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#26 | Posted by sitzkrieg at 2025-02-14 08:54 AM | Reply | Funny: 1
Thanks Obama!

Not "Funny", unfortunately - more like, "Sad but True" - How "The Elon" was made... "seriously":

obamawhitehouse.archives.gov - []PDF, 3pg]

FACT SHEET: President Obama's Plan to Make the U.S. the First Country to Put 1 Million Advanced Technology Vehicles on the Road

In 2008, the President set an ambitious goal of putting 1 million advanced technology vehicles on the road by 2015 " which would reduce dependence on foreign oil and lead to a reduction in oil consumption of about 750 million barrels through 2030. To reach that goal, President Obama will propose in his Budget a new effort to win the future by supporting advanced technology vehicle manufacturing and adoption in the U.S. through new consumer rebates, investments in R&D, and competitive programs to encourage communities that invest in advanced technology vehicle infrastructure.

...

The President's Budget proposes to make the United States the world's leader in manufacturing and deploying next-generation vehicle technologies through three new initiatives, expanding funding for vehicle technologies by almost 90 percent to nearly $590 million and enhancing existing tax incentives:

Making electric vehicles more affordable and accessible for American consumers:

A transformation of the existing $7,500 tax credit into a rebate will give consumers the ability to receive this benefit at the point of sale, similar to "Cash for Clunkers".

...

Recovery Act investments that have already transformed the advanced vehicle industry in the U.S.: ARRA included $2.4 billion for battery and electric drive component manufacturing, and for electric drive demonstration and infrastructure - investments that are already transforming the advanced vehicle batteries industry in the US.

...

Recovery Act investments will help cut battery costs in half, and make the U.S. a global leader in advanced battery production: As a result, in just the next few years, battery costs are expected to drop by half (2009-2013), the United States will be able to produce enough batteries and components to support 500,000 plug-in and hybrid vehicles and will have the capacity to produce 40 percent of the world's advanced batteries (2015).

...

GSA is preparing an initial purchase of 100 plug-in hybrid electric vehicles that are anticipated to be delivered in 2011 together with more than 40,000 alternative-fueled and fuel-efficient vehicles that will replace aging and less-efficient sedans, trucks, tankers, and wreckers for Federal agencies across the country. ...
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"Soft power" of USAid has been one of the principal and indispensable tools in winning the Cold War and instrumental in advancing and maintaining democracies and peace in the world, including the Middle East.




Aid to Israel comes back not only as purchase contracts for military equipment and munitions, but also as valuable cooperation in military, medical/biotech, STEM and other R&D.

Focusing on Israel as the source of problems in the ME - as the Soviet and later Islamist propaganda have done for decades - is misplaced and simply ignores the history and both tribal and religious issues in the region.

For example, nearly 14 centuries of war between Sunni and Shi'a Muslims; expulsion of Hashemites by Wahhabis from what is now Saudi Arabia in 1919-1925 - one of many Arab "Nakba"s in ME; the centuries of occupations by different Arab and non-Arab entities, like Ottoman Empire occupation of Levant (including "Palestine") until early 20th century (though Turkiye, under Erdogan, is making its way back, initially as a 'protector' to Syria); Trans-Jordan occupation of "Palestine West Bank" etc., etc.

Also ignored is that several major Arab countries, like Egypt, Jordan, UAE and others either have or expressed interest in formal peace treaties or informal peaceful and trading relationship with Israel, and have had their own long-standing problems with Palestinian factions who can't even settle on single leadership - IOW, no one to talk to about whatever the peace with them would look like.

Last attempt at statehood - with Yassir Arafat in 1993-2000 - resulted only in him getting some international legitimacy for himself and Fatah, then using it to ignite Second Intifada (2000-2005), which ended with much worse economic conditions for Palestinians, who before that had one of the best standards of living in Arab world due to trade and work in Israel or working for Israeli companies in the WB and Gaza. In economic terms, Israelis didn't mind having a "trade deficit" with Palestinians.

Leaderships of Palestinians have had many opportunities (at least, four) to have their own independent state(s), but rejected them to either join other Arab countries waging wars against Israel, or using Intifadas and terrorism to achieve 'Palestine' free of Jews, "from the River to the Sea."



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#74 | Posted by shrimptacodan at 2025-02-05 02:49 PM
TOLD YOU WHAT THIS WAS.
a tool
Iran has just made an "overture".

Iran has made many "overtures" before, during and after Trump-1 - "deny, delay, deflect" is their game, too.

BTW, here's Iran's latest "overture" over Trump shutting down USAID - Tehran, 2025-02-04:
Iran has rare praise for Donald Trump. Trump's cuts to U.S. foreign aid funding could stop the opposition in Iran.

Re "tool" - everybody knows it's a "tool" that only impresses and makes the "Apprentice" cult followers drool and makes Trump feel like he is a "great dealmaker," but except for show and ill will, delivers nothing of substance that couldn't be done with plain conversation with trade partners. But then, there wouldn't be a show, and no claiming "wins"... and what's the fun in that for Trump?

Maslow's Law: "When your only tool is a hammer, everything looks like a nail" - he only knows "this one weird trick" that is not needed with friendly small/weaker countries that rely on and value trade with the US, and doesn't work with stronger countries (like Canada, Mexico, China, EU-10 etc.) who can use counter-tariffs that will hurt US economy/employment, and could specifically target weaker industries, as we've just seen.

Tariffs should only be used in cases of product dumping (selling below their cost), but unfortunately has evolved to be used for protectionism (which didn't work), and now as an "invitation to [some] negotiation" - that's just stupid, and really invites trading partners to diversify their sales channels to depend less on unpredictable trade with US - that only hurts the US in the long run.

Not that Trump cares about the US or the "long run" - he "won" so many "great deals" that ended up in bankruptcies or shuttered businesses that he couldn't find contractors who would work with him and most banks wouldn't lend him money, so he had to launder money from Putin's cronies, before and even after "Apprentice" made him look like "successful businessman."

Here is what Murdoch's WSJ editorial says about the "tool" Trump and his "deals" - "... even though both countries agreed to do things they were already doing" :

|------- Trump 'blinked' before his tariffs could cause real damage
If the North American leaders need to cheer about a minor deal so they all claim victory, that's better for everyone. The need is especially important for Mr. Trump given how much he has boasted that his tariffs are a fool-proof diplomatic weapon against friend or foe. Mr. Trump can't afford to look like the guy who lost. [Claudia] Sheinbaum in particular seems to recognize this, and so far she's playing her Trump cards with skill.

None of this means the tariffs are some genius power play, as the Trump media chorus is boasting. The 25% border tax could return in a month if Mr. Trump is in the wrong mood, or if he doesn't like something the foreign leaders have said or done. It also isn't clear what Mr. Trump really wants his tariffs to achieve. Are they about reducing the flow of fentanyl, or is his real goal to rewrite the North American trade deal he signed in his first term? If it's the latter, there's more political volatility ahead.

Mr. Trump's weekend tariff broadside against a pair of neighbors has opened a new era of economic policy uncertainty that won't calm down until the President does. As we warned many times before Election Day, this is the biggest economic risk of Donald Trump's second term.
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He may look like a "hero" and "genius" to his unquestioning adulating followers, but to the rest he looks to be a tool.
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Cackling Putin Pals Celebrate Trump's 'Simply Sensational' First Week of U.S. Self-Destruction - DB, Julia Davis, February 3, 2025

|------- ... Vladimir Solovyov gloated about the latest developments. He said, "It's awesome, right? The Canadians and the Mexicans thought that all was well, but Trump told them, "By the way, I don't like you either." Solovyov played a clip of Trump announcing his tariffs on Canada and Mexico, which was followed by jolly cackling from pundits in the studio. ...

Sardaryan added, "I want us to pay very close attention to the latest statement of Marco Rubio, it was simply sensational. I had to re-check it three times from different sources because I got an impression that this was a statement by Sergey Viktorovich Lavrov - not Marco Rubio... He said what we've been asserting for three years." Sardaryan interpreted the words of the new U.S. Secretary of State to mean that the United States is abdicating its global leadership position in favor of multipolarity.

Sardaryan added that Tucker Carlson was unleashed to publicly "demolish Zelensky" because the Trump administration needs to devalue him in the eyes of the American population, cultivating public opinion to accept future decisions towards Ukraine that will be radically different from the approach of the previous administration. Sardaryan said that Rubio's statement demonstrates that America and Russia will finally be "speaking the same language" with respect to Ukraine.

Sardaryan noted how energized and happy everyone in Russia seems to be about the demise of the U.S. Agency for International Development (USAID), which aided countries recovering from disasters, trying to escape poverty, and engaging in democratic reforms. He urged Russia to capitalize on this development and step in to fill the void by creating a domestic equivalent of the program. He emphasized that this program wouldn't be based on philanthropy but rather serve as a tool to exercise influence over the countries that would benefit from Moscow's aid. He stressed, "Foreign assistance should be part of our foreign policy..." Solovyov concurred, "It could be a phenomenal lever."

In 2020, political scientist Dmitry Evstafiev predicted the disintegration of existing political institutions in the United States, prompted by Trump's outright rejection of bipartisanship, which will be replaced by an authoritarian system he is striving to create. Russian experts are happy to report that during his second term, Trump is doing just that. Andrey Sidorov, Deputy Dean of world politics at the MSU noted that the United States is now rapidly moving towards a dictatorship - and the American population won't be able to change this trajectory using the usual democratic means.

No longer fearing additional sanctions against Russia, Solovyov returned to his usual status as Trump's most influential Russian fanboy.
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No surprises there, including Tucker Carlson role... but doesn't this have the tones of 1939 Molotov-Ribbentrop Pact?
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So why is Trump doing this?

For the spectacle and quick "Winning!" which he hopes will boost his "ratings" and standing.

But also, for the same reasons Dems have been doing it before, and Biden did just recently, when not only he didn't cancel Trump's tariffs, but added some new ones ("targeted," of course) - because certain segments of trad Dem constituency, like unions, are attracted to protectionism, and because it also perfectly fits Trump's fake "populism" and "America First" themes - his guru on this issue was lifelong Democrat Prof. Peter "Don't call it a trade war!" Navarro. It doesn't matter that the math or policy doesn't work - it worked/works politically for him, and that's all that matters to him.

It also made it difficult for Dems to explain why "Trump's tariffs are bad" when it's a policy they've been associated with all along.

www.yahoo.com - How Trump wins from his damaging trade wars - YFin, 2024-02-09

|------- The former president promised to boost American manufacturing through import tariffs and other protectionist measures, and it didn't work. Yet the voters Trump was appealing to rewarded him anyway, according to a new study by prominent trade economists. That may explain why Trump now says he'll intensify his trade wars if elected to a second term.

... Trump's first trade war helps explain why. The study, by economists David Autor, Anne Beck, David Dorn, and Gordon Hanson, found that Trump's China tariffs did more harm than good to the US economy. Yet they boosted political support for Trump in key parts of the country. Whether through Trump's hucksterism or some other machination, voters seemingly embraced a policy that helped nobody and hurt some.

The study has three conclusions: First, the Trump tariffs produced no boost in manufacturing employment. Second, China's retaliatory tariffs reduced US agricultural employment. Third, Trump's farm bailout helped offset some, but not all, of the job losses in agriculture.

The Tax Foundation, for instance, finds that Trump's tariffs lowered US employment by 166,000 US jobs, with retaliatory tariffs killing another 29,000. The higher taxes paid by importers, meanwhile, amount to $74 billion in increased government revenue over a decade. Contrary to Trump's insistence, however, it's not China paying those higher taxes. It's American firms that import the products, pay the tax and pass the higher costs onto consumers.

The tariffs worked to Trump's advantage anyway.

... "The trade war appears to have been successful in strengthening support for the Republican party," the study concludes. "Residents of tariff-protected locations became less likely to identify as Democrats and more likely to vote for President Trump. Voters appear to have responded favorably to the extension of tariff protections to local industries despite their economic cost."

... The Autor study proposes two possible reasons Trump gained politically from tariffs that didn't really help anybody. The first is that "voters were misinformed about the employment impacts of the trade war." Trump certainly did his best to misinform voters. He called the two-way tariff escalation an "amazing deal" and a "momentous step" and repeatedly bragged about a manufacturing resurgence that never happened.

... Or, Trump made a deliberate and cynical show of trying to help, knowing it wouldn't matter. Sometimes, telling voters what they want to hear might be enough.
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Because of general economic illiteracy and the allure of fake populism, often [both] parties choose "good politics / bad policy" over "good policy / bad politics."
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Full text at:
upload.democraticunderground.com

...

Here in America, as we reflect on the many things we have to be grateful for, we should take a moment to recognize that one of the key factors behind our nation's great prosperity is the open trade policy that allows the American people to freely exchange goods and services with free people around the world. The freedom to trade is not a new issue for America. In 1776 our Founding Fathers signed the Declaration of Independence, charging the British with a number of offenses, among them, and I quote, "cutting off our trade with all parts of the world..."

...

America's most recent experiment with protectionism was a disaster for the working men and women of this country. When Congress passed the Smoot-Hawley tariff in 1930, we were told that it would protect America from foreign competition and save jobs in this country - the same line we hear today. The actual result was the Great Depression, the worst economic catastrophe in our history; one out of four Americans were thrown out of work. Two years later, when I cast my first ballot for President, I voted for Franklin Delano Roosevelt, who opposed protectionism and called for the repeal of that disastrous tariff.

Ever since that time, the American people have stayed true to our heritage by rejecting the siren song of protectionism. In recent years, the trade deficit led some misguided politicians to call for protectionism, warning that otherwise we would lose jobs. But they were wrong again. In fact, the United States not only didn't lose jobs, we created more jobs than all the countries of Western Europe, Canada, and Japan combined. The record is clear that when America's total trade has increased, American jobs have also increased. And when our total trade has declined, so have the number of jobs.

Part of the difficulty in accepting the good news about trade is in our words. We too often talk about trade while using the vocabulary of war. In war, for one side to win, the other must lose. But commerce is not warfare. Trade is an economic alliance that benefits both countries. There are no losers, only winners. And trade helps strengthen the free world.

Yet today protectionism is being used by some American politicians as a cheap form of nationalism, a fig leaf for those unwilling to maintain America's military strength and who lack the resolve to stand up to real enemies - countries that would use violence against us or our allies. Our peaceful trading partners are not our enemies; they are our allies. We should beware of the demagogs who are ready to declare a trade war against our friends - weakening our economy, our national security, and the entire free world - all while cynically waving the American flag. The expansion of the international economy is not a foreign invasion; it is an American triumph, one we worked hard to achieve, and something central to our vision of a peaceful and prosperous world of freedom.

After the Second World War, America led the way to dismantle trade barriers and create a world trading system that set the stage for decades of unparalleled economic growth. ... We want to open more markets for our products, to see to it that all nations play by the rules, and to seek improvement in such areas as dispute resolution and agriculture. We also want to bring the benefits of free trade to new areas, including services, investment, and the protection of intellectual property. ...

Yes, back in 1776, our Founding Fathers believed that free trade was worth fighting for. And we can celebrate their victory because today trade is at the core of the alliance that secure the peace and guarantee our freedom; it is the source of our prosperity and the path to an even brighter future for America.
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Gallup poll:

At 47%, President Donald Trump's initial job approval rating for his second term is similar to the inaugural 45% reading during his first term, again placing him below all other elected presidents dating back to 1953. Trump remains the only elected president with sub-50% initial approval ratings, and his latest disapproval rating (48%) is three percentage points higher than in 2017, marking a new high for inaugural ratings.

Trump's current job approval rating, from Gallup's Jan. 21-27 poll, is not significantly different from the 51% readings earned by George H.W. Bush and Ronald Reagan in the early days of their presidencies. However, initial evaluations of Trump differ in that Americans are much more likely to disapprove of his performance rather than have no opinion, as was the case for the elder Bush and Reagan.

John Kennedy had the highest inaugural approval rating, at 72%, followed closely by Dwight Eisenhower and Barack Obama, who both had strong starts with 68% readings. Jimmy Carter received a 66% approval rating, while Richard Nixon, Bill Clinton, Joe Biden and George W. Bush had ratings between 57% and 59%.

Although Trump's latest rating is weak compared with past presidents' initial readings, it is among the best he has received as president. His personal high point during his first term was 49%, which he earned on several occasions in 2020.

Trump averaged 41% approval in his first term and is the only president not to receive a job rating of 50% or higher at any point in his presidency. He left office in January 2021 with the lowest rating of his presidency, 34%, after the Jan. 6 attack on the U.S. Capitol.
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#38 | Posted by boaz at 2025-01-30 03:02 PM
I don't know where you ... are getting your "polling" LOLOLOLOLOLOLOL

From your own link - www.newsweek.com :

|------- ... [Trump] remains one of the least popular U.S. presidents in history. According to the Gallup poll, Trump still has the lowest approval rating of all elected presidents, dating back to 1953, and he remains the only elected president with sub-50 percent initial approval ratings.

An Ipsos poll conducted between January 24 and 26 showed 46 percent of voters disapprove of Trump, while 45 percent approve.
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Don't you think it's pathetic and weird to celebrate Trump's "honeymoon" poll that is much lower than all previous presidents' at this stage except only his poll from 8 years ago?

|------- Trump began his presidency in 2017 with a 44.6 percent approval rating and a 41.4 percent disapproval rating, based on applying our current averaging methodology retroactively. Before that, the record low for initial net approval rating was set by former President George W. Bush in 2001, at +28 points. However, former President Joe Biden started his first term at +22 in 2021.
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"Joe Biden started his first term at +22 in 2021" - despite being lower than all (except Trump-45) was still far and away better than Trump's "new and improved" second term... and how did that end?

What all these polls really show is that, while people rejected Dems and try to give GOP a benefit of the doubt, they really don't like... Trump.

This poll, like many others, just confirms that most people didn't vote for Trump, they voted against and "fired" Biden / Harris incompetent administration and campaign - just like voters in most European countries are attempting to 'flip' their unpopular governments, most of which happen to be left-of-center. But in UK, where they 'flipped' Tories, the Labour is already less popular than Tories were.

People want "change," no matter how pathetic and weird that "change" may be.


Just to show how bad Harris / Dems campaign was:

House was lost by about 7K votes - one of the closest in decades.

Harris lost 3 "Blue Wall" states by less than 230K votes - underperformed the margins of win for Trump in 2016 (lt 75K) and Biden in 2020 (lt 45K).

She underperformed in 4 states where 4 Dem Senators (3 of them women!) won - AZ, NV, MI, WI - wins there would put her within 5-6 EC votes, but still not enough to win! She absolutely needed PA but didn't choose the popular centrist Dem Governor of PA as her VP - which could have changed the tone and professionalism of campaign. Critical decision / mistake that right off the bat made electoral math and path to winnig incredibly difficult, and punctuated how unserious she / her campaign was to begin with. Tim Walz kept talking about guns and hunting - that shows they had no clue what the voters were concerned about, and how little they thought of the voters they needed to reach.

She underperformed J-Biden by a mile - when Trump reached 74M votes (same as his total in 2020) she had 11M less votes than Biden had in 2020 - again, EC voters that count (ex-CA/OR/WA) stayed home in droves / voted against Harris.

She needed and tried (once) to distance herself from Biden/Bidenomics but couldn't, because:
a) Loyalty
b) Her campaign was essentially run by [inherited] Biden's election team, even though she had time to put together her own - another critical mistake
c) She never had a "Sister Soulja moment" and kept trying to please "all sides" on many issues

Campaigns should add from a pool of available "undecided" voters, she managed to divide and subtract.
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#26 | Posted by Hagbard_Celine
And look how much he's managed to do with such little support?

Presidents, especially "lame ducks" who just escaped prison time and are looking for revenge, "don't need no stinking support" to do the damage they are allowed (or even not allowed, but to be adjudicated later) to do by law. "Stroke of the pen - law of the land!" - Paul Begala on Bill Clinton's EOs.

Makes everyone that came before him seem ineffectual by comparison.

You are confusing "hyperactivity" with effectiveness and positive (in normal sense of the word) results - welcome to ADHD / Attention Deficit and Hyperactivity Disorder!

"Effectiveness" or "effectively" don't inform about the direction (positive or negative) or give a comparison to a standard of the given effect.

Quantity of activity doesn't imply quality of results. It's true that, in some cases, "quantity has a quality of its own" - presidency is clearly not that case.

Spitballing out loud, worse yet rashly acting on, dumb ideas that his "best people" provide to him, are signs of HD, not sound judgment. That's how Trump run into the ground and bankrupted nearly every business (including real estate and gaming), while stuffing his own pockets - yet still was broke until Mark Burnett (current US envoy to UK) stumbled onto him for "unreality TV" show Apprentice:

www.newyorker.com - How Mark Burnett Resurrected Donald Trump as an Icon of American Success | With "The Apprentice," the TV producer mythologized Trump " then a floundering D-lister " as the ultimate titan, paving his way to the Presidency. (must read if you want to know more about Trump / "branding" / marketing / "power of media" / "unreality TV")

Enjoy the Celebrity Apprentice 4.0 s**tshow, if you want. You can also buy "matching" $TRUMP and $MELANIA memecoins and whatever else he's selling.

Unfortunately, unlike the weekly TV show we didn't have to watch, we must live in the "unreality TV" he is putting on. Hopefully the results won't be disastrous and irreparable for the US, like it was for his businesses.
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#8 | Posted by MSgt at 2025-01-29 11:11 AM
"Rasmussen Reports surveyed 1,245 likely voters between January 21-23, and asked a very simple, straightforward question "Who do you trust more?" The choices were Donald Trump, the news media, or not sure. A plurality of 44 percent chose Trump. Only 41 percent chose the news media. Fifteen percent were unsure."

Whatever you think the "news media" is now - does social media and podcasts, where people get their "news" "fed" to them, count? - the "news media" has been polling less and less trustworthy for decades, so this "simple" poll - comparing new President to "something" most people don't have high opinion on and care about even less - in first days of Trump's "honeymoon" period is not only meaningless ("simply" designed to show Trump "winning" SOME poll - talk about bias!) but isn't at all favorable to Trump! 56% said he is not trustworthy, and that's compared to "news media" which usually polls in low 30s - latest 2024 media poll showed 69% have no or little trust in "major" news media.

Now Reuters/Ipsos poll just few days later (and still not "full Trump") Jan 24-26:
|------- Americans disapprove Trump's early moves, Reuters/Ipsos poll finds
The poll had a margin of error of about 4 percentage points.

"While it does seem Trump is getting a honeymoon to some extent, his numbers are still not impressive by historical standards..."

During Trump's first term, his approval rating hit as high as 49% during his first weeks in office but he closed out his term at 34% approval.

It may be too early to evaluate whether Trump is squandering his political capital... But the poll shows that many of his early actions have been supported only by his hardcore base. ...

Only 25% of respondents supported renaming the Gulf of Mexico to the Gulf of America. 59% of respondents, including 30% of Republicans, opposed Trump's moves to end federal efforts to promote the hiring of women and members of racial minority groups. 59% of respondents - including 89% of Democrats and 36% of Republicans - said they opposed ending birthright citizenship.

Public is split along partisan lines on billionaire Elon Musk, Trump's most prominent ally. 75% of Republicans in the survey said they had a favorable view of Musk, 90% of Democrats said they had an unfavorable view.

50% of poll respondents said the country was on the wrong track when it came to the cost of living, compared to 25% who said it was moving in the right direction. The rest said they weren't sure or didn't answer the question.
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So early polls are not great now and a lot of time to go down from here (as they tend to do with Trump) particularly because he can't do much about the economic issues the public really worries about (consumer confidence dropped and other numbers this week were not good and well below expectations)... not that he cares anymore. But the GOP at some point might.
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#50 | Posted by hamburglar at 2025-01-28 09:06 AM
Sitzkrieg with the tinfoil hat

No tinfoil. Nancy P. (and some other Congress-critters) ability to trade on inside info is one of the reasons why NANC/"Nancy" outperformed the "market," even with the reporting lag, price averaging and mixed with other, less "informed" Congressional trades in the fund. One could probably do better just tracking Nancy P. and few others in leadership positions.

That's also the reason for so many calls to ban members of Congress from active trading... yet this can lead to them "whispering" the trades to managers of their "blind" accounts, so no visible trades = no tracking funds or ETFs like NANC or KRUZ.

So, double-edged sword.

#41 | Posted by LampLighter at 2025-01-27 08:40 PM
... but how the Chinese seem to have leap-frogged US tech companies.

DeepSeek didn't leap-frog US companies in technology... but it's definitely shown we may have to rethink some "AI"-related economics, especially for non-critical/non-RT environments, like consumer-facing LLMs.

Some of this may actually be very good for AI development ("faster, cheaper, better") but not necessarily for all current vendors and suppliers to AI industry.

Since it's open-source, several companies (e.g., Aurora Mobile) already announced plans to incorporate R1 into their existing products or tech. Inference engine and other logic/calc parts may be developed/enhanced/speeded up through discrete ASICs, to move further along.

Far from perfect analogy, but they are looking to build, at least initially, [on] cheap BYDs, while many are stuck on Teslas.
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#19 | Posted by sentinel at 2025-01-27 03:03 PM
"I wonder how Nancy P knew to sell her Nvidia stock just under 2 weeks ago."
Probably uses AI.

You, too, "can invest like Nancy P" - with a little lag, but no AI necessary and, like "the Congress" outperforming "the market":

Two ETFs - Congressional Dems (symbol:NANC / "Nancy") and/or Congressional GOP (symbol:KRUZ / "Cruz")

|------- "We're often asked why... don't we simply hold the "best" traders in Congress or try to pick off member's options trades?
... We launched these ETFs to highlight what members of Congress are trading. We fully support banning members of Congress from active trading, as does Unusual Whales, our data provider.

When a member discloses a trade, we explicitly choose the midpoint of that disclosure range... no matter what the member actually bought or sold. This choice is what drives all the relative allocations in both NANC and KRUZ.

The wisdom of the crowd is once again delivering superior returns with less risk...

These holdings are all expertly managed, fantastic businesses that generate enormous cash flows. But it is telling that the divisions we see in politics are also present in the portfolio holdings between the left and the right.

The top 10 holdings of one ETF are Microsoft, Amazon, Apple, Salesforce, Alphabet, Nvidia, Disney, Crowdstrike, Tesla, and API Group.
The other has ConocoPhillips, Shell, Accenture, NGL Energy, Philip Morris International, Fedex, Comfort Systems, Intel, United Therapeutics, and PayPal.

... The most important question for now is why the Democratic portfolio outperformed. It isn't that Democrats are necessarily better traders. Something more important is happening.

We are living through the early stages of what it is going to take to rebuild the world in NATO and non-NATO aligned customers, supply chains, and vendors. The U.S. restrictions on chips were really the early tremors of a decade-long decoupling. That takes time to evolve and will fundamentally shift the term structure of interest rates.

This instability is going to create cycles when a hopeful, optimistic outlook might outperform, and there are times when a value-based, everything-is-going-to-hell focus might outperform. ...
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And if you did your DD on "Trump trade," since November 5 the coffee and cocoa futures are up about 50 percent... Far from Greenland... Then again, it just might be a "climate change trade"... Pick whichever "cause" floats your boat, if you care.

OT: Re DeepSeek, it's 20x-40x cheaper cost all-in, and about 50x less computational-intensive (think speed and energy cost) - so, yes it's a Big F**king Deal, even though it's trained on a very different set of data (for now?), so the comparative results are not really comparable at this point or near future.
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