August 11Aug 11 Behold, the fee market! https://www.ft.com/content/cd1a0729-a8ab-41e1-a4d2-8907f4c01cac The US official said Nvidia agreed to share 15 per cent of the revenues from H20 chip sales in China and AMD would provide the same percentage from MI308 chip revenues. Two people familiar with the arrangement said the Trump administration had not yet determined how to use the money. The Financial Times reported that the commerce department started issuing H20 export licences on Friday, two days after Nvidia chief executive Jensen Huang met President Donald Trump. The US official said the administration had also started issuing licences for AMD’s China chip. The quid pro quo arrangement is unprecedented. According to export control experts, no US company has ever agreed to pay a portion of their revenues to obtain export licences. But the deal fits a pattern in the Trump administration where the president urges companies to take measures, such as domestic investments, for example, to prevent the imposition of tariffs in an effort to bring in jobs and revenue to America
August 11Aug 11 Lulz I can't wait to see chickensandwich whipsaw into a full throated support of state capitalism and revenue skimming
August 11Aug 11 Keep an eye on cannabis stocks as it looks like this admin will possibly be decriminalizing it. Good meetings went down Friday. CGC TLRY VFF
August 11Aug 11 Nvidia seems to be going up which is a bit of a surprise given the vig they are forced to pay.
August 11Aug 11 25 minutes ago, Nivek said: Nvidia seems to be going up which is a bit of a surprise given the vig they are forced to pay. opening a new market for them (and AMD). it's really bad policy but the 15% royalty opens up China to US AI chip makers then here comes billions...
August 11Aug 11 46 minutes ago, Nivek said: Nvidia seems to be going up which is a bit of a surprise given the vig they are forced to pay. it's done nothing today.
August 11Aug 11 1 hour ago, Tailgate said: Keep an eye on cannabis stocks as it looks like this admin will possibly be decriminalizing it. Good meetings went down Friday. CGC TLRY VFF
August 12Aug 12 On 8/1/2025 at 4:20 PM, Anastasis said: I shorted enough rddt to make me nervous. That's been a real smoove buttfucking.
August 12Aug 12 On 8/11/2025 at 7:59 AM, Tailgate said: Keep an eye on cannabis stocks as it looks like this admin will possibly be decriminalizing it. I appreciate the optimism but that'll never happen under the fascist thumb.
August 12Aug 12 I’ve dipped the toes into cannabis ETFs twice, got burned once and the other time stayed flat- MSOS and YOLO.
August 12Aug 12 1 hour ago, Chopper said: I appreciate the optimism but that'll never happen under the fascist thumb. Especially if it's @ROFL BOX
August 13Aug 13 7 hours ago, Intern Eric said: and the other time stayed flat- MSOS and YOLO. Post that in the stink thread and it would be considered a humblebrag
August 22Aug 22 I just hope the people buying PLTR at 500 p to e are ready for their reckoning. It is coming soon.
August 22Aug 22 On 8/21/2025 at 9:47 AM, Fudge Nuggets said: Down 1.5% on the week? Oh my, woah is me. should be aok for the week after all
August 22Aug 22 Erbody happy that J-Pow hinted that he did not rule out a rate cut. I would bet a beer that when the September 11 CPI report comes out it will give enough data that J-Pow will see the Market expecting to kick a winning field goal and instead go “due to concerning reduced employment data - and increasing tariff-related inflationary pressure - it is prudent to stay the present course and not to reduce rates at this time” the following week.
August 22Aug 22 JPow setting up the dotard for the ultimate rug pull. It will be hilarious.I think Dotard gets a rate cut before the EOY. not a fan by any means but goddamn is he one of the most-effective bullies out there. mf really just gets what he wants
August 22Aug 22 No, the Fed has become politicized. The cut is happening whether it should happen or not.
August 22Aug 22 12 minutes ago, Dbeasy said: No, the Fed has become politicized. The cut is happening whether it should happen or not. So - if we have a shitty August jobs report September 5, then we do a small rate cut to help the jobs numbers, so when the next month or two inflation from tariffs catches up with us, we raise rates again? If Trump has his people they can get rich timing the good and bad news. Not that he would ever do that.
August 22Aug 22 34 minutes ago, Gatorubet said: So - if we have a shitty August jobs report September 5, then we do a small rate cut to help the jobs numbers, so when the next month or two inflation from tariffs catches up with us, we raise rates again? If Trump has his people they can get rich timing the good and bad news. Not that he would ever do that. My guess is two cuts happen and about May next year we all are bitching about 4% inflation.
August 23Aug 23 2 hours ago, Dbeasy said: My guess is two cuts happen and about May next year we all are bitching about 4% inflation. next May the new Fed Czar will fix all problems, haven't you heard?
August 23Aug 23 2 hours ago, Dbeasy said: My guess is two cuts happen and about May next year we all are bitching about 4% inflation. But will it be transitory/s
August 23Aug 23 19 hours ago, Dbeasy said: My guess is two cuts happen and about May next year we all are bitching about 4% inflation. If inflation is only 4% next May after 15%to 20% tariffs have started kicking in for reals - that would far exceed my wildest positive expectation. All we can do is stay on Mr. Choad’s Wild Ride and post on surly.
August 26Aug 26 I'm surprised by the lack of equity or bond market reaction to Trump firing Lisa Cook Trump moves to fire Lisa Cook from Federal Reserve board
August 26Aug 26 7 minutes ago, swraith said: I'm surprised by the lack of equity or bond market reaction to Trump firing Lisa Cook Trump moves to fire Lisa Cook from Federal Reserve board Did she commit mortgage fraud or not? Claiming ignorance would be a thing. Lol
August 26Aug 26 7 minutes ago, ChickenSandwich said: Did she commit mortgage fraud or not? Claiming ignorance would be a thing. Lol Did Trump fuck children or not? Claiming ignorance would be a thing. Lol
August 26Aug 26 If he did throw him in jail. Or just more wish-casting? Edited August 26Aug 26 by ChickenSandwich
August 26Aug 26 1 hour ago, ChickenSandwich said: If he did throw him in jail. Or just more wish-casting? Speaking of wish casting, that weird nationalist jobs report you were spiking the football about is a bit of a red herring https://jedkolko.substack.com/p/no-native-born-employment-has-not
August 26Aug 26 10 hours ago, ChickenSandwich said: Did she commit mortgage fraud or not? Claiming ignorance would be a thing. Lol She's not been charged with anything, much less convicted. Not that due process means anything anymore.
August 26Aug 26 12 hours ago, ChickenSandwich said: Did she commit mortgage fraud or not? Claiming ignorance would be a thing. Lol 12 hours ago, ChickenSandwich said: If he did throw him in jail. Or just more wish-casting? btw, our own attorney general did this with three houses. Glass houses and all that https://www.cbsnews.com/texas/news/ken-angela-paxton-mortgage-primary-residence-homestead-exemption/
August 26Aug 26 3 minutes ago, Incredulity said: take it to the fucking cloak room. Fucking hell. You should tell the people at Bloomberg, FBN, CNBC, Yahoo Finance, Marketwatch, etc.
August 26Aug 26 Just now, Bozo_Casanova said: You should tell the people at Bloomberg, FBN, CNBC, Yahoo Finance, Marketwatch, etc. Well you see there aren't forum rules on Bloomberg, FBN, CNBC,..... the whole god damn website doesn't need to be TDS 24x7
August 26Aug 26 Guys I’m not a repeat offender here and I wish he didn’t, but the fact is that this president happens to have a pretty enormous real time impact on the Fed and the markets, moreso than any president since 1974. That’s not a deranged statement. Sorry if that makes your nethers feel sandy. Edited August 26Aug 26 by Bozo_Casanova
August 26Aug 26 > post about Lisa Cook being illegally fired by the president > chickensandwich repeats the political attack on Lisa Cook > political attack is refuted with datapoints, and a counter-example to demonstrate his bad-faith argument > posters are incredulous and declare "trump derangement syndrome" and "see are!" when rhetoric is met with reality Never change, you beautiful bastards. I know you couldn't if you tried
August 26Aug 26 What is really incredible is the sensitivity regarding folks invoking the name of the person who is without precedent, and without the rule of law, is trying to fundamentally make the Fed a puppet institution to do his bidding. Pointing out that what the President deems a fireable offense at the Fed, is indeed what Texas' own lead law enforcement officer has done as well? IS simply pointing out that Trump's moves are not principled, they are inserting a level of politics into a formally non-partisan and independent Fed. The good news is I got washed out of my PLTR, even with my super loose stops. So not at all worried that things that are not the least bit normal regarding the Fed and our financial markets have now been absorbed as normalized. Pretty damn hard to have a discussion about the markets without bringing in a mention of the main player. But right now everyone is on board. this thread should not exist! As markets are not falling. Lately they rise on even bad news. Inflation is coming but it is coming on gradually. What will be fascinating is to see if the 30 year moves towards 5% with the predicted September rate cut? Or do the CPI numbers come in hot? More importantly if Inflation numbers do ease upwards on the CPI? Who can be fired to try and change that inflation number to something our President likes? That's not political in the least. It's what happened the last time he didn't like the fact he was not producing many jobs... So that's just normal now. right?
August 26Aug 26 It's pretty simple to me. Talk about impact of Trump firing Fed on markets? 100% valid for this thread and expected. Debating validity/legality of Trump firing fed inevitably leading to fucking Epstein talk? Cloak Room. I don't disagree it's a slippery slope (and I've gotten caught up in it myself on DT) but we've all seen how the fucking Cloak Roomers can't help go full blown politics once it gets started and then the thread completely jumps the shark, so would be nice to try to keep on subject and debate the merits/politics in the threads where that debate is no doubt taking place.
August 26Aug 26 22 minutes ago, Skipper said: It's pretty simple to me. Talk about impact of Trump firing Fed on markets? 100% valid for this thread and expected. Debating validity/legality of Trump firing fed inevitably leading to fucking Epstein talk? Cloak Room. I don't disagree it's a slippery slope (and I've gotten caught up in it myself on DT) but we've all seen how the fucking Cloak Roomers can't help go full blown politics once it gets started and then the thread completely jumps the shark, so would be nice to try to keep on subject and debate the merits/politics in the threads where that debate is no doubt taking place. Well, it's not a debate if it's legal or not - it isn't. You're excusing his dictatorial actions and insisting that anyone who takes issue with them is deranged with a mental condition. So yeah, you're gonna keep getting that bucket of cold water that "maybe we shouldn't let a pedophile unilaterally declare what is and isn't legal"
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