Reposted by Dennis
BOOCKVAR: After seeing the Japan deal, we assume "$2.9 Trillion that will be taxed at 15% and that equals $435 Billion of taxes on US consumers and businesses .. For context, US companies pay about $525 Billion of corporate income taxes to the US govt."
peterboockvar.substack.com/p/great-to-s...
peterboockvar.substack.com/p/great-to-s...
Great to see a trade deal but.../JGB yields jumping again in response/Mixed commentary still from calls
I want to quickly start by saying that Bleakley Financial Group has officially changed its name to One Point BFG Wealth Partners.
peterboockvar.substack.com
July 23, 2025 at 11:30 AM
BOOCKVAR: After seeing the Japan deal, we assume "$2.9 Trillion that will be taxed at 15% and that equals $435 Billion of taxes on US consumers and businesses .. For context, US companies pay about $525 Billion of corporate income taxes to the US govt."
peterboockvar.substack.com/p/great-to-s...
peterboockvar.substack.com/p/great-to-s...
Reposted by Dennis
A reminder of how the number of centrifuges in Iran soared after Trump’s 2018 JCPOA withdrawal.
@brendannyhan.bsky.social
@brendannyhan.bsky.social
June 22, 2025 at 4:04 PM
A reminder of how the number of centrifuges in Iran soared after Trump’s 2018 JCPOA withdrawal.
@brendannyhan.bsky.social
@brendannyhan.bsky.social
Reposted by Dennis
just say no to cable news
June 22, 2025 at 3:00 AM
just say no to cable news
Reposted by Dennis
The orange goon tearing up the JCPOA because a black guy made the agreement and the ignorant American public shrugged and put him back in charge will reverberate for decades, in horrific ways.
June 22, 2025 at 12:28 AM
The orange goon tearing up the JCPOA because a black guy made the agreement and the ignorant American public shrugged and put him back in charge will reverberate for decades, in horrific ways.
Reposted by Dennis
Could I please ask the press to stop reporting Trump’s rather arbitrary numbers of the tariffs other countries impose as though this were real? The WTO has a tariff database. You can look up the real numbers there.
April 2, 2025 at 10:13 PM
Could I please ask the press to stop reporting Trump’s rather arbitrary numbers of the tariffs other countries impose as though this were real? The WTO has a tariff database. You can look up the real numbers there.
Reposted by Dennis
I reported this in mid-Feb. But I did not know that the threat came from Trump himself.
"He told Trudeau that he did not believe that the treaty that demarcates the border ... was valid &...wants to revise the boundary. He offered no further explanation." www.nytimes.com/2025/03/07/w...?
"He told Trudeau that he did not believe that the treaty that demarcates the border ... was valid &...wants to revise the boundary. He offered no further explanation." www.nytimes.com/2025/03/07/w...?
How Trump’s ‘51st State’ Canada Talk Came to Be Seen as Deadly Serious
President Trump, in an early February call, challenged the border treaty between the two countries and told Justin Trudeau he didn’t like their shared water agreements.
www.nytimes.com
March 7, 2025 at 11:43 AM
I reported this in mid-Feb. But I did not know that the threat came from Trump himself.
"He told Trudeau that he did not believe that the treaty that demarcates the border ... was valid &...wants to revise the boundary. He offered no further explanation." www.nytimes.com/2025/03/07/w...?
"He told Trudeau that he did not believe that the treaty that demarcates the border ... was valid &...wants to revise the boundary. He offered no further explanation." www.nytimes.com/2025/03/07/w...?
Reposted by Dennis
One way to think about this administration is:
Trump's last full year in office was a global pandemic with no known cure that filled hospitals with dying patients and shut down the entire in-person economy.
And firms think the current business environment has *more* uncertainty.
Trump's last full year in office was a global pandemic with no known cure that filled hospitals with dying patients and shut down the entire in-person economy.
And firms think the current business environment has *more* uncertainty.
BESPOKE: Most Beige Book mentions of “uncertainty” in, like, ever. 🇺🇸
March 6, 2025 at 1:19 PM
One way to think about this administration is:
Trump's last full year in office was a global pandemic with no known cure that filled hospitals with dying patients and shut down the entire in-person economy.
And firms think the current business environment has *more* uncertainty.
Trump's last full year in office was a global pandemic with no known cure that filled hospitals with dying patients and shut down the entire in-person economy.
And firms think the current business environment has *more* uncertainty.
Reposted by Dennis
The Kremlin has repeatedly insisted on an end to the provision of all foreign assistance to Ukraine as part of any peace agreement, and Kremlin Spokesperson Peskov specifically stated on March 4 that the United States provides Ukraine w/ intelligence data such as satellite reconnaissance data.
March 6, 2025 at 1:32 AM
Reposted by Dennis
I don't think there's precedent for this level of open corruption at the federal level, certainly not in the last 100+ years.
SCOOP: Business leaders are paying as much as $5,000,000 to meet one-on-one with President Donald Trump at his Florida compound, sources tell WIRED, while others are paying $1,000,000 apiece to dine with him in a group setting.
People Are Paying Millions to Dine With Donald Trump at Mar-a-Lago
Business leaders are paying as much as $5,000,000 to meet one-on-one with the president at his Florida compound, sources tell WIRED, while others are paying $1,000,000 apiece to dine with him in a…
buff.ly
March 4, 2025 at 4:06 PM
I don't think there's precedent for this level of open corruption at the federal level, certainly not in the last 100+ years.
Reposted by Dennis
‼️ CISA employees have been told to stop tracking Russian cyber threats, according to The Guardian. A recent agency priorities memo "did not mention Russia." bit.ly/4hWsbMc
This would be a seismic shift for the agency.
This would be a seismic shift for the agency.
February 28, 2025 at 10:21 PM
‼️ CISA employees have been told to stop tracking Russian cyber threats, according to The Guardian. A recent agency priorities memo "did not mention Russia." bit.ly/4hWsbMc
This would be a seismic shift for the agency.
This would be a seismic shift for the agency.
Reposted by Dennis
It's starting to seem to me like this was planned by Trump and Vance...
February 28, 2025 at 6:35 PM
It's starting to seem to me like this was planned by Trump and Vance...
Reposted by Dennis
That was the most shameful performance by any American president in a century.
I want to fucking throw up.
I want to fucking throw up.
February 28, 2025 at 6:09 PM
That was the most shameful performance by any American president in a century.
I want to fucking throw up.
I want to fucking throw up.
Reposted by Dennis
"Looming Trump Tariffs Raise US Steel Costs" buff.ly/3XpZRJF
"it’s more than what would happen to price with an actual 25% tariff implemented"
"it’s more than what would happen to price with an actual 25% tariff implemented"
February 28, 2025 at 7:37 PM
"Looming Trump Tariffs Raise US Steel Costs" buff.ly/3XpZRJF
"it’s more than what would happen to price with an actual 25% tariff implemented"
"it’s more than what would happen to price with an actual 25% tariff implemented"
Reposted by Dennis
There it is! "Putin went through a hell of a lot with me. He went through a phony witch hunt." He is referring to them weathering their collusion becoming public, and now is the big payback: together until the end.
Trump to a reporter who asks him about Russia breaking a ceasefire: "What if a bomb drops on your head right now ... Putin went through a hell of a lot with me. He went through a phony witch hunt."
February 28, 2025 at 6:12 PM
There it is! "Putin went through a hell of a lot with me. He went through a phony witch hunt." He is referring to them weathering their collusion becoming public, and now is the big payback: together until the end.
Reposted by Dennis
The world has witnessed the most disgraceful political tantrum of all time. Trump is not the leader of the "free world." He is convicted felon who doesn't deserve to be in the same room as President Zelenskyy.
There is no going along to get along with this thug.
Canada needs to stand with Ukraine.
There is no going along to get along with this thug.
Canada needs to stand with Ukraine.
February 28, 2025 at 7:07 PM
The world has witnessed the most disgraceful political tantrum of all time. Trump is not the leader of the "free world." He is convicted felon who doesn't deserve to be in the same room as President Zelenskyy.
There is no going along to get along with this thug.
Canada needs to stand with Ukraine.
There is no going along to get along with this thug.
Canada needs to stand with Ukraine.
Reposted by Dennis
GLENN: Why don't you wear a suit? You're at the highest level in this country's office & you refuse to wear a suit. A lot of Americans have problems with you not respecting the office.
ZELENSKYY: I will wear a costume after this war will finish. Maybe something like yours. Maybe something better.
ZELENSKYY: I will wear a costume after this war will finish. Maybe something like yours. Maybe something better.
February 28, 2025 at 6:22 PM
GLENN: Why don't you wear a suit? You're at the highest level in this country's office & you refuse to wear a suit. A lot of Americans have problems with you not respecting the office.
ZELENSKYY: I will wear a costume after this war will finish. Maybe something like yours. Maybe something better.
ZELENSKYY: I will wear a costume after this war will finish. Maybe something like yours. Maybe something better.
Reposted by Dennis
Important reminder that it was the temporary cutoff of aid by Putin-friendly GOP members of Congress, at Trump's orders, that is heavily responsible for puting Ukraine on the back foot in this conflict.
Trump to Zelenskyy: "Your country is in big trouble. You've done a lot of talking. You're not winning this."
February 28, 2025 at 6:09 PM
Important reminder that it was the temporary cutoff of aid by Putin-friendly GOP members of Congress, at Trump's orders, that is heavily responsible for puting Ukraine on the back foot in this conflict.
Reposted by Dennis
800 out at NOAA, including many in critical National Weather Service positions.
www.nytimes.com/live/2025/02...
www.nytimes.com/live/2025/02...
February 27, 2025 at 10:52 PM
800 out at NOAA, including many in critical National Weather Service positions.
www.nytimes.com/live/2025/02...
www.nytimes.com/live/2025/02...
Reposted by Dennis
Wall Street is betting that Trump's tariff policy won't actually be totally idiotic. I wouldn't call that a safe bet.
Trump: We're subsidizing Canada to the tune of over 100 billion a year. We're subsidizing Mexico to almost $300 billion. If we're going to subsidize them, let them become a state
December 8, 2024 at 4:35 PM
Wall Street is betting that Trump's tariff policy won't actually be totally idiotic. I wouldn't call that a safe bet.