To The Moon

Even though China buys 80% of Australia's iron ore, U.S. tariffs would still cripple the industry because: 1. **Price Control** - Iron ore trades in USD, with prices set in U.S. markets - A 25% U.S. tariff could crash global prices 20-30% (2018 steel tariff precedent) 2. **China's Bargaining Power** - With reduced U.S. demand, China would demand discounts - 2020 coal boycott precedent: Australia had to sell to India at 25% discount 3. **Secondary Impacts** - AUD would weaken as export revenue falls - Mining giants (BHP, Rio Tinto) face profit squeezes - Threat of U.S. pressuring allies to avoid Australian ore **The Bottom Line**: The U.S. influences global commodity pricing power - even small tariffs create massive ripple effects. Australia's iron ore sector remains vulnerable despite Chin

"How U.S. Tariffs Backfire: Protecting Industry at the Expense of Citizens and Allies" *New analysis reveals Trump-era tariffs primarily burden American consumers while reshaping global trade alliances based on bilateral deficits.* ### **Introduction** The United States has wielded tariffs as a weapon against trade imbalances since 2018, but mounting evidence suggests these policies disproportionately hurt U.S. households while fostering a transactional approach to international relations. With the 2025 tariff expansions targeting China (54%), Vietnam (46%), and the EU (20%), the Biden and Trump administrations have doubled down on a strategy that economist Paul Krugman calls "self-inflicted economic wounds." --- ### **Key Findings** 1. **The Consumer Burden** - A 2024 *Tax Foundation* stu

The same bad news can always be crafted Differently to sound good.

$BABA-W(09988)$  the daily chart looks like a fully loaded spring, either a strong rebound or a total breakdown to $120. Fully vested now, pray for the rebound

$Tesla Motors(TSLA)$  say whatever you want, but tesla sales are down in EU and China, 20% and more. There is no way this is worth > $200.

Indeed the distribution started and$Alibaba(BABA)$  has dropped close to $135 (10%) based on this morning off market trading. There should be a small rebound. Maybe to $138 in tonight trading

$Alibaba(BABA)$ $BABA-W(09988)$   Based on yesterday night's trading. It seems to be big boys holding the price high while distributing out their shares. My guess is that it is poised for a huge drop rather than a gap up. As such I sold off half my shares at $146.2 yesterday. Also sold 4 x call options $146, with $2.6 premium. I could be terribly wrong here.... but hey that's the fun of trading.

https://www.linkedin.com/posts/zainkahn_china-just-delivered-another-deepseek-moment-activity-7304094017141530624-rDZL?utm_medium=ios_app&rcm=ACoAAAHdodUBZrBqqkVT3AgkP-Y4WuTeomLs2oU&utm_source=social_share_video_v2&utm_campaign= Research & Development • Market Research & Analysis:  Property research example - Manus AI collects and analyzes market data, identifies trends, and generates detailed reports. Also research on nearby good schools. • Literature Review & Summaries: Resumes scanning - It searches pdfs and create a comparison table for all the resumes with its own set of criteria's. 2. Data Processing & Analysis • Batch File Processing: Manus AI processes large volumes of files, extracting and organizing data efficiently. For example, it can process 50

$Rigetti Computing(RGTI)$$IONQ Inc.(IONQ)$  $D-Wave Quantum Inc.(QBTS)$  $Rigetti Computing(RGTI)$ still reeling from the painful drop from $12 to $7. But at least it is recovering well.  IONQ is the worst performing of all. it Sold off some much shares at market price. huge dilution.  Lost a huge %. Luckily bought small to pay with. I like this article. Few bad things about IONQ - they changed CEO, meaning lack of leadership vision and continuity. Secondly, the sale at open market is just bad business acumen. They could have adopted

Intermittent fasting, eating only 2 meals between 11am to 7pm. Good for health too. Cook 3 scrambled egg for the first meal and instant coffee. About $2. 2nd meal, eat food court rice, tofu and cabbage. $4. Still have $4 left for in between black coffee at food court. Suggestion to camp in library is a fantastic idea.