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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: onepath who wrote (310366)	7/11/2025 2:45:44 PM
From: Alex MG	2 Recommendations Recommended By ralfph rdkflorida2 Read Replies (1) \| Respond to of 312986

What if your entire foreign and economic policies were premised on the core value “I meant to do that” That sinking feeling when you accidentally send a tariff letter addressed to the leader of a ruling military junta that the United States refuses to recognize or (otherwise) engage with. www.theguardian.com/world/2025/j... — Justin Wolfers (@justinwolfers.bsky.social) 2025-07-11T17:19:20.231Z Canada Industry Minister Joly: Canada Coordinating With EU, Other Allies Amid US Threats - Canada Turning To 'Trusted' Partners In Europe, Asia — LiveSquawk (@livesquawknews.bsky.social) 2025-07-11T17:52:22.822Z

To: onepath who wrote (310366)	7/11/2025 4:24:53 PM
From: whistler3000	Read Replies (2) \| Respond to of 312986

Looks like Navarro and Miran are back in favour (with Lutnick and Bessent sidelined). I just had a look at the history of his businesses bankruptcies and realized it happened 7 times (remember Trump Shuttle, Trump Castle and Trump Plaza?). I'm beginning wonder if (in addition to his main MO of making himself and his family very wealthy) if he is taking the same approach to the USA that he has to past corporate ventures - ie borrow massively and put all the proceeds on roulette wheel number 7 (in this case the BBB and tariffs). I've always thought the default risk of a country like the US to be zero and only taken seriously by "tinfoil hat" types. I still think the risk of this in the near term is extremely unlikely but I also don't think it's zero any more. Either way the markets - despite today's minor declines - seem incredibly complacent considering the shenanigans. Something wicked this way comes? On a positive note, nice pop on SGD today.