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This should be Trump’s plan for everything. Just say it. And hit the golf course. Republicans will believe it. The media will bothsides it and move on in a day. Democrats have no clue how to take advantage of anything.

The communists! Or, something, Marxists!! Uh...

The market seems eager to took the other way.

Yes, and it has so far.

This kind of thing has worked so far. The market has shot up a lot on "very close to an agreement" talk more than 30 times now. Though there may be some limit to how long or much this can work. Last week the market appeared to have gotten tired of it. Time will tell.

Silly me not including the link in the first place datalab.wto.org/Strait-of-Ho...

Seems about it ….

Over the weekends, yes.

For certain, piss-poor, values of plan.

Yes, MAGA's all about manufactured reality. Regardless of what's happening with Iran, their narrative around midterms will be 1) Iran deal = greatest ever diplomatic achievement, 2) the strait's open, 3) *we* prevented Iran from dropping nukes on *your* head. "How could you not vote for us?" Watch..

I mean, that has been what has been happening for months so yeah... Also the market seems to like the volatility.

He became president

It’s worked so far.

youre assuming theres a plan i dont think they are capable of a plan more complicated than i want a sandwich and ordering one

At some point shipments are either reaching their destination or not, right.

this principle seems to have worked for basically everything in our current hyperfascist reality, so why not

China has been doing a massive renewables build out in recent years so I guess that paid dividends. Everything else that comes through that strait, especially fertilizer, is screwed. Never mind all the derivative products produced with petroleum. The markets eventually have to contend with reality.

Don’t mess with success

It increasingly feels like the way Trump is prosecuting this war is functionally indistinguishable from the way Michael Scott would prosecute it

I mean it’s worked so far! But not forever because at some point there’s going to be an actual shortage.

That is certainly the plan for this year; after the November elections the plan is to claim that “America was stabbed in the back by the Democrats!”

Yep pretty much

Affirmative

Always has been

Yup.

More irrational by the day, it seems.

I mean, till 3 weeks from now when all our gas stations run out

It’s going to become irrational the other direction at some point and will be hard to break out of. I think there’s a lot of generational turnover that traders just don’t remember in the bones what the dot com bust and the Great Recession were like. It will be novel for the kiddos.

Degrowth Don

Longer than you can stay solvent. That’s the key.

Willing to be the market would be unshakably rational if a Democrat president was doing this shit.

Looking forward to what happens with the Strategic Oil Reserve.

News in two years: "Roaving bands of highway marauders threaten the desolate routes between the refugee encampments as the plagues continue to ravage the surviving population. DOW at 130,000!"

I get that but so far the more developed economies that are supposed to be more vulnerable like Japan and Korea have held up. Australia just reported that they have roughly the same amount of reserves as before the closing. I think that type of data is what markets are reacting too.

irrational doing a lot of work there, but i don't disagree. the market makers thrive/profit on chaos, sometimes instigating it. there's a lot of money being made on the swings.

"Irrational" is a fun way to say "fucking stupid"...

Actual delivery of actual profit is negotiable.

"The market can stay irrational longer than you can stay solvent."

But the straight has to potential for it to be open, therefore we can value it at its potential value instead of real value (atleast thats what my broker said to buy spudx)

The REAL secret plan might to be to wait til Donny's dies to negotiate a proper deal.

The market may be irrational. Storage tanks, however, don't care about rational and when they're empty they're empty. At that point "the market" will have to deal with high demand and no product.

Run your car on vibes, it'll be fine.

the market is just betting on the whims of a senile narcissist. they got this.

It'll work for a bit, but it'd need to work till November and that seems unlikely.

Yes.

It’s worked consistently for three solid months for some bizarre and incomprehensible reason, I guess they figure why stop now.

This is exactly what happened during covid. The problem is, that Trump on a really fundamental level just cannot comprehend something that isn't amenable to bluffing and social media attacks. He thinks he should be able to will and game everything from his phone. And so goes the whole government.

House of cards