It’s hard to know. I’m not sure anyone really wins them.
“I’ve stopped hitting myself in the head with a hammer!” Is that how you define winning?
I wonder if people both in charge and not realize that there is no way this sort of tariff “will they, won’t they strategy” is 100% not going to do anything they say it will. Why would any company invest the billions to build a new factory here when the tariffs could disappear literally the next week.
Because we’ll run out of ammunition otherwise
This guy was crying like a titty baby for the last couple of days LOL
Bill Ackman
This was brilliantly executed by “He Who Cannot Be Named” Textbook, Art of the Deal.
Boy, he turned around quickly…
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Bill Ackman
The benefit of “he who must not be named” approach is that we now understand who are our preferred trading partners, and who the problems are.
China has shown themselves to be a bad actor.
Our counterparties also have a taste of what life is like if they don’t take down their trade barriers. This is the perfect setup for trade negotiations over the next 90 days. Advice for China: Pick up the phone and call the President. He is a tough but fair negotiator. The longer China holds out and retaliates, the worse the outcome for China.
This reeks of insider trading. How much money is being made each time there is a tariff announced, followed by a pause?
So far I have seen nothing that indicates winning.
SM businesses are screwed as they can’t really plan but for the next 90 days when the tariffs may or may not come back.
So we are no longer liberated?
As Clayton Williams said, “sit back and enjoy”
CoachV last week: Look, we have to endure some short term pain to reshape our economy for the future, balance the budget, and in a year we will be rocking and rolling.
CoachV today: Psych! Everything is right back where it was and you guys panicked for nothing. Art of the deal, baby!
“We needed to wipe trillions of investment and introduce global financial instability to know that China is a bad actor. We’re so smart!”
Supply chain companies must be having the time of their lives. Bet that industry is real lucrative right now.
Or they’re putting guns to their heads
The amount of time wasting activities for companies and small businesses trying to avoid/reduce tariffs instead of focusing on delivering the products and services they were created for is insane right now.
Hard to be productive when that’s your focus.
Probably both, I’d imagine.
As we approach the next 90 day deadline the market will react worse I expect. We’ve shown we are bluffing and we’ve also pissed off our trading partners. US bonds are becoming a hard sell intentionally …why would you want them at this point?
Brilliant does not describe it.
We created the chinese economy when n…n opened the door to the western world to them.
It created a monster where everybody turned the other way not thinking once who is producing nike’s, plastic forks etc…
In business school we had ethics classes galore.
…and at the same time the Western world sat without moving one eye brow and letting the chinese dictatorship use its people, enslave them to produce for the West.
Almost everything went their way including our prescriptions drugs.
If there was one good thing about c…d it is that it enlighten everyone by knowing all or almost all of our prescription drugs are made there.
Do I need to add steel and other crucial resources for our safety?
This move to isolate china is 50 years overdue.
Someone said early yesterday morning to buy. He was not kidding. Today countries have to negotiate with us. china has too also. They do not have a choice.
Why?
Because friends we are the World’s #1 consumer economy. We drive the ship. We are in control. Not china or anyone else.
We are isolating ourselves.