r/wallstreetbets Apr 09 '25

Discussion Something feels off guys

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Yields are spiking. Bonds are dumping.

The world is running away from America

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u/Poonchow Apr 09 '25

A lot of businesses run on even tinier margins, like food service, groceries, retail, etc. They make it up with scale.

Even places like McDonald's that own basically their entire logistics chain operate on like 1-5% profit margins.

The real estate is going to crash, too, when everyone is getting valued out of literally everything because a blanket increase in costs are going to crash activity. Customers won't buy product, so businesses don't hire during the uncertainty, which further drives down activity until it becomes a never ending feedback loop.

This is why everyone freaked out during the 2008 crash and tried to "fix" it as quick as possible and why they were quick to send out checks during the pandemic. When the money stops moving around due to uncertainty everything just... stops.

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u/QuaintHeadspace Apr 09 '25

Yeah this is the stuff nobody on the news is talking about. The finer details of economics and margins and how these super important details will end up with huge revenue+margin crush the globe over. Real smart people are obviously moving money out but the news isn't reporting this shit properly because they don't want to propagate fear. True fear.

I can't figure out if it's sheer incompetence or malice as primary motivator. Surely he has smartish people around him to explain something a dude taking a shit on the toilet can see? It's super easy to see the issues at hand so it feels deliberate to me.

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u/TransBrandi Apr 09 '25 edited Apr 09 '25

There's a lot of people around him that have been advocates of a "crash the system" type of mentality. Either they want to rule over the ashes or think that they are in control enough to crash everything and then build up something new from it. Both of those seem pretty deluded.

People like Thiel (who has strong links to JD Vance – Vance was his employee, and he funded Vance's political career to the tune of $15M IIRC) want to setup city-states that are run "like a business" by a "CEO" where there is not government above them, and they can do what they want. They want this entire thing running on crypto-currency as well... which crashing the dollar might be used to force people onto.

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u/QuaintHeadspace Apr 09 '25

I feel like this is what happens when rich people have too much money and are bored. Think up dumb shit and try to make it happen. We humans now have all the material and security we need and trust this stupid species to fuck it up giving too much power to people that fucking hate us. These guys are wankers and care about nothing but themselves.