Honesty is the best policy

Marc Andreessen: “I’ve only met two people who are completely transparent in public about what they say in private: Elon and Trump.” “When Elon says something, it sounds like crazy shit, but in his mind, it’s true. Is he always right? No. Sometimes the rockets crash, sometimes he’s wrong. He’s …

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$SPY near 590 is running on fumes, not fundamentals. One sharp policy move ends it. JPM has a massive LONG PUT position with $530 strike ending June 30.

First, confusion swirled around whether current tariffs were paused or still active. Now, the court ruling adds another layer — was it a halt, a pause, or a reinstatement? Despite all this chaos, $SPY holding near 590 is nothing short of remarkable.how long can it last? — optionGeek (@StockShark16) May …

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1.4 million illegals on Medicaid, policy debate intensifies

The issue of illegal imm*grants receiving Medicaid benefits has sparked intense debate, with reports indicating that 1.4 million individuals may be affected by policy changes. A Congressional Budget Office (CBO) analysis found that a House-passed reconciliation bill would reduce federal funding to states that provide state-funded health insurance to people …

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AI could mask policy chaos with real growth, leaving most investors underexposed or wrongly hedged.

Thoughts about risks. Perhaps the greatest risk isn’t a recession or economic slowdown, it’s getting too distracted by the noise. The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth… pic.twitter.com/e2fds7NWUc — THE SHORT BEAR (@TheShortBear) May 11, 2025 The …

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White House may slash China tariffs in major policy reversal. New plan splits goods into two tiers at 35 and 100 percent rates

TRUMP MAY CUT CHINA TARIFFS TO EASE TENSIONS The Trump administration is weighing major tariff cuts on Chinese imports—possibly by over 50%—to reduce trade tensions, sources say. No final decision has been made, and options remain open. One idea is a tiered system: 🔸 35% tariffs on non-strategic items 🔸 …

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CHINA’S NEW TRADE POLICY: FAFO… XI’S POWER MOVES, TARIFF PANIC, AND GOLD FEVER

🇨🇳 CHINA’S NEW TRADE POLICY: FAFO Beijing’s throwing shade and warnings to its trading partners: cut deals with the U.S that sideline China and get ready for “resolute and reciprocal” payback. Trump’s reportedly offering tariff perks to countries that play ball with the U.S and… https://t.co/e64wUgVBEM pic.twitter.com/26m7IWj9jR — Mario Nawfal …

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Fed stuck with $2.7T in toxic MBSs from 2008 bailout, can’t unwind without crashing the real estate bubble. Homeownership dream dead for under-35s, thanks to Keynesian Fed policy

In 2008, the Fed came to the rescue of the Wall Street banks that caused the 2008 crash by transferring $2.7 trillion in toxic-waste Mortgage Backed Securities (MBSs) from the banksters to the public ledgers. Now it can’t offload these MBSs without imploding the housing bubble. Thanks to the Keynesian …

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The Trade Policy Uncertainty Index is out for March

Credit to this site for the graph: https://www.policyuncertainty.com/index.html 2/ The US stock market has staged a sharp rally off recent lows This comes immediately after some of the most oversold conditions seen since 2020 Given that level of selling pressure, a relief rally was almost inevitable pic.twitter.com/SecPiDFPuY — Bravos Research …

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Trump considering major NATO policy shift

WASHINGTON — President Donald Trump is considering a major change to the U.S.’ participation in the North Atlantic Treaty Organization, according to three current and former senior U.S. officials and one congressional official. Trump has discussed with aides the possibility of calibrating America’s NATO engagement in a way that favors …

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Facebook’s internal policy makers decided that Linux is malware and labelled groups associated with Linux as being “cybersecurity threats

Facebook ban Starting on January 19, 2025 Facebook’s internal policy makers decided that Linux is malware and labelled groups associated with Linux as being “cybersecurity threats”. Any posts mentioning DistroWatch and multiple groups associated with Linux and Linux discussions have either been shut down or had many of their posts …

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Chinese economic policy continues to turn Japanese

by notayesmanseconomics This morning economic eyes are again looking East. Let us start with this from the Financial Times. China’s regulators sought to reassure markets on Monday as equities and the renminbi extended losses in a rocky start to the year, following weak economic data and geopolitical uncertainty ahead of …

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Cutting rates was a colossal mistake. Persistent inflation is not a coincidence. It is a policy.

Cutting rates was a colossal mistake. pic.twitter.com/Wd41S5B8Cp — The Great Martis (@great_martis) January 3, 2025 $TLT is not the same as $ZB_F fwiw. 30-year bond futures are quite a ways away from all-time lows. The long-end is on the rise for reasons that include: – Upside economic surprises – Risks …

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Trump Will “un-California” US Energy Policy on Day One

by Mike Shedlock An energy policy battle is brewing and I believe Trump will win on day one. Pulling the Plug on EV Mandates The Wall Street Journal reports Trump Can Pull the Plug on EV Mandates Overly stringent emissions targets ignore American consumers’ preferences and block economic growth. They’re also …

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Mississippi’s GDP Beats France: A Shocking Look at Economic Policy Failures

https://twitter.com/MichaelAArouet/status/1859509748216782958 Mississippi, America’s poorest state, outpaces France and Italy in GDP. The second poorest, West Virginia, has a GDP larger than Canada or Germany. These figures aren’t just surprising; they reveal a stark disparity in economic outcomes driven by policy choices. Europe and Canada face mounting economic stagnation. Overregulation, excessive …

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Full Text Of Nuclear Policy: Russia Reserves Nuclear Weapons For Extreme Threats, With Deployment Decided Solely By Putin.

🚨🇷🇺 RUSSIA: FULL TEXT OF NUCLEAR POLICY Russia views nuclear weapons as a last resort, intended only to safeguard its sovereignty and territorial integrity in the face of unavoidable and extreme threats. The decision to use nuclear weapons rests entirely with Putin, who can… pic.twitter.com/KWNbcIzFDk — Mario Nawfal (@MarioNawfal) November …

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Trump’s win halts migrant caravan by half; many turn back amid policy fears.

TLDR Migrant caravan in Mexico halves in size after Trump’s election win Many migrants, disheartened by Trump’s tough border stance, turn back Trump’s immigration policies could include birthright citizenship end and increased deportations Some continue journey, hoping to secure asylum before Trump assumes office Impact of Trump’s previous policies left …

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Biden flew 823,000 inadmissible aliens into U.S., 45,000 per month since policy began.

“BIDEN POLICY: 823,000 ALIENS FLOWN INTO THE U.S. Biden-Mayorkas allegedly implemented a policy flying inadmissible aliens into the interior of the U.S., reportedly bringing in up to 45,000 per month from various countries. Since the policy’s launch, 823,000 individuals have been transported. For comparison, only 65,000 were relocated in the …

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US Jobs Surge! BIG Fed Policy Error Or Gov’t Election Manipiulation? (785,000 Gov’t Workers Added In September)

by confoundedinterest17 It turns out that Powell’s “emergency” 50bps rate cut was – drumroll – another major policy mistake by the Fed. Or it is Presidential election interference by The Biden/Harris Administration giving Cacklin’ Kamala as talking point? Moments ago, the BLS reported that at a time when prevailing consensus was for jobs to …

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