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Bill Ackman Bill Ackman on markets and tariffs. Bill Ackman gives his optimistic take on what he expects over the next 6 -9 months: - Ukraine / Russia war to be resolved. - Some kind of resolution in the Middle East with Iran. - Inflation largely run out of... show more
330,467 просмотров • 1 год назад •via X (Twitter)
Комментарии: 10
If anyone is interested in Bill's answer on Harvard - see my recent post.
@BillAckman Bills a soulless panican at heart
@BillAckman 🤔
@BillAckman Ackman is falling over himself to not talk about how much Trump has fucked the economy. What a shell of a person, the dude used to have a point of view.
@BillAckman The short term pain gives the Democrats fodder for whining on media and keeping their base stirred up. We need the economy running smoothly before the midterm elections.
@BillAckman 💯 And I think this is all the more reason why I don't think this will continue for a "long time". Need to solidify a win in the midterms.
@BillAckman The converse of this is that other countries know the US is in a far weaker position if it drags on, and other countries are known to have a higher tolerance of economic pain. Ackman begged for a trade war ceasefire because he's a little bitch screaming about nuclear winter.
@BillAckman Any short-term shock is temporary and its effect is ignorable in long term; smoothing it sends a confusing signal and is counterproductive. The demand for smoothing often comes from those caught off guard by ignoring unsustainable past trends, leading to inevitable corrections.
@BillAckman I'm still very optimistic about how this will play out. While the delivery of the tariffs may be shock and awe - I have to have faith there is an underlying strategy here with many chess pieces being moved around.
@BillAckman I watched earlier. Take the time to listen with an open mind. Will be a great and valuable use of your time.
!["China is out of ammunition. They're the smaller economy... and China is the trade surplus trader [with the U.S.] ... I think Xi Jinping is in a very difficult position right now." Gordon G. Chang on the dueling tariffs between President Trump and China.](https://image.24vids.com/tw-1909361541541151167/media/Gn896y4XMAAszFb.jpg)
![Barry Sternlicht recently gave a VERY insightful interview about tariffs and what it means for real estate prices - what he said is troubling: "The promotion of American manufacturing is a great idea, but we are not a manufacturing nation... We only have 13 million jobs of 160 million in manufacturing, and we're running a 4% unemployment rate. So I'm not sure who's going to work in all these factories. We're going to need some really quick efforts from Musk and Zuckerberg in robotics to actually build, have people work in these factories. Americans don't want to do that. That's not the jobs that they're interested in taking today... I think the tariffs are super complicated... I do think the focus should be on China. We run a $250 billion trade deficit with China... China is [the] second largest economy in the world with a fixed currency. And that alone is not right. That currency should go up and down with trade flows like every other major currency. So you start there. And I don't think the tariffs are tactical. And the if you put them in place, as [Trump] just did with steel tariffs, American companies will raise prices. So it is very inflationary. And for real estate, it's really bad. [For example] we need [Canada's] lumber. Or we can chop down our own trees but it's a bad thing. We run an equal trade deficit with Canada other than oil but we use their oil... if we don't buy it, they're going to ship it to Asia. For existing owners [of real estate], it's good because to build a new building will be more expensive. So the existing office stock, the existing apartment stock is going to be worth more. But it's bad because the numbers won't work to create new [buildings]. You won't be able to build anything. We already have a four to five million unit housing shortage... And you're seeing it in the sentiment of the builders that they're nervous. Everyone's a little nervous."](https://image.24vids.com/tw-1911554042742145505/amplify_video_thumb/1911553788067876864/img/e1ax0AoKoQBdJMBl.jpg)
![ABC News’ Jonathan Karl: “How does [Trump] respond that the Supreme Court says the tariffs, the reciprocal tariffs are unconstitutional?” Scott Jennings: “He’ll be apoplectic because the president believes that the tariff strategy is working. Look at GDP growth. Look at the stock market. Inflation is coming down. Growth’s going up. He thinks — and Bessent, you talk to Bessent, he thinks we’re going to have a boom in 2026 because of the long-term reengineering of the U.S. economy they’ve employed, largely on the back of tariffs. But he’ll be apoplectic.” “And, of course, it would also depend on whether the court rules that you have to give the money back that’s come in.” “How you ever untangle all that, I don't know. The president would also tell you, it's not just an economic tool. It's a diplomatic tool. He thinks a lot of the conflicts that he solved this year, which he’s very proud of, some of it, maybe more than half of them, were because he had the power to threaten these people with tariffs. And so, he thinks it will make the country weak, the presidency weaker and that it will sort of destabilize what he’s trying to do with the U.S. economy.”](https://image.24vids.com/tw-2005345016445550683/amplify_video_thumb/2005344822756814849/img/AoxIjQLkWdy940xm.jpg)
![Col. Lawrence Wilkerson: ‘The US🇺🇸 is FIGHTING China🇨🇳 THROUGH Iran.’ ‘We are in fact revealing some of the dark reality behind our strategy [with the war on Iran]…and that is China, the number one economy in the world. There is no question about that anymore. It is the number one economy in the world in almost every indicator you want to look at. I think the globalists, the neoconservatives, and others of their ilk in America, in the empire, are fighting China, and they're doing it on two very vivid fronts right now: Ukraine through Russia, and in Southwest Asia directly, because that is a place where China is not going to give up. It's not going to give up on its Belt and Road Initiative. It's not going to give up on Iran. So we are not just fighting Iran, we are fighting China. And some people think purposefully so, and have that as the strategy they believe is being implemented, however imperfectly, by Donald Trump.’ —Col. Lawrence Wilkerson , former Chief of Staff at the State Department, on the latest episode of Going Underground Watch the full interview in the quoted post below 👇](https://image.24vids.com/tw-2078289570479919405/amplify_video_thumb/2078289405643796480/img/lSpla9il60GKSrNA.jpg)