Trump is pushing Powell to reduce rates. But international buyers of US Treasuries want a higher risk premium. Maybe 5 percent may be higher say 10. And if these yields aren't available? Well they'll retreat from Treasuries which will then become overwhelmingly owned by domestic institutions! Banks may end up holding large chunks of low yield bonds. It's happened before could happen again. Unless Trump manages to do a crypto switcher . Now that would be something!!

Gold at $4k is not unreasonable. As USD dilutes its reserve currency status, US Treasuries lose safe haven status and so what's the obvious solution? Yup. Gold 

China needs a better narrative. Recently China warned nations that it would retaliate if they struck trade deals that went against its interests. China needs to understand that selling to the US made many countries rich and served as the tide that lifted all boats in an economic sense. China's contribution has been low cost goods which enables consumers to have a decent standard of living, but which results in large trade deficits for most countries. If US purchases decrease, exporter countries will become poorer. Hence, countries may end up forming coalitions to protect their fund outflows. China imports will be one such target. Hence, China stocks are not the safe haven, next great thing that people assume them to be. 

$Tesla Motors(TSLA)$  let's see the earnings and then the chatter can resume 

Gold at $4k watch it move as the USD tanks 

Free fall! Whee! it's not flying it's falling with style 

Wait for $50 seriously. The unraveling has just begun 

China selling is already baked into expectations. 

It's going to keep getting stronger as the USA continues to remain irrational 

$Intel(INTC)$  going down deeper and deeper 

Hold gold. Sell dollars. 

Time to start buying China stocks. They're still cheap and should increase in value as US stocks deteriorate. 

The US stock markets will continue to fluctuate because the government is flip flopping. So if you buy a dip be prepared to sell at the next upswing or you'll lose money. I don't see any lasting trend emerging for this year since the us government isn't clear on what to do 

$NVIDIA(NVDA)$  Just hold on to your stock. Semiconductor industry has always been volatile, this is just another gyration underway. Problem is that Nvidia was made out to be a magical company defying the gyrations of the semiconductor industry. It isn't so hang tight. 

$S&P 500(.SPX)$  watch the bond market. The strongest signals will come from there for the foreseeable future. The actions of sovereign buyers and large institutional investors in participating will set prices and yields. if bond prices continue to fall, be prepared for a break in the yield curve. And that could trigger a bloodbath in equities. Unless of course, the current tariff chaos is swiftly shut down.

In investing there's a little brother, the stock market and its big brother, the bond market. The stock market goes up and down and investors are used to that. The bond market is a very serious chap and doesn't believe in jumping up and down. So when he does jump (yields) then some serious shxt is going down 

When you're in your late 70s ala DT, you don't think much about the future seeing as you're down to a few years. You think of an impactful legacy. You think in terms of great, magnificent, humongous, BOOM. Exactly what he's doing. And the people around him are gradually waking up to this booming and turning a bit pale since most of them have decades of life left.  Eking out potatoes from the scorched earth ain't pleasant. 

Way back in 1988 when the world was much younger, DT laid out his views on foreign countries ripping off the USA in an interview with Oprah. He was very clear on what he'd do. He even spoke of winning the elections. And now as president, he's doing everything that he said he would. Back in 1988 and repeated ad nauseum during the elections.  And now the media and the pundits and everyone is gnashing their teeth and acting all surprised. Seriously dudes? Where did you miss the message? What part of tariff didn't you understand?  I'm not commenting on the validity of tariffs. I'm simply saying the man did what he said he would. 

Do not buy the dip as yet. Wait. The markets haven't really worked out tariff impacts on companies as yet. Still doing that. This round of selloffs were just lazy. Easy option, sell. Now will come the smart sales of companies that are truly impacted.Then value stocks will emerge.