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Bill Ackman on China - he's not buying MSM talk that China has the advantage.
Posted on 4/28/25 at 12:46 pm
Posted on 4/28/25 at 12:46 pm
Bill, a very smart guy, is swimming upstream against the MSM sewer.
There will be a rough patch but we need to ride it out and stay the course with Trump's plan.
There will be a rough patch but we need to ride it out and stay the course with Trump's plan.
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quote:
Some have suggested that because China takes a very long-term view, China can ‘win’ a trade war with the U.S. which, according to the conventional view, is a much shorter-term player than China.
quote:
The only hope for China as a place to do business is for China to immediately come to the table and make a deal which provides permanent commitments addressing IP theft, forced technology transfer, market access restrictions, tariffs, and other barriers to doing business in China.
Posted on 4/28/25 at 1:01 pm to TrueTiger
Ackman is a Panican when it comes to Tariffs. He was crying a few weeks ago when the market was down 2k points that we needed a 90 day pause on Tariffs. Trump caved and Ackman got his 90 day pause. Now he wants a 180 day pause to negotiate. It is clear he wants to delay Tariffs as long as possible with the hope of changing Trump's mind on Tariffs. He is doing nothing but talking up his book
Posted on 4/28/25 at 1:40 pm to TrueTiger
If nothing else, it was well written and a great read.
Hopefully this man is right... we've got to address/ correct the China situation as I expect all others will fall in place.
Hopefully this man is right... we've got to address/ correct the China situation as I expect all others will fall in place.
Posted on 4/28/25 at 1:53 pm to John Barron
quote:
Ackman is a Panican when it comes to Tariffs. He was crying a few weeks ago when the market was down 2k points that we needed a 90 day pause on Tariffs. Trump caved and Ackman got his 90 day pause. Now he wants a 180 day pause to negotiate. It is clear he wants to delay Tariffs as long as possible with the hope of changing Trump's mind on Tariffs. He is doing nothing but talking up his book
Hmmm... I'd say he knows more about running companies, finance, and international trade than anyone posting on a random internet board.
IMHO
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