I Never Trusted That China “Truce”... And Trump Just Gave Me the Pettiest “Told You So” Ever

By Stocks News   |   1 month ago   |   Stock Market News
I Never Trusted That China “Truce”... And Trump Just Gave Me the Pettiest “Told You So” Ever

Look, I don’t want to say I told you so… Actually, scratch that… I absolutely do. Because from the moment the Trump administration started talking about how they were “working things out” with China, I raised an eyebrow so hard it hit my hairline (and that’s saying something). Like: You really expect me to believe the U.S. and China went from full-blown tariff warfare to “everyone’s happy” overnight? That we went from markets doing their best Great Depression cosplay in April to “bull market” by mid-May… because of a handshake? Come on. I wasn’t born yesterday. I was born before SPACs were cool.

China “Truce

And this morning, Trump basically confirmed what a lot of us were thinking… that the whole “deal” was paper-thin. At 8:02 a.m. ET, he dropped this gem on Truth Social: “So much for being Mr. NICE GUY!” “China HAS TOTALLY VIOLATED ITS AGREEMENT WITH US.”

That “deal” he’s referring to was struck just two weeks ago… on May 12. Both sides agreed to a 90-day pause on tit-for-tat tariffs, rolled back 115% of imposed duties, and promised to play nice while trade talks continued. It sounded great on paper. But even back then, I was saying “this is just the beginning.” And now here we are.

China “Truce

Trump says China’s dragging its feet. Treasury Secretary Scott Bessent admitted the talks were “a bit stalled.” U.S. Trade Rep Jamieson Greer went on CNBC and called China's compliance “completely unacceptable.” It’s like watching a marriage counselor realize the couple has no intention of actually changing… just going through the motions until the next blowup.

And this might be the blowup. Because unlike past episodes (where Trump would post something insane, send markets tumbling, and then reel it back in with “we’re making tremendous progress behind the scenes”) this time feels different. This time feels like he finally realized he’s not getting his way, and the gloves are off.

China “Truce

Even worse, an appeals court just temporarily reinstated a tariff ruling that had been struck down literally the day before. So now we’ve got Trump hinting at another trade war, legal uncertainty in full swing, and the Supreme Court possibly stepping in to sort it all out… like my parents trying to figure out who touched the thermostat growing up (it was always me).

Bottom line: I never bought the “we’re good with China now” narrative. It always felt like a pause button, not a resolution. And if Trump’s post is any indication, we might be staring down the barrel of Trade War 2.0, the sequel… with more tariffs, more tweets, and more market mayhem on deck. And yes, in case you’re wondering… I’ll be buying the dip all the way there and back.

PS: Nobody knows what’s going on right now. Not CNBC. Not your buddy who suddenly became a macro expert after watching two TikToks. Not even the Wall Street suits who pretend they’ve got it all figured out.

One minute, AI stocks are mooning. The next, a random shipping company with five employees in Delaware is up 300% by noon. It’s chaos. And trying to make sense of it with old-school strategies is like bringing a highlighter to a gunfight.

But here’s what we do know: Underneath the confusion, there’s real opportunity… especially in small caps where a single insider buy or short squeeze setup can ignite a triple digit move in minutes. And while the masses chase headlines, we’re tracking the signals before they show up on Reddit.

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