Lipton is one of those companies now basically impossible to define. Unilever sold it to a Jersey-based fund
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Try a phone app like āMade Inā or similar. Reads the barcodes to show where an item was manufactured. Here in Canada, we cannot go by brands. Lots of European brands made in the US, American brands made in Canada, etc
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Track who owns Dr Pepper, or even what it is as a company. Itās absolutely impossible. It is independently owned in North America, but is owned by Coca Cola in some parts of the world, and amazingly, Pepsi in others.
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Arenāt a number of those companies just franchises, owned by Europeans, but with some profits(maybe huge) going back to the states. So wouldnāt those European owners be hurt more by boycotting them.
Looking at all those US companies, they really have infiltrated everyday life.
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Stellantis is biting the dust now.
Yes, thatĀ“s certainly true for some, but as long as you can switch to a European/local alternative, I think thatĀ“s fine.
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Gross.
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The most suspicious part of all of this was his reaction. Trump is an enormous baby. It is unfathomable to imagine him counter punching like that in a situation when he was genuinely threatened.
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My gut feel is that we have not seen the real drop yet. Most of the major crashes have seen a period of turbulence before and some significant drops, both 1929 and 1987 had a clear pattern looking back on it (never clear at the time). Today will be rough, people will think things over on the weekend, and come back Monday thinking it might be over. They will look for reassurance from the market, but Monday will likely be treading water with some softening towards close. Then Tuesday the real drop happens, the day of complete capitulation, funds dumping into a falling market, margin calls, etc. In 1987, that was a 20% drop, but even a 4-5000 point drop in the Dow will wipe out years of gains.
As for reaching for the knife, I decided in early February I donāt want capital in the US - I no longer believe in the American project even from a profit-taking point of view. I dumped out almost all my American equity, and put a lot of that capital in European defence stocks. My grandfather who landed on Juno Beach would probably be fairly bemused to know some of the funds I inherited from him ended up in Rheinmetall. I am not sure what would make me put capital in the US, but it certainly wonāt happen in the current political configuration - the rule of law is a pre-requisite for safe investment.
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" 'Tis the timeās plague when madmen lead the blind"
King Lear - Shakespeare.
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Long enough for autocorrect to determine my location and do its thing. Iāve long since stopped trying to fight it. But yes, defence.
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Same, all be it later than you. I had a small fund looking at small US companies. The fund remains actually recommended by Hargreaves Lansdowne even with the tariff situation. Iām not convinced. Even they need raw materials from somewhere.
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He would have pissed and shat himself while blubbering like a toddler who got pinched hard by his mum for being disobedient
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I believe this deep into my soul.
There is a story from the Apprentice era of someone having to be removed from the show because of something Trump didnt like and despite his love of the tag line, Trump refused to pull the trigger himself because he doesnt actually like conflict.
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Do I sniff an opportunity for the fledgling soy-bean juice market?
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Yup, thatās my take as well. There are people behind Trump who planned all of this very carefully. The endgoal? I sense a lot of ideology in this, hence why everything they say and do feels so disconnected from reality right now, in a political sense.
But no doubt, there are people āin the knowā who are making a fortune right now: those who sold their shares before the latest crash. It would be interesting to know, who bar Trump of course, sold their shares massively, say, a couple of days ago, and will be able to buy shares at their lowest level in the next days. That level of course will be determined by what Trump says and does. Itās all a fucking lucrative game for them, very easy.
As Sanders said: itās now a government of the billionaire class, by the billionaire class, and for the billionaire class.
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