Matt Peterson
banner
mattpeterson.bsky.social
Matt Peterson
@mattpeterson.bsky.social
Covering policymaking, economics, and financial markets for Barron’s. matt.peterson@dowjones.com
mattpeterson.me
"Good news"
November 10, 2025 at 8:25 PM
I really don't know how the Supreme Court thinks about these things, but it seems like a stretch to claim on one hand we can give $2,000 to almost every American but we can't repay tariffs because it's too much money.
November 10, 2025 at 8:21 PM
Trump claims the U.S. would need to repay $2 trillion if the Supreme Court overturned his tariffs. He says that covers "tariff revenue and investments," which presumably includes the deals from Japan, Korea, etc. Credible estimates of tariff revenue are less than 10% of that.
November 10, 2025 at 8:18 PM
Quiet about this. You’re going to blow up my retirement plan.
November 10, 2025 at 7:31 PM
For funzies, here's China, too. Also outperforming the US.
November 10, 2025 at 6:00 PM
Yeah, makes sense
November 9, 2025 at 4:48 PM
The WSJ story: www.wsj.com/finance/curr...

The Trump-affiliated companies are Trump Media, which has a large stake in bitcoin in addition to its media operations, and American Bitcoin, which buys bitcoin outright and mines it.
The Year’s Hottest Crypto Trade Is Crumbling
Some investors are saying “told you so,” while others are doubling down, as a selloff in bitcoin and other digital tokens hits crypto-treasury companies.
www.wsj.com
November 9, 2025 at 3:10 PM
I can think of some sovereign funds that have been happy to light their money on fire recently.
November 7, 2025 at 3:06 PM
Oh man, sorry to hear this
November 6, 2025 at 10:59 PM
It means the market is betting as if Trump will lose the tariffs case at the Supreme Court.
November 5, 2025 at 6:36 PM
IDK but it's capacious
November 5, 2025 at 4:27 PM