in and markets will force his hand.
  20. Let's call it what it is, a tax hike on Americans that doesn't require Congressional approval. (although they could stop it)
  21. What fundamentals suggest crude should be above $75?
  22. From Jimbo hiring onward, who is on charge of A&M hiring? I can't think of a single good call hire they have made. Must have hired Dewey Cheatem & Howe to run the show
  23. Lutz is safe, aggies are poor and his buyout (reported 6.75M) makes it a non-starter
  24. aggies just haven't gotten to the point that Moses or McMillian is going to be their next coach. I appreciate them thinking that they can pull OSUs Lutz but as much as "Lutz" and aggy belong together I don't think it will happen.
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