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teroterotero.bsky.social
Connecticut Finn in Manhattan - regulatory marketplaces, Nordic Health Tech, impact investing, Oulu biotech, ethical cosmetics, VR arcade software. Just a lot.
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Oh noooo

Time for some game theory! If you launch a trade war against 120 countries AND signal you are vulnerable to S&P declines, these countries have an incentive to band together and try to rock the stock markets hard. Yeah I know that’s not really game theory, that’s the joke.

The very best of America’s shitposters are now outgunned by their Chinese peers. Balance of power has shifted.

Europe and China execute a pincer movement as they try to shatter the confidence of US equity investors to put pressure on White House. At the same time, Japan just shocked markets by making surprisingly aggressive trade demands. This is the most logical play for all countries.

Yearning to wreck the best biomedical research centers of America, the envy of the world. Just lusting for destruction.

It’s the rate of change that chills your blood… NY Manufacturing Survey showing shipments falling off a cliff

Markets up as exemptions are now promised to certain car makers, as well as certain electronics vendors. Perfect. Trade wars are escalating substantially, but White House has figured out it can goose equities by promising exemptions to companies favored by the Government.

Ocean Booking Blues

Hjälp this panda is scaring me now

Triumphant Aussies cluttering my timeline - they post through the night because that’s when the Sun goes there

Americans taking a lunch break at Nvidia’s new Trillion dollar supercomputer factory in Austin

Guys he saw the Boeing news. So he is promising Nvidia will invest half a Trillion. Perhaps a Quadrillion.

What if… everyone is gonna go hard? What if Lutnick never read “Guns of August” because it seemed so boring

I’m sure Americans will be super normal about this. And we won’t get sucked into a destructive escalatory vortex. Because real pros are in charge, y’all!

Seems like we are getting close to a deal?

Using the playful and whimsical word “scoffed” to describe this acute crisis is something I fully anticipated. Was planning this post before I even clicked the site.

It really is worth watching “White Ribbon” - not because it spells out what happened to Germany, but because it doesn’t. It’s both oblique and opaque. There is no lecture. Only questions.

BREAKING: Trump administration freezes $2.2 billion in grants to Harvard after the university defies its demands over campus protests.

It’s a little bit funny it didn’t crack 20%. Because 23% of Americans support measles and public hangings.

Now I’m saying “what” again… dang…

Every third post I read makes me say “what” and people on the Metro North are starting to stare now.

Billy cannot grasp that his beloved GOP is gone. And it’s a wrap for the Republic. He is slipping into idle fantasies.

What on Earth… where is the CEO?

Well - it’s open defiance of direct court orders. This is the end of the road if the judiciary doesn’t take strong measures.

HEN EGG HAIL ALERT. Not quail egg. This is a HEN EGG HAIL ALERT.

Are you one of the six people who voted for Communists in Westend last night? DM me and tell me about your journey.

Six people in Westend, the Hidden Hills of Helsinki, voted for Communists. Finns are now speculating feverishly about who these people are.

Just look at the GM bounce. One sentence from Dear Leader did this. I actually emigrated from Finland to America to end up in a country where the auto industry is not only under state control - it is controlled by one man.

Now GM share price is spiking abruptly because Trump abruptly promises auto industry exemptions. The entire stock market now pivots on whatever he happens to say at any given moment. The economy is now under total government control; each sector vying for the favor of the Leader

Markets are trying to fight off these comments… but they keep coming. Wave after wave.

When I moved to NY, this old alcoholic sales guy named Bill told me “Tero you can’t bribe a borderline personality case - because they react to that as an incentive to escalate sadistic behavior”. I was stunned and didn’t know what he meant. But now I do.

Companies who agree to build new facilities in America are motivating him to create new tariffs… each individual CEO thinks he is being clever by appeasing him… but they each help push the entire economy off the cliff. Time for some game theory!

The Electronics Exemption Rally lasted for 2 hours and 20 minutes for Nasdaq. That was a pretty good showing! We had a little treat. Until he started talking again. Anyway, happy Holy Week, folks.

Yay it’s an opening bounce. Trump hinted about giving special tariff exemption to “certain” phone companies and yeah it’s probably Apple. Markets now move on what individual favors the government may do for CEOs that are closest to the President.

Coping

Breakfast in America = preparing mentally for the two major hurdles of the day

Hang Seng is up 2.3% after China refused to talk to America and slammed down the rare earth and magnet sales bans. Markets seem to think Xi’s escalation strategy might be viable.

We may be getting close to the end of independent media in America. Can’t say it was great while it lasted, because it wasn’t that good, to be honest. But it was better than what is to come.

Woah… Euro just rocketing through 1.14… we had one hour of relative stability… as a treat… so that AAPL could open up +7%… now money is whooshing out of America again. Seeking safe haven of Frankfurt and Paris. Seeking peace, away from this feverish country.

LMAO… these absolute degenerates… Ok we got the +7% overnight open despite 20% tariff and promise of a future tariff, possibly 10-25%. Here we go.

Only 25% of Americans understand these tariffs will lead to loss of manufacturing jobs. That’s lower than the number of Americans who think the Moon landing may have been faked.