Drill Baby Drill...the US Politics Thread (Part 2)

Spot on!!! Wa shut thinking about this point this morning!

Iā€™d disagree with that. On most things Trump was all over the map. In lots of areas it was clear what his position was and what he was likely to do, but where those things were unpopular he lied point blank about it and the press coverage of that issue was rarely interested in interrogating that. See his frequent bare faced lies about Project 2025.

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It is actually unhealthy how often I have looked at the Leopards Ate my Face reddit in the past four days.

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Part of me suspects that after a few weeks of carnage, Trump will meet the new Liberal leader, ā€˜strike a great new dealā€™, we all blame Trudeau, and things go back to normal.

Although, I have to say I am startled at how widespread anti-American sentiment has become. There are some American companies which will likely never regain market share now.

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Keep in mind that that these tariffs violate (at least in principle even if he has the legal routes to implementing them) the new trade agreement he took lots of credit for striking in his last administration. No one else would be able to shit over their OWN agreement in a way that made it questionable if they even remembered their involvement in striking the USMCA, and not have to account that every day.

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That is very much in the conversation here. The US is no longer a country that can commit to a treaty, not even with the same President.

Notable moment at an NHL game in Ottawa last night, American anthem was booed loudly. It was not that long ago that a sound system cut out and a Canadian NHL crowd carried the rest of the anthem for the woman singing the lead.

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If only you had been in a position of influence through this whole process, Susan, if only.

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BC stores are removing US liquor produced in red states. Imagine living with this bullshit and your only consolation is a bottle of Crown Royal. Inhumane.

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Ontario and Nova Scotia so far too. I expect Quebec as well. Quebec, Ontario, and BC are 3 of the 5 largest single purchasing entities.

Lots of good US bourbon and other whiskeys these days, but that is equally true of rye, Irish whiskey, etc. Easy to substitute, and in the space of a week it has become socially frowned-on to order bourbon.

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Denmarkā€™s proposed solution to Maineā€™s woes

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Iā€™d pay good money to watch Maine women line up and, one by one, slap Susan Collins across her concerned face.

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Amazing, today Trump is saying ā€˜there is going to be some painā€™. Damn, I was pretty sure we were going to be paying the tariffs.

Irritatingly, I have a $50k personal purchase with delivery in March, European company but factories in the US. I expect an awkward conversation with the vendor this week, I expect they will not be able to ship prior to the tariffs coming into force. If they cannot deliver at the agreed price, we will switch suppliers to one that builds in Europe. A huge number of Canadians are spending this weekend figuring how to minimize what they buy from American suppliers - my guess is the streaming companies are going to see a significant dip.

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Iā€™m here for it.

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How many of them voted for her though?

Stop buying Apple and Tesla and using Amazon, X, Facebook/Instagram. None of these are needed. Let the AI bubble do the rest.

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Facebook has been useful today for all the shared resources of how to avoid buying anything American, listing Canadian alternatives and non-American alternatives.

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I wonder how much of this is in response to Deep Seek. Yes the big investment banks seemed aware that Trump posed a danger to the economy and so it would be expected that theyā€™d adjust if he won. But so much of the success of our stock market the past few years has been focused on companies involved in AI - the companies that make the hardware, those that build the data centers, those that provide the energy to power them. China wiping away the US advantage in this area would result is a really big market correction.

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Damodaran had an interesting article on that this week.

What the fuck have you just done to the last 2 hours of my life??

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