Trade Deals - UK is First - China Meeting Saturday

[fatpiggy]

 

[TheValley91]

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Can you explain what is vastly different from this trade deal and the one that was in place previously?

 

[ClemsonCO14]

Can you explain what is vastly different from this trade deal and the one that was in place previously?

Please don’t waste your time engaging with @fatpiggy - I’ve asked him to explain basic macroeconomic and market fundamentals before but he’s incapable of intelligent debate. You can explain to him why the UK trade deal is of absolutely zero consequence, but he won’t get it.

I do appreciate his contributions to the board as it gives a lens into the mindset and intelligence (or lack thereof) of MAGA.

 

[fatpiggy]

Can you explain what is vastly different from this trade deal and the one that was in place previously?

I can not because i have not read the details and do not think they are publically available and i am not privy to that information.

But, It is individually negotiated instead of a part of a larger deal.

If it doesn't change much that is fine. It allows Britain to maintain status quo while allowing us to negotiate individual deal with countries that we need change with. Those countries can no longer ride Britain's coat tails.

Democrats wouldn't acknowledge it if it was the best deal in the world anyway. They don't want to see Trump get a victory.

 

[fatpiggy]

Please don’t waste your time engaging with @fatpiggy - I’ve asked him to explain basic macroeconomic and market fundamentals before but he’s incapable of intelligent debate. You can explain to him why the UK trade deal is of absolutely zero consequence, but he won’t get it.

I do appreciate his contributions to the board as it gives a lens into the mindset and intelligence (or lack thereof) of MAGA.

You asked me like an asshole and insulted my intelligence. If you think i am stupid why do you want my opinion?

You sound like sour grapes. You are disappointed Trump got done what he wanted to do. You are just a drag. A negative nancy.

You were in here when the market dropped 15% but then disappeared when we recovered all that. And now things are looking rosy.

If you want to have a discussion without name calling, I am all game. I'll take the ignore off until you start name calling. What would you like to discuss?

If you want insult and name call i can do that too, but don't do it under the guise of serious conversation.

I have outperfomed the SnP 500 for about 22 of the last 25 years. Those are my credentials. I understand macro economics

 

[ClemsonCO14]

You asked me like an asshole and insulted my intelligence. If you think i am stupid why do you want my opinion?

You sound like sour grapes. You are disappointed Trump got done what he wanted to do. You are just a drag. A negative nancy.

You were in here when the market dropped 15% but then disappeared when we recovered all that. And now things are looking rosy.

If you want to have a discussion without name calling, I am all game. I'll take the ignore off until you start name calling. What would you like to discuss?

If you want insult and name call i can do that too, but don't do it under the guise of serious conversation.

I have outperfomed the SnP 500 for about 22 of the last 25 years. Those are my credentials. I understand macro economics

I’ve asked you genuine questions, but you’ve failed to respond with intelligent, researched views.

The market sold off because the tariffs were a terrible idea and outcome for US and global economic growth. The market has come back because investors believe Trump will ultimately bow to market pressure and remove tariffs after posting “wins” that he can sell to his financially illiterate base. Do you really think the market has come back because investors believe the outcome of tariffs will boost economic growth? Please do your own research - eg, the estimated onshoring of manufacturing due to tariffs.

You’re the one making a new thread about signing a trade deal with the UK. I’m well within my rights to judge you for not knowing we have a trade surplus with the UK and the agreement has de minimus impact on go-forward trade with the UK. I’d love to understand what you thought when you made this thread - did you actually think the agreement was a sign that the tariffs are working?

 

[fatpiggy]

I’ve asked you genuine questions, but you’ve failed to respond with intelligent, researched views.

The market sold off because the tariffs were a terrible idea and outcome for US and global economic growth. The market has come back because investors believe Trump will ultimately bow to market pressure and remove tariffs after posting “wins” that he can sell to his financially illiterate base. Do you really think the market has come back because investors believe the outcome of tariffs will boost economic growth? Please do your own research - eg, the estimated onshoring of manufacturing due to tariffs.

You’re the one making a new thread about signing a trade deal with the UK. I’m well within my rights to judge you for not knowing we have a trade surplus with the UK and the agreement has de minimus impact on go-forward trade with the UK. I’d love to understand what you thought when you made this thread - did you actually think the agreement was a sign that the tariffs are working?

First of all, i ignored you after you came out hot calling me stupid and saying i didn't know what i was talking about. So i did not see any of your previous questions.

You don't need to tell us your opinion on the market. If you think the tariffs are bad, then just sell your stocks.

You want to come in talking tough about i don't know anything about the trade deal or that it doesn't change much. Where have i said otherwise? I started a topic for conversation because this is a conversation board. If you don't like it, move along.

And yes, if you want a sign the tariffs are working, just look to this Saturday's meeting with China. The whole objective of the tariffs was to get countries to come to the table and renegotiate because we were on an unsustainable path. See Powells comments from yesterday, he acknowledges we were on an unsustainable path. Everyone knows that.

Let me ask you a question. Since we were on an unsustainable path and you don't like what Trump is doing
1) Why did democrats not do anything about it when they were in charge for 12 of the last 16 years
2) What alternatives would you propose. How should we go about effecting change in your mind?

 

[fatpiggy]

This is just so typical. They want to hate so bad.

 

[TheValley91]

I can not because i have not read the details and do not think they are publically available and i am not privy to that information.

But, It is individually negotiated instead of a part of a larger deal.

If it doesn't change much that is fine. It allows Britain to maintain status quo while allowing us to negotiate individual deal with countries that we need change with. Those countries can no longer ride Britain's coat tails.

Democrats wouldn't acknowledge it if it was the best deal in the world anyway. They don't want to see Trump get a victory.

So you have no clue if a it’s win or not. Cool

 

[ANEW]

This is just so typical. They want to hate so bad.

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100 ish days is not exactly a lot of time when your trying to hammer out a large complex deal. I've spent longer than that going back and forth with a customer to renew software that they have been using for years. They weren't even seriously consideringa move to a competitor. It just took a while for everyone to get to their happy place.... and THEN we had to work through the happy to glad changes that each org's legal departments wanted to dig in over.

 

[TheValley91]

100 ish days is not exactly a lot of time when your trying to hammer out a large complex deal. I've spent longer than that going back and forth with a customer to renew software that they have been using for years. They weren't even seriously consideringa move to a competitor. It just took a while for everyone to get to their happy place.... and THEN we had to work through the happy to glad changes that each org's legal departments wanted to dig in over.

Or what if you blew up a perfectly fine agreement and then backlash made you have to go crawling back?

 

[fatpiggy]

This is probably one of Trumps best press conferences.

Market receiving the news very well and seems to like the framing of the China talks.

I am disappointed that there are no ties to freedom of speech to the deal.

 

[TheValley91]

This is probably one of Trumps best press conferences.

Market receiving the news very well and seems to like the framing of the China talks.

I am disappointed that there are no ties to freedom of speech to the deal.

I wonder why he hasn’t brought that up. Hmmm

 

[Cocks are Number 1]

So you have no clue if a it’s win or not. Cool

So angry.

 

[ANEW]

Or what if you blew up a perfectly fine agreement and then backlash made you have to go crawling back?

I just relayed a personal experience. Contract renewal with customer A is a few week thing with little stress and not much back and forth. Customer B on the other hand, could be the type that fights over every little detail so it goes round and round with multiple trips thru boh organizations legal departments which adds to the festivities.

 

[fatpiggy]

The deal with UK was great. Neither side gave too much and we agreed to cooperate in certain areas. Could be taken as a rebalancing.


Market reacting positively.


Wonder who will be the next country to get a deal?

My money is on India.