Donald Trump is going to fuck around and turn us into Venezuela or Zimbabwe by the time he’s done.

My guess is this crowd has no stake in the markets so you’ll probably say some retarded shit about “global capitalism” using the super computer in your pocket

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38191843)

https://www.axios.com/trump-ratchets-up-us-china-trade-war-with-new-tariff-threat-327eb3d5-7833-42f2-a603-f50d236145c2.html

Behind the scenes: A source familiar with the situation told me that the Chinese had been backing off of agreements the U.S. negotiating team believed they had already made. Trump's view, the source said, is that he's negotiating from a position of clear economic strength, especially with the latest strong U.S. jobs numbers.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38191866)

I promise I’m not angry lololololol.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38191905)

1) Sunday night futures are always exaggerated

2) US economy is still in good shape as the consumer isn’t over leveraged, largely due to bank regulations put in place in the Obama years

3) This is just Trump bluster after a decent job number - Trump will obviously sign some kind of China trade deal before the beginning of the campaign in early 2020

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38191908)

not gonna let too much of my net worth depend on the whims of a cartoon character potus

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38192727)

That being said he will cuck before the elections because all he cares about is glorifying himself. Long term interest of the nation is not on his priority list.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38191952)

That doesn’t mean he’s executing this in a smart way. Also doesn’t justify all the market manipulation he’s engaged in to pump the markets with the prospect of a deal coming soon

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38191988)

i basically like antagonizing loathsome people with a couple moves of m thumbs. if someone say something i agree with perhaps i acknowledge it.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38192757)

call me sheik magic negro

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38192765)

Then again, Dems have turned completely against China, so whatever deal he gets will be seen as a shit one by Dems, and I could see Bernie/Biden hitting China even harder if they get elected.

At the end of the day, either because of Trump or whatever, China has completely underestimated the West's displeasure, and the years of easy growth are over. Xi fucked up. He should've listened to Deng.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38193773)

Obama Administration also filed a lot of trade claims against China; against GC GOP wishes.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38193896)

My basic premise ITT was that the market had prematurely priced in a trade deal with China, so any meaningful setback could have big consequences. One look at the insanely low VIX bore that out

Everyone else basically shrugged and looked forward to calling me hysterical lib without a theory for why my reasoning was bad. Whelp turns out i was right. Probably because most ppl ITT don’t even know what the VIX even is

God I hope we see a repeat of December 2018

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38201668)

Deep out of the money options aren’t my cup of tea, except near earnings and under certain circumstances.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38202103)

My biggest bear market wins have been lucky long vol at just the right time (tvix up 35% just today!!!), but this is hardly a long term winning strategy.

Note I’m not a financial advisor. Just a banker that thinks stocks are fun

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38203085)

Futures look down again

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38208148)

what if china tariffs drive up inflation and people start worrying about a rate hike? i can't tell the future but i can see this getting far worse if trade talks stall

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38216744)

http://www.xoxohth.com/thread.php?thread_id=4257337&mc=36&forum_id=2

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38227823)

Aryan cognitive superiority is truly on display itt.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38228451)

XO will be prescient again when literally the last Boomer croaks, it will be Mad Max here on Earth.

(http://www.autoadmit.com/thread.php?thread_id=4255735&forum_id=2#38468004)