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beautifulthailand99

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Everything posted by beautifulthailand99

  1. America's Brexit moment on steroids. Market undergoing ‘rapid de-dollarisation’ The financial markets are undergoing a process of “rapid de-dollarisation” as it reassesses the attractiveness of the greenback as the world’s global reserve currency, an economist has said. The dollar has also seen a historic weakening, with the euro on Thursday posting its biggest gain against the greenback since 2015 (+2.30pc) and gold trading at an all-time of $3,215/oz this morning. https://www.telegraph.co.uk/business/2025/04/11/trump-tariffs-latest-ftse-100-markets-share-price-china/ So it begins https://www.forbes.com/sites/joelshulman/2025/04/09/us-rally-at-risk-as-china-may-be-dumping-treasuries/
  2. I know who I'd be betting on - what come up quickly goes down quickly. 🇨🇳 China Civilization began: Around 2100 BCE (with the semi-mythical Xia Dynasty). Unified empire began: 221 BCE, when Qin Shi Huang united the warring states into the Qin Dynasty—this is where the name “China” comes from. So China has over 4,000 years of continuous civilization and over 2,000 years as a unified state (off and on, with dynasties rising and falling). 🇺🇸 United States Independence declared: 1776 CE That makes the U.S. about 250 years old.
  3. At the end it was just the kids that worshipped Hitler all the old folks who could hold a rifle were probably dead !
  4. As Vlad Vexler implies in his chats it is over - we are at the end of a huge bubble of everything which American finacial trickery and huge debt and huge QE has made possible. The young know they aren't rich as they can't buy houses, have decent long term jobs or pensions and are saddled with debt. This decline could probably have been unwinded slow and progressively - the Trump put has gone for the blow it all up route. No that he knows that yet. 7th bankruptcy on the way - USA.
  5. He's a lunatic - that's all you need to know and one who persuaded half of America to vote for him. setting aside the specific concerns about residual 10% tariffs, we’ve entered a window now where the world wants to check out of US investments as the trust and confidence in the US regime has evaporated. This is what happens when you don’t play nice -you soon find that nobody wants to play with you. Consequences will eventually be catastrophic for US citizens, amongst others.
  6. New MAGA party line that follows on from Trump had the best stock market ever. Wealth is being destoyed needlessly by an idiot and we will all be poorer in the end. Except his inner circle mates who are trading the chaos with insider knowledge.
  7. Markets crashing again. This is looking like a start of a catastrophe. He pulled back, but his off-ramp plan aint working and he and his friends insider traded. Nobody has confidence in US and it's crashing! This orange clown caused it - there is only one question how do we get rid of him before he destroys us all. But it may already be too late - we are cursed to live in interesting times. https://archive.ph/TiACZ
  8. https://archive.ph/B7XJq Both sides’ tariffs are causing deep economic harm; they may also raise the risk of a military showdown. A more promising route for America was to marshal its allies into a free-trade bloc large enough to force China to change its trade practices as the price of admission. This was the strategy behind the Trans-Pacific Partnership, a trade deal that Mr Trump binned in his first term. Scott Bessent, the treasury secretary, talks of doing a trade deal with allies and approaching China “as a group”. But now that it has bullied its allies and reneged on its past deals, America will find they are less willing to co-operate. Such is the short-sightedness of Mr Trump’s reckless agenda. In a mere ten days the president has ended the old certainties that underpinned the world economy, replacing them with extraordinary levels of volatility and confusion. Some of the chaos may have abated for now. But it will take a very long time to rebuild what has been lost.
  9. Markets in turmoil again - the world and his dog knows that The Trump Organisation America is not to be trusted. Smart money will try and get as far away from the dumpster fire as they can. https://archive.ph/B7XJq But when prices on imported goods, particularly from China, rise many times above inflation, this will lead to higher interest rates and all the negative consequences for a nation already relying too heavily on credit rather than savings. The next impacts are as predictable as they are depressing: a sluggish economy results in less job security and lower jobs growth as employers cut their cloth. Then, as the competition for jobs increases, wage levels fall and people fall further into debt, generating an inter-generational rise in poverty that future administrations will have to tackle or, more likely, ignore.
  10. Indeed with the ability to shake down or even arrest and execute rogue billionaires if they are getting too rich and/or corrupt. Now I like that a bigly lot. A billion is more than enough for anyone - the rest is stealing the worker's labour.
  11. They’ve quietly been selling them off since the peak in 2013, fully aware that in the event of a war, they could lose everything. The rest will likely be offloaded quietly in due course. America is the world’s biggest debtor nation — it needs borrowed cash just to keep going and if they print because bond auctions fail then they debauch the dollar. It's looking like the bill is coming in from a decades old binge at the global buffet.
  12. American consumers are about to get a harsh wake-up call: much of the cheap, readily available stuff they’ve come to rely on is about to get significantly more expensive. And globally, there's a growing consensus — the world is learning that Trump's version of America is unpredictable and, frankly, not to be trusted. It has the distinct flavour of end-of-empire decline. Meanwhile, outside the U.S., the rest of us may actually benefit. As trade relationships shift, many countries can look forward to improved ties with China and a potential influx of affordable goods — the very products that once would have been destined for American shelves. Markets may become more competitive, and prices could drop. So, in an ironic twist, while the U.S. doubles down on isolationist rhetoric and erratic leadership, the rest of the world might just walk away with the better deal. Thanks for that, Donald. https://unherd.com/2025/04/china-is-ready-for-battle/ Meanwhile, China has a lot of what can be called economic strategic depth. The basic tension in the US/China trade relationship is that the US has been living beyond its means, whereas China has been living well beneath them, repressing wages to keep export prices competitive. Faced with the loss of external markets, the Chinese leadership is now re-orienting the economy towards domestic consumption to pick up the slack, which will lessen the impact of the trade war on ordinary citizens. It thereby has a lot of capacity to absorb lost American sales.
  13. I wonder if the reason Trump is prepared to take such a huge gamble on this working out is because he can't run for office again and even if its a disaster it won't personally effect him and his family, they'll still be able to swan about golf courses and mar-a-lago whilst their country crumbles around them. If there is some 4D chess vision behind this madness - like some reset of the entire international economic order with the US as the unrivalled hegemon - and it works out, Trump gets to bask in the glory of it. In other words, for the Trump dynasty, they perceive no downside. If there truly is a conspiratorial deep state like he likes to opine about then he truly is a dead man walking.
  14. He was even wrong about the sharks / electrocution dilemna. AI says take your chance with the sharks rather than going down with the boat.
  15. https://www.dailymail.co.uk/news/article-14587659/China-revenge-tariffs-US-goods-Trump.html A lot of buyer's regret in MAGA world now and when rednecks see prices in Walmart surging or not available the real pain party begins. Either Trump goes or America falls and along with it a lot of financially indebted western world.
  16. JFK Jr. in charge of Health, Tulsi Gabbard over "Intelligence," Hegseth at Defense — everything is broken or breaking. This is truly American carnage. The electorate and the GOP played stupid games — and have now won stupid prizes. The only question now is: how do they get rid of him? Treasuries are in turmoil, and lurking in the financial ecosystem are toxic synthetic products that could detonate the system and accelerate the velocity of the collapse. I now fact check myself. Your statement regarding the current financial situation is largely accurate, reflecting recent developments in global markets. Treasuries in Turmoil: U.S. Treasury bonds have experienced significant volatility following the implementation of President Trump's 104% tariffs on China. This has led to a sharp selloff, with the 10-year Treasury yield surging to 4.46% and the 30-year yield exceeding 5%, marking the steepest increase since 1981. These movements indicate a declining appetite for longer-term government debt, traditionally considered a safe-haven asset. Toxic Synthetic Products in the Financial Ecosystem: The financial ecosystem is also grappling with complex financial instruments that pose systemic risks. Notably, the "basis trade," a strategy involving leveraged positions in Treasury cash and futures markets, has come under pressure. Hedge funds are being forced to unwind these trades due to tighter lending conditions and margin calls, exacerbating market instability. While these developments are concerning, it's important to note that the full extent of their impact on the financial system is still unfolding. Market conditions are dynamic, and ongoing monitoring is essential to assess potential risks and responses.
  17. The funny thing is that anyone believed this 6 time bankrupt convicted felon was the answer to anything. He's not the real thing what follows him is what you should be really scared about. This is just the entree.
  18. He's destroying the world economy and the US ecomomy and many people's wealth with his insane policies and probably will usher in a Global Depression that will probably lead to World War 3 - that point. The joke has long ceased to be funny.
  19. If I said what I really feel I would probably be banned from this board forever.
  20. It was really executively Obama 3.0 with the country running on autopilot. Meanwhile the greatest pilot in the world(TM) who was sitting in 1st Class barged into the cockpit and is now pulling levers and pressing switches. Prepare for crash landing.
  21. The thing is Trump is only in it for himself any bonus that accrues to the American working MAGA man will be by accident rather than design. The good news is that he is destroying the American finances and their standing in the world and I can't see that not impacting the dollar , and the more impoversihed the US is the les able it will be able to finance endless wars and Israel - indeed he just stuck 17% on Israel much to their consternation. So I for one am cheering on the destruction. Keep up the good work Donnie - it's like a toddler walking into a bar on the dark side with a loaded gun.
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