U.S. Treasury will now need to borrow $514 Billion this quarter, an increase of 320% from its previous estimate, per Bloomberg.
— unusual_whales (@unusual_whales) April 29, 2025
U.S. Treasury will now need to borrow $514 Billion this quarter, an increase of 320% from its previous estimate, per Bloomberg.
— unusual_whales (@unusual_whales) April 29, 2025
CNBC:
— QE Infinity (@StealthQE4) April 29, 2025
The Port of Los Angeles is now expecting a 35% drop in cargo NEXT WEEK due to tariffs.
Retailers now have about 5-7 weeks of full inventories left.
Amazon stock, $AMZN, after the White House accuses the company of a “hostile and political act.” pic.twitter.com/m4QpmU8IXI
— The Kobeissi Letter (@KobeissiLetter) April 29, 2025
Bezos screwed up.boognish_bear said:Amazon stock, $AMZN, after the White House accuses the company of a “hostile and political act.” pic.twitter.com/m4QpmU8IXI
— The Kobeissi Letter (@KobeissiLetter) April 29, 2025
Dallas Fed logistics respondent:
— MacroEdge (@MacroEdgeRes) April 29, 2025
“Ocean container bookings have plummeted by 64 percent, which means 64 percent of our business has vanished overnight. Without incoming containers, there is nothing to reload, nothing to export and no way to keep our trucks moving.” #MacroEdge
So, when does this become a "micro" problem?boognish_bear said:U.S. Treasury will now need to borrow $514 Billion this quarter, an increase of 320% from its previous estimate, per Bloomberg.
— unusual_whales (@unusual_whales) April 29, 2025
Amazon is down a whopping $.33 right now.Assassin said:Bezos screwed up.boognish_bear said:Amazon stock, $AMZN, after the White House accuses the company of a “hostile and political act.” pic.twitter.com/m4QpmU8IXI
— The Kobeissi Letter (@KobeissiLetter) April 29, 2025
I thought transparency was good. That we wanted to see how Government influence impacts our lives?RD2WINAGNBEAR86 said:Amazon is down a whopping $.33 right now.Assassin said:Bezos screwed up.boognish_bear said:Amazon stock, $AMZN, after the White House accuses the company of a “hostile and political act.” pic.twitter.com/m4QpmU8IXI
— The Kobeissi Letter (@KobeissiLetter) April 29, 2025
So you don't like it that Amazon wants to be transparent and show how much of the cost of their products is tariffs? If not, then why not? I hear Donald Trump and his yes men and women in the White House are pissed!
boognish_bear said:Dallas Fed logistics respondent:
— MacroEdge (@MacroEdgeRes) April 29, 2025
“Ocean container bookings have plummeted by 64 percent, which means 64 percent of our business has vanished overnight. Without incoming containers, there is nothing to reload, nothing to export and no way to keep our trucks moving.” #MacroEdge
It is going to get worse. Ports are down too.nein51 said:boognish_bear said:Dallas Fed logistics respondent:
— MacroEdge (@MacroEdgeRes) April 29, 2025
“Ocean container bookings have plummeted by 64 percent, which means 64 percent of our business has vanished overnight. Without incoming containers, there is nothing to reload, nothing to export and no way to keep our trucks moving.” #MacroEdge
Huge problem in trucking right now. You're going to see lots of folks go out of business. It's dead right now. Like no work.
So to make up for no work the prices have gone up.
Car hauler from Dade County to Ytown, Ohio 8 weeks ago was $1,100 per car. I've got a guy that needs one picked up and it sat on the board so long he finally called the guy that did it 8 weeks ago who told him $1,800 take it or leave it. So he took it.
That was fast.
— zerohedge (@zerohedge) April 29, 2025
Statement from Amazon: "The team that runs our ultra low cost Amazon Haul store has considered listing import charges on certain products. This was never a consideration for the main Amazon site and nothing has been implemented on any Amazon properties.”
Amazon has taken it off the tableAssassin said:Bezos screwed up.boognish_bear said:Amazon stock, $AMZN, after the White House accuses the company of a “hostile and political act.” pic.twitter.com/m4QpmU8IXI
— The Kobeissi Letter (@KobeissiLetter) April 29, 2025
I am sure Trump promised to make his life and his company's life miserable if he did not.Assassin said:Amazon has taken it off the tableAssassin said:Bezos screwed up.boognish_bear said:Amazon stock, $AMZN, after the White House accuses the company of a “hostile and political act.” pic.twitter.com/m4QpmU8IXI
— The Kobeissi Letter (@KobeissiLetter) April 29, 2025
CNBC: If a company were to say we're raising prices because of tariffs, is that a hostile act?
— Aaron Rupar (@atrupar) April 29, 2025
LUTNICK: I think if you go out of your way to try to make it seem like your price has changed when it's nonsense. A 10% tariff is not going to change virtually any price. pic.twitter.com/MAHcoWOkIp
FLBear5630 said:Ok, let's leave the right or left out of the equation. If it suits you.historian said:That's the myth started by Stalin. It is no more true today than it was 100 years ago. American Leftists have latched onto it for obvious reasons and it's been repeated many times, even in schools. It's still a lie no matter how many times it is repeated.FLBear5630 said:
Fascist is traditionally a right wing Nationalist political movement. I don't think Biden fits, Democratic Socialist is where I put him.
By the way, progressivism is closer to fascism than communism al though there really is not a huge amount of difference between the different versions of socialism (communism, fascism, Bolshevism, Maoism, etc), especially from the perspective of their victims. Whether you are tortured and murdered in a Soviet Gulag, a Nazi concentration camp, a Chinese or Cambodian "reeducation camp" doesn't matter. You're still dead by an evil regime.
So, Fascism isn't a Nationalist centric political system? Find me one, accepted credible source not some Bannon-centric MAGA crap, that defines Fascism without the Nationalist component.
Remember, I said Biden wasn't a Fascist because he lacked the Nationalist component and was more of Social Democrat. You keep calling the current batch of Democrats Fascist. I don't see ANY Democrat America-first or Nationalist movement. Actually, by your own words they are Globalists, the polar opposite of Nationalist.
UPS announces 20,000 job cuts, 73 facility closures as Amazon reduces volume https://t.co/5RVrFrHeqc
— WPTV (@WPTV) April 29, 2025

Clearly proof tariffs work…Assassin said:
Auto Parts Tariffs are about to be relaxed
https://finance.yahoo.com/news/trump-reduce-impact-auto-tariffs-233212117.html
These aren't the type of high paying "blue collar" jobs we want…boognish_bear said:UPS announces 20,000 job cuts, 73 facility closures as Amazon reduces volume https://t.co/5RVrFrHeqc
— WPTV (@WPTV) April 29, 2025
America was made powerful by limited government and minimal taxes-- not tariffs. https://t.co/CxXO3WLf9R
— Senator Rand Paul (@SenRandPaul) April 30, 2025
It's super simple and only works for products that list their country of origin, but I think it gets the point across. https://t.co/lOFCgnS9Ju pic.twitter.com/L0Puh6yucL
— YIMBYLAND (@YIMBYLAND) April 30, 2025
Being sarcastic, right? I know a lot of people that have made careers and raised families on UPS. It was the one place to get a good paying job. My neighbor and his wife have a 300k house delivering for UPS. UPS was the UAW of the 90's and 00's.ATL Bear said:These aren't the type of high paying "blue collar" jobs we want…boognish_bear said:UPS announces 20,000 job cuts, 73 facility closures as Amazon reduces volume https://t.co/5RVrFrHeqc
— WPTV (@WPTV) April 29, 2025
NEW: China Caves On 125% Tariff For Major U.S. Export.https://t.co/7qJAUFhguz#DiamondandSilk
— Diamond and Silk® (@DiamondandSilk) April 30, 2025
LIB,MR BEARS said:NEW: China Caves On 125% Tariff For Major U.S. Export.https://t.co/7qJAUFhguz#DiamondandSilk
— Diamond and Silk® (@DiamondandSilk) April 30, 2025
It's coming.boognish_bear said:
I've read that even if the tariffs get fixed today…which they won't.... we are still going to see weeks of product disruption based on what has already been scaled back.
Please don't let us have panic buying like Covid times.
Actually, the concern is opposite.ScottS said:LIB,MR BEARS said:NEW: China Caves On 125% Tariff For Major U.S. Export.https://t.co/7qJAUFhguz#DiamondandSilk
— Diamond and Silk® (@DiamondandSilk) April 30, 2025
We've seen alot of panic from the TDS side in the short run. But, this is about the long game. If China is already caving, I think this is great news. I think the long game will show evening the tariffs between us and other countries.
FLBear5630 said:Actually, the concern is opposite.ScottS said:LIB,MR BEARS said:NEW: China Caves On 125% Tariff For Major U.S. Export.https://t.co/7qJAUFhguz#DiamondandSilk
— Diamond and Silk® (@DiamondandSilk) April 30, 2025
We've seen alot of panic from the TDS side in the short run. But, this is about the long game. If China is already caving, I think this is great news. I think the long game will show evening the tariffs between us and other countries.
Near Term - less than 6 months, concern because they are destroying a lot of lives for speed and extremism. No one disagrees that changes are needed, they are always needed as conditions change and (in this case the reaction to bad decisions by the Biden and the first Trump Admin). But to do it this way, has hurt a lot of people that have done nothing but their jobs.
Short term - 6 months to a year, no concern. They will all "cave" because they are heavily invested in the US market.
Long term - over 1 year, real economic concern. They may cave now, but they are working on NOT being in this position again. We may get some "diplomatic lip service", but the EU, China and even our allies on Asia are looking at other markets and diversification. What will the long-term picture look like when they develop other options. Trump may hold all the cards on this hand, but the game is more than one hand.
But, hey this will be a MAGA dream isolationism, and little say beyond our shores.
Which is why they will cave in the short term. Would you stand pat if you were a US trading partner.ScottS said:FLBear5630 said:Actually, the concern is opposite.ScottS said:LIB,MR BEARS said:NEW: China Caves On 125% Tariff For Major U.S. Export.https://t.co/7qJAUFhguz#DiamondandSilk
— Diamond and Silk® (@DiamondandSilk) April 30, 2025
We've seen alot of panic from the TDS side in the short run. But, this is about the long game. If China is already caving, I think this is great news. I think the long game will show evening the tariffs between us and other countries.
Near Term - less than 6 months, concern because they are destroying a lot of lives for speed and extremism. No one disagrees that changes are needed, they are always needed as conditions change and (in this case the reaction to bad decisions by the Biden and the first Trump Admin). But to do it this way, has hurt a lot of people that have done nothing but their jobs.
Short term - 6 months to a year, no concern. They will all "cave" because they are heavily invested in the US market.
Long term - over 1 year, real economic concern. They may cave now, but they are working on NOT being in this position again. We may get some "diplomatic lip service", but the EU, China and even our allies on Asia are looking at other markets and diversification. What will the long-term picture look like when they develop other options. Trump may hold all the cards on this hand, but the game is more than one hand.
But, hey this will be a MAGA dream isolationism, and little say beyond our shores.
I don't see it this way. You can say all you want that countries in the long term can switch things up but I'm not sure its that easy.
This is Biden’s Stock Market, not Trump’s. I didn’t take over until January 20th. Tariffs will soon start kicking in, and companies are starting to move into the USA in record numbers. Our Country will boom, but we have to get rid of the Biden “Overhang.” This will take a while,…
— Donald J. Trump Posts From His Truth Social (@TrumpDailyPosts) April 30, 2025
ScottS said:LIB,MR BEARS said:NEW: China Caves On 125% Tariff For Major U.S. Export.https://t.co/7qJAUFhguz#DiamondandSilk
— Diamond and Silk® (@DiamondandSilk) April 30, 2025
We've seen alot of panic from the TDS side in the short run. But, this is about the long game. If China is already caving, I think this is great news. I think the long game will show evening the tariffs between us and other countries.
Of course I'm being sarcastic.FLBear5630 said:Being sarcastic, right? I know a lot of people that have made careers and raised families on UPS. It was the one place to get a good paying job. My neighbor and his wife have a 300k house delivering for UPS. UPS was the UAW of the 90's and 00's.ATL Bear said:These aren't the type of high paying "blue collar" jobs we want…boognish_bear said:UPS announces 20,000 job cuts, 73 facility closures as Amazon reduces volume https://t.co/5RVrFrHeqc
— WPTV (@WPTV) April 29, 2025
FLBear5630 said:Actually, the concern is opposite.ScottS said:LIB,MR BEARS said:NEW: China Caves On 125% Tariff For Major U.S. Export.https://t.co/7qJAUFhguz#DiamondandSilk
— Diamond and Silk® (@DiamondandSilk) April 30, 2025
We've seen alot of panic from the TDS side in the short run. But, this is about the long game. If China is already caving, I think this is great news. I think the long game will show evening the tariffs between us and other countries.
Near Term - less than 6 months, concern because they are destroying a lot of lives for speed and extremism. No one disagrees that changes are needed, they are always needed as conditions change and (in this case the reaction to bad decisions by the Biden and the first Trump Admin). But to do it this way, has hurt a lot of people that have done nothing but their jobs.
Short term - 6 months to a year, no concern. They will all "cave" because they are heavily invested in the US market.
Long term - over 1 year, real economic concern. They may cave now, but they are working on NOT being in this position again. We may get some "diplomatic lip service", but the EU, China and even our allies on Asia are looking at other markets and diversification. What will the long-term picture look like when they develop other options. Trump may hold all the cards on this hand, but the game is more than one hand.
But, hey this will be a MAGA dream isolationism, and little say beyond our shores.