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By Russ Winter,
The delivery of tariff policy has set up a very volatile stock market that allows insider cronies to front run Trump’s erratic shifts. This creates big holes both down and up.
Big bets emerge in options markets shortly before tariff shifts.
NASDAQ call volume spiked minutes before the 90 day tariff pause was announced.
Not a good look at all. pic.twitter.com/SeF7Hfn2SM
— Spencer Hakimian (@SpencerHakimian) April 10, 2025
Among the Trump pronouncements is this one:
Trump just said that he will be looking at exempting certain US companies from tariffs. Reporter asks: “How will you determine that” Trump: “Instinctively”.
Jesus—Trump just said that he will be looking at exempting certain US companies from tariffs.
Reporter asks: “How will you determine that”
Trump: “Instinctively”.
Sounds like whoever will bend the knee and kiss the ring. pic.twitter.com/WmfZlRaOzE
— Eric Feigl-Ding (@DrEricDing) April 9, 2025
$AAPL someone loaded $4.5M worth of 210/220 call spreads with April 25th expiry on Friday. Then we have tariff exemption announcement over the weekend . Someone knew!! pic.twitter.com/xIYGpJIhm8
— DarkGhost Capital (@MrDarkghost) April 12, 2025
Next Big tech has now successfully appealed to be exempt from China tariffs.
If somebody is trying to manufacture a laptop in the U.S., the components that they import are going to be tariffed at 145%. But if somebody simply makes the laptop entirely in China, they are fully tariff free? And this is all to bring manufacturing back to the U.S.?
How would you input a feasibility study to build a billion dollar automated factory in this environment? Will come to a screeching halt.
- Trump puts tariffs on China
- Stock market takes a nose dive
- People panic and sell
- Trump: “It’s a good time to buy”
- Trump’s buddies buy cheap
- Trump pauses tariffs
- Stock market surges
- Cha-ching $$
“He made 2.5 million today and he made $900 million. That’s not bad.”
Sounds like market manipulation to me. That’s bad. pic.twitter.com/1WYxcqam9O
— Outspoken™️ (@Out5p0ken) April 10, 2025
China has been preparing for this. China’s exports to the U.S. are flat over the past 13 years. China’s exports to the rest of the world are up +80% in that same exact period. China’s $400B of annual imports to the U.S represent ~10% of China’s exports, and less than 2% of its GDP. This isn’t a kill shot.
The Vice President JD Vance insults Chinese people, who react with a great sense of humor 😂 pic.twitter.com/QUtNWHFaUr
— Johannes Maria (@luo_yuehan) April 11, 2025
🇨🇳🔴 Unprecedented: China begins phasing out Western aircraft.
China Southern Airlines is selling its entire fleet of Boeing 787-8s—10 jets and 2 engines—for $550 million via a Shanghai auction.
All aircraft were built between 2014–2015.
They’ll be replaced with… pic.twitter.com/t2Jz2T0CwB— SilencedSirs◼️ (@SilentlySirs) April 12, 2025
Source: https://www.winterwatch.net
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