China will keep fighting every tariff trump places on them because they know they will win. Just like Trump vows China is doing the same... https://www.cnbc.com/2025/04/08/chi...50percent-tariff-threat-vows-retaliation.html
direct from mommy's basement every morning - the latest expression of what it feels like to lose an election.
China won’t bend? Nonsense. They’re shouting “fight to the end” with no ammo. 10-yr yield’s 2%. CPI’s 0.3%. Debt deflation’s killing them—$12.8T local gov, $2.6T LGFV mess. Exports (30% GDP) can’t take Trump’s 104% tariffs—April 9’s it. They’ll squirm tomorrow. Rare earth cuts. Maybe trim their 34%. Xi’s posing. Markets flinch—S&P down 5%. KRE drops 10%. BTC’s $75K. Risk-off hurts. But never? May comes—they ditch the 34%. Get DXY to 105. Fed cuts 25 bps. Exports hang on—GDP’s 4.2%. Survival. Not glory. No deal—they swing wild. $200B Treasury dump. Yuan hits 9.0. GDP’s 3%. U.S. yields at 5.5%. Banks eat $100B bond losses. Economies tank—China’s hit worse ($3.2T reserves, 60% dollars). They need us. Short KRE puts ($58 strike, Sept 2025, $2.50)—$25k for 100. $110K at 48. Short FXY puts—$15k. 3k at yen 140. Cash ($10k). BTC $60K. S&P 4,800—I buy then. China’s trapped. Trump wins. Greed rules. Numbers beat hot air.
correct you there. us companies hold about 7 trillion usd worth of economic interests/ownerships inside china. we freeze the reserves, they wipe apple and tsla market cap by half if not more, alone with blackrock, general atlantics, ge, boeing, etc. the worst case scenario, few missiles at tsmc employee parking lots 3am in the moring in the name of "liberation", no one will has the chips, from apple to intel to nvda. all wipe. ps. don't know what you are lookig at kre now is 50ish, short put sep25 is 9.6ish, you are long.
financial m.a.d haven’t seen the official announcement but surely cheetos goes for 104 after the market closes and es craters, then chinese will match 104 9pm this evening and back to bear market.