Infopost | 2025.04.09

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It's a finpost, this is just for illustrative purposes.

Two big things went down last night. First, treasury yields shot up, indicating someone big - like China or an institutional - had dumped a bunch of bonds. Second, retaliatory tariffs went into effect at midnight.

So it was weird that the market started the day flat. The president tweeted that it would be a good time to "buy!!! djt". It's unclear if it was punctuated as intended which probably means it was intentionally unclear.

Poor_Life-choices42Poor_Life-choices42 Only a matter of time before Kid Rock is brought onto CNBC to explain how tariffs were successful for a 4 year period back in 1677.

The previous tariff extensions had come hours before, then hours after the measures took effect. At market open we were eight hours past the midnight activation of the escalatory tariffs, meaning we were deeper into it than the previous spats with just Canada and Mexico. The previous day had started up 3-4% and ended the inverse of that so I was wary of a rugpull.

oatmeal-claypoleoatmeal-claypole seen on twitter

How it appears to me right now (would be happy to be wrong):


  • Trump doesn't want to negotiate

  • Fed becoming irrelevant to escalating situation

  • Only thing that stops this train is legislative or judicial intervention

  • We are a lot more pain away from that

And then

CNBC tariff war Bessent strategy all along

The news dropped in the early afternoon: retaliatory tariffs on everyone except China would be pushed right 90 days. The market immediately clawed back all but a few percent of its post-Liberation Day losses.

abroadbroadbandabroadbroadband Nobody negotiates like him, that's for sure

The guy just negotiated with himself for a week and changed his mind

"Am considering taking Tesla private at $420. Funding secured."

miata_onlymiata_only Call volume spiked like hell before the tweet. I'm sure it was just a coincidence though, you guys.

It'll be interested to see the tax returns of people connected to the president.

31andnotdone31andnotdone so the fake news leak the other day was just a test to see how far otm calls they should buy?

A few thoughts

Reddit WallStreetBets LonelySwinger tariff crash
The markets may have been excessively euphoric considering that, as things stand, business with China just got twice as expensive. Maybe we'll see the remaining tariffs pause tomorrow when Trump takes calls from Bezos and Walton.

IcommandyouIcommandyou Markets aren't pricing in shit, it's all just sentiment driven right now

Thank you for your attention to this matter!



2025.04.07

Medicine

April 7, 2025: just another day on Wall Street.
2025.05.04

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Lego Star Wars, Shadow of the Erdtree, and the end of Persona 3 Reload.


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