@stuber1.bsky.social
Ask yourself on Thanksgiving Day, Has my life improved one year since Trump was elected? Lower tax rates with higher prices? Nay. Less crime in the streets? No. Higher wages with declining everyday employment numbers? Celebrating international relationships with economic benefits? Let me know.
November 27, 2025 at 6:31 PM
Ask yourself on Thanksgiving Day, Has my life improved one year since Trump was elected? Lower tax rates with higher prices? Nay. Less crime in the streets? No. Higher wages with declining everyday employment numbers? Celebrating international relationships with economic benefits? Let me know.
5. CRYPTO CRASH: Given the embrace of crypto by the President (and POTUS’s family), much of Bitcoin 2025 gains can be attributed to this administration’s policies. We should not be surprised by the President’s political fortunes / approval ratings, and the price of Bitcoin. ritholtz.com
The Big Picture
Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
ritholtz.com
November 27, 2025 at 5:09 AM
5. CRYPTO CRASH: Given the embrace of crypto by the President (and POTUS’s family), much of Bitcoin 2025 gains can be attributed to this administration’s policies. We should not be surprised by the President’s political fortunes / approval ratings, and the price of Bitcoin. ritholtz.com
Trump brags about foreign investment as part of the MAGA agenda. Yet, it's more of a benefit to those foreign countries that quickly repatriate the investment profits abroad, which, importantly, creates a larger trade deficit that Trump's tariffs aim to minimize.
apnews.com/article/trum...
apnews.com/article/trum...
Trump says allowing skilled immigrants to train US workers 'is MAGA'
President Donald Trump is again expressing support for skilled immigrants training U.S. workers in high-tech factories. Speaking at the U.S.
apnews.com
November 20, 2025 at 1:23 AM
Trump brags about foreign investment as part of the MAGA agenda. Yet, it's more of a benefit to those foreign countries that quickly repatriate the investment profits abroad, which, importantly, creates a larger trade deficit that Trump's tariffs aim to minimize.
apnews.com/article/trum...
apnews.com/article/trum...
The #Trump Administration has made the decision to attack military installations inside Venezuela and the strikes could come at any moment, sources told the Miami Herald, as the U.S. prepares to initiate the next stage of its campaign.
Read more at: www.miamiherald.com/news/nation-...
Read more at: www.miamiherald.com/news/nation-...
U.S. poised to strike military targets in Venezuela in escalation against Maduro regime
The Trump Administration has made the decision to attack military installations inside Venezuela and the strikes could come at any moment, sources with knowledge of the situation told the Miami Herald...
www.miamiherald.com
October 31, 2025 at 11:11 PM
The #Trump Administration has made the decision to attack military installations inside Venezuela and the strikes could come at any moment, sources told the Miami Herald, as the U.S. prepares to initiate the next stage of its campaign.
Read more at: www.miamiherald.com/news/nation-...
Read more at: www.miamiherald.com/news/nation-...
Trump is interested in a tunnel connecting Russia to Alaska. Dmitriev said it would be “a 70-mile link symbolizing unity.”
Trump says he'll think about Kremlin's Russia-Alaska tunnel pitch www.cnbc.com/2025/10/17/m...
Putin knows how to flimflam Trump on business deals placing Ukraine underwater.
Trump says he'll think about Kremlin's Russia-Alaska tunnel pitch www.cnbc.com/2025/10/17/m...
Putin knows how to flimflam Trump on business deals placing Ukraine underwater.
Trump says he'll think about Kremlin's Russia-Alaska tunnel pitch
The suggestion came amid talks between Russian President Vladimir Putin and President Donald Trump about possible resolutions to Russia's war in Ukraine.
www.cnbc.com
October 17, 2025 at 7:39 PM
Trump is interested in a tunnel connecting Russia to Alaska. Dmitriev said it would be “a 70-mile link symbolizing unity.”
Trump says he'll think about Kremlin's Russia-Alaska tunnel pitch www.cnbc.com/2025/10/17/m...
Putin knows how to flimflam Trump on business deals placing Ukraine underwater.
Trump says he'll think about Kremlin's Russia-Alaska tunnel pitch www.cnbc.com/2025/10/17/m...
Putin knows how to flimflam Trump on business deals placing Ukraine underwater.
#SPY #QQQ SPOTGAMMA The "Stock Up, Vol Up" system flashed warning signs. This dynamic represents a fundamental breakdown in the normal inverse relationship between equity prices and volatility, often indicating an overheated and unsustainable market rally.
ci3.googleusercontent.com/meips/ADKq_N...
ci3.googleusercontent.com/meips/ADKq_N...
September 28, 2025 at 9:49 PM
#SPY #QQQ SPOTGAMMA The "Stock Up, Vol Up" system flashed warning signs. This dynamic represents a fundamental breakdown in the normal inverse relationship between equity prices and volatility, often indicating an overheated and unsustainable market rally.
ci3.googleusercontent.com/meips/ADKq_N...
ci3.googleusercontent.com/meips/ADKq_N...
#Tariffs The US government currently collects about $350 billion in tariffs at an annualized rate, which corresponds to 18% of annual household income tax payments, www.apolloacademy.com/the-daily-sp...
GOP culture war expense paid by American taxpayers is an 18% hidden tax increase revealed. MAGA
GOP culture war expense paid by American taxpayers is an 18% hidden tax increase revealed. MAGA
The Daily Spark - Apollo Academy
Want it delivered daily to your inbox? Subscribe Now Torsten Slok Apollo Chief Economist See important disclaimers at the bottom...
www.apolloacademy.com
September 27, 2025 at 3:06 PM
#Tariffs The US government currently collects about $350 billion in tariffs at an annualized rate, which corresponds to 18% of annual household income tax payments, www.apolloacademy.com/the-daily-sp...
GOP culture war expense paid by American taxpayers is an 18% hidden tax increase revealed. MAGA
GOP culture war expense paid by American taxpayers is an 18% hidden tax increase revealed. MAGA
#COVID-19 #vaccines significantly decrease the severity and duration of symptoms in adults, lowering the risk of hospitalization and long COVID. Vaccination reduces the likelihood of experiencing long-term symptoms, including cognitive issues, kidney problems, and sleeping disorders. ChatGPT
September 6, 2025 at 12:07 AM
#Trump #Energy Saudi Arabia has set ambitious
targets for electric vehicles and
renewable energy. The nation of
more than 33 million residents
plans a serious downsizing of its
dependence on oil, aiming to produce 50% of its electricity from renewable sources by 2030. From IBD.com A game changer
targets for electric vehicles and
renewable energy. The nation of
more than 33 million residents
plans a serious downsizing of its
dependence on oil, aiming to produce 50% of its electricity from renewable sources by 2030. From IBD.com A game changer
July 12, 2025 at 3:03 PM
#TARIFFS #TRUMP Today's round of tariffs targets China's larger trading partners, putting America in their trade rectum.
Check AI by asking China and the United States to provide a rundown for each country. About 1/2 amount to trade pocket-changes with negative value to exclusively benefit China.
Check AI by asking China and the United States to provide a rundown for each country. About 1/2 amount to trade pocket-changes with negative value to exclusively benefit China.
July 7, 2025 at 8:54 PM
#Trump #GOP Rename The Great Big Beautiful Bill to The Trump Golden Toilet Act. A bill's title should reflect the content of the legislation. You might have guessed the contents of the Toilet for most Americans. @lawrenceodonnell.msnbc.com
July 6, 2025 at 10:46 PM
#Trump #GOP Rename The Great Big Beautiful Bill to The Trump Golden Toilet Act. A bill's title should reflect the content of the legislation. You might have guessed the contents of the Toilet for most Americans. @lawrenceodonnell.msnbc.com
Iran stands down www.tehrantimes.com/news/514759/... AEOI issues statement after attack on Iran nuclear sites - Tehran Times
AEOI issues statement after attack on Iran nuclear sites
TEHRAN– The Atomic Energy Organization of Iran (AEOI) has issued a statement after the attack on the country's nuclear sites.
www.tehrantimes.com
June 22, 2025 at 2:46 AM
Iran stands down www.tehrantimes.com/news/514759/... AEOI issues statement after attack on Iran nuclear sites - Tehran Times
Medicaid's looming cuts increase healthcare costs to individuals and corporations' private insurance. Unfunded, charity care is required nationally under federal law that requires hospitals to stabilize uninsured patients. Institutions make up the losses by increasing charges to private plans.
June 1, 2025 at 5:27 PM
Medicaid's looming cuts increase healthcare costs to individuals and corporations' private insurance. Unfunded, charity care is required nationally under federal law that requires hospitals to stabilize uninsured patients. Institutions make up the losses by increasing charges to private plans.
#Tariffs #Trump Mike Wilson, CEO of Morgan Stanley, revealed tariffs/trade imbalances are a boogeyman, blaming them for a furtive 10% tax increase on the American Public. The concept is that foreign entities would be blamed for higher prices, not Republicans. www.youtube.com/watch?v=mUzM...
Morgan Stanley's Mike Wilson on Volatility, Policy Shocks & The Real Tariff Endgame
YouTube video by RiskReversal Media
www.youtube.com
May 24, 2025 at 11:37 PM
#Tariffs #Trump Mike Wilson, CEO of Morgan Stanley, revealed tariffs/trade imbalances are a boogeyman, blaming them for a furtive 10% tax increase on the American Public. The concept is that foreign entities would be blamed for higher prices, not Republicans. www.youtube.com/watch?v=mUzM...
#Immigrants #Trump Republicans foolishly demand spending $billions, however, economic analysis finds little support for the view that foreign labor has reduced jobs or wages, leads to more innovation, and produces higher overall economic productivity. It's racism.
www.congress.gov/118/meeting/...
www.congress.gov/118/meeting/...
www.congress.gov
May 24, 2025 at 12:21 AM
#Immigrants #Trump Republicans foolishly demand spending $billions, however, economic analysis finds little support for the view that foreign labor has reduced jobs or wages, leads to more innovation, and produces higher overall economic productivity. It's racism.
www.congress.gov/118/meeting/...
www.congress.gov/118/meeting/...
#Trump Trump's message to big business after about $1bil in contributions "Let them Eat Tariffs" is remarkably familiar to event that began the French Revolution. State Planning/ Price Setting are the policies he's bitching China about. www.washingtonpost.com/business/202...
Trump calls on Walmart to absorb tariffs rather than raise prices
President Donald Trump on Saturday scolded Walmart for saying that his tariffs would force the retail company to up its prices.
www.washingtonpost.com
May 18, 2025 at 12:05 AM
#Trump Trump's message to big business after about $1bil in contributions "Let them Eat Tariffs" is remarkably familiar to event that began the French Revolution. State Planning/ Price Setting are the policies he's bitching China about. www.washingtonpost.com/business/202...
#Tariffs Apparently, the Chinese Government has realized that raising Chinese prices instead of substituting US import tax tariffs is the best solution to Trump's "Deal Making" fantasies. That's the progress with the US in the dark with Trump's delusional stubbornness. www.cnbc.com/2025/05/12/t...
Trump China trade deal: Tariff pause means new surge in freight shipments, and higher prices
Trump's trade deal with China and pause on the highest tariffs means another surge is coming in global trade, but business uncertainty isn't going away.
www.cnbc.com
May 12, 2025 at 8:29 PM
#Tariffs Apparently, the Chinese Government has realized that raising Chinese prices instead of substituting US import tax tariffs is the best solution to Trump's "Deal Making" fantasies. That's the progress with the US in the dark with Trump's delusional stubbornness. www.cnbc.com/2025/05/12/t...
Trump magically makes a fool of himself and Republicans by dictating to the free market price controls, reminiscent of the central plannig in authoritarian countries www.foxnews.com/politics/tru...
Trump to sign executive order he says will slash drug prices by up to 80%
Trump promised his new executive order will lower drug prices by 30-80%.
www.foxnews.com
May 12, 2025 at 12:10 AM
Trump magically makes a fool of himself and Republicans by dictating to the free market price controls, reminiscent of the central plannig in authoritarian countries www.foxnews.com/politics/tru...
#Tariffs #Trump Looking at a 10% across-the board tariffs, most other countries would shrug as they will still get the same price paid as before, but US buyers will just pay 10% more. Simple, market action selects the best possible price. Many, No, there one, Argentia.
www.cnbc.com/2025/04/14/t...
www.cnbc.com/2025/04/14/t...
Trump aide Hassett says U.S. got 'amazing' tariff deal offers, recession '100% not' happening
President Donald Trump has announced a pause in reciprocal tariffs and a waiver for certain electronics items since unveiling his new trade policy.
www.cnbc.com
April 14, 2025 at 11:42 PM
#Tariffs #Trump Looking at a 10% across-the board tariffs, most other countries would shrug as they will still get the same price paid as before, but US buyers will just pay 10% more. Simple, market action selects the best possible price. Many, No, there one, Argentia.
www.cnbc.com/2025/04/14/t...
www.cnbc.com/2025/04/14/t...
#Tariffs Most companies say high costs will keep them from moving manufacturing back to the U.S., according to a new CNBC Supply Chain survey, and if they do, 81% expect automation to be favored over workers. www.cnbc.com/2025/04/14/
Trump tariffs won't lead supply chains back to U.S. but companies will go low-tariff globe-hopping: CNBC survey
President Trump's U.S. manufacturing boom is unlikely result from tariffs, with costs too high and a global hunt for low-tariff regimes coming: CNBC survey.
www.cnbc.com
April 14, 2025 at 6:09 PM
#Tariffs Most companies say high costs will keep them from moving manufacturing back to the U.S., according to a new CNBC Supply Chain survey, and if they do, 81% expect automation to be favored over workers. www.cnbc.com/2025/04/14/
#Tariffs Waller said larger and longer-lasting tariffs would bring a larger inflation spike initially to a 4%-5% range that eventually would ebb as growth slowed and the unemployment increased. www.cnbc.com/2025/
Fed Governor Waller sees tariff inflation as 'transitory' in 'Tush Push' comparison
The central banker embraced. a term that got the central bank in trouble during the last bout of inflation.
www.cnbc.com
April 14, 2025 at 5:57 PM
#Tariffs Waller said larger and longer-lasting tariffs would bring a larger inflation spike initially to a 4%-5% range that eventually would ebb as growth slowed and the unemployment increased. www.cnbc.com/2025/
Exporters abandon freight #Tariffs #Trump
As the U.S.-China trade war swings,
U.S. buyers are reportedly canceling orders en masse, a
rapid and heavy toll on Asian exporters. “Anything that hasn’t yet been loaded (at the ports) will be scrapped,”
ibdservices.investors.com/im/api/e
As the U.S.-China trade war swings,
U.S. buyers are reportedly canceling orders en masse, a
rapid and heavy toll on Asian exporters. “Anything that hasn’t yet been loaded (at the ports) will be scrapped,”
ibdservices.investors.com/im/api/e
ibdservices.investors.com
April 14, 2025 at 2:43 AM
Exporters abandon freight #Tariffs #Trump
As the U.S.-China trade war swings,
U.S. buyers are reportedly canceling orders en masse, a
rapid and heavy toll on Asian exporters. “Anything that hasn’t yet been loaded (at the ports) will be scrapped,”
ibdservices.investors.com/im/api/e
As the U.S.-China trade war swings,
U.S. buyers are reportedly canceling orders en masse, a
rapid and heavy toll on Asian exporters. “Anything that hasn’t yet been loaded (at the ports) will be scrapped,”
ibdservices.investors.com/im/api/e
#Tariffs #Trump US manufactured 10.6M cars in 2023, and, sold 15.6M, leaving 5M that were imported. That's 47% more to return total manufacturing to the US. If production included the 1.7M auto workers today, US will need 2.5M total workers or 800k over the next 10 years or 80k/year of 6.6k/month.
Opinion | ‘I Hope I Am Wrong, but I Am Pretty Pessimistic’: Four Economists Dissect Trump’s Tariffs
The most dramatic effort to remake the post-World War II trade system was underway — until it wasn’t.
www.nytimes.com
April 11, 2025 at 11:43 PM
#Tariff #Trump www.cnbc.com/2025/04/05/e...
Yup! Right out of the AssHouse. Alchemy turning economics into astrology. It's Medieval Thinking that a great country arises with territorial conquest and plundering others to achieve wealth, zero-sum game. Adam Smith thought "comparative advantage".
Yup! Right out of the AssHouse. Alchemy turning economics into astrology. It's Medieval Thinking that a great country arises with territorial conquest and plundering others to achieve wealth, zero-sum game. Adam Smith thought "comparative advantage".
Economists take issue with Trump's tariff formula, arguing rate is inflated
The formula the Trump administration used to calculate his tariffs is bewildering economists.
www.cnbc.com
April 5, 2025 at 9:15 PM
#Tariff #Trump www.cnbc.com/2025/04/05/e...
Yup! Right out of the AssHouse. Alchemy turning economics into astrology. It's Medieval Thinking that a great country arises with territorial conquest and plundering others to achieve wealth, zero-sum game. Adam Smith thought "comparative advantage".
Yup! Right out of the AssHouse. Alchemy turning economics into astrology. It's Medieval Thinking that a great country arises with territorial conquest and plundering others to achieve wealth, zero-sum game. Adam Smith thought "comparative advantage".