egg

The Dollar is devalued, all part of the plan imo. https://www.bbc.co.uk/news/live/cn4jjw30d5qt?post=asset%3Aac49dbd6-6fe7-4f54-ab75-e309358df63d#post

I'm assuming GM is on a wind up. That's the only credible explanation.

The market can't trust his volatility and unpredictability. Deals may help, but the US/Canada/Mexico had one of those and the market will know that they count for nothing. The markets will be on eggshells and further decline seems likely imo.

125% tariffs now against China. Hopefully they'll match it and make it clear that what's good for the goose is good for the gander.

Good. In the absence of politicians standing up to his nonsense, hopefully the judiciary will.

I agree/hope. That doesn't alter that we have to trade with them on some level. All I'm saying is have talks, but don't get bent over.

There's nothing wrong in principle with a deal for whatever trade we do with them. We just need to walk away if the proposed terms are to trade pharmaceuticals other than on a zero / zero tariff basis, have an obligation to buy anything that we can access on the free market, and otherwise trade on unfair terms. Trump needs to understand that the world can function without the US, albeit painfully.

Tactics

I'm warming to Musk all of a sudden.

The Russia significance imo is simply an attempt to separate them from China and isolate China. If Trump doesn't sort his policy out I think that policy will back fire. If we're honest, on the world stage, what harm has China done other than it's mass IP rights theft.

The plan is much more than that. Yesterday's "misunderstanding" added $2 trillion plus to the S&P alone for a 10 minute window. Profiting was made in that window. I'm in the camp that the plan includes devalue the dollar, bring business to the US by force of tariffs, make US exports more affordable, and weaken china by weakening it's export market and the value of it's dollar reserves. I say includes because there's more than that going on.

4 blue squares = Microsoft. It's another bloody Paul Allen link. Bit odd as he's dead.

A savvy mate of mine moved most of his chunky portfolio from equity based funds recently. His tip was the Troy Trojan fund. I ignored him as it seemed too cautious. It's holding up well - expensive mistake. I'll probably be brave and look at some index linked stuff in the next few days.

Yep, he's gone nuts. I suspect the dippy MAGA crowd will believe that the US have faced the tariffs he said though and that he's fighting their corner. In fact, I suspect he probably believes it, and can't see that China are merely matching 54% with 54%

It's carnage out there, and I'm not sure where it'll end. Asia took a battering, and Europe this morning is in dissaray. Anyone saving in a stocks/shares/unit trust based pension will have had at least a few years added to their working lives by this.