Woodside, page-5129

At least be original and more imaginative with your childish TACO introduction style Cuppa.

Let me help you out with substantial gaps in your knowledge. Its important to understand how this will impact your investment thesis as the Presidential behaviour is unprecedented.
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Here’s a summary from FactCheck.org on the Qatar Boeing 747-8 and its potential donation to the Trump Presidential Library:

• Trump confirmedthat the aircraft would be decommissioned after he leaves office and donated to his presidential library.

• The Department of Defense accepted the jet, stating it would temporarily serve as Air Force One.

• Legal experts argue that donating the plane to Trump’s library could violate the Foreign Emoluments Clause, which prohibits U.S. officials from receiving gifts from foreign governments without Congressional approval.

• Democrats and ethics experts have raised concerns about the legality of the transfer, calling for Congress to review the arrangement.

• A similar precedent exists—President Ronald Reagan’s Air Force One was decommissioned and displayed in his library, but that aircraft was not a foreign gift.

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On the tariff inflation question, the impact isn't instant, it takes time to flow through. I wrongly assumed that fundamental market dynamic was baseline knowledge, apparently not. And so it is the forecast that is most important to focus upon. You might want to read about the tariff history from the 1930's, it was a significant contributor to the Depression.
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OECD USA Forecast (OECD Economic Outlook, Volume 2025 Issue 1: United States | OECD)






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Then there's the Consumer Sentiment bit. (Surveys of Consumers)



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Its not going to be pretty Cuppa. I suspect we end up with something like the below if (a) the Bill is anointed in the Senate and (2) A more appeasing political puppet FED Chair is appointed in '26 by Trump. The Bond Market has broken out of its 40 year Bear Market = interest rates UP!! Gold up!



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I did forget about Epstein connection (Never though I'd be saying thanks to Elon) - so many immoral incidents its hard to catalog them all. Epstein and Trump were definitely great mates. Birds of a Feather they say.

Nice swapping ideas Cuppa. Be careful your myopic tendencies don't accidentally turn you into a TACO fan by definition.