Trump in power

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frankie
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Re: Trump in power

帖子frankie » 12/04/16 00:37

Omega 写了:
frankie 写了:
Omega 写了:If you don't understand the gravity of this, think again.

dude, you always overreact on this kind of bullshit.


The difference here is I don't think this is bull shit. It instead reflects the true risk from this elected moron that can send tsunami through the market.

Tsunami inside the market is already brewed by the tons of crap QEs and so-called negative rate last several years. Surely you will see it very soon. But this is NOT the bullshit he did.
Of course when this tsunami happens, everybody including you guys will put these shits on his face and blame him. :pig: /attack

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Omega
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Re: Trump in power

帖子Omega » 12/04/16 09:35

You are providing further evidence that it's a possible scenario. Historically, when there is crisis brewing inside, China started wars (India, Russia, Vietnam). That pamphlet has already been written, many times.

The Chinese foreign policy has been "duck swimming", quiet on the surface. It's hard to believe the politbureau wasn't outraged by Trump's insult.

Someone in Trump's team clearly thinks it's genius to poke China with Taiwan and use the latter as the bargaining leverage in trade negotiations with the former. Depending on whether the CCP has any balls left and how boiling the situation is in China, it may be. It's for certain though, playing with fire.
Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria

ybgx
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Re: Trump in power

帖子ybgx » 12/04/16 12:59

If CCP used to have 2 balls, one ball is already in US or Swiss account lockbox now. :twisted:

Omega 写了:You are providing further evidence that it's a possible scenario. Historically, when there is crisis brewing inside, China started wars (India, Russia, Vietnam). That pamphlet has already been written, many times.

The Chinese foreign policy has been "duck swimming", quiet on the surface. It's hard to believe the politbureau wasn't outraged by Trump's insult.

Someone in Trump's team clearly thinks it's genius to poke China with Taiwan and use the latter as the bargaining leverage in trade negotiations with the former. Depending on whether the CCP has any balls left and how boiling the situation is in China, it may be. It's for certain though, playing with fire.

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Omega
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Re: Trump in power

帖子Omega » 12/04/16 13:11

Great. Now we have a Twitter-Troll-in-Chief.
Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria

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迪斯马森
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Re: Trump in power

帖子迪斯马森 » 12/04/16 15:23

sx1992 发表评论于 2016-12-04 09:53:25
不要混淆视听,美国的川粉与中国的川粉不是一码事。中国的川粉是觉得川普上台对中国有利,其实是一厢情愿;美国的川粉是为了美国好,我相信大家数美国川粉选川普不是为了中国利益。我早说过中国川粉是低智商的猪肉包子,现在一夜闻全消失了。另外,川普内阁起用高盛的人,与他倒向华尔街无关。川普内阁不用精英,难道要用吃福利的人?判断川普成败的关键在于,四年后美国人民的生活水平是否改善了、国力是否更强盛了。

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Omega
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Re: Trump in power

帖子Omega » 12/04/16 15:29

Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria

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Omega
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Re: Trump in power

帖子Omega » 12/04/16 17:55

http://www.wsj.com/articles/trumps-carr ... 1480639199

Trump’s Carrier Shakedown
Workers don’t prosper when politicians force companies to make noneconomic decisions.
Dec. 1, 2016 7:40 p.m. ET

A giant flaw in President Obama’s economic policy has been the politicized allocation of capital, from green energy to housing. Donald Trump suffers from a similar industrial-policy temptation, as we’ve seen this week with his arm-twisting of Carrier to change its decision to move a plant to Mexico from Indiana.

Carrier announced Wednesday that it will retain about 1,000 jobs in Indianapolis that would have moved to Mexico over the next three years, and on Thursday Mr. Trump held a rally at the plant and claimed political credit. The President-elect had made Carrier a piñata for his trade politics during the campaign, and post-election he lobbied Gregory Hayes, the CEO of United Technologies Corp. (UTC) that owns Carrier, to reconsider.

Everyone—even the Obama White House—is hailing the move as a great political victory, and in the short term it is for those Indianapolis workers, who make more than $20 an hour on average. But as U.S. auto workers have learned the hard way, real job security depends on the profitability of the business. Carrier wanted to move the production line to Mexico to stay competitive in the market for gas furnaces. If the extra costs of staying in Indianapolis erode that business, those workers will lose their jobs eventually in any case.

This isn’t to fault Mr. Hayes’s decision, since Mr. Trump made him an offer he couldn’t refuse. The state of Indiana threw in $7 million in tax incentives, but those weren’t decisive. Mr. Trump’s real hammer is his threat to impose a tariff on Carrier imports to the U.S. Carrier has a 30% share of the U.S. gas-furnace market, and a 35% tariff could kill the business. That’s the same sword Mr. Trump previously held over Ford Motor Co.

United Technologies also gets about 10% of its revenue from sales to the Pentagon, another source of government leverage. Then there’s the potential damage to the Carrier brand, especially its consumer air conditioner sales, if Mr. Trump decided to blast it from the bully—and we mean bully—pulpit. So United Technologies decided to take the small cost against earnings and invest to make the Indiana plant more competitive.

The company is also betting that Mr. Trump will fulfill his promise for tax and regulatory reform to make U.S. manufacturing more competitive. United Technologies does about 61% of its sales outside the U.S., and it has some $6 billion in cash overseas that would be taxed at a 35% rate if it brought the money home today. Carrier currently pays a 28% effective tax rate, so a tax reform that cut the corporate rate to 20% and only taxed earnings in the country where they are earned would more than make up for the Indianapolis concession.

UTC is also no corporate scofflaw. It pays $2 billion a year in taxes and offers to finance four years of college for every employee. Its exports are worth $10 billion a year, mostly in aerospace products, which support some 40,000 American jobs.

A mercantilist Trump trade policy that jeopardized those exports would throw far more Americans out of work than the relatively low-paying jobs he’s preserved for now in Indianapolis. Mr. Trump’s Carrier squeeze might even cost more U.S. jobs if it makes CEOs more reluctant to build plants in the U.S. because it would be politically difficult to close them.

Mr. Trump has now muscled his way into at least two corporate decisions about where and how to do business. But who would you rather have making a decision about where to make furnaces or cars? A company whose profitability depends on making good decisions, or a branding executive turned politician who wants to claim political credit?

The larger point is that America won’t become more prosperous by forcing companies to make noneconomic investments. A nation gets rich when individuals and business are allowed to take risks as they see fit in a competitive economy. Politicians are rotten investors. Mr. Trump would help the economy, and his Presidency, far more if he focuses on getting the pro-growth parts of his agenda through Congress.

***

Like the Nixon Administration, Donald Trump’s unpredictable, non-ideological policy-making will sometimes be disorienting for those who claim to believe in free markets. Some conservatives will be tempted to tolerate bad policies that appear to be popular that they’d never accept from President Obama. Many Republicans stayed silent or supported Nixon as he imposed wage-and-price controls and created the EPA, only to regret it later. They shouldn’t make the same mistake with Mr. Trump.

The better strategy is to support him when his policies promote growth and try to block him when he veers into big-government cul-de-sacs. In that spirit, his Carrier shakedown is a short-term political victory that will hurt workers and the economy if it becomes the norm for the next four years.
Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria

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Omega
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Re: Trump in power

帖子Omega » 12/04/16 17:59

Now this one is interesting... by Sarah Palin. Yes, THAT Sarah Palin /bana3

http://www.youngcons.com/sarah-palin-bu ... apitalism/

When government steps in arbitrarily with individual subsidies, favoring one business over others, it sets inconsistent, unfair, illogical precedent. Meanwhile, the invisible hand that best orchestrates a free people’s free enterprise system gets amputated. Then, special interests creep in and manipulate markets. Republicans oppose this, remember? Instead, we support competition on a level playing field, remember? Because we know special interest crony capitalism is one big fail.
Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria

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Omega
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Re: Trump in power

帖子Omega » 12/04/16 20:32

/dance

Did China ask us if it was OK to devalue their currency (making it hard for our companies to compete), heavily tax our products going into their country (the U.S. doesn't tax them) or to build a massive military complex in the middle of the South China Sea? I don't think so!
Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria

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迪斯马森
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Re: Trump in power

帖子迪斯马森 » 12/05/16 14:34

特朗普提名黑人名医卡森任住房和城市发展部部长(图)


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