Independent thinking for complex markets and current events
Another pundit dragged kicking and screaming into reality. Maher’s confession underscores what the data already showed: tariffs didn’t sink the economy, they coincided with a bull run. The real damage came from the experts who were certain they would. 🚨NEW: Bill Maher ADMITS he was *WRONG* about Trump's tariffs🚨 "The stock market is at record …
US and EU have locked in a trade pact that resets the terms of $1.3 trillion in annual exchange. Trump confirmed the deal from Turnberry, Scotland, after a closed-door session with Ursula von der Leyen. The agreement halts a tariff escalation set to detonate August 1. EU will inject $600 billion into US sectors over …
President Trump told reporters on July 25 that his administration is “thinking about a little rebate” for Americans using tariff revenue. The remark came during a press pool exchange before his departure to Scotland. He added that the rebate would target “people of a certain income,” though no thresholds were specified. The idea is not …
Momentum just doubled. The European Union and the United States are finalizing a trade agreement that would lock in a 15% tariff on EU goods entering the U.S. The framework mirrors the Japan deal signed days earlier. That one included a $550 billion investment pledge and a 15% tariff ceiling. The EU pact is smaller, …
Supply chain jitters deepen with sustained trucking decline. US trucking volumes are down 14% YoY. The diversion in the direction freight market started in earnest around early February, around the start of some of the chaotic messaging around tariffs began. pic.twitter.com/FB8PDZCLhx — Craig Fuller 🛩🚛🚂⚓️ (@FreightAlley) July 21, 2025 Here you go… pic.twitter.com/KBrTFHqyn6 — Craig …
bro is all suited up to go to a virtual meeting where no one else will be there. — Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) July 15, 2025
Copper traders are racing against the clock to move inventory into the United States before August 1, when a 50% tariff on copper imports takes effect. President Trump confirmed the decision on July 9, citing national security concerns. The tariff applies across the board, with no exemptions announced for origin or product type. The U.S. …
President Trump has formally notified Brazil that a 50% tariff will be imposed on all goods entering the United States beginning August 1. The letter, posted publicly on July 9, marks the highest rate among the 21 countries targeted in this round of trade enforcement. While other nations received standard language citing trade imbalances, the …
President Trump has formally issued a new round of country-specific tariffs, notifying 16 nations that their exports to the United States will face steep duties beginning August 1. The announcement follows the expiration of a 90-day tariff pause that was originally set to end July 9 but was extended by executive order. According to the …
The White House is preparing a new round of trade enforcement measures targeting two of the most strategically sensitive sectors in the global economy: semiconductors and pharmaceuticals. President Trump confirmed Tuesday that his administration will announce tariffs on imported semiconductor products and is actively considering a 200% tariff on pharmaceutical imports. These moves follow Section …
Trump’s biggest supporters become disillusioned and enraged as Epstein’s clients all get a free pass. They don’t exist! by David Haggith The stock market threw a tantrum today when it heard that Trump is increasing tariffs. The very fact that investors recoiled from the news shows they are as lunatic in their irrational exuberance as …
Dow faces major resistance at current level… Dow Jones. It makes sense for markets to sell off at current levels.(Major resistance) A 4% sell-off is nearly guaranteed.42,000 will act as major support; below that, it gets ugly. Hope this helps. pic.twitter.com/p09gxmJxXk — The Great Martis (@great_martis) July 5, 2025 $VIX August is seasonally the best …
A jury delivers a verdict in the Sean “Diddy” Combs sex trafficking and racketeering trial. Los Angeles cancels Independence Day celebrations—blaming ICE arrests. Penn makes a U-turn, restoring records, titles, and honors to the women who earned them before male swimmer Lia Thomas joined the team. And what if everything you’ve been told about tariffs …
Up to 70 percent threat hits allies, rivals… Who is getting fucked with 70% 💀 pic.twitter.com/hCxw1Kacji — TT3 (@TradingThomas3) July 4, 2025 Trump is about to nuke the Markets. https://t.co/yG3qRogIPR — The Great Martis (@great_martis) July 4, 2025 It’s probably nothin. https://t.co/SZWnUsFuAS pic.twitter.com/J8CWXewYUz — The Great Martis (@great_martis) July 4, 2025 $SPY EXTREMELY OVERBOUGHT. 5D …
The European Union is not blinking. With the July 9 tariff deadline closing in, Brussels has drawn a hard line. Trade Commissioner Maroš Šefčovič is flying into Washington with a mandate to reject any phased deal and demand immediate tariff relief. The EU wants the United States to cut duties now, not later. Trump’s team …
White House targets trade gap with pressure. 🇺🇸 🇯🇵 TRUMP TO JAPAN: BUY OUR OIL OR FACE THE TARIFF GODZILLA Trump’s mad that Japan ships millions of cars to the U.S. but won’t return the favor. His fix? Japan should start buying a whole lot more American oil and other stuff to shrink the trade …
Oh boy, here we go with the tariff escalation! 🍿 https://t.co/TR0DACRVlM — The Great Martis (@great_martis) June 27, 2025 TRUMP: FOR SOME COUNTRIES RIPPING US OFF TARIFFS WILL GO UP damn straight — Merlin Capital 🧙♂️ (@merlinscapital) June 28, 2025
BREAKING: The US Treasury posted a $316 billion budget deficit in May, the third-largest on record. This comes as total government outlays rose 3% from YoY, to $687 billion, per ZeroHedge. And, while tariff revenue surged 270% YoY, to a record $23 billion, it barely made a dent in the deficit. In the first 8 …
(Reuters) -Brussels negotiators hope that offering to accept U.S. tariffs of 10% across all of the European Union’s exports into the United States will avert any higher duties on cars, drugs and electronics, newspaper Handelsblatt reported on Monday. Citing high-ranking EU negotiators, the paper said the offer to U.S. counterparts would come only under certain …
Something deeper is happening beneath the noise of the stock market highs and soft landing headlines. The economy is shifting. Not in the way central bankers talk about and not in the way financial media likes to report. This is structural. Slow. Brutal. And completely mispriced. Three deflationary forces are colliding all at once. Any …
A federal appeals court has handed Trump a major victory, ruling that the United States can continue using tariffs to protect itself from foreign trade practices. The decision reverses a lower court ruling that had blocked Trump’s sweeping tariff policies, allowing his administration to maintain duties on imports from China, Canada, Mexico, and other nations. …
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 …
by Mike Shedlock Rare earth minerals are China’s trump card. Trade Hardball Coming Up The Wall Street Journal reports China’s New Trade Negotiator Is Ready to Play Hardball In Geneva in mid-May, Vice Premier He Lifeng [pronounced “huh”] extracted a 90-day trade truce from a Trump team that had until then declined to pause a tariff …
Container shipping traffic from China to the US is plummeting: The number of ships departing from China to the US over the last 15 days has dropped to its lowest since February. Excluding the Chinese New Year-related decline in February, this is the lowest level in over a year.… pic.twitter.com/AYuPPJRXwS — The Kobeissi Letter (@KobeissiLetter) …
TRADE WAR: “China, the game you’re playing with Russia is about to change, if you keep buying cheap Russian oil, to fuel of Putin’s war machine, there will be a 500% tariff on all of your products” — Lindsey Graham threatens Xi from Kiev “Russia is a gas station with nuclear arms” — Senator Blumenthal …
This whole tariff thing isn't over. An appeal of the appeal is scheduled for tomorrow at 12pm, with Trump potentially going to the Supreme Court tomorrow afternoon if tariffs are removed again. pic.twitter.com/HPlVL2BqIz — Financelot (@FinanceLancelot) May 29, 2025
Goldman thinks reciprocal tariffs could be replaced with Section 122 tariffs for 150 days while Section 301/232 tariffs are put in place country by country pic.twitter.com/ws2mU6cdfu — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) May 29, 2025 Goldman Sachs says recent tariff court ruling is just noise. Trump won’t back down, and neither will the …
The courtroom just tried to slam a door that was never really locked. A federal court ruled that President Trump lacked the power to impose certain tariffs without congressional approval. Headlines framed it as a roadblock. What they missed is that Trump’s path forward is already paved elsewhere. The appeal is just a speed bump. …
BREAKING: Walmart $WMT announces 1,500 layoffs as tariff impacts begin to hit. https://t.co/mp7kc3GgK6 — Financelot (@FinanceLancelot) May 22, 2025
