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Is the Orange One using the alternative pretext? The one with a 150 day sunset provision? Such an ethics-free, spineless Orange waste of space. And he is still actually occupying the Executive mansion--- what's left of it. That sound you hear is just my blood boiling, don't worry.
What now 15% tariffs ? Must be that inflation he introduced. Refunding the tariffs may take many years. What about the Americans? After all, who actually pays the tariffs ?
By the way, bitcoin is falling well below $1,000, as its obeys the laws of physics, i.e. gravity.
They are attributing today's market drop to these new tariffs. According to M* market barometer, large growth and small value are getting whacked hardest. It is as if someone is trying to take the wind out of the market and economy.
Software stocks, industrials, utilities, chip makers, all getting hit hard.
Consumer stocks jumped: CL, CLX, MDLZ, PG, YUM, WMT - hence my individual stock holdings are only down 0.31%, with a near 12% gain YTD. A great day to see what will holds up to this stress and what will not, I suppose. I will review my mutual funds after today's numbers are posted, to make additional plans.
See 2-yrs for Bitcoin $BTCUSD, may look like eternity for normal stocks. But despite all crypto hype and new favorable regulations, it's back around late-2024 level. https://schrts.co/UcNWKcIT
They are attributing today's market drop to these new tariff
I'm not so sure it's the new tariffs per se as it is the increased uncertainty, as if that were possible. We have Trump telling the EU that despite having negotiated lower rates, he's still going to charge them 15%.
It is not clear whether Trump's new 15% tariffs supersede the EU-U.S. deal. If they do, the EU's zero tariff exemptions could disappear.
At the same time, Trump is insisting that countries that negotiated tariffs higher than the new 15% rates must honor those older (usually not yet signed) agreements.
US President Donald Trump has suggested that most trade deals negotiated under the threat of his tariffs remained valid, mentioning specifically India, despite the Supreme Court ruling those levies illegal. ... [The India trade deal has not yet been signed]
Heads I win, tails you lose. The US is tearling up agreements (and threatening to walk away from USMCA) while insisting everyone else honor "frameworks".
They are attributing today's market drop to these new tariff
I'm not so sure it's the new tariffs per se as it is the increased uncertainty, as if that were possible. We have Trump telling the EU that despite having negotiated lower rates, he's still going to charge them 15%.
It is not clear whether Trump's new 15% tariffs supersede the EU-U.S. deal. If they do, the EU's zero tariff exemptions could disappear.
At the same time, Trump is insisting that countries that negotiated tariffs higher than the new 15% rates must honor those older (usually not yet signed) agreements.
US President Donald Trump has suggested that most trade deals negotiated under the threat of his tariffs remained valid, mentioning specifically India, despite the Supreme Court ruling those levies illegal. ... [The India trade deal has not yet been signed]
Heads I win, tails you lose. The US is tearling up agreements (and threatening to walk away from USMCA) while insisting everyone else honor "frameworks".
This is what Trump has done his whole life isn't it? Next he'll sue them, somewhere, somehow.
Comments
By the way, bitcoin is falling well below $1,000, as its obeys the laws of physics, i.e. gravity.
Software stocks, industrials, utilities, chip makers, all getting hit hard.
Consumer stocks jumped: CL, CLX, MDLZ, PG, YUM, WMT - hence my individual stock holdings are only down 0.31%, with a near 12% gain YTD. A great day to see what will holds up to this stress and what will not, I suppose. I will review my mutual funds after today's numbers are posted, to make additional plans.
Are large value and FI going to rule 2026?
https://schrts.co/UcNWKcIT
I'm not so sure it's the new tariffs per se as it is the increased uncertainty, as if that were possible. We have Trump telling the EU that despite having negotiated lower rates, he's still going to charge them 15%. https://www.reuters.com/business/eu-says-it-will-accept-no-increase-us-tariffs-after-supreme-court-ruling-a-deal-2026-02-22/
At the same time, Trump is insisting that countries that negotiated tariffs higher than the new 15% rates must honor those older (usually not yet signed) agreements. https://www.trtworld.com/article/6435eb69a49d
Heads I win, tails you lose. The US is tearling up agreements (and threatening to walk away from USMCA) while insisting everyone else honor "frameworks".