Liberation Day: US Tariffs on Everyone

[jaybee]

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Solid support from an American Patriot for President Trump and the latest developments in the Tariff Drama....


James Lyles III. #1 Best-Selling Author. Speaker.

quote from transcript....

7:29 -Bravo, President Trump. Bravo.

Look, love him or hate him, and I know I'm speaking to the choir here. Isn't it awesome, first of all, to have a badass president, and second of all, one that's not easily deterred, that doesn't put his tail between his legs and go scurrying off at the first bit of opposition. Thank you, President Trump,

This was an amusing quip.....

8:09 - Just call me an American. Don't call me African-American. I'm not from Africa. I am not like Elon Musk. That guy is an African-American. But you can call me an American. And if you want to classify me as what kind of American I am, I'm a patriotic American who is also black and is also a father and a grandfather.

WHAT NOBODY'S TELLING YOU ABOUT MCCONNELL & THE SAVE ACT (29:53)

Source: https://youtube.com/watch?v=k9hM6zEuCnM

Mitch McConnell seems to make a habit of being 'a fly in the ointment' doesn't he - now - far be it for me to besmirch McConnell and Elaine Lan Chao


but what exactly did his wife see in him - if you get my drift - (cough honeypot? cough) - there's a lot of it about in politics so it's within the realms of possibility ...... but far be it from me ....etc etc

[Ravenlocke]

ADAM

🚨 This is INSANE

A man named “John Barron” just called into CSPAN to show support for Trump’s tariff war.

“John Barron” is the fake identity Trump has used for decades to compliment himself in the media 😭

They cut him off mid-call.

Has Trump lost his mind???

https://x.com/AdameMedia/status/2025667574336266612

Eric Jay

Donald Trump has been literally phoning it in as "John Barron" throughout his career. Usually to promote himself, push back against public scrutiny, or convey a controversial and spiteful message without having his name attached to it.

He's a petty coward and a narcissist.

It's extremely embarrassing, let alone for the president of the United States

https://x.com/EricinAmericaX/status/2025727020597178406

[jaybee]

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It's late where I am and I'm tired so I haven't watched all of this, yet.... but I like George AA and find his commentary refreshing (if that's the right word - I'm too tired to think of another one )

So for anyone who's interested, it's one of his longer offerings, but here it is....

Trump Just CHECKMATED Them on Tariffs. (40:30)

Source: https://youtube.com/watch?v=8K4JRThpAOQ

[bojancan]

In this administration they were coming together in one year the mob bosses.. and the greatest one is a president ...

Jeffrey Sachs: Trump Must Return STOLEN Tariff Money

Source: https://youtube.com/watch?v=yBj8bcYmPFI

Krystal and Saagar discuss Trump losing on tariffs with Jeff Sachs.

[bojancan]

Very interesting talk... if the US ends up being humiliated and defeated in regard a war with Iran... the world will stop fearing the US military... that's basically an instant death sentence for the US economic political world order...

Feb, 23
Sean Foo
256K subscribers
US Economic Empire CRASHING As Washington Loses Control Over The Bond Market

Source: https://youtube.com/watch?v=6o0V3lPgKfU

Rubio's speech at Munich just confirmed the coming of a new order the US wants to control. However, this would entail untold amounts of spending in the US economy and potentially, the horrific debasement of the dollar and US bonds.

[shaberon]

Here is something that is the capitalism problem, but, it may go here, because it is the consequence of tariffs, not in isolation, but the whole hog of one year of the Administration. Those are the tea leaves we are reading.


Now first of all, over this year, the US Dollar has weakened 10% against other currencies. That's like a 10% tariff on foreign investment, making it unattractive. Nevertheless, seen from London:

U.S. investors are pulling money out of their own stock market at the fastest pace in at least 16 years as Big Tech returns fade and better-performing overseas markets look more attractive.

In the last six months, U.S.-domiciled investors have pulled some $75 billion from U.S. equity products, with $52 billion flowing out since the start of 2026 alone, the most in the first eight weeks of the year since at least 2010, according to LSEG/Lipper data.

The shift comes despite a weakening of the dollar against other currencies, which makes buying overseas assets more expensive for U.S. investors. It's a compelling sign that the diversification away from U.S. assets by some international investors in the past year is gaining traction among U.S. investors.

Although there were some "good domestic indicators" here and there:

But as concerns have grown about the possible risks from AI, as well as the costs involved, the lure of Wall Street stocks has ebbed. The surge in value in the U.S. megacap tech stocks that have led gains until now are making investors pickier and many are spotting more attractive opportunities elsewhere.

Bank of America's February fund manager survey showed investors switched from U.S. equities to emerging market equities at the fastest rate in five years.

"I've had lots of conversations with our wealth business in the U.S. this year," said UBS's head of European equity strategy and global derivatives strategy Gerry Fowler.

"They're all talking about investing more offshore because at the end of the year, they looked at the performance of foreign markets in dollars and they're like, wow, I'm missing out."

U.S. investors have poured some $26 billion into emerging-market equities so far this year, with South Korea the largest single country destination, with an inflow of $2.8 billion, followed by Brazil, with $1.2 billion, LSEG/Lipper data shows.

Where else does it go?

In the last 12 months, the S&P 500 (.SPX), has risen around 14%. In dollar terms, Tokyo's Nikkei is up 43%, Europe's STOXX 600 (.STOXX), has surged 26%, Shanghai's CSI 300 (.CSI300), has returned 23% and Seoul's KOSPI has doubled in value.

Investors are also re-evaluating the seemingly unstoppable rally in the shares of artificial intelligence powerhouses like Nvidia (NVDA.O), Meta (META.O), and Microsoft (MSFT.O), and the risks posed by sky-high valuations. They are seeking 'value' in traditional industrial companies and defensive stocks which can feature heavily in some overseas equity markets such as those in Germany, the UK, Switzerland or Japan.

That's right. Capitalism still loves trans-humanism and war materiel. It didn't suddenly gain a moral conscience when it smelled fresh blood.

Overall:

Kevin Thozet, portfolio adviser at Carmignac, said his team have observed that flows of U.S. capital moving into Europe have accelerated since around mid-2025.

LSEG/Lipper data shows that since Trump's inauguration in January last year, U.S.-domiciled investors have poured nearly $7 billion into European equity products, compared with an outflow of roughly $17 billion during the four years of Trump's first term from 2017 to 2021.

"If I'm taking a very long-term view, it's, maybe, this idea of a great global rotation," Thozet said.

So private Americans have already re-invested in Europe, which, in theory, would be replaced by Saudis investing in potential American industries.

That makes one year of capital flight with a theoretical foreign substitute.

Ten-year Treasuries are still at 4% which is like begging. Who pays for that 4%, you do.

The tariffs and Treasuries situation raises the price of gold, all of which make anything American look less profitable and therefor less investible.

Have you ever heard of a time when private American investment armed Europe?

Or is this just to finally dustify the whole Amazon basin?

There's no way I was seriously expecting anything like that to be of recognizable value on a local level. We're too busy supporting outrageous militarism based on floating latrines, but even busier paying for the loans made to previous Administrations. It's really expensive. Puts us about twenty years behind the developed world. They say this exemplifies "the general welfare".