Ray Dalio lays it out brilliantly

[Dragonlady]

Dalio sees the world trying to abandon American capital -- Treasuries, corporates, equities, futures. He knows that if we lose the dollar as the reserve currency, all bets are off. And if Treasuries take a back seat, we're straight up fucked.

This is how countries can bend over for tariffs because they have to, and screw us at the same time. Is anyone really dense enough to think they're just going to take this?

This stuff is based on trust and stability. America has been the dominant country for 80 years, because we have been so comparably stable and dependable. And now? We've lost that, globally. Poof. Gone. Damn near overnight.

This is EXACTLY what the rest of the world is doing.

We are NOT going to take it. PERIOD. We are dumping your Treasury Bonds.

 

[Mac1958]

This is EXACTLY what the rest of the world is doing.

We are NOT going to take it. PERIOD. We are dumping your Treasury Bonds.

Yeah, Japan played a role in last week's Treasuries crash.

Former friends are now adversaries. They have no choice.

 

[Billiejeens]

China just ordered a stop to receipt of Boeing aircraft for its domestic airlines. This is going to be a permanent decoupling.

Fuck, Boeing can no longer make planes that can stay in the air anyway.

Probably a safety move by our Chinese friends.

 

[Mac1958]

China just ordered a stop to receipt of Boeing aircraft for its domestic airlines. This is going to be a permanent decoupling.

MAGA is looking at one side of the ledger only.

Ya just can't do that. A smart business can't do that.

 

[Zincwarrior]

MAGA is looking at one side of the ledger only.

Ya just can't do that. A smart business can't do that.

AS noted, if the US believes it is in its interest to no longer trade with China, it should strategically plan and act for it, not this haphazard mess.

 

[Mac1958]

AS noted, if the US believes it is in its interest to no longer trade with China, it should strategically plan and act for it, not this haphazard mess.

We have a massive potential trading partner to our south.

We could set up GSE's to seed, oversee and protect American companies expanding manufacturing down there to handle the lower-end stuff that we can't do here due to costs of doing business. We could tell China to go to hell in two or three years.

But no, we'd rather insult, mock, intimidate and punish our (former) friends because we're now a bully predator nation. Brilliant.

 

[Zincwarrior]

We have a massive potential trading partner to our south.

We could set up GSE's to seed, oversee and protect American companies expanding manufacturing down there to handle the lower-end stuff that we can't do here due to costs of doing business. We could tell China to go to hell in two or three years.

But no, we'd rather insult, mock, intimidate and punish our (former) friends because we're now a bully predator nation. Brilliant.

Yes, we called it NAFTA. Historically we had good trade relations with other nations to the South.