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Non-political tariffs thread


DixonHur

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3 hours ago, NeverMarryAStripper said:

It doesn’t make much sense to make the entirety of Canada one state.  Canada has over 30 times the land area of Texas and about 30% more population.  After we conquer them each Canadian Province should be its own state, so we would have 62 states.  The former Canadian provinces would have 24 of our 124 Senators and probably 46 of the 435 Representatives, so about 70 of 562 electoral votes

And if it was ONE State, there's a more than 50% chance it'd vote blue.

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10 hours ago, InkaUtexas said:

No they are not. They were not Canada at the time. According to the concept of an independent nation they were not one when they built the space robot arm for the space shuttle. THEY EVEN LIED ABOUT THAT....

They were British lackeys who tolerated a French enclave and sunk our ships trying to sneak in and fish their waters.

When did Canada get full independence?
 
1982
 
Thus after the Statute of Westminster, Canada took decades to reach towards full sovereignty. Canada adopted its own constitution and became a fully independent country in 1982. A bill was passed by the Canadian government renaming Dominion Day as Canada Day in the same year.

Bro, we are not 1-2 against the Brits.

Give the loveable lumberjacks with a heart of poutine some credit, eh?

Edited by locodos
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Starting my week with half a dozen emails from self important pricks asking for "detailed analysis of tariff impacts" on XYZ and ABC because their bosses boss really needs to know.

off to ChatGPT to copypasta some barf and massage it into asshole speak.

You're damn right I am going to position every response to be, "buy now, avoid future regret"

 

 

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1 hour ago, Incredulity said:

Starting my week with half a dozen emails from self important pricks asking for "detailed analysis of tariff impacts" on XYZ and ABC because their bosses boss really needs to know.

They're just asking NOW?

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It’s a little late for tariffs, we needed them years ago on raw goods before every company started to buy cheaper foreign options.  It’s kinda hard to put the lid back on the can of worms when it’s been open this long.  Also hard to compete with slave labor.  

Edited by Hook1997
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17 minutes ago, jimmyjazz said:

They're just asking NOW?

Of course they are.  You should have seen the days before the longshoreman strike.  It's of course been a theoretical discussion point for months.  The emails now are:  

 

***URGENT***  Freida's Boss has a board meeting Tuesday and MUST KNOW all impacts.

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On 2/1/2025 at 9:49 PM, DixonHur said:

Cave to what?  Has the administration issued any formal demands of Canada?


https://x.com/justintrudeau/status/1886529228193022429?s=46

I just had a good call with President Trump. Canada is implementing our $1.3 billion border plan — reinforcing the border with new choppers, technology and personnel, enhanced coordination with our American partners, and increased resources to stop the flow of fentanyl. Nearly 10,000 frontline personnel are and will be working on protecting the border.
 
In addition, Canada is making new commitments to appoint a Fentanyl Czar, we will list cartels as terrorists, ensure 24/7 eyes on the border, launch a Canada- U.S. Joint Strike Force to combat organized crime, fentanyl and money laundering. I have also signed a new intelligence directive on organized crime and fentanyl and we will be backing it with $200 million.
 
Proposed tariffs will be paused for at least 30 days while we work together.

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Good interview here looking at strategy going forward. Tl;dr Global growth levels slowing due to debt loads. Makes economic issues more of a zero sum game. Also, when there are national security implications, economic reasoning not all that will be considered. Realism vs idealism. 
 

The Rabobank piece they reference. 
 

https://media.rabobank.com/m/60b62dca958fd79/original/Macrostrategy-vs-Grand-Macro-Strategy-Trump-ling-on-market-policy-conventions.pdf

 

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2 minutes ago, Reed Smoot said:

Good interview here looking at strategy going forward. Tl;dr Global growth levels slowing due to debt loads. Makes economic issues more of a zero sum game. Also, when there are national security implications, economic reasoning not all that will be considered. Realism vs idealism. 
 

The Rabobank piece they reference. 
 

https://media.rabobank.com/m/60b62dca958fd79/original/Macrostrategy-vs-Grand-Macro-Strategy-Trump-ling-on-market-policy-conventions.pdf

 

So, GRUhorn, I don't believe you ever got back to me on that question the other day about how many sock accounts you've burned through. Any idea?

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17 minutes ago, Reed Smoot said:


https://x.com/justintrudeau/status/1886529228193022429?s=46

I just had a good call with President Trump. Canada is implementing our $1.3 billion border plan — reinforcing the border with new choppers, technology and personnel, enhanced coordination with our American partners, and increased resources to stop the flow of fentanyl. Nearly 10,000 frontline personnel are and will be working on protecting the border.
 
In addition, Canada is making new commitments to appoint a Fentanyl Czar, we will list cartels as terrorists, ensure 24/7 eyes on the border, launch a Canada- U.S. Joint Strike Force to combat organized crime, fentanyl and money laundering. I have also signed a new intelligence directive on organized crime and fentanyl and we will be backing it with $200 million.
 
Proposed tariffs will be paused for at least 30 days while we work together.

Impressive. Canada agreed to go along with the plan they  announced a month ago? Make the fucking stupidity stop. 

https://www.canada.ca/en/public-safety-canada/news/2024/12/the-government-of-canadas-border-plan-significant-investments-to-strengthen-border-security-and-our-immigration-system.html

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4 minutes ago, Blotto said:

Make the fucking stupidity stop. 

All it takes is the markets dropping and American businesses being destroyed if the tariffs remained.  And we all predicted well in advance that the markets would drop and American businesses would be threatened.  

My guess is there’ll be no more tariffs going forward.  

Edited by atomheartbevo
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5 minutes ago, atomheartbevo said:

All it takes is the markets dropping and American businesses being destroyed if the tariffs remained.  And we all predicted well in advance that the markets would drop and American businesses would be threatened.  

My guess is there’ll be no more tariffs going forward.  

Maybe yes, maybe no. But as mentioned earlier in one of the tariff threads, the  threat of tariffs are now part of the "greatest hits". We'll go through this idiocy a couple of times a year, just like caravans. 

Edited by Blotto
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6 minutes ago, atomheartbevo said:

All it takes is the markets dropping and American businesses being destroyed if the tariffs remained.  And we all predicted well in advance that the markets would drop and American businesses would be threatened.  

My guess is there’ll be no more tariffs going forward.  

Have the tariffs on China been called off yet? Are we going to turn around and do this dance with our EU allies next, or in a month again when the month-long reprieve has ended?

Are tariffs the new infrastructure week?

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1 minute ago, Blotto said:

Maybe yes, maybe no. But as mentioned earlier in one of the tariff threads, the  threat of tariffs are now part of the "greatest hits". We'll go through this idiocy a couple of times a year. 

I don’t know. They moved pretty fucking fast this morning when the stock markets started dropping.  It had to have spooked the hell out of them.

If we start getting close to summer or fall when various crops are being harvested and this happens again, with the prospect of American crops rotting away somewhere because we can’t ship them out, the markets will really tank.

Theres also another issue - if Canada decides it’s worthwhile to cut out as much American aluminum and steel as possible, long term that’s going to fuck a lot of big American companies.

This might be a card you get to play once, but if you play it again, you will make the worst case scenarios happen - Canada and Mexico will start looking to cut America out of their lives as much as possible. 

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1 minute ago, atomheartbevo said:

I don’t know. They moved pretty fucking fast this morning when the stock markets started dropping.  It had to have spooked the hell out of them.

If we start getting close to summer or fall when various crops are being harvested and this happens again, with the prospect of American crops rotting away somewhere because we can’t ship them out, the markets will really tank.

Theres also another issue - if Canada decides it’s worthwhile to cut out as much American aluminum and steel as possible, long term that’s going to fuck a lot of big American companies.

This might be a card you get to play once, but if you play it again, you will make the worst case scenarios happen - Canada and Mexico will start looking to cut America out of their lives as much as possible. 

While I don't disagree with your logic, I disagree with your conclusion. We have several rounds of this stupid bullshit to endure this year alone. 

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3 minutes ago, atomheartbevo said:

This might be a card you get to play once, but if you play it again, you will make the worst case scenarios happen - Canada and Mexico will start looking to cut America out of their lives as much as possible. 

We've already established ourselves as an unreliable -- even hostile -- ally and trading partner.  Anyone and everyone who has an alliance and trade relationship with us is already looking at ways to disentangle themselves to the extent possible.

Having a relationship with a hostile, deranged counterparty is not a good long-term plan.  You should minimize such relationships to the extent possible.

The long game here is utterly fucking stupid.  Because frankly, there is no long game.  GRU horn thinks he posted one above, but he's wrong, there's not even that level of thought going on here.  Trump is and always has been a zero-sum distributive negotiator.  If you are going to have long-term relationships (and all countries occupy this one planet, so we're stuck with each other), an integrative bargaining approach is what makes sense.  That doesn't matter.  Trump thinks he's a winner because he fucked over the cabinetry contractor at Mar-A-Lago, so he applies that to all of his negotiations.

Imagine that you are another nation state.  Will you ever have a trusting, reliance-type relationship with the US ever again?  OR...will you seek to reduce your entanglements and reliance upon your relationship with the US, and instead ratchet up your relationship with more reliable long-term partners like China?  Trump is doing little but pissing away our credibility, and increasing opportunities for nations hostile to us.

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26 minutes ago, Blotto said:

You missed the "new" program of finding someone already doing the job and calling them a "czar" because important. 

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