President-elect Donald Trump has announced plans to implement significant tariffs on imports from key trading partners, marking a substantial shift in U.S. trade policy. These measures include a 25% tariff on all products from Canada and Mexico, and an additional 10% tariff on Chinese goods, aimed at addressing concerns over illegal immigration and drug trafficking.
 
Economists warn that such tariffs could elevate import costs, potentially stoking inflation and disrupting supply chains. The proposed tariffs may also violate existing trade agreements, such as the U.S.-Mexico-Canada Agreement (USMCA), and could trigger retaliatory measures from affected countries, further impacting global trade and markets.
 
These plans echo Trump&rsquo s previous stances on protecting American interests and renegotiating trade deals. However, the potential economic repercussions, including increased consumer prices and strained international relations, have raised concerns among economists and policymakers.
 
chartistkao3 ( Date: 26-Nov-2024 12:07) Posted:
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President-elect Donald Trump is formulating a comprehensive energy strategy aimed at enhancing fossil fuel production and exports. This plan includes approving permits for new liquefied natural gas (LNG) projects and expanding oil drilling on federal lands and offshore areas.
 
Key components of the proposed energy plan are:
      &bull       Accelerating LNG Exports: Lifting the current pause on issuing new LNG export permits to boost natural gas exports.
      &bull       Expanding Oil Drilling: Increasing oil drilling activities on federal lands and offshore regions to augment domestic oil production.
      &bull       Reversing Climate Policies: Repealing key climate legislation and regulations from the Biden administration, including tax credits for electric vehicles and clean power plant standards.
      &bull       Replenishing the Strategic Petroleum Reserve: Seeking congressional funding to refill the depleted Strategic Petroleum Reserve, which would boost short-term oil demand and encourage U.S. production.
      &bull       Influencing International Energy Policies: Pressuring the International Energy Agency to adopt more pro-oil policies.
 
While these initiatives align with Trump&rsquo s campaign promises, they may encounter regulatory and legislative challenges. The administration plans to declare an energy emergency to expedite these changes, testing the limits of executive power.
 
The plan&rsquo s impact on global energy markets and environmental policies remains to be seen, as it may face opposition from environmental groups and legal challenges.
 
chartistkao3 ( Date: 26-Nov-2024 11:40) Posted:
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GIC and Temasek are two of Singapore&rsquo s sovereign wealth funds, each with distinct funding sources and roles in managing the nation&rsquo s reserves.
 
GIC (Government of Singapore Investment Corporation):
Established in 1981, GIC manages most of the Singapore government&rsquo s financial assets, excluding its deposits in the Monetary Authority of Singapore (MAS) and its stake in Temasek Holdings. GIC acts as a fund manager, not an owner of the assets. It receives funds from the government for long-term management, sourced from various avenues such as proceeds from securities issued and government surpluses. 
 
Temasek Holdings:
Founded in 1974, Temasek operates as a commercial investment company, owning and managing its assets independently. It was initially established to hold and manage investments previously held by the Singapore government, including stakes in various companies. Temasek&rsquo s funding originates from its own investment activities and retained earnings, rather than direct government funding. 
 
In summary, GIC is funded by the Singapore government to manage a significant portion of the nation&rsquo s financial assets, while Temasek operates as an independent investment company, managing its own portfolio without direct government funding.
chartistkao3 ( Date: 26-Nov-2024 11:32) Posted:
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Temasek Holdings and GIC are Singapore&rsquo s sovereign wealth funds, renowned for their long-term investment strategies and substantial portfolios. As of March 31, 2024, Temasek&rsquo s net portfolio value stood at S$389 billion, with a 20-year Total Shareholder Return (TSR) of 7% . GIC reported a 20-year annualized real return of 4.2% as of March 31, 2022 .
 
Surpassing the investment returns of these entities is challenging due to their diversified portfolios, access to exclusive investment opportunities, and economies of scale. However, individual investors can consider the following strategies to potentially achieve competitive returns:
      1.      Diversification: Spread investments across various asset classes, sectors, and geographies to mitigate risks associated with market volatility.
      2.      Long-Term Perspective: Adopt a long-term investment horizon, allowing for the compounding of returns and the ability to weather short-term market fluctuations.
      3.      Cost Management: Minimize investment-related fees and expenses, as high costs can erode returns over time.
      4.      Continuous Learning: Stay informed about market trends, economic indicators, and investment strategies to make well-informed decisions.
      5.      Professional Advice: Consult with financial advisors to tailor investment strategies that align with individual financial goals and risk tolerance.
 
It&rsquo s important to recognize that individual investors may not have the same resources or access to opportunities as large institutional investors like Temasek and GIC. Therefore, focusing on personalized investment strategies that align with one&rsquo s financial objectives and risk appetite is crucial.
It is not possible to invest like this two big institutions 
 
chartistkao3 ( Date: 26-Nov-2024 11:21) Posted:
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The imposition of an additional 10% tariff on Chinese goods by the United States, contingent upon China&rsquo s efforts to curb the flow of illegal drugs into the U.S., carries significant economic and diplomatic implications.
 
Economic Implications:
      &bull       Increased Costs for U.S. Consumers and Businesses: Higher tariffs on Chinese imports are likely to raise the prices of goods for American consumers and increase costs for businesses that rely on Chinese products, potentially leading to inflationary pressures.
      &bull       Supply Chain Disruptions: Companies with supply chains deeply integrated with Chinese manufacturing may face challenges in sourcing materials, prompting a need to seek alternative suppliers, which could be time-consuming and costly.
      &bull       Impact on Chinese Economy: The Chinese economy, already facing challenges such as a prolonged property downturn and weak domestic demand, may experience further strain due to reduced export competitiveness in the U.S. market.
 
Diplomatic Implications:
      &bull       Strained Bilateral Relations: Linking trade policy to drug enforcement efforts could exacerbate tensions between the U.S. and China, complicating cooperation on other critical issues like climate change and regional security.
      &bull       Potential Retaliation: China may respond with its own tariffs or trade barriers, leading to a tit-for-tat escalation that could harm both economies and disrupt global trade.
      &bull       International Trade Norms: Utilizing tariffs as leverage for non-trade issues may set a precedent that could undermine established international trade norms and lead to increased protectionism globally.
 
Effectiveness in Addressing Drug Trafficking:
 
While the U.S. aims to pressure China into taking more robust action against the production and export of illegal drugs, particularly fentanyl, the effectiveness of tariffs as a tool for achieving this goal is uncertain. China has previously denied being the primary source of fentanyl entering the U.S. and has shown reluctance to cooperate on this issue. Therefore, tariffs may not compel the desired policy changes and could instead lead to further diplomatic friction.
 
In summary, while the additional tariffs are intended to address the serious issue of illegal drug flows into the United States, they carry substantial risks of economic disruption and diplomatic conflict, with uncertain prospects for effectively curbing drug trafficking.
 
chartistkao3 ( Date: 26-Nov-2024 11:12) Posted:
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President-elect Donald Trump&rsquo s announcement to impose significant tariffs on imports from Mexico, Canada, and China&mdash 25% on all products from Mexico and Canada, and an additional 10% on goods from China&mdash has far-reaching implications for the global economy.
 
Economic Impact:
      &bull       Consumer Prices: Higher tariffs typically lead to increased costs for imported goods, which are often passed on to consumers. This could result in higher prices for a wide range of products, including electronics, automobiles, and household items. Analysts warn that such measures may drive up inflation, affecting household budgets.
      &bull       Trade Relations: The proposed tariffs challenge existing trade agreements like the U.S.-Mexico-Canada Agreement (USMCA), which was designed to facilitate duty-free trade among the three nations. Unilateral tariff increases could strain diplomatic relations and lead to retaliatory measures, disrupting supply chains and affecting industries reliant on cross-border trade.
      &bull       Market Reactions: Financial markets have responded to the tariff announcements with increased volatility. Currencies of the affected countries have weakened against the U.S. dollar, and stock markets have experienced declines. For instance, the Canadian dollar fell by 1.4%, the Mexican peso by 2.2%, and the Chinese yuan by 0.4%. These fluctuations reflect investor concerns about potential economic disruptions.
 
Sectoral Implications:
      &bull       Automotive Industry: The automotive sector, which relies heavily on integrated supply chains across North America, could face significant challenges. Tariffs on vehicles and parts imported from Mexico and Canada may lead to higher production costs and, consequently, increased prices for consumers. This could also impact employment within the industry.
      &bull       Agriculture: Farmers may be adversely affected by retaliatory tariffs from trading partners, leading to reduced export opportunities and potential surpluses in domestic markets. This scenario could depress commodity prices and harm the agricultural sector.
 
Geopolitical Considerations:
      &bull       China&rsquo s Response: The additional tariffs on Chinese goods are part of ongoing trade tensions between the U.S. and China. China may respond with its own tariffs or seek to strengthen trade relationships with other nations, potentially reshaping global trade dynamics.
      &bull       North American Relations: The tariffs on Mexico and Canada, justified by concerns over illegal immigration and drug trafficking, could strain diplomatic relations. Both countries have expressed readiness to discuss border and economic ties with the incoming administration, but the imposition of tariffs may complicate these discussions.
 
Conclusion:
 
The proposed tariffs by President-elect Trump are poised to have significant economic and geopolitical repercussions. While intended to address issues like illegal immigration and trade imbalances, the broader impact on consumers, industries, and international relations warrants careful consideration. Stakeholders across various sectors should prepare for potential disruptions and engage in dialogue to mitigate adverse effects.
 
chartistkao3 ( Date: 26-Nov-2024 11:10) Posted:
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President-elect Donald Trump has announced plans to impose significant tariffs on imports from Mexico, Canada, and China upon taking office. He intends to implement a 25% tariff on all products from Mexico and Canada, and an additional 10% tariff on goods from China. These measures aim to address issues such as illegal immigration and drug trafficking, particularly fentanyl.
 
The proposed tariffs on Mexico and Canada would violate the United States-Mexico-Canada Agreement (USMCA), a trade deal that Trump himself signed in 2020. Trump has indicated plans to invoke the USMCA&rsquo s six-year review provision upon taking office.
 
Market reactions have been swift, with the Mexican peso and Canadian dollar experiencing declines. Economists warn that such tariffs could lead to increased inflation, disrupted trade, and potential retaliatory measures from the affected countries.
 
MrBear12 ( Date: 22-Nov-2024 16:13) Posted:
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For investors,
Diversify out of US markets into other economies.
Encourage local enterprises to spring up and spearhead our own economies.
Look for investments that boost employability and productivity.
Think out of the box!
Diversify out of US markets into other economies.
Encourage local enterprises to spring up and spearhead our own economies.
Look for investments that boost employability and productivity.
Think out of the box!
chartistkao3 ( Date: 22-Nov-2024 16:05) Posted:
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Bitcoin surged following Donald Trump&rsquo s second-term victory due to a combination of factors. Investors became optimistic that Trump&rsquo s administration would create a more crypto-friendly environment. His support for positioning the U.S. as a leader in digital currencies and the possibility of Bitcoin becoming a U.S. reserve asset fueled this enthusiasm. Bitcoin&rsquo s price has surged by over 18% since the election, reaching a record high of $80,000, as market participants anticipate policies that could drive its value higher  . Additionally, Trump&rsquo s pro-crypto stance, such as proposing a national Bitcoin reserve, aligns with the industry&rsquo s long-term growth expectations .
 
This rally is also tied to Bitcoin&rsquo s limited supply, with only 21 million bitcoins available, making it a sought-after asset as its scarcity increases .
chartistkao3 ( Date: 22-Nov-2024 16:05) Posted:
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Asia faces significant challenges with the reelection of President Donald Trump and the strengthening of the U.S. dollar. To navigate this complex landscape, Asian countries might consider the following strategies:
 
1. Diversify Trade Partnerships
 
President Trump&rsquo s administration is expected to implement protectionist trade policies, including increased tariffs on imports. This could adversely affect Asian economies reliant on exports to the U.S. By diversifying trade relationships and reducing dependence on the U.S. market, Asian nations can mitigate potential economic disruptions.
 
2. Strengthen Regional Economic Integration
 
Enhancing intra-Asian trade and investment can serve as a buffer against external economic pressures. Participating in regional trade agreements and fostering economic cooperation can help Asian countries build resilience against global economic uncertainties.
 
3. Manage Currency Risks
 
A strong U.S. dollar can lead to capital outflows and increased debt servicing costs for Asian economies. Implementing prudent fiscal and monetary policies, maintaining adequate foreign exchange reserves, and exploring local currency financing options can help manage these risks.
 
4. Enhance Economic Resilience
 
Investing in sectors less vulnerable to external shocks, such as technology and services, can reduce reliance on export-driven growth. Promoting innovation and upskilling the workforce can also contribute to long-term economic stability.
 
5. Engage in Diplomatic Dialogue
 
Proactive engagement with the U.S. administration through diplomatic channels can help address trade disputes and seek mutually beneficial solutions. Building alliances with other nations facing similar challenges can also strengthen negotiating positions.
 
By adopting these strategies, Asian countries can better navigate the complexities of a second Trump administration and a strong U.S. dollar, fostering economic stability and growth in the region.
 
MrBear12 ( Date: 22-Nov-2024 15:38) Posted:
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Correct, some Asean countries are to benefit from such trade wars. I look forward to better times for our economies. May we find jobs for our people
chartistkao3 ( Date: 22-Nov-2024 15:30) Posted:
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The re-election of President Donald Trump has raised concerns about a potential escalation in the U.S.-China trade war, which could significantly impact Asian economies. Trump&rsquo s proposed tariffs on Chinese imports may lead to several key developments in the region:
 
Diversion of Chinese Exports to Southeast Asia
 
With increased tariffs making the U.S. market less accessible, Chinese manufacturers might redirect their exports to Southeast Asian countries. This influx could result in market saturation, price competition, and challenges for local industries. As Shay Wester of the Asia Society Policy Institute notes, &ldquo If Donald Trump follows through on tariff threats in the US-China trade war, all those cheap Chinese exports have to go somewhere else.&rdquo
 
Supply Chain Realignments
 
To circumvent U.S. tariffs, companies may relocate manufacturing from China to other Asian nations, including Vietnam, Malaysia, and Indonesia. This shift could boost investment and job creation in these countries but also strain infrastructure and resources. The Straits Times highlights that &ldquo Singapore is one of the only two Asian nations, and the only one in Asean, with a free trade agreement with the US,&rdquo potentially positioning it advantageously amid these changes.
 
Economic Growth and Trade Balance Effects
 
Countries with strong trade ties to both the U.S. and China may experience slower economic growth due to reduced demand and increased uncertainty. For instance, Indonesia could face challenges in its export sectors and overall economic stability. The Star reports that &ldquo with Donald Trump returning to the White House, we are likely to witness a renewed focus on the &lsquo America First&rsquo policy,&rdquo which could have significant implications for emerging economies like Indonesia&rsquo s.
 
Investment and Market Dynamics
 
The trade tensions might prompt investors to seek opportunities outside the U.S. market, potentially benefiting Asian markets. However, the overall impact will depend on each country&rsquo s economic resilience and adaptability. UBS Asset Management&rsquo s Barry Gill suggests that &ldquo better investment opportunities lie outside the US market due to its high valuation,&rdquo indicating a potential shift in investment focus.
 
In summary, a renewed U.S.-China trade war under President Trump&rsquo s administration could lead to increased Chinese exports to Southeast Asia, realignment of supply chains, economic challenges for countries with strong trade ties to both nations, and shifts in investment patterns. The extent of these effects will vary based on each country&rsquo s economic structure and policy responses.
 
MrBear12 ( Date: 22-Nov-2024 15:17) Posted:
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Strong US dollar tends to depress asset prices, the way I see. Many commodities denominated in USD move inversely to USD
chartistkao3 ( Date: 22-Nov-2024 15:04) Posted:
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A strong US dollar can have significant implications for Asian currencies and economies. Here are some key points to consider:
 
1. Depreciation of Asian Currencies
 
      &bull       When the US dollar strengthens, Asian currencies often weaken in comparison, especially those with significant exposure to USD-denominated trade or debt.
      &bull       Central banks may intervene to stabilize their currencies, depleting foreign reserves in the process.
 
2. Higher Costs for USD-Denominated Debt
 
      &bull       Countries or companies in Asia with USD-denominated loans face increased repayment burdens when their local currencies depreciate.
      &bull       This can lead to tighter financial conditions and strain on economies with large external debts.
 
3. Trade Competitiveness
 
      &bull       Weaker local currencies can boost export competitiveness, as Asian goods become cheaper for foreign buyers.
      &bull       However, this is only beneficial if the country&rsquo s trade partners are not simultaneously affected by the same trend.
 
4. Inflationary Pressures
 
      &bull       A strong dollar makes imports (such as oil and commodities priced in USD) more expensive for Asian countries, potentially driving up inflation.
      &bull       Central banks may need to raise interest rates to control inflation, potentially slowing economic growth.
 
5. Impact on Capital Flows
 
      &bull       A strong dollar often leads to capital outflows from emerging Asian markets as investors seek higher returns or safer assets in the US.
      &bull       This can weaken local markets, including equities and bonds, and increase volatility.
 
6. Policy Challenges
 
      &bull       Central banks in Asia may face tough choices: raise interest rates to support their currencies and combat inflation, or keep rates low to support economic growth.
      &bull       A rising dollar can also limit monetary policy flexibility, especially for countries already dealing with fiscal pressures.
 
7. China&rsquo s Role
 
      &bull       China&rsquo s currency, the yuan, often influences other Asian currencies. If the yuan weakens against the dollar, it could trigger a similar trend in regional currencies, intensifying competitive pressures.
 
8. Opportunities for Investors
 
      &bull       Investors might find opportunities in export-driven sectors and undervalued assets in Asian markets as currency movements shift valuations.
      &bull       Strong dollar periods could also favor companies with significant USD earnings or hedging strategies in place.
 
The net effect of a strong USD depends on the specific country, its economic structure, trade dynamics, and the extent of its external vulnerabilities.
 
MrBear12 ( Date: 22-Nov-2024 11:24) Posted:
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Yes, store physical gold because that may be the only currency when money got blown up and burnt and electronic currency not functioning in digital blackouts. In world war two, many in China survived by paying for their escape passage in physical gold.
Let's store some.
Prepare your girls' jewellery and spouse 四 点 金 .
We may need it at some point in time
Let's store some.
Prepare your girls' jewellery and spouse 四 点 金 .
We may need it at some point in time
chartistkao3 ( Date: 22-Nov-2024 11:17) Posted:
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The possibility of gold reaching $9,000 per ounce in the event of World War III is speculative but not impossible under extreme conditions. Historically, gold acts as a safe haven during geopolitical crises, and its value typically rises sharply in response to heightened uncertainty, financial instability, or disruptions in global trade.
 
Key Factors That Could Drive Gold to $9,000:
 
      1.      Massive Flight to Safety: Investors may rush into gold as a hedge against global instability, pushing prices dramatically higher.
      2.      Collapse of Major Currencies: If global currencies, especially the USD, lose value due to hyperinflation or fiscal imbalances, gold could become the preferred store of value.
      3.      Disruption in Gold Supply Chains: Wars often disrupt mining and transportation, reducing gold supply and increasing prices.
      4.      Central Bank Hoarding: Central banks might accelerate gold purchases to protect their reserves from currency devaluation or geopolitical risks.
      5.      Hyperinflation: If World War III disrupts supply chains and causes hyperinflation, gold could skyrocket as its purchasing power remains stable.
 
Practical Outlook
 
While gold&rsquo s price could rise significantly during a global conflict, $9,000 is an extreme scenario. Factors like economic policies, central bank interventions, and the scale of the war would all influence whether such a target is realistic. It&rsquo s worth noting that during past crises, gold&rsquo s rise has been less dramatic than extreme predictions, as governments often take steps to stabilize markets.
 
 
 
chartistkao3 ( Date: 22-Nov-2024 09:30) Posted:
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Wow just now got one big tansaction all the way down to 16.20
没 好 日 子 过 , 战 争 残 酷 , 民 不 聊 生 , 但 愿 没 有 世 界 战 争 。 若 有 , 就 难 逃 劫 数 !
chartistkao3 ( Date: 22-Nov-2024 09:30) Posted:
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第 三 大 战 要 来 临 了 我 们 小 国 人 民 只 好 摆 烂 和 躺 平 过 好 自 己 的 小 日 子
 
 
chartistkao3 ( Date: 22-Nov-2024 09:14) Posted:
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https://youtu.be/DDTqO3gVQwE?si=xD6C5DKb1jS8IP6u
when you cross 60 years you start to take stock of what you invested since they started this stock market after 65
 
when you cross 60 years you start to take stock of what you invested since they started this stock market after 65
 
chartistkao3 ( Date: 22-Nov-2024 09:03) Posted:
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