The Economy

When the economic "policy" is based on whims and emotions, the whiplash taco effect runs the board. The tariffs raise taxes on essentials causing more economic stress. Material costs harm small and big businesses with tariffs that are passed more and more to the end user, the average American. Meanwhile, denial is on overdrive in DC. The markets are showing that fatigue.
 
If there are any rational thinkers in the administration, they should get real data out ASAP. Investors are looking for stability as well as those on the Fed. Good article.

I'm interested in what the Swiss got shook down for. Stay tuned.

I’m a bit concerned about the Pollyanna-ish comment at the end of the article - that investors are just protecting their profits accrued since the April lows.

I suspect something much larger is at work (lurking). A major "correction" is coming (imho), and it may be the biggest yet.

I expect something slightly larger than the 2008 financial crisis (I hope I’m wrong).

The TACO moves delayed a correction at an earlier date which may have been less profound, but the snowball is rolling downhill, and has since picked up considerable momentum & mass.

We shall see.

🤔

We. Told. Them. So.

🌷
 
I’m a bit concerned about the Pollyanna-ish comment at the end of the article - that investors are just protecting their profits accrued since the April lows.

I suspect something much larger is at work (lurking). A major "correction" is coming (imho), and it may be the biggest yet.

I expect something slightly larger than the 2008 financial crisis (I hope I’m wrong).

The TACO moves delayed a correction at an earlier date which may have been less profound, but the snowball is rolling downhill, and has since picked up considerable momentum & mass.

We shall see.

🤔

We. Told. Them. So.

🌷
Agree and the move to cut tariffs on beef, coffee and a bit more may be a sign that the cracks are getting bigger around an affordability crisis. Ill thought out policies will cause more taco'ing.
 
Agree and the move to cut tariffs on beef, coffee and a bit more may be a sign that the cracks are getting bigger around an affordability crisis. Ill thought out policies will cause more taco'ing.

Excellent point.

And more “taco’ing” just means more chaos & uncertainty- and more potential / opportunity for corruption.

That ^ is NOT…optimal…

👎

Meanwhile, as you noted, the affordability crisis is real and growing. I would submit that the suspension of some select tariffs at this stage is like trying to use an eye-dropper of water to put out a raging inferno.

😳 😑 🤬

We. Told. Then. So.

🌷
 
After deliberately crashing the economy, Trump is now investing in fire-sale stock in the sure and certain knowledge of their resurrection.

What the fuck is going on that people refuse to see? It's corruption on a national scale, never been seen before. Right in front of your eyes!

https://www.bloomberg.com/news/arti...r-82-million-of-corporate-and-municipal-bonds
And this... https://www.cnbc.com/2025/11/15/trump-buys-82-million-in-bonds-since-late-august.html
 
Welp, there are investors who are still propping up the markets by buying on the dips, but there appears to be a solid trend towards a "correction" going on.

Even DonOld’s recent TACO on tariffs hasn’t stopped the slide.

How low will it go???

🤔

We. Told. Them. So.

🌷
 
I don't believe there has ever been a recession begun in the November-January timeframe throughout American history (mainly due to Christmas spending) but this might just be the year.

I heard yesterday that analysts are closely watching Amazon Black Friday and Cyber Monday sales events this year, since the majority of their deep-discount deals came in previous years from imported Chinese goods...Goods that have this year skyrocketed from the ill-conceived Trump tariff stunts.

One analyst said Amazon's strategery was to "hope and pray that buyers didn't remember how good the deals were last year's holiday season".

Amazon tested a "Black Friday in JULY!" promotion recently, possibly to field test the brave new world of Tariffs Errywhere. It did not go well.

Amazon steadily raised prices week by week on highly popular goods from the middle of May until July 1st, and then all of a sudden dropped these prices back down to their original sale price level and loudly trumpeted "Big Savings!". There are people that track prices (such as camelcamelcamel.com) who yelled BULLSHIT on social media loudly and often. The sale flopped bigly.

But hey, those geegaws that Trump put all over the Oval Office are available at Home Depot for $20 a pop and you can spraypaint them "Trump Gold" cheaply.

we truly are on the cusp of Golden Age of White America.
 
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