Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Reality: Certain types of people regard their personal wealth accumulation as the most important aspect of any political administration.
Certain people have TDS all day long, and see everything and everyone thru this narrow window. Politics don't occupy my day, and I don't treat or make assumptions about others based on politics.
More tariffs consequences : Pigs can't fly: US high-end livestock breeders lose millions in China tariff fallout
Dr. Mike Lemmon's pigs, each valued between $2,500 and $5,000, were supposed to be on a plane bound for Hangzhou, China, from St. Louis in April, where’d they spend the flight snoring, play fighting and snacking on oats and husked corn before taking up residence at Chinese hog farms. Instead, many went to a local Indiana slaughterhouse for less than $200 each after the Chinese buyer canceled the order within a week of China implementing retaliatory tariffs against the U.S. in April. China is one of the biggest importers of American breeding pigs and other livestock genetic material such as cattle semen. These lucrative niche export markets had been growing, but dried up since U.S. President Donald Trump started a trade war with Beijing. U.S. farmers and exporters said the dispute has already cost them millions of dollars and jeopardized prized trade relationships that took years to develop.
China plays the long games since they learned from the first tariffs war. Other agricultural products are not purchased from others countries while US farmers are having hard time swelling their products at an even slim margins. Brazil replaced the bulk of soybeans imported to China today, and no tariffs treat will change that.
Similar rhythm & rhyme scheme to Frost’s “Stopping by the Woods … “
"Stopping by Woods on a Snowy Evening" by Robert Frost is written in iambic tetrameter, which means each line consists of eight syllables divided into four pairs, or feet, with each pair following a daDUM pattern, where the first syllable is unstressed and the second is stressed. This meter gives the poem a consistent rhythm that reflects the serene and reflective tone of the snowy woods setting.
The poem … uses a specific rhyme scheme across its four stanzas. Each stanza follows a pattern of AABA, BBCB, CCDC, and DDDD, respectively, creating an interlocking rhyme known as a chain rhyme. This structure contributes to the poem's soothing and reflective tone. The rhyme scheme is designed to be effortless and unforced, enhancing the poem's musical quality and thematic depth.
Just follow the OP "Please limit comments to how tariffs may impact the economy or investing. This thread is not intended for political diatribes - please use Off Topic for that."
The SP500 was up over 2% today and is positive in 2025 regardless of all the tariffs=noise. The facts are simple.
The TACO trade - as in ‘Trump always chickens out' is the talk of Wall Street
Per Marketwatch:
"Let’s hear it for the TACO trade.
Wall Street loves a catchy acronym, and the TACO trade, coined earlier this month by Financial Times columnist Robert Armstrong, has captured the mood as investors and analysts attempt to make sense of the roller-coaster market action that has followed President Donald Trump’s sweeping tariff threats and subsequent walk-backs."
without bribes, its clear to all but china that 10% tariffs is now benchmark par, based on trump's recent quote if nothing else : “I’m not looking for a deal. We’ve set the deal — it’s at 50 percent.”
Overnight Futures soar as Federal Trade Court blocks Trump’s global tariffs. We shall see if this holds overnight and when Trump weighs in on the matter, They had already been up on the Nvidia news but then took a huge leap up after the tariff news, At the highs S@P up 94 points.
Tomorrow’s tweet tonight: “Who the hell is this ‘court?’ Has anybody ever heard of them? Why are they rolling out these fake decision decisions that never should be allowed? It’s a disaster for our country and needs to be fixed IMMEDIATELY. Thank you for your attention to this matter!”
Comments
Politics don't occupy my day, and I don't treat or make assumptions about others based on politics.
More tariffs consequences : Pigs can't fly: US high-end livestock breeders lose millions in China tariff fallout https://msn.com/en-ca/money/topstories/pigs-cant-fly-us-high-end-livestock-breeders-lose-millions-in-china-tariff-fallout/ar-AA1FgFK9
China plays the long games since they learned from the first tariffs war. Other agricultural products are not purchased from others countries while US farmers are having hard time swelling their products at an even slim margins. Brazil replaced the bulk of soybeans imported to China today, and no tariffs treat will change that.
Similar rhythm & rhyme scheme to Frost’s “Stopping by the Woods … “
"Stopping by Woods on a Snowy Evening" by Robert Frost is written in iambic tetrameter, which means each line consists of eight syllables divided into four pairs, or feet, with each pair following a daDUM pattern, where the first syllable is unstressed and the second is stressed. This meter gives the poem a consistent rhythm that reflects the serene and reflective tone of the snowy woods setting.
The poem … uses a specific rhyme scheme across its four stanzas. Each stanza follows a pattern of AABA, BBCB, CCDC, and DDDD, respectively, creating an interlocking rhyme known as a chain rhyme. This structure contributes to the poem's soothing and reflective tone. The rhyme scheme is designed to be effortless and unforced, enhancing the poem's musical quality and thematic depth.
(AI generated analysis)
"Markets trembled, then rebounded,
Stock picks swirled, confusion sounded.
No playbook clear, no path defined—
Just chaos carved from one man’s mind.
In suits and slogans, rules were bent,
With Fox & Friends as Parliament...."
Very well said!
Oh. Wait. That's not it.
I would like to see @Mona take a whack at updating The Gods of The Copybook Headings.
"Please limit comments to how tariffs may impact the economy or investing.
This thread is not intended for political diatribes - please use Off Topic for that."
The SP500 was up over 2% today and is positive in 2025 regardless of all the tariffs=noise.
The facts are simple.
Oscar Wilde knew the type when he saw them.
-Oscar Wilde
Quite apropos in this context.
"One Man to rule them all, One Man to find them, One Man to bring them all, and in the darkness bind them..."
Per Marketwatch:
"Let’s hear it for the TACO trade.
Wall Street loves a catchy acronym, and the TACO trade, coined earlier this month by Financial Times columnist Robert Armstrong, has captured the mood as investors and analysts attempt to make sense of the roller-coaster market action that has followed President Donald Trump’s sweeping tariff threats and subsequent walk-backs."
without bribes, its clear to all but china that 10% tariffs is now benchmark par, based on trump's recent quote if nothing else :
“I’m not looking for a deal. We’ve set the deal — it’s at 50 percent.”
Could not do that with BACO (Biden) and CACO (Clinton).
This TACO talk is making me hungry!
woe be the group getting between trump and his 1-on-1 tariff reduction bribes.
now he has to fall back on a few hundred other grifts :
https://www.bloomberg.com/features/2025-trump-family-presidency-wealth/