Independent thinking for complex markets and current events
Despite their recent fued, Elon Musk gives credit to Donald Trump for the Gaza/Israel ceasefire deal. Can the two put their differences behind? pic.twitter.com/0WCMT6tjVj — Jesse Cohen (@JesseCohenInv) July 2, 2025 JUST IN: The Polymarket for Musk forming his own party by end of year are soaring. pic.twitter.com/JzGItsQIdl — unusual_whales (@unusual_whales) July 1, 2025 Greta …
Trump’s latest on Truth: How is this a “trade deal”? Tariffs are still high. We apparently got nowhere in London. A bunch of garbage imo. Watch inflation rise this summer 🔥🔥 pic.twitter.com/M0f2LTUA9n — QE Infinity (@StealthQE4) June 11, 2025 There were around 20% tariff before Trump 2.0, he added 30%. This is where 55% came …
Nobody really understands whether a deal happened or not. The answer? No deal.Let’s be honest—some folks here don’t even know where Geneva is on the map, let alone care about the Geneva framework. Bottom line: Until the midterm elections or a court-ordered tariff… https://t.co/uMkjuzKn7G — optionGeek (@StockShark16) June 11, 2025 My interpretation Li said the …
Stocks selling off on the news of a U.S. China Trade Deal. Buy the rumor sell the news in full force. *US, CHINA HAVE REACHED FRAMEWORK: LUTNICK The new framework? The exact same thing as the old framework! pic.twitter.com/dITwmXjW0b — Spencer Hakimian (@SpencerHakimian) June 10, 2025
Iran has rejected Trump’s nuclear deal, with Supreme Leader Ali Khamenei publicly opposing the proposal. Khamenei stated that Iran will not accept an agreement that makes its nuclear program dependent on other countries and emphasized that uranium enrichment is non-negotiable. The U.S. proposal aimed to limit Iran’s enrichment capabilities, but Tehran has refused to scale …
“What are you hoping to achieve with a 50% tariff on the EU?” “They will send their companies into the U.S.” – Trump “Are you looking for a deal in 9 days?” “I’m not looking for a deal. We’ve already set the deal at 50%.” – Trump 🤡🫵 pic.twitter.com/8aTEd0ankC — Spencer Hakimian (@SpencerHakimian) May 23, …
They’re calling it a nothing burger. Just like in 2011. Just like in 2023.But this time feels different. Here’s why this downgrade could be the one that sticks: 1. The U.S. needs to roll over nine trillion dollars in debt this yearThis is not just refinancing. It is a test of confidence. If buyers hesitate …
“Ali Shamkhani, a top political, military and nuclear adviser to Iranian Supreme Leader Ayatollah Ali Khamenei, is one of the most senior Iranian officials to speak publicly about the ongoing discussions.” “Asked if Iran would agree to sign an agreement today if those conditions were met, Shamkhani said, “Yes.” ” “It’s still possible. If the …
Oil prices fall as Trump says US is 'getting close' to Iran nuclear deal https://t.co/QtJFxXJ2nJ — Daily Mail US (@Daily_MailUS) May 15, 2025 Oil prices fell as much as 3 per cent by Thursday afternoon after President Donald Trump said the US was close to reaching a nuclear accord with Iran. The price of Brent …
by David Haggith Markets are burning up … in the wrong way. The import market is on fire, but not in a good way. So is the stock market, and so are Treasury yields—also not in good ways for those invested in those markets. Treasuries finished climbing solidly above a 4.5% yield on the 10YR …
Everybody is so happy right now. The Dow Jones Industrial Average surged over 1,000 points today, television commentators are overflowing with positive sentiment, and even many of President Trump’s fiercest opponents are celebrating. It warms my heart to witness such widespread happiness, and part of me hesitates to cast a shadow on this collective jubilation. …
by Michael Everybody is so happy right now. The Dow Jones Industrial Average was up more than 1,000 points today, the talking heads on television are bubbling over with optimism, and even many of President Trump’s harshest critics are cheering. It warms my heart to see everyone so happy, and so there is part of …
You have to hand it to Trump. Even after the weekend deal, tariffs are still the highest since the 1930s. But because he didn’t nuke the whole economy everything is A-OK. pic.twitter.com/7XrUOtqWsa — Peter Berezin (@PeterBerezinBCA) May 13, 2025 “.. The trade war shock is still material. .. we now estimate an effective ex-ante tariff …
by Michael The whole world has been shocked by the fact that the U.S. and China were able to work out a “trade deal” in just a single weekend. Ultimately, I think that the Chinese were a lot more motivated to get something done than a lot of us originally thought. So that is good …
The UK "deal" announced yesterday largely had the same terms as on Liberation Day and the "Pause" – the 10% across the board remained largely in place.https://t.co/aFLgc18ZBO — Bob Elliott (@BobEUnlimited) May 9, 2025 As @petereharrell noted the other details were pretty irrelevant. UK steel exports to the US are ~0.5bln, the UK didnt give …
via Mike Shedlock: Trump worked out a deal with the UK, a US trade surplus country. US Balance of Trade from the Census Department, chart by Mish One Down, 199 to Go We have the first deal (with details to be worked out later). Please note Trump Announces “Breakthrough Trade Agreement” with U.K. Speaking from the …
Highly unlikely a deal will ever be made over the next 4 years. https://t.co/M2QhBKR40t — The Great Martis (@great_martis) May 8, 2025 Talks going well 😅 https://t.co/5GnyjXPQcj — The Great Martis (@great_martis) May 8, 2025 A trade deal between the two biggest current account debtors in the world economy is like two drunks propped up …
UK Trade Deal Summary pic.twitter.com/8hZ6WiVCUC — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 8, 2025 Nothing says you are focused on Main Street over Wall Street than reducing tariffs on UK car making. https://t.co/592q1zFbqm — Craig Shapiro (@ces921) May 8, 2025 The US will reduce tariffs on Range Rovers to zero as part of …
🔴 ⚠️ BREAKING: US-UK trade pact will leave the 10% US tariff in place – CNN. — FinancialJuice (@financialjuice) May 8, 2025 Trump's "big" trade deal is with the UK:– It's a framework not a deal– They're our 11th largest trading partner– They're only 3% of US trade (97% to go)– They *already* charge average …
TRUMP SAYS DEAL WITH THE UK IS 'FULL AND COMPREHENSIVE' pic.twitter.com/hqwo7ehIWF — Wall St Engine (@wallstengine) May 8, 2025 The stock market rally since April’s historic volatility may be getting ahead of itself. The blistering rally since April lows suggests investors think good news on the trade war is imminent. But tariffs will still be …
since we are in trade deal limbo, just want to re-emphasize this point from our piece “a tale of two tariffs” US-China is the only. trade. deal. that. matters. pic.twitter.com/A62ZuWryi0 — Citrini (@Citrini7) May 8, 2025 Something is coming. This is the tightest the Bollinger Bands have been on the 3 month yield at this …
“If the U.S. wishes to resolve issues through negotiation, it must face up to the severe negative impacts of its unilateral tariff measures on itself and the world, acknowledge international economic and trade rules, fairness and justice, and the rational voices of all sectors, demonstrate sincerity in negotiations, correct its wrongdoings, and work with China …
Japan Presses U.S. to Scrap 25％ Auto Tariffs as Ishiba Refuses Partial Trade Deal; No Deal Without ‘Total Rollback’ The government decided Saturday to continue to press the United States to review its extra tariffs on Japanese automobiles during bilateral talks aimed at scrapping the Trump administration’s tariff measures. Washington has excluded automobiles and other …
by David Haggith It’s always all about the oil and now rare-earth minerals and grabbing land and spreading global control. It doesn’t seem to matter who you pick as president, even the guy who claims he’s going to be all about stopping wars, all you get is more wars. Today, President Trump presented the largest …
If we don't get a deal with China soon, we are heading for an apocalyptic market and economy it's as simple as that. The probability of a deal may be ~20% with say 10% upside to stocks = +2% probable gain. The probability of no deal is 80% with -50% downside to stocks = -40%… …
A deal for a state-backed Emirati firm to use a Trump-affiliated digital coin was announced in a panel that included the president’s son and his business partner, who promised, “This is only the beginning.” Sitting in front of a packed auditorium in Dubai, a founder of the Trump family cryptocurrency business made a brief but …
The U.S. and Ukraine have announced an economic deal after a weekslong press by President Donald Trump on Ukraine compensate Washington for more billions in military and economic assistance to help Ukraine repel the Russian invasion.
China seems to think Trump is desperate for a deal? Doubt it. Half their fucking country is about to close shop. pic.twitter.com/aqKfCeg32a — Darth Powell (@VladTheInflator) April 30, 2025 🇨🇳 China Overnight Economic Data: *Manufacturing PMI: Miss 🔴*Services PMI: Miss 🔴*Composite PMI: Miss 🔴 China's economy is crumbling amid tariff woes. pic.twitter.com/MikwcpneMa — Jesse Cohen …
Bloomberg — Ukraine is ready to sign a natural resources deal with the US, a person familiar with the matter said, in a move that could bolster Washington’s support for Kyiv by strengthening their economic partnership. The draft agreement, which envisages creating a joint fund to manage Ukraine’s investment projects, has been finalized and may be signed …
🚨 SCOTT BESSENT: The tax bill is moving forward. It will give permanence to the 2017 tax cuts. President Trump is adding things for working Americans – no tax on tips, no tax on overtime, no tax on Social Security, making autopayments deductible. pic.twitter.com/vWhrE7r0Ws — Eric Daugherty (@EricLDaugh) April 29, 2025 Bessent just now: We …