Well shit... that didn't last very long



This post was edited by Metalwise4u on Apr 9 2025 11:41am

Probably a fair amount of hedge funds and other people that think they are smart loaded puts. Always super risky even in bear markets to play with puts, this is a prime example.

You went for lunch down the street and come back to your shorts completely blown.

Are we moving now to just, hey world be ruthless back to China with us and i'll keep everything at bay. Kind of seems that way.

Ill try to force you all to squeeze China with us deal.

This post was edited by SBD on Apr 9 2025 11:43am

Yeah idk what strategy is w/China but i do think Trump's moves and threats will cause a lot of corps/countries to be careful with dependency on China. I mean look at how vulnerable Apple is with 100% of iPhone production in China. You have to be a retarded exec after all this to double down on China, IMO companies like Apple are 100% going to diversify to places like India.

When I was looking at more detail on Canadian Auto's this morning as well, using any type of input from China would break compliance and result in a tariff which will naturally drive Canada to source elsewhere even if things are dropped, just to de-risk.

Official post from Trump but its pretty much straight forward

The incentive to build and outsource to China is gone. The labor costs there have gone up a lot during the last 20 years. That's why you're now seeing shifts to places like Vietnam, Bangladesh, other parts of Asia.

Now there's geopolitical risk, which adds even more disincentive. After this fiasco, most CIOs are going to further diversify away from China.

This post was edited by ofthevoid on Apr 9 2025 12:08pm

oww my neck

I don't know if this was the intention all along but I'm leaning towards Trump blinked. His advisors talk to business leaders, and I'm sure there was a lot of panic .You can't fight this war on all fronts simultaneously.

For a week, the democrats were absolute doomers, banging their drum.

The market is back up.

No apology or hindsight.