Politics All Things Trump

[Picanha]

Seem to remember he used to boast Obama sent them lunches. Here Trump claims he sent missiles

Pathological liar here. Fits again to a narcisstic or sociopathic personal disorder.

He did that now on many occasions doesn't take it that serious with the truth the honorable man huh?

 

[Hiryu2.0]

5D chess, my ass...

Trump Says Xi, Vietnam ‘Trying To Screw The U.S.’

Chinese President Xi Jinping met with Vietnamese leaders in Hanoi on Monday, calling for unity against “unilateral bullying” by the U.S. tariffs imposed by Donald Trump. Xi’s visit, marked by a 21-cannon salute, comes as China positions itself as a stable trade partner amid what it calls "erratic

tippinsights.com

 

[Hiryu2.0]

 

[haze99]

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[Picanha]

Pretty thin skinned for someone from the "hey want to say what I want" fraction.

As suspected it's about their right to say what they want not yours.

Trump wants CBS to pay a high price for letting Greenlanders tell their feelings.

„Außer Kontrolle geraten“: Trump geht auf US-Sender los – Ukraine-Beiträge im Fokus

Trump wehrt sich weiter gegen die Berichterstattung des Senders CBS. Er echauffierte sich über Beiträge der Sendung „60 Minutes“ und drohte mit Konsequenzen.

www.fr.de

The commander from the base on Greenland was also removed.

There is a German word for that Gesinnungsethik.

 

[Picanha]

Michael Wolff has written several investigative books about Donald Trump and his inner circle. He reports that everyone there ultimately knows that Trump is “some kind of moron”. But it is very difficult to break away from the US president - that is also his secret. Nevertheless, Wolff is optimistic.

 

[Hiryu2.0]

While everyone was watching headlines about chip exemptions and auto tariff “pauses,” the actual battlefront quietly shifted to something much more serious U.S. Treasuries.

China has begun selling off U.S. government bonds, and this week the yield on the 10-year surged above 4.5%. That’s not just volatility it’s a red flag. For those unfamiliar: bond yields go up when demand drops. And the 10-year is the backbone of global risk pricing.

Historically, when stocks drop, bonds rally they’re the safe haven. But not now. Stocks are falling. Bonds are falling. That’s not “normal” even Barclays titled their client note: “This is not normal.”

Why it matters?

1. China is signaling it’s done playing nice. Selling Treasuries isn’t just diversification it’s a geopolitical move.
2. If Europe joins the sell-off (and some signs suggest they might), this becomes more than a warning it’s a structural unraveling of confidence in U.S. fiscal stability. 3. Every long red candle you see? That’s not panic over tariffs or Tesla’s margins that’s institutional capital quietly stepping off the table.

Sure, the market bounced on Friday. But don’t let that fool you these rebounds are like spasms in a body under shock. The fundamental shift is already underway. No tweet will stop it. Not even one from the king of tariffs himself.

The U.S. can’t keep applying band-aids with election-year PR while the world begins to hedge against the dollar and U.S. debt. So if you’re wondering why “good news” isn’t saving the market anymore it’s because the people who move this market have already left the room.

Update: Yes the sell-off isn’t typical. We saw a similar move back in 2018, when Russia sharply reduced its U.S. Treasury holdings it was visible in the TIC reports with a sudden $80B drop. They used custodial accounts in Belgium, masking direct attribution at first.

Now we see similar behavior: yields are rising fast without major domestic triggers, and China just halted rare earth exports a clear geopolitical signal. Add to that the drop in FX reserves and quiet USD accumulation by the PBoC this points to China likely selling Treasuries.

This isn’t just technical foreign exit is real, and it’s strategic.

 

[Mark Sman]

While everyone was watching headlines about chip exemptions and auto tariff “pauses,” the actual battlefront quietly shifted to something much more serious U.S. Treasuries.

China has begun selling off U.S. government bonds, and this week the yield on the 10-year surged above 4.5%. That’s not just volatility it’s a red flag. For those unfamiliar: bond yields go up when demand drops. And the 10-year is the backbone of global risk pricing.

Historically, when stocks drop, bonds rally they’re the safe haven. But not now. Stocks are falling. Bonds are falling. That’s not “normal” even Barclays titled their client note: “This is not normal.”

Why it matters?

1. China is signaling it’s done playing nice. Selling Treasuries isn’t just diversification it’s a geopolitical move.
2. If Europe joins the sell-off (and some signs suggest they might), this becomes more than a warning it’s a structural unraveling of confidence in U.S. fiscal stability. 3. Every long red candle you see? That’s not panic over tariffs or Tesla’s margins that’s institutional capital quietly stepping off the table.

Sure, the market bounced on Friday. But don’t let that fool you these rebounds are like spasms in a body under shock. The fundamental shift is already underway. No tweet will stop it. Not even one from the king of tariffs himself.

The U.S. can’t keep applying band-aids with election-year PR while the world begins to hedge against the dollar and U.S. debt. So if you’re wondering why “good news” isn’t saving the market anymore it’s because the people who move this market have already left the room.

Update: Yes the sell-off isn’t typical. We saw a similar move back in 2018, when Russia sharply reduced its U.S. Treasury holdings it was visible in the TIC reports with a sudden $80B drop. They used custodial accounts in Belgium, masking direct attribution at first.

Now we see similar behavior: yields are rising fast without major domestic triggers, and China just halted rare earth exports a clear geopolitical signal. Add to that the drop in FX reserves and quiet USD accumulation by the PBoC this points to China likely selling Treasuries.

This isn’t just technical foreign exit is real, and it’s strategic.

Yeah, this seems about right with the exception that China has never and will never "play nice".

I had kinda hoped to live out my days out without seeing a third war with China.

 

[Mike1976]

Seem to remember he used to boast Obama sent them lunches. Here Trump claims he sent missiles

The "measures" taken by Obama were laughable as well. Some change in non-lethal aid where the legal and moral justifications were there to launch air strikes against Russian troops in Eastern Ukraine in accordance with the Budapest Memorandum.

The rules based order propagated by US presidents since at least Truman ceases to exist when there are no immediate and real consequences to breaking the rules.

Every US administration since the mid 90s has been a clown show.

 

[Hiryu2.0]

 

[madmax17]

^ rofl you get what you vote for I guess I'm sure Trump announced tariffs on the campaign trail.

You pay for them ergo they are your responsibility now.

 

[Chazman]

Yeah, this seems about right with the exception that China has never and will never "play nice".

I had kinda hoped to live out my days out without seeing a third war with China.

They are both trying to put pressure on the US as well as raise USDs. The Treasuries are sold for US dollars and used to buy Yuan to stem it's collapse. It's double edged sword for China. US treasuries seem to be stabilizing however.

I hope we don't see another war, either. Bad for everyone.

 

[Chazman]

^ rofl you get what you vote for I guess I'm sure Trump announced tariffs on the campaign trail.

You pay for them ergo they are your responsibility now.

You should have stopped reading after "The Atlantic tells".

 

[Mark Sman]

I hope we don't see another war, either. Bad for everyone.

I think the die is cast now. I did predict almost everything in Russia/Ukraine incorrectly though. So who knows.

 

[Chazman]

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[Chazman]

I think the die is cast now. I did predict almost everything in Russia/Ukraine incorrectly though. So who knows.

Hopefully not. If China feels simple tariffs are disruptive, a war would be exponentially beyond that. It would not be a quick, decisive war. It would be a shutdown of it's export economy, a shutdown of food and oil imports, essentially a societal implosion.

 

[Chazman]

LOL! What does that mean? Give Xi another 60 days of this.

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[Chazman]

Oh! Shots fired!

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[PEMM]

You should have stopped reading after "The Atlantic tells".

Since this will never be reported on fox, everything is fine.

 

[Chazman]

Since this will never be reported on fox, everything is fine.

I don't watch Fox. I'd also imagine the overwhelming majority of folks who flame Fox have never watched it either.