sycasey said:DiabloWags said:Aunburdened said:
I'll take "Things Democrats pretended not to notice from Jan 2021-Nov 2024 for $400", Ken.
I believe Bernie Sanders is a Democrat.
Technically he's an Independent.
sycasey said:DiabloWags said:Aunburdened said:
I'll take "Things Democrats pretended not to notice from Jan 2021-Nov 2024 for $400", Ken.
I believe Bernie Sanders is a Democrat.
Technically he's an Independent.
Prices are down under President Trump! pic.twitter.com/fM1KWNONye
— Gary Peterson 🇺🇸 (@GaryPetersonUSA) March 25, 2026
— Not Jerome Powell (@alifarhat79) March 26, 2026
US bond markets are under serious pressure.
— Adam Kobeissi (@TKL_Adam) March 26, 2026
The 10Y Note Yield is back at 4.40% and the average 30Y Mortgage is up to 6.38%, up for 4-straight weeks.
Just days prior to the Iran War, mortgages fell to the 5%'s for the first time since 2022.
The bond market needs serious help. pic.twitter.com/aRqqY61njD

anecdotally I had noticed more "above asking" sales in Oakland in q1 after a long moribund and stubborn period. War wipes all of that momentum ..that even AI-driven housing demand pressure from SF to east bay won't make up soonCal88 said:— Not Jerome Powell (@alifarhat79) March 26, 2026US bond markets are under serious pressure.
— Adam Kobeissi (@TKL_Adam) March 26, 2026
The 10Y Note Yield is back at 4.40% and the average 30Y Mortgage is up to 6.38%, up for 4-straight weeks.
Just days prior to the Iran War, mortgages fell to the 5%'s for the first time since 2022.
The bond market needs serious help. pic.twitter.com/aRqqY61njD
What happened to luxury stocks?
— Fiscal.ai (@fiscal_ai) March 25, 2026
Current Drawdowns:
EssilorLuxottica: -39%
Hermès: -41%
Ferrari: -43%
LVMH: -49%$RACE $RMS $MC $EL pic.twitter.com/8dXgkYQFM6
Cal88 said:
Wow.What happened to luxury stocks?
— Fiscal.ai (@fiscal_ai) March 25, 2026
Current Drawdowns:
EssilorLuxottica: -39%
Hermès: -41%
Ferrari: -43%
LVMH: -49%$RACE $RMS $MC $EL pic.twitter.com/8dXgkYQFM6
U.S. Dollar share of global foreign currency reserves have fallen to its lowest level this century 🤯📉👀💸 pic.twitter.com/ieO1cVUeJx
— Barchart (@Barchart) March 30, 2026
BREAKING: S&P 500 futures erase all gains and turn red on the day, now down over -100 points from the pre-market high. pic.twitter.com/08AUgl0U3q
— The Kobeissi Letter (@KobeissiLetter) March 30, 2026
DiabloWags said:
Trump's tariffs are hurting American manufacturing.
https://apnews.com/article/trump-tariffs-manufacturing-china-030d58f482ce2505721a3ce86820d1da
So about those recent manufacturing employment numbers...
— Commonplace (@commonplc) March 26, 2026
Critics of Trump's tariffs claim that the decline in manufacturing employment proves that tariffs aren't working, but @Chris_Griz explains there's much more to the story than the critics admit.https://t.co/imKys7yDWq
From that piece….."Another is that tariffs implemented in a haphazard, opaque, and unpredictable manner make it harder for manufacturers to invest than necessary, thus offsetting some of the potential gains tariff pressures produce."Aunburdened said:DiabloWags said:
Trump's tariffs are hurting American manufacturing.
https://apnews.com/article/trump-tariffs-manufacturing-china-030d58f482ce2505721a3ce86820d1daSo about those recent manufacturing employment numbers...
— Commonplace (@commonplc) March 26, 2026
Critics of Trump's tariffs claim that the decline in manufacturing employment proves that tariffs aren't working, but @Chris_Griz explains there's much more to the story than the critics admit.https://t.co/imKys7yDWq
U.S Treasuries:
— Dan Collins (@DanCollins2011) March 30, 2026
- Japan is selling
- China is selling
- Gulf States selling
And we still need to roll over $20 trillion in the next 24 months. pic.twitter.com/e0cI9lxtIS
cal83dls79 said:Aunburdened said:DiabloWags said:
Trump's tariffs are hurting American manufacturing.
https://apnews.com/article/trump-tariffs-manufacturing-china-030d58f482ce2505721a3ce86820d1daSo about those recent manufacturing employment numbers...
— Commonplace (@commonplc) March 26, 2026
Critics of Trump's tariffs claim that the decline in manufacturing employment proves that tariffs aren't working, but @Chris_Griz explains there's much more to the story than the critics admit.https://t.co/imKys7yDWq
From that piece….."Another is that tariffs implemented in a haphazard, opaque, and unpredictable manner make it harder for manufacturers to invest than necessary, thus offsetting some of the potential gains tariff pressures produce."
DiabloWags said:cal83dls79 said:Aunburdened said:DiabloWags said:
Trump's tariffs are hurting American manufacturing.
https://apnews.com/article/trump-tariffs-manufacturing-china-030d58f482ce2505721a3ce86820d1daSo about those recent manufacturing employment numbers...
— Commonplace (@commonplc) March 26, 2026
Critics of Trump's tariffs claim that the decline in manufacturing employment proves that tariffs aren't working, but @Chris_Griz explains there's much more to the story than the critics admit.https://t.co/imKys7yDWq
From that piece….."Another is that tariffs implemented in a haphazard, opaque, and unpredictable manner make it harder for manufacturers to invest than necessary, thus offsetting some of the potential gains tariff pressures produce."
Bingo!
Never mind the fact that a 50% tariff on copper doesn't do anything but screw the end user.
It takes 27 years for a copper mine to come online. No one is going to be investing the capital to develop a copper mine because of a 50% tariff. A similar argument can be made when it comes to aluminum. We just don't have the refining capacity like Canada does. - - - Wanna streamline the permitting process instead?
Great.
Do that.
But a tariff isn't going to be the catalyst to re-shore in America.
The supply chains (especially in the auto industry) are some of the most cost-efficient and optimally developed of any industry in the world. They offer consumers far greater choice, at a lower price.
But the Mango Moron thinks that supply chains are dumb.
Go figure.
And if you ask any of the 3 American Auto CEO's, they will tell you that Trump's tariffs on European and Asian vehicles is way too low. It doesn't compel foreign companies to invest plant and equipment in America. They will simply ride this out and wait till Trump leaves office.
DiabloWags said:
That aluminum tariff alone nearly KILLED FORD.
The most popular selling pick-up in American history, the F-150 is made up of nearly 45% aluminum.
Trump is the DUMBEST PRESIDENT IN MY LIFETIME.