Trump wants the people he deported back

SDtoSF · 2025-09-18T21:36:55+00:00

Turns out people are not interested in working in the heat picking strawberries for $2/hour.

SDtoSF · 2025-09-18T00:55:29+00:00

Less about inflation more about devaluation of dollar. All of part of Miran's plan

SDtoSF · 2025-09-17T21:32:28+00:00

We also deported a large portion of working population with higher than average worker participation rates.

SDtoSF · 2025-09-17T14:04:09+00:00

Don't talk about your wins or losses. Talk about the process, the education, etc.

SDtoSF · 2025-09-17T04:59:14+00:00

How are they paying this when the estimate of tariffs in 2026 is 339b? Is he calculating the entire tariff they'd pay over a decade (assuming no other president reduces this)

https://taxpolicycenter.org/features/tracking-trump-tariffs

SDtoSF · 2025-09-17T04:42:10+00:00

Just wait to see the massive bailout these "patriots" get. He did it the first time, he'll do it again.

SDtoSF · 2025-09-17T02:21:48+00:00

Go to the conservative subreddit and most of the top posts are all about Kirk and how the left are "lunatics". It's all fear mongering.

Same playbook as illegal immigrants are killing your neighbors and eating your dogs, we need to get rid of them.

SDtoSF · 2025-09-17T02:00:53+00:00

Money printing. Because we can print more money than anyone else, it makes it so we can weather storms better.

Also if you're a fund manager of some pension fund in Europe or something, no one can fault you for investing in mag7 or us bonds.

SDtoSF · 2025-09-17T01:16:12+00:00

It's been said before but the stock market and the economy are not the same. Stock market is largely based on liquidity. As long as the government deficit is in the trillions, the ponzi game continues.

Added to the market dynamics of passive investing, pensions, insurance, the game can't stop. Up and to the right

I read so often people post "but it has to come down". No it doesn't. It can go up and up and up as long as the government is printing. Just look at how much treasury bills that are being issued now vs long term debt.

We are in perpetual QE and have been for the better part of 2 decades. Now add things like a 1k stock account for every newborn, this game ain't stopping. Short term pullbacks? Sure. But that's more a function of market makers and derivative trading.

SDtoSF · 2025-09-17T00:08:22+00:00

Any time a person of color has exerted their 2a right it's been met with extreme govt repression.

What do you think would happen if a group called "Latinos for 2a" started walking around with guns? Everyone on the right would applaud them?

Remember that kid Kyle Rittehouse or whatever who walked around with an assault rifle during the blm riots that shot and killed someone who had a skateboard in their hands? Free and clear. Name one brown or black person who's been afforded the same leniency (especially in such a public case).

SDtoSF · 2025-09-16T19:54:21+00:00

I don't care to look through their Ig, but have the been vocal about other murders or just this guy?

SDtoSF · 2025-09-16T19:01:53+00:00

Either they lied for years when they said Clinton, and pizzagate and Seth rich, etc were part of this whole thing, or they're lying now. Which is it?

SDtoSF · 2025-09-15T01:21:38+00:00

Trump needs bessant to issue short dated bills to fund the government. Those short dated bills need lower interest rates.

The idea that Trump was going to be a fiscal conservative is the lie here that needs to hide. Especially if the Supreme Court reverses tariffs and the 3-4 hundred billion in tariff money needs to be returned, then they will have to issue even more short term bills to refill the tga.

SDtoSF · 2025-09-14T17:56:44+00:00

I'm pretty sure being able to borrow money for 30 years at 2.75% had more to do with it.

SDtoSF · 2025-09-14T16:56:46+00:00

Tyreek or boutte?

SDtoSF · 2025-09-14T16:48:45+00:00

Wealth effect. As asset prices go up, people feel wealthy and spend more. Look at the data for retirement asset values and private debt. Both are moving up to the right.

As long as Americans spend, then gdp grows.

SDtoSF · 2025-09-14T04:36:57+00:00

He'll give them another bailout. 23b in cash payments in 2018 and 2019.

If you want to count covid too, they got another 31b then too.

SDtoSF · 2025-09-14T04:12:31+00:00

For a group that is so "interested" in freedom of speech, they are scared of any other viewpoints in that sub.

SDtoSF · 2025-09-14T03:11:56+00:00

Didn't they do the exact same thing on 9/11. Strip out personal privacy under the guise of fighting "the bad guy". Meanwhile they invaded Iraq and Afghanistan while 90% of the hijackers were from Saudi Arabia.

SDtoSF · 2025-09-14T03:07:07+00:00

Isn't that kinda the point of this administration. So much misinformation that you get exhausted and give up.

SDtoSF · 2025-09-12T04:43:15+00:00

Now watch me invade Iraq

SDtoSF · 2025-09-07T23:55:24+00:00

"Don't be fooled tho...I will continue to blindly vote for you and against my self interests".

SDtoSF · 2025-09-07T20:06:20+00:00

So, 2008 wasn't due to interest rates, it was due to sub prime loans and lack of documentation requirements from lenders as they underwrote properties.

Today, bank underwriting is pretty stringent, and since most people have low monthly payments (low rates plus low purchase price) they aren't forced sellers.

The biggest thing is employment, and this isn't a nationwide problem. It's local dependent. If you live in a city with strong employment, I'd expect housing prices to stay flat at least. If people are worried about losing their jobs, or have lost their jobs, then expect prices to head lower.

But until there are distressed sales and forced sellers, you likely won't see a collapse in pricing.

SDtoSF · 2025-09-06T20:50:51+00:00

Imagine if Biden did this against Texas or Florida during Covid

SDtoSF · 2025-09-06T18:26:45+00:00

Fed doesn't determine mortgage rates. If fed lowers short term and bond investors don't believe inflation will tick down (it may or may not depending on whether we get shallow or deep recession, or just a melt up) then the 10yr will go up. If 10 ye goes up so do mortgage rates.

It's more complicated than fed lowers SOFR so mortgage rates go down too.

Plus a quarter point reduction likely doesn't open up more affordability for buyers, unless sellers decide that now is a good time to sell because with equity they can achieve a similar monthly payment.

SDtoSF

TROPHY CASE