Australian (ASX) Stock Market Forum

Trump 2.0

One of Trumps main attractions to voters was his promise to bring manufacturing back home.
if he is succeeding, he's doing without employing Americans first, or indeed anybody first.
Perhaps its all robots and AI.
mick
1759188551984.png
 
One of Trumps main attractions to voters was his promise to bring manufacturing back home.
if he is succeeding, he's doing without employing Americans first, or indeed anybody first.
Perhaps its all robots and AI.
mick
View attachment 209822
I saw there has been a reduction in manufacturing investment which is not what is wanted.

That is likely why he has now put the additional tariffs of 50% on kitchen cabinets, 30% on upholstered furniture and 25% on heavy trucks.

Yale Budget Labs state that the present level of tariffs will cost the US consumer about $2400 in additional taxes on average. They are highly regressive.
Trump needs this tax to try to reduce the rise in deficits which is frankly spiralling.
The latest estimate is $2.5 trillion of additional tax over the decade which is still only a drop in the bucket.
Trump is also talking about tariffs on other items such as medical devices and robots.
 
One way to reduce costs is to reduce the level of federally funded employees.
perhaps the 100k realise that when the next spending limit showdown occurs soon, they wont get paid anyway.
Mick

View attachment 209831
In the 1990's while I was working for a large company, they automated most of the processing plant to reduce manning, back then the cost saving per redundant employee was factored in at $1m/person.
It would no doubt be a lot more now.
 
What did citizens believe would happen in the US in Nov 2024 when Donald Trump was elected as President ? How does that compare to the reality ?

We Are in the Worst-Case Scenario

The November 2024 version of you would be shocked at what the September 2025 version accepts as reality.​

Jonathan V. Last
Sep 30, 2025

s%2Fb46ea701-f149-4dc4-9931-65358a0be894_3000x2000.jpg
(Photo by Chip Somodevilla/Getty Images)

1. Plans​

After Trump’s re-election I did my best to imagine how things might go better than we feared.

Then I laid out my worst-case scenario. You can revisit it here, if you like to wallow. I’ll give you the short version:
  • Robert Kennedy Jr. attacks public health institutions in meaningful ways.
  • “Mass deportations” are mostly for show.
  • Trump spends his energies waging war against the federal government itself, taking control of the institutional levers of power in an attempt to fundamentally change the system.
  • We’d see wholesale corruption of the FBI and Justice Department, turning the rule of law into nothing more than a political cudgel to punish the president’s enemies.
  • And finally, a purge of military leadership in an attempt to make the armed forces personally loyal to Trump.
We are only nine months in and these mile markers are all far in the rearview mirror. I want to talk about this today for a few reasons:
  1. To understand where my imagination failed.
  2. To see how far we’ve already traveled.
  3. To re-anchor our understanding and expectations of what comes next.
This will not be a fun exercise. We should do it anyway.

 
One way to reduce costs is to reduce the level of federally funded employees.
perhaps the 100k realise that when the next spending limit showdown occurs soon, they wont get paid anyway.
Mick

View attachment 209831
Mass resignation - the package remuneration deals have been sitting there for 6 months.

A basic continuing resolution is sitting in the Senate while the Democrats are blocking supply.

Generalised statements "fear and intimidation" is not an accurate survey, It's just gossip.

"Work-life Balance" means they were unproductive, i.e. no one knew what they were doing, when working from home.

The $14.8 billion spent will save more money in the medium-short term for government spending.

I trust Elon's super executives more than I trust Obama/Biden operatives.

Why do they have to edit the information they used to write the article to create a negative fiction??
 
Mass resignation - the package remuneration deals have been sitting there for 6 months.

A basic continuing resolution is sitting in the Senate while the Democrats are blocking supply.

Generalised statements "fear and intimidation" is not an accurate survey, It's just gossip.

"Work-life Balance" means they were unproductive, i.e. no one knew what they were doing, when working from home.

The $14.8 billion spent will save more money in the medium-short term for government spending.

I trust Elon's super executives more than I trust Obama/Biden operatives.

Why do they have to edit the information they used to write the article to create a negative fiction??
generalised statements you say?
Your nest two sentences were just that.
Mick
 
Trump is about to make himself Emperor of Palestine with first option on all hotel and golf course sites. :roflmao:
Well I guess the other option wasn't looking too good, even if Trump has nothing to do with any of it, he will still cop a thrashing in the media. 🤣

Most on here would probably prefer the bombing to just continue, than give Trump any credit, there is no pleasing some people. :rolleyes:
 
Well I guess the other option wasn't looking too good, even if Trump has nothing to do with any of it, he will still cop a thrashing in the media. 🤣

Most on here would probably prefer the bombing to just continue, there is no pleasing some people. :rolleyes:
Well, I like golf so I'm all for Trump. ;)

Not even he could make the yanks win the Ryder Cup though. Yuk Yuk.
 

The full text of the Gaza plan released by the White House​

1. Gaza will be a deradicalised terror-free zone that does not pose a threat to its neighbours.

2. Gaza will be redeveloped for the benefit of the people of Gaza, who have suffered more than enough.

3. If both sides agree to this proposal, the war will immediately end. Israeli forces will withdraw to the agreed upon line to prepare for a hostage release. During this time, all military operations, including aerial and artillery bombardment, will be suspended, and battle lines will remain frozen until conditions are met for the complete staged withdrawal.

4. Within 72 hours of Israel publicly accepting this agreement, all hostages, alive and deceased, will be returned.

5. Once all hostages are released, Israel will release 250 life sentence prisoners plus 1700 Gazans who were detained after October 7th 2023, including all women and children detained in that context. For every Israeli hostage whose remains are released, Israel will release the remains of 15 deceased Gazans.

6. Once all hostages are returned, Hamas members who commit to peaceful co-existence and to decommission their weapons will be given amnesty. Members of Hamas who wish to leave Gaza will be provided safe passage to receiving countries.

7. Upon acceptance of this agreement, full aid will be immediately sent into the Gaza Strip. At a minimum, aid quantities will be consistent with what was included in the January 19, 2025, agreement regarding humanitarian aid, including rehabilitation of infrastructure (water, electricity, sewage), rehabilitation of hospitals and bakeries, and entry of necessary equipment to remove rubble and open roads.

8. Entry of distribution and aid in the Gaza Strip will proceed without interference from the two parties through the United Nations and its agencies, and the Red Crescent, in addition to other international institutions not associated in any manner with either party. Opening the Rafah crossing in both directions will be subject to the same mechanism implemented under the January 19, 2025 agreement.

9. Gaza will be governed under the temporary transitional governance of a technocratic, apolitical Palestinian committee, responsible for delivering the day-to-day running of public services and municipalities for the people in Gaza. This committee will be made up of qualified Palestinians and international experts, with oversight and supervision by a new international transitional body, the “Board of Peace,” which will be headed and chaired by President Donald J. Trump, with other members and heads of State to be announced, including Former Prime Minister Tony Blair. This body will set the framework and handle the funding for the redevelopment of Gaza until such time as the Palestinian Authority has completed its reform program, as outlined in various proposals, including President Trump’s peace plan in 2020 and the Saudi-French proposal, and can securely and effectively take back control of Gaza. This body will call on best international standards to create modern and efficient governance that serves the people of Gaza and is conducive to attracting investment.

10. A Trump economic development plan to rebuild and energise Gaza will be created by convening a panel of experts who have helped birth some of the thriving modern miracle cities in the Middle East. Many thoughtful investment proposals and exciting development ideas have been crafted by well-meaning international groups, and will be considered to synthesise the security and governance frameworks to attract and facilitate these investments that will create jobs, opportunity, and hope for future Gaza.

11. A special economic zone will be established with preferred tariff and access rates to be negotiated with participating countries.

12. No one will be forced to leave Gaza, and those who wish to leave will be free to do so and free to return. We will encourage people to stay and offer them the opportunity to build a better Gaza.

13. Hamas and other factions agree to not have any role in the governance of Gaza, directly, indirectly, or in any form. All military, terror, and offensive infrastructure, including tunnels and weapon production facilities, will be destroyed and not rebuilt. There will be a process of demilitarisation of Gaza under the supervision of independent monitors, which will include placing weapons permanently beyond use through an agreed process of decommissioning, and supported by an internationally funded buy back and reintegration program all verified by the independent monitors. New Gaza will be fully committed to building a prosperous economy and to peaceful coexistence with their neighbours.

14. A guarantee will be provided by regional partners to ensure that Hamas, and the factions, comply with their obligations and that New Gaza poses no threat to its neighbours or its people.

15. The United States will work with Arab and international partners to develop a temporary International Stabilisation Force (ISF) to immediately deploy in Gaza. The ISF will train and provide support to vetted Palestinian police forces in Gaza, and will consult with Jordan and Egypt who have extensive experience in this field. This force will be the long-term internal security solution. The ISF will work with Israel and Egypt to help secure border areas, along with newly trained Palestinian police forces. It is critical to prevent munitions from entering Gaza and to facilitate the rapid and secure flow of goods to rebuild and revitalise Gaza. A deconfliction mechanism will be agreed upon by the parties.

16. Israel will not occupy or annex Gaza. As the ISF establishes control and stability, the Israel Defence Forces (IDF) will withdraw based on standards, milestones, and timeframes linked to demilitarisation that will be agreed upon between the IDF, ISF, the guarantors, and the United States, with the objective of a secure Gaza that no longer poses a threat to Israel, Egypt, or its citizens. Practically, the IDF will progressively hand over the Gaza territory it occupies to the ISF according to an agreement they will make with the transitional authority until they are withdrawn completely from Gaza, save for a security perimeter presence that will remain until Gaza is properly secure from any resurgent terror threat.

17. In the event Hamas delays or rejects this proposal, the above, including the scaled-up aid operation, will proceed in the terror-free areas handed over from the IDF to the ISF.

18. An interfaith dialogue process will be established based on the values of tolerance and peaceful co-existence to try and change mindsets and narratives of Palestinians and Israelis by emphasising the benefits that can be derived from peace.

19. While Gaza re-development advances and when the PA reform program is faithfully carried out, the conditions may finally be in place for a credible pathway to Palestinian self-determination and statehood, which we recognise as the aspiration of the Palestinian people.

20. The United States will establish a dialogue between Israel and the Palestinians to agree on a political horizon for peaceful and prosperous co-existence.
AP
 

The full text of the Gaza plan released by the White House​

1. Gaza will be a deradicalised terror-free zone that does not pose a threat to its neighbours.

2. Gaza will be redeveloped for the benefit of the people of Gaza, who have suffered more than enough.

3. If both sides agree to this proposal, the war will immediately end. Israeli forces will withdraw to the agreed upon line to prepare for a hostage release. During this time, all military operations, including aerial and artillery bombardment, will be suspended, and battle lines will remain frozen until conditions are met for the complete staged withdrawal.

4. Within 72 hours of Israel publicly accepting this agreement, all hostages, alive and deceased, will be returned.

5. Once all hostages are released, Israel will release 250 life sentence prisoners plus 1700 Gazans who were detained after October 7th 2023, including all women and children detained in that context. For every Israeli hostage whose remains are released, Israel will release the remains of 15 deceased Gazans.

6. Once all hostages are returned, Hamas members who commit to peaceful co-existence and to decommission their weapons will be given amnesty. Members of Hamas who wish to leave Gaza will be provided safe passage to receiving countries.

7. Upon acceptance of this agreement, full aid will be immediately sent into the Gaza Strip. At a minimum, aid quantities will be consistent with what was included in the January 19, 2025, agreement regarding humanitarian aid, including rehabilitation of infrastructure (water, electricity, sewage), rehabilitation of hospitals and bakeries, and entry of necessary equipment to remove rubble and open roads.

8. Entry of distribution and aid in the Gaza Strip will proceed without interference from the two parties through the United Nations and its agencies, and the Red Crescent, in addition to other international institutions not associated in any manner with either party. Opening the Rafah crossing in both directions will be subject to the same mechanism implemented under the January 19, 2025 agreement.

9. Gaza will be governed under the temporary transitional governance of a technocratic, apolitical Palestinian committee, responsible for delivering the day-to-day running of public services and municipalities for the people in Gaza. This committee will be made up of qualified Palestinians and international experts, with oversight and supervision by a new international transitional body, the “Board of Peace,” which will be headed and chaired by President Donald J. Trump, with other members and heads of State to be announced, including Former Prime Minister Tony Blair. This body will set the framework and handle the funding for the redevelopment of Gaza until such time as the Palestinian Authority has completed its reform program, as outlined in various proposals, including President Trump’s peace plan in 2020 and the Saudi-French proposal, and can securely and effectively take back control of Gaza. This body will call on best international standards to create modern and efficient governance that serves the people of Gaza and is conducive to attracting investment.

10. A Trump economic development plan to rebuild and energise Gaza will be created by convening a panel of experts who have helped birth some of the thriving modern miracle cities in the Middle East. Many thoughtful investment proposals and exciting development ideas have been crafted by well-meaning international groups, and will be considered to synthesise the security and governance frameworks to attract and facilitate these investments that will create jobs, opportunity, and hope for future Gaza.

11. A special economic zone will be established with preferred tariff and access rates to be negotiated with participating countries.

12. No one will be forced to leave Gaza, and those who wish to leave will be free to do so and free to return. We will encourage people to stay and offer them the opportunity to build a better Gaza.

13. Hamas and other factions agree to not have any role in the governance of Gaza, directly, indirectly, or in any form. All military, terror, and offensive infrastructure, including tunnels and weapon production facilities, will be destroyed and not rebuilt. There will be a process of demilitarisation of Gaza under the supervision of independent monitors, which will include placing weapons permanently beyond use through an agreed process of decommissioning, and supported by an internationally funded buy back and reintegration program all verified by the independent monitors. New Gaza will be fully committed to building a prosperous economy and to peaceful coexistence with their neighbours.

14. A guarantee will be provided by regional partners to ensure that Hamas, and the factions, comply with their obligations and that New Gaza poses no threat to its neighbours or its people.

15. The United States will work with Arab and international partners to develop a temporary International Stabilisation Force (ISF) to immediately deploy in Gaza. The ISF will train and provide support to vetted Palestinian police forces in Gaza, and will consult with Jordan and Egypt who have extensive experience in this field. This force will be the long-term internal security solution. The ISF will work with Israel and Egypt to help secure border areas, along with newly trained Palestinian police forces. It is critical to prevent munitions from entering Gaza and to facilitate the rapid and secure flow of goods to rebuild and revitalise Gaza. A deconfliction mechanism will be agreed upon by the parties.

16. Israel will not occupy or annex Gaza. As the ISF establishes control and stability, the Israel Defence Forces (IDF) will withdraw based on standards, milestones, and timeframes linked to demilitarisation that will be agreed upon between the IDF, ISF, the guarantors, and the United States, with the objective of a secure Gaza that no longer poses a threat to Israel, Egypt, or its citizens. Practically, the IDF will progressively hand over the Gaza territory it occupies to the ISF according to an agreement they will make with the transitional authority until they are withdrawn completely from Gaza, save for a security perimeter presence that will remain until Gaza is properly secure from any resurgent terror threat.

17. In the event Hamas delays or rejects this proposal, the above, including the scaled-up aid operation, will proceed in the terror-free areas handed over from the IDF to the ISF.

18. An interfaith dialogue process will be established based on the values of tolerance and peaceful co-existence to try and change mindsets and narratives of Palestinians and Israelis by emphasising the benefits that can be derived from peace.

19. While Gaza re-development advances and when the PA reform program is faithfully carried out, the conditions may finally be in place for a credible pathway to Palestinian self-determination and statehood, which we recognise as the aspiration of the Palestinian people.

20. The United States will establish a dialogue between Israel and the Palestinians to agree on a political horizon for peaceful and prosperous co-existence.
AP

Looks like the Palestinian's best chance.
 
Looks like the Palestinian's best chance.
Well constant turmoil really needs to stop, it has been going on for a long time and learning to live together is the only way it can be resolved.
In a lot of ways, it's a bit like Ireland and the U.K, eventually an agreement had to be reached.
 
Top