Replies to post #123026 on Savvy Trades and Investments

[gilead23]

The tariff regime is very easy to understand
D / T * (z * y)
whereD = number of cocktails Trump had this morning
T = The number of drunken tweets generated)
z and y represent the elasticity of annoyance at these hourly changes and the ability to pass that annoyance to your spouse
z times y is actually one leaving tariff policy as
number of cocktails divided by number of drunken tweets
I don't see any uncertainty anyone need worry about here.

[littlejohn]

Wednesday appeared pump before next flop,,,

and swings are getting bigger...

Collapse of order flow from corporations

shouldn't be unexpected with Current tariffs...

Reality didn't change Wednesday...

Spending 10% more to 25% more now on

new orders placed has to be a change

for large corporations...

And it is a nightmare for small biz...

And how much less do they buy?...

None of them know for months out...

More is less...

Changing a day doesn't change an impression

of lower trust by foreign countries for about

4 more years from now...

Daily rally would have looked OK if all

tariffs had been revoked and a period

of healing had started...

Peon thesis, as always...


so we watch...LJ