Reddit Posts
PayPal’s January 25th event. Sell the News?
Mainz Biotech $MYNZ ($1.30) -- Expected news on Colorectal Cancer Detection Study before End of Year
How do you translate these formulas for AR-NT and HAR-NT into Excel?
Promising Penny Stocks $CMRA, $FCF, $NOTE
The Hawkish Pause… 6-14-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
Post CPI and Pre-FOMC Day… 6-13-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
Its time for a bold prediction… 6-7-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis (bonus tesla daily)
The VIX just closed at pre-covid levels… 6-6-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
The Road to $430 SPY… 5-19-23 SPY/ ES Futures, QQQ, VIX, DXY and 10Yr Yield Weekly Analysis
Psyops and Apples Earnings…. 5-4-23 SPY/ ES Futures and VIX Daily Market Analysis
The volatility continues… 3-15-23 SPY/ ES Futures, DXY, 10YR and VIX Daily Market Analysis
The volatility continues… 3-15-23 SPY/ ES Futures, DXY, 10YR and VIX Daily Market Analysis
Mentions
Uh your entire point had nothing to do with prenup affordability. Your esponse was predicated on the notion that prenups can't dictate division of assets post nuptials. Remember my FG post comments. You're still missing the chip shots. You got taken to pound town, by an old guy, who happened to be a family court judge. You got owned buddy. Pound town.
u/---Right--Tackle--- You're embarrassing yourself again. Remember when you bought leap ATM leap puts and believed they would have tons of extrinsic value even after going deep ITM? >Nice try, you’re clueless on how any of this works. Case in point: you think the government controls the long end of the curve. Lmao. Retard. PS I’ve been long all year. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up Educate yourself a bit about what is going on.
Meh, I don't agree with the gold standard. But the current monetary policy is already out there, look up the mar a lago accord. Or here https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf. I guess I already do get why it's happening
I'd say that you are the one that's "reading too much Reddit" that you're missing the real things happening in the real life. This guy was Trump's advisor and recently joined the board of Fed, and he explicitly say that dedollarization is desirable: [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
Oct 9th healthcare conference to demonstrate their new drug. >Brilaroxazine, also known as [RP5063](https://www.google.com/search?sca_esv=dbc89ed84d6d14f8&rlz=1C1CHBF_enUS1149US1149&q=RP5063&sa=X&ved=2ahUKEwi-0ZiXsZKQAxU1gGoFHf0FG3EQxccNegQIDBAB&mstk=AUtExfCu_0T8BACvpZQ-ayCMt18Xt6FbvzM5Fv4aF14m5JaFlLOkXjtFFR4GCnk0LmOUqZrwlnGthaI2pf0EkAVZG4ptFBZPMvHs63yK89nuR7fu9UZcPhIcJICagb6Qzslc6QcBWd7rBKTL0MEqW1wZ56Wv7zIC4awkqtby0n7Hyiqe7CpUbJdrDOJbD5ycUkZ-wCNGox3sexQUBn0Hl5mWWBXAkZdbUQudpyF6_iQEvaDj1Q&csui=3), is an investigational serotonin-dopamine modulator being developed by Reviva Pharmaceuticals for the treatment of schizophrenia, bipolar disorder, major depressive disorder, Parkinson's psychosis, and other central nervous system and inflammatory conditions, such as pulmonary arterial hypertension (PAH) and idiopathic pulmonary fibrosis (IPF). It is a third-generation antipsychotic that works by stabilizing the serotonin and dopamine systems in the brain and has shown promise in improving schizophrenia symptoms and demonstrating a favorable safety profile in preliminary studies. They received the patent on it. Just awaiting regulatory approvals, but there's a lot of upside to it. If the safety profile is as good as they say, it could easily become the first line treatment. Similar stocks in the past have went into the $$$ range.
Is this said paper? https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
>“Markets don’t control yields”. Lmao good day sir >You don’t know how it works and that’s ok. u/Aggressive_Bit_91 Look... I say this genuinely not trolling. You have severe Dunning-Kruger and that is not actually okay. Being wrong is okay. Being super confidently wrong when you don't know anything, while also spreading misinformation is not okay. Bessent and Yellen checkmated bond markets long, long ago. They have been committed to front-loading the yield curve: https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up https://www.bloomberg.com/news/articles/2025-02-20/bessent-says-terming-out-us-debt-a-long-way-off More in depth explanation by economists Stephen Miran and Nouriel Roubini: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
Bessent and Yellen checkmated bond markets long, long ago. They have been committed to front-loading the yield curve: https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up https://www.bloomberg.com/news/articles/2025-02-20/bessent-says-terming-out-us-debt-a-long-way-off More in depth explanation by economists Stephen Miran and Nouriel Roubini: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
Yes. Absolutely yes. Stephen Miran, one of the people behind the tariffs, who served as the chair of the Trump's Council of Economic Advisers, and who very recently became a member of the Fed's Board of Governors, wrote this before Trump's inauguration: [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) Among other things, he proposes charging remittances to foreign investors (although he primarily talks about bond interests, not stock yields), which can be introduced by President through IEEPA without needing to go through Congress. His reasons for doing so apply to both bonds and stocks (stopping dollar appreciation and thus improving US export competitiveness). Read it and judge for yourself. Remember, he is not just some obscure nobody.
**FG MERGER II CORP RTS EXP 02/11/2030** in merger with BOXALL up on volume today - new highs
Eagles blocked game winning FG
That damned missed FG on last night's game kicked me out of my survivor league :(
He wrote a paper on tariffs. It was badly written nonsense. You can find it [here](https://hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf).
Good!! You can't have a good squeeze without shorts! They're a critical component to the equation. Kenny at citron just shorted OPEN too. Perfect!! Let's FG!
This is the paper for those who are interested. Came out later in 2024 and it is basically describing the tariff playbook that is happening now. The formula in page 13 particularly for interesting. It assumes that tariff related price increases are negated by the exchange rate favoring the dollar (eg chinese yuan depreciation in value for example), which makes tariffs benign as a proinflationary factor. The value “e” in the equation. Guess what, dollar has depreciated ytd. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf they base their tariffs are absorbed by the exporter whopper based on their assumption that foreign currency depreciates. He also argues that tariff is a one time increase unlike inflation which is chronic increase over time. Then he proceeds to say, hey, we can also apply 20 percent tariff 2 percent at a time until the exporter caves in. there is so much wishful thinking in the paper. it will be a disaster… the world is much more complex than these guys think. we are doomed.
If he becomes the new Fed chair, America is triple-fucked. His tariff paper is **insane**. [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
Close, but not quite. The real person behind this tariff debacle is Stephen Miran. His [paper](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) is where Trump gets every talking point.
I have been trying to give the explanation more visibility. It's not a secret https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf The idea was if you set a 10% tariff on country X, it should come with a devaluation of 10% of the currency in country X that way it essentially washes out The dollar has lost 12% w.r.t. the euro YTD which should also be taken into account when discussing stock market performances traded in dollars
Since this awesome subreddit hasn't been archived yet, would the OP be interested in adding/tracking BOXABL (BOXABL.com) based on the news that BOXABL and FG Merger Corp. just announced their SPAC IPO merger agreement today/Aug 6, 2025(?)
Refer to the YTD chart: https://finance.yahoo.com/quote/DX-Y.NYB/ Also refer directly to the horse’s mouth: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Stephen Miran, chairman of economic advisors to Trump.
Yeah it's detailed for instance here https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Essential to that plan is currency manipulation. How's that working for you? How well are your stocks doing once adjusted for the dollar dropping YTD? And that's not even to mention, how well are your stocks doing once we remove NVIDIA and adjust for the dollar falling
I posted a comment further up the chain, reposting here. Read [this essay](https://hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) by Stephen Miran, current Chief of Economic Advisors. It's beyond stupid and right into terrifying.
[Read this essay by Stephen Miran, Chairman of the council of economic advisors.](https://hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) There are no trustworthy people in this administration. Their course is set, and it's a very disturbing one. I have lost count of how many times I've shared this.
The purpose is stupid as fuck. If you are interested, here is a short essay by Stephen Miran, the current Chairman of Economic Advisors. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
There you go assuming we support Republicans. Stupid is as stupid does. -FG
Waiting for the FG index to hit high 80s or 90s
But it was. If you're trying to understand these policies from the horse's mouth it won't make sense. Read e.g. Stephen Miran, chair of the council of economic advisors https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf We clearly see that bringing back manufacturing is in there, as well as devaluing the dollar By the way "manufacturing" doesn't mean humans do the manufacturing. Also, note that I'm not defending these policies, I merely insist that they should be criticized from an informed standpoint
Any time now ALK what’s my FG % gonna be for these reports
This is an essay by Stephen Miran, discussing what I'll loosely call their "strategy". [Link to essay, pdf](https://.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
nteresting – thanks for sharing NCNA. I’ve been looking at a similar play on the European side: **FluoGuide (FLUO.ST)**. They're working on a surgical imaging agent (FG001) that makes cancer cells glow in real-time during surgery – allows precise removal of tumors. They’re in Phase II right now with glioblastoma and head/neck cancers, showing 100% efficacy so far. They just signed a commercial partnership with an imaging company too. Still super under-the-radar – market cap around €35M. Anyone else tracking it?
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Nutlick also says in all statements that "they" will have to pay.\ This is a short 40 pages essay written by Stephen Miran, economist on Trumps team. It sheds some light on what I loosely call "plan". [Link to Essay. Pdf](https://.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
# DO NOT IGNORE THIS COMMENT Hello FG-Oracle, your submission has been removed because your account has low karma **on this subreddit**. We have this filter in place to help protect against bots, trolls, and spammers. We might approve your post if you were not spamming/trolling/etc in some time if your post is of significant quality. Please message the mods of r/shortsqueeze using [this link](https://reddit.com/message/compose/?to=/r/Shortsqueeze&subject=Content+Approval+Because+of+Low+Karma) if you believe this is in error and you DO fit the requirements. You will not be approved for telling us you are not a bot. (Please note -- It will not be approved sooner if you message us 5 minutes after it gets removed or if you message multiple times). Also, messaging us to say that you are not a bot is not qualification for this post to be approved. Please do not message us unless you have over the approved karma limit (25). If you do not know what karma is, or how to get it, check our r/newtoreddit. If you need help getting karma on this subreddit, check out the new feed and comment on things to be helpful! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/Shortsqueeze) if you have any questions or concerns.*
🚀 Potential Boxabl IPO & FGMC Merger Could Shake Up Housing—Here’s Why It’s Worth Watching 🏠 Why Boxabl Is Worth Noticing Affordable Solution: Their Casita homes cost ~$60K, or ~$165/sq ft, versus $250/sq ft for traditional builds. With home prices soaring, this hits a real need. 🏠 Strong Demand: Over 190,000 reservations and 600+ homes delivered. Their backlog shows serious interest. Efficient Model: Factory-built, foldable homes built for scale. It’s a streamlined, sustainable approach to housing. Expansion Plans: Three factories running, with a $1B expansion in the works. They’re gearing up for growth. IPO & FGMC Merger Details Sources, including posts on X, suggest Boxabl may go public via a SPAC merger with FGMC (FG Merger II Corp), which raised $80M in its IPO. If finalized, Boxabl could list on Nasdaq as $BXBL. The deal’s in the LOI stage, so due diligence and approvals are pending, but a public listing could supercharge their production and market reach. Why It’s Relevant Housing Crisis Opportunity: Sky-high home prices make Boxabl’s affordable model a potential game-changer. Investor Support: Over 50,000 investors have committed $200M+. That’s a solid vote of confidence. SPAC Potential: SPACs carry risk, but Boxabl’s tangible progress sets it apart from less substantial deals. The Risks The merger isn’t locked in, and an SEC investigation has been mentioned (no major issues reported yet, but worth tracking). SPACs can be unpredictable, so research is key. TL;DR: Boxabl’s modular homes address a real housing problem, with a potential FGMC merger and Nasdaq IPO ($BXBL) in play. Strong demand and a scalable model make it one to watch. Monitor $FGMC for updates. What do you think? Is Boxabl a solid play or overhyped? Share your thoughts below! 👇 Disclaimer: Not financial advice. Always do your own research.
If you really want to know, read this kooky paper: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
just added a 5k SPXU hedge - now that FG index is in "extreme greed". 3% of my porfolio is now in S and P hedges (SPXU Oct Call, SPXU), 22% cash, and I've been gradually trimming my hi flyers.
Stephen Miran is part of the WH administration, who worked under Steve Mnuchin (Treasury Secretary from 1st Administration) and is the Author of this Working Paper "[A User’s Guide to Restructuring the Global Trading System](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)" which is speculated as being the ideological framework for the current Trump Administrations Tariff and Trade policy (if you want to know more just look up the [Mar-a-Lago Accord](https://en.wikipedia.org/wiki/Mar-a-Lago_Accord)). Siting Miran as an independent source is beyond comical. It would be like asking Tobacco executives to comment on the health benefits of smoking. Furthermore, we are talking about drastic shocks being imposed on Global Systems, the effects of which are currently working their way through said systems. This takes time, like changing course of a massive cargo ship. There is a lot of inertia there. That being said you can already see the effects, the tide pulling out before the tsunami hits. It will be interesting to see how effective the Trump administration will be in directing the narrative and suppressing reality as things get worse.
He also wrote this brilliant ( big /s if it wasn’t obvious) paper https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
His massive paper assumed that you could tariff counties with zero retaliation, it’s a core assumption to get the result he needed. It would be laughable if they weren’t actually trying to implement it. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Steven Miran wrote a massive paper sucking up to Trump before the admin was in office, I read the whole thing and as someone with a degree in economics it’s laughably bad: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
The full story is a lot more than just bringing back manufacturing. They want to achieve 3 goals that have been considered simultaneously impossible by all economists for over half a century: bringing back manufacturing, keeping the dollar as international currency, and lowering the national debt. Some negotiations are necessary with foreign countries so they choose to manipulate their own currency to reevaluate it wrt to the dollar. Here the idea is that the US has been ensuring safe oceans for international shipping during all these decades, and that these foreign countries should chip in if they want to continue to receive this protection. This may sounds mildly like mafia strategies to some, but there some value to this argument in principle. The main problem now with this is that these foreign countries, such as China, have reasons to feel antagonized by the current administration. The chair of the council of economic advisors Stephen Miran has published this strategy in details https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
You don’t ? I bet you can’t work out why the dollar has devalued as well. Never fear, great leader knows why. [This is where they got both from](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdfhttps://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
On of Trump's top economic advisors wrote a 50 page paper about how this is the entire goal. Effectively reduce the dollar long term so we don't import so much and onshore manufacturing. It's probably stupidity but it is what they are aiming for [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
This essay is written by Stephen Miran. That has exactly been the play all along. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
It is going down because the “plan” is for it to go down. Everyone blames Pete Navarro for Trumps Tariffs and economic plan, the real cause is someone read [Stephen Mirrans paper “A User’s Guide to Restructuring the Global Trading System”](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) this is where Trump and Co got the idea that “other countries pay the tariffs. It includes devaluing the dollar.
Trumps economic goal was to depreciate the dollar. It’s not even a secret, his economic adviser published stuff on how they’re gonna use Tariffs to devalue the dollar and restore “balance” to their trades and make manufacturing sustainable here. This is their goal. They’ve told us this is their goal. If you didn’t move you money out already then RIP https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Man... the company founded in 2008, went public back in 2021 and still doesn't have a meaningful revenue. Look at [their presentation](https://www.artiuscapital.com/documents/FG/artius_full/origin-materials/609827_Investor_Presentation.pdf) back then and compare with what we have now. They are just a power point and video company, there is nothing left of their lofty goals. The market can't wait indefinitely. I'm just saying it's risky, meaning that you're aware of the risk. I'd like to see a huge upside and bright future ahead, but realistically speaking, investing in ORGN is a dead money basically. You better choose something else. Like MSFT or GOOGL.
They’ll laugh. This “we’ll protect you” crap is straight out of Steven Miran’s coo coo for Cocoa Puffs paper. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf?utm_source=perplexity
The whole 'other countries pay the tariffs' was premised on the tariffs strengthening the US dollar against the currency of the tariffed country. The tariffed country 'paid for it' strictly in the sense that their weakened currency increases the real cost of imported goods (since they transact in USD) This was exactly the rationale laid out by Stephen Miran, the Chair of Trump's Council of Economic Advisors, before the election. Is recommend that everyone read the report: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Don't listen to Trump (or the media), read the source. Did you read Miren's paper on tariffs which Trump administration is trying to implement? [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) This is the gist, and what they're trying to repeat on a larger scale: >Indeed, the 2018-2019 tariffs, a material increase in effective rates, passed with little discernible macroeconomic consequence. The dollar rose by almost the same amount as the effective tariff rate, nullifying much of the macroeconomic impact but resulting in significant revenue. Because Chinese consumers’ purchasing power declined with their weakening currency, China effectively paid for the tariff revenue. P.S. I usually get downvoted by anti-Trump bots, so I don't expect anything different this time, but I hope OP reads this. I'm not a US citizen and I don't particularly care about US politics, I'm just pointing OP in the right direction to build understanding on what's meant by "China will pay the tariffs."
Try not to be foolish. And read this plan from Trump’s chief economic advisor. He thinks destabilization of the US dollar will be beneficial, based on a “theory”. This is real. Your ideas on Trump playing some sort of 4D chess are all made up by Lyin’ Fox News and the cult. Read it from the horses mouth instead. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
pps. i really am truly interested in the why and 0FG's for if you buy or like any stock
This is like having the ball at the 1 yard line, intentionally taking three holding penalties to give your WRs room to negotiate downfield. Then ending up doinking the FG off the upright and calling it a good change of field position in the postgame.
I can't summarize the entire plan in a comment, you can read the details here if you are curious: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Here you go moron, read the whole thing. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
At some point we gotta wake up https://youtube.com/shorts/uMDUlFov_90?si=MBF_FG0pazL-_IRt
> other than t shirt factories in the US Yes; that is what they want. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf They want to devalue the dollar to make our exports more appealing so they can send us back into factories. They want to drive our country into poverty, on purpose, because they can make money for themselves in the controlled descent. Private equity goons now have taken control of the US and are scrapping it for parts, right fucking now.
This is exactly why I think the market isn't taking the trade war seriously enough. Like... this guy wrote a "paper" in November 2024 right after Trump was elected basically calling for a reordering of global trade markets using tariffs as a threat. [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) I put "paper" in air quotes, because it was "published" on the Hudson Bay Capital website, when Miran was the senior strategist of that investment fund. It's not a peer reviewed paper published in an actual academic journal, it's a "paper" published on the dude's website for an investment fund run by himself. Miran has a Harvard PhD but he's not a serious academic economist--he worked in the Treasure Department in the 1st Trump Administration, then was an investment fund guy, and has 3 published papers to his name. [https://www.researchgate.net/scientific-contributions/Stephen-Miran-2026984353](https://www.researchgate.net/scientific-contributions/Stephen-Miran-2026984353) Researchgate is hardly a super credible source (it's a barely moderated hub for research papers) but there are a lot of papers uploaded onto it, and gives you an idea of how influential a researcher is, as you can see how often their names appear in citations uploaded. Just 195 total citations on researchgate for Miran--most of them to a 2012 paper Miran wrote criticizing Fed policy on long term interest rates. Most highly regarded academics have multiple papers with hundreds, or even over 1000 citations (the most influential papers have multiple thousands of citations), and total several thousand citations to their name. My father is a reasonably well-known economist in academia, but certainly not a household name, but he has over 8,000 citations on researchgate (i just peeked). Super well known economists like Stiglitz or Schleifer have 40,000+ citations, just on those linked to Researchgate. 195 citations is a nobody, and he's the top economist of the Trump Adminstration, spearheading the Tariff policy.
[FG MERGER II CORP. REPORTS FIRST QUARTER 2025 INTERIM FINANCIAL RESULTS](https://www.prnewswire.com/news-releases/fg-merger-ii-corp-reports-first-quarter-2025-interim-financial-results-302444600.html) \- FGMC FGMCR This is unusual, most SPACs do issue quarterly earnings press releases. FGMC completed the IPO on January 30, 2025. "The value of the Company's trust account balance per share as of March 31, 2025, was approximately $10.14 per share. " FGMC stock has been trading around $9.60 to $9.70 per share all month, wonder if that has anything to do with FGMC issuing the press release.
Actually, tariffs are all about the debt https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
“Trump's stated goal is the *total elimination of the US trade deficit.*” Yes, his advisers’ goals are much bigger though. If you read Steve Miran’s essay below, they basically think the US dollar being the reserve currency, and the US being the military superpower, are large *costs* that the US has been incurring. They want repayment for providing those “services” in the past, and ongoing payments in the future (from the whole world). Insane? Yes, but they really do think that 👇 https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf https://www.nordea.com/en/news/mar-a-lago-accord-explained-a-new-era-for-the-dollar What form that payment takes is a bit fuzzy at the moment (they probably have some private plans) but things that have been discussed are forced restructuring of the US debt into long duration zero coupon bonds, for example. Tariffs are not nearly enough, although they could be the initial part of the strategy However this is sugar coated, make no mistake, they are talking about extracting *tribute*, there is just no other way to view it “ the deals US trade negotiators are currently attempting to hammer out with their foreign counterparts will not accomplish Trump's stated goals. “ Again absolutely correct - they can’t bring the deficit to zero, let alone accomplish the maximalist goals described above. I think the US simply doesn’t have enough leverage to force the whole world to accept this
“a deal is imminent” No deal is possible. The US doesn’t have the ability to compel the thing they really want: a full write off of all foreign held debt, plus *ongoing* capital inflows about equal to what they are now, but not in exchange for anything (=tribute) Failing that, 🥭 wants to collect money from tariffs (External Revenue Service) because *they’re not appropriations* so congress doesn’t control how the money is spent. It’s his personal slush fund Read 👇 https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
The fact of this matter is that it is not about trade first and foremost, it's about power. All noise Trump is putting out is to mask what's happening in the background. Your agencies are being broken, they have started arresting judges. I'll leave 2 links here. The first is to an economics paper by Miran, the second is the Heritage Foundations playbook. Miran and the self-proclaimed tariff expert Peter Navarro is behind the economic policy. It's bonkers, it won't work and it risks an actual War. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf https://static.project2025.org/2025_MandateForLeadership_FULL.pdf I _**strongly**_ urge anyone who wants a better understanding of what's happening both economic and political read those.\ They provide a much clearer picture of how deep the shit we're in is.
Here's a paper from Stephen Miran, it goes into the "economic strategy", if you can call it that, in a little more detail. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf And here is Project 2025's playbook if you haven't read it. https://static.project2025.org/2025_MandateForLeadership_FULL.pdf I can also not recommended trying to understand Peter Navarro by listening to him on YouTube.\ To me he sounds like that drunk uncle that always talks smack about the gubmint' on Christmas, but to Trump his shit doesn't stink.
[There you go.](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
[https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) Written by Stephen Miran (the current Chair of the Council of Economic Advisers of United States). It almost makes the tariff insanity make more sense, but it sure isn't accurate to what is happening now. One of the points is that devaluing the dollar will REALLY hurt China because of the points you stated, and maybe that's all part of the goal. Chapter 4 is most of this. It also helps make all the screaming at JPow make more sense, since there's a chance he might due to perceived inflation risk. A lot of this paper recommends to levy tariffs gradually to get countries to come around to do what the US wants and and give time to have the tariffs offset by currency devaluation. Trump didn't do that and all the worst case scenarios are coming true.  Im betting he'll do a big pullback before the 90day pause is up given the 10yr is rising and the dollar is tanking. Also, I dont know what I'm talking about at all.
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf No really, they literally wrote a 50 page document outlining everything OP mentioned. This is from his chief economic advisor.
There is a plan, but most people would call it a shit plan, if they actually knew about it. It's all there in the Mar-a-Lago Accord. Anyone can read it. It all boils down to the following core ideas: 1. Weaken the USD 2. Lower interest rates on bonds / force bond holders to convert to their holding to century bonds. 3. Disincentivise imports (tariffs) 4. Reduce defense spending on non-domenstic soil, alternately make other countries pay a subscription fee if they want the US to continue defending non-domestic soil. All of this will then force manufacturing to restart in the USA, which can only be bankrolled by a small group of ultra wealthy industry leaders. That's the plan. It's a shit plan. But they have a plan. As various unwanted consequences pop up due to the administration trying to implement the plan, they will deal with them as they need to. For example, with #3, we've seen back of forth on the tariff stuff because it impacted #2. Ultimately though, this back and forth has started to achieve the aims of #1, which is the weakening of the USD. So the plan is working, more or less, in how they want it. I'm amazed the media as a whole is not covering what this all means for the average american consumer. Not even the democratic media is touching it. Many times trump has also said it out loud, saying (more or less) that he wants to bring the times of the robber barons and industrialists back. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
For most of the time I have lived in France I have been retired. When I did have a job I was impressed by French workers. They are professional and know how to behave in a business environment. I works for large corporations in the states for many years. What I saw was childish unprofessional behavior and frankly criminal corruption. I think I pointed out above that Trump seems to be basing his policies on [this paper](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf). The tariffs will be permanent.
Oh I fully agree, Trump has executed the plan with the grace of a drunk ballerina hippo inside a chip fab. They counted on low energy costs, lie rates **and** foreign governments subsidizing their industries so exporters would eat at least some of the cost to negate some of the inflationary pressure on prices. I dare say I would have chosen a _slightly_ more nuanced approach myself. If you want more of their plans. Here is some reading. First one is a short essay written by Stephen Miran, second one is Project 2025's playbook. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf https://static.project2025.org/2025_MandateForLeadership_FULL.pdf
Trump may look crazy and corrupt but he has a plan. It was layed out in this paper: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Read it over. This is the roadmap he is following.
Trump is basing his policies on a paper by [Stephen Miran](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf). The tariffs of on average 20% will be permanent.
That's because this is literally part of the plan. His admin thinks that the USD being highly valued as a result of being the works reserve currency is a Bad thing and seek to devalue it. They are under the impression that they can devalue the USD to make US exports more competitive without losing reserve status. I'm pretty sure this is grossly mistaken, but the USD losing value is a goal, not a mistake. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Let me introduce you to Stephen Miran, Harvard educated and the chair of Trump's 'Council of Economic Advisers.' He wrote a 41 page essay outlining the tariff policy, including tanking USD. [A User's Guide to Restructuring the Global Trading System](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) Tanking the dollar is in fact what they're trying to do. There are a bunch of 'smartest guys in the room' with a very real plan and it is being executed. Unless Congress gets him out of the Oval Office he will continue with this chaos.
Part of the strategy around this tariff mindset is devaluing the dollar See this paper https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Even IF that was the plan, it's a shit plann. Turning on allies of 8 decades, who was already actively working to limit China's influence has instead turned us TO them. EU is in talks about absorbing some of China's surplus EV's and have already agreed on a minimum price on them. It was a shit plan read these two and learn what's happening. https://static.project2025.org/2025_MandateForLeadership_FULL.pdf https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Enjoy.
This is a very good question. The answer is here, at the beginning of chapter 2 on page 5: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf They explain: our imports are too cheap, and our exports are too expensive. They want to devalue our currency so that the CEOs can turn America into a sweat shop shithole. They want us manufacturing crap for CEOs to sell to other countries. And they don’t give a shit if it means we can’t afford goods from China or Vietnam or whatever anymore.
Rightly, (or wrongly…!) , he's trying to rejig the global economy and the US's role in it, and the world. This is the blueprint published late last year by one of his economic advisers https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Devaluation of the dollar is the primary goal of the tariffs. The plan for these tariffs is laid out below, written by Stephen Miran, who this administration has chosen to be Chair of the Economic Advisors Council. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
It’s part of the plan to devalue the dollar. It has been put in the paper released last year by Stephen Miran https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Stephen Miran wrote the tarriff playbook where tarriff Ed nations "pay the tarriffs". Page 17: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Read this paper then google the role Stephan Miran holds in the White House. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
They do want the dollar to go lower. They don’t want countries to buy USD in times of instability. I imagine there’s some technocrats who want Crytpo to be what’s bought during uncertainty though I don’t know how that would really work. Chairman of CEA Steve Miran wrote a paper on shuffling the global trade order. Read that first page plus and this is what they’re trying to accomplish. However, I don’t believe they followed the note, “There is a path by which these policies can be implemented without material adverse consequences, but it is narrow, and will require currency offset for tariffs and either gradualism or coordination with allies or the Federal Reserve on the dollar.” https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf https://www.whitehouse.gov/briefings-statements/2025/04/statement-by-cea-chairman-stephen-miran/
Here's a full paper, I really recommend reading it: [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) If they are indeed going through with this (and it sure seems like they are)... well, I'll let you draw conclusions.
Okay, one more time - yes. This is the goal - to inflate away the debt. Stephen Miran is now in charge of the policy. Here is the paper he published **last August:** [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) Search the word "tariff". Observe the number of occurrences. >Fourth, these policies may supercharge efforts of those looking to minimize exposure to the United States. Efforts to find alternatives to the dollar and dollar assets will intensify. There remain significant structural challenges with internationalizing the renminbi or inventing any sort of “BRICS currency,” so any such efforts will likely continue to fail, but alternative reserve assets like gold or cryptocurrencies will likely benefit. Do you see what is happening? He even PREDICTED this. Go listen to Jillian Tett discuss this with Ezra Klein a few weeks ago. It's on his pod and on YouTube (I am honestly fucking tired looking it up again). People need to pay attention before they get wrecked by Trump Org again.
Read Steve Miran's plan -> [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) They want to force a restructuring of the debt, not "pay less in interest" The restructuring would be into extremely long duration, zero coupon bonds... which will effectively never be paid off. So both adding to the debt and the interest rate now are irrelevant
Already posted this here but perhaps I can get away with a duplicate. This is written by an Economist with ties to the Trump administration, it explains things. For a given value of 'explain' that is. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Enjoy
Friendly reminder that devaluing the dollar is part of Trump's plan https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
If you've read Miran's game plan, this is exactly what they outlined: An end to USD as reserve and US as the global leader. TLDR: Basically it says the US's debt is not sustainable, and given the sheer size of existing current debt, the US needs to ***end USD's reserve status and devalue USD***, and extend its military protection only to those who pay. [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
Unfortunately, not really. The P2025(Navarro is quoted a lot) docs are secondary to the works of bessy/Miran/Nutlick. Miran most notably. it was all always about Ghyna. Nobody else really mattered. China was like 40% of that book mongoose held up when he revealed the tariff board. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
I keep saying - most of this is down to Scott Bessent - [author of this document.](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) The dude made a billion bucks during "Black Wednesday" - the Sterling Crisis, when he worked for George Soros. He may well have split with Soros, but for some reason, this association does not seem to be a red flag for MAGAS.
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Read this it’s from one of 🥭 closest trade policy advisers back in November outlining everything they plan to achieve
You need to [read this excellent thread from /u/toolkitxx](https://www.reddit.com/r/europe/comments/1jvg77z/comment/mma36i7/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) and the [article linked called "A User’s Guide to Restructuring the Global Trading System](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf), it outlines that basically everything is well thought out and going to plan. Trump is not the architect, he is the salesman.
Taiwan has been a longstanding security risk, even to Biden's admin (CHIPS act). It would basically shut down the world if the chip fabs were compromised in some way. That's why he's threatening a 100% tax on TSMC unless they moved to America. Tariffing allies like Canada, Mexico, the EU is because he thinks a trade deficit with every country is generically bad, but also he wants leverage to get harsher terms on their relations with China. The formula is indeed regarded; but the point is simply as a bludgeon to reduce overall trade deficits and get concessions. [Miran advocated for 10% global tariffs](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf), which is as controversial and regarded as it sounds. If you ask me, if this were to be done at all, it should be done targeting specific sectors that America absolutely needs to reclaim. But I don't think this should be done at all.