Trump, Xi to discuss lowering China tariffs for fentanyl crackdown: WSJ | Metals Mine

  • Trump, Xi to discuss lowering China tariffs for fentanyl crackdown: WSJ

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The Fool
Oct 28, 2025 1:16pm
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I guess the more difficult question is always, "Why is there such an insatiable demand for narcotics in the USA?"

As long as there s this demand and drug users will risk prison and death to keep using the drugs, drug suppliers will find a way to satisfy it.
NotAtrader
Oct 28, 2025 11:39am
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The market is completely irrational. Neither the outcome of their discussion nor the schedule is known, but the market reacts like this is big red news
Reply
The Fool
Oct 28, 2025 10:37pm
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https://www.yahoo.com/finance/news/e...173105298.html

This delusional shit is getting comical. Of course there will be an end to the AI bull market. Feebs on FF babbling about unassailable support levels would be amusing if it weren't so boring. TA is useless in the face of geoplolitical events and unforseen, cataclysmic business disruptions. The hyperscalers are going to run into a brick wall: there is not the electric power generation and distribution capacity that they need, anywhere in the USA. The "modular" nuclear power plants they keep quacking about do not yet exist. They won't be ready for prime time for another 5-10 years. Some wheels will be coming off the AI dream car before then.

AI Overview
Going Nuclear: A Guide to SMRs and Nuclear-Powered Data Centers
Modular nuclear power plants are expected to start producing power commercially around 2030, with several projects aiming for operation within the next decade. Some of the earliest commercial projects, such as those in Michigan and in partnership with Alphabet, are targeting 2030 for their first reactors. Commercial deployment is expected to expand throughout the 2030s.
Expected timeline
2030: Some first commercial plants are targeted for 2030, including projects in Michigan and others working with Alphabet.
2030–2035: The International Energy Agency expects many countries to have multiple SMRs operational during this period. NuScale Power is focused on delivering its SMR design for projects in the early 2030s.
2032: The Tennessee Valley Authority (TVA) aims to have its first plant online by 2032.
2035: The Idaho National Laboratory estimates that widespread commercial use will begin around 2035.
Key factors
Technological readiness: While the physics are sound and pilot projects are underway, SMRs have yet to move beyond the demonstration phase to widespread commercial adoption.
Regulatory approval: The Nuclear Regulatory Commission is in the process of reviewing designs, which is a necessary step for commercial deployment.
Financial viability: High upfront costs and inflation have been challenges, with some projects experiencing delays or cancellations. However, recent deals, such as the one between Constellation and Microsoft, show growing investor interest.
Vancarbon
Oct 29, 2025 3:20am
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I think we’re witnessing one of the greatest pumps and dumps of all time . A select group flipping meme stocks , insiders , hedge funds , investment banks who knows, it’s pure speculation but it’s as clear as day manipulation is taking place to maintain the market at certain levels .

This isn’t top calling lol , just observation
Reply
Windstrown
Oct 28, 2025 2:04pm
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Quoting NotAtrader
The market is completely irrational. Neither the outcome of their discussion nor the schedule is known, but the market reacts like this is big red news
It's like the ceasefire that everyone celebrates means nothing but markets go full bull mode people just following the flow of non economic impact news now a days looking for everyday intraday buybacks lol the bubble we are in right now is the irrational thing. How people feel it's safe to keep buying nvidia with their real p/e nor forward p/e as high as it is and keep saying the tp is at least 10% higher with all risks involved and in a qt cycle baffles me lol but oh well good for those who are making serious money
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The Fool
Oct 28, 2025 2:24pm
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Quoting Toddly53
So do I go long or short on fentanyl?
well if they can cut down the precursor inflows and keep killing alleged drugrunners, the price will go up. An increase in price means drug dealers will get more creative about not getting caught. That part is not complicated.
The Fool
Oct 28, 2025 1:13pm
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AI Overview
...the primary precursors for fentanyl production are not made from common materials. Fentanyl is produced through a complex process of synthetic organic chemistry, and the immediate precursors are specialized chemical compounds that are controlled and monitored by law enforcement agencies. However, some of the pre-precursors used in earlier steps of the synthesis have legitimate industrial uses, which complicates efforts to regulate them.
Key differences between precursors and "common materials"
The distinction between specialized precursor chemicals and common materials is crucial for understanding how fentanyl is manufactured illicitly.
Primary precursors (specialized):
These are the core ingredients needed to form the final fentanyl molecule and are highly regulated by governments around the world.
Examples include N-phenethyl-4-piperidone (NPP) and 4-anilino-N-phenethylpiperidine (ANPP).
These chemicals are produced by specialized manufacturers, often in China, and are then shipped to other locations, like Mexico, for further synthesis into fentanyl.
Pre-precursors (potentially dual-use):
Illicit manufacturers use slightly different chemical recipes, or "synthesis routes," to get around the regulation of primary precursors.
These alternative routes often involve starting with "pre-precursors," which have legitimate uses in industries such as pharmaceuticals, rubber, and dyes.
While these are closer to "common materials," they still require specific chemical expertise and a multi-step process to convert into the regulated precursors.
Examples include propionyl chloride, aniline, and phenethyl bromide.
Challenges for regulators
This use of dual-purpose chemicals is why it is difficult for authorities to stop the production of illicit fentanyl.
Adaptation: When a key precursor like NPP is banned, illicit manufacturers simply pivot to a slightly different, unregulated pre-precursor to synthesize the same compound through a new chemical route.
Global market: Chemicals can be ordered online and shipped internationally, often with false labeling to deceive customs inspectors.
Scale of production: Because fentanyl is so potent, only a small quantity of precursors is needed to produce a large volume of the final drug. This makes it easier to manufacture and conceal from authorities.
The Fool
Oct 28, 2025 5:45pm
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lol everybody's a genius in a bull market. I know people who are literally borderline illiterate (I literally shit you not) who have well over $1 million in their 401k's and all they ever did was buy the index and maybe a few choice blue chips.
The Fool
Oct 28, 2025 10:43pm — Edited
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"In a post on X, Musk doubled down on his long-standing belief that artificial intelligence and robotics will completely reshape the workforce—eliminating the need for humans to work at all."

Man it is not hard to imagine a wide variety of dystopian outcomes. If you eliminate the "need for humans to work at all", then you have effectively eliminated the need for humans to exist. Do you think the "government" is going to give you a UBI that includes enough to replenish your trading accounts....after the need for your existence has been done away with? Think again...
Vancarbon
Oct 28, 2025 2:36pm
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Quoting Windstrown
{quote} It's like the ceasefire that everyone celebrates means nothing but markets go full bull mode people just following the flow of non economic impact news now a days looking for everyday intraday buybacks lol the bubble we are in right now is the irrational thing. How people feel it's safe to keep buying nvidia with their real p/e nor forward p/e as high as it is and keep saying the tp is at least 10% higher with all risks involved and in a qt cycle baffles me lol but oh well good for those who are making serious money
The new Industrial Revolution , robots to wipe your a*se , make the bed and pull pints at the bar . It’s simply Utopia , on a breadstick .

What’s not to like !

and they all lived happily ever after.

Night Night children . Sleep tight
Reply
Vancarbon
Oct 28, 2025 3:57pm
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Quoting Trader#270D
{quote} How do I go long Calls on your sarcasm???
Unfortunately , that’s priceless .

It’s a generic trait which runs inherently through my family . The colloquial term is called “ banter “ , we / I / us thrive on the cut and thrust of the everyday shenanigans/ conversations/ inane drivel of the general population .
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diosu
Oct 28, 2025 11:33am
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thanks for smashing my TP trump!
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The Fool
Oct 29, 2025 3:47am
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Quoting Vancarbon
I think we’re witnessing one of the greatest pumps and dumps of all time . A select group flipping meme stocks , insiders , hedge funds , investment banks who knows, it’s pure speculation but it’s as clear as day manipulation is taking place to maintain the market at certain levels . This isn’t top calling lol , just observation
I don't think it's manipulation. The lack of breadth and domination by just a handful of names mirrors what the dot.com boom was like:

AI Overview
During the peak of the dot-com boom, leading up to the market crash in March 2000, the stock market was heavily dominated by a handful of large technology companies. The valuations of these "tech juggernauts" surged as investors poured money into the sector, creating significant market concentration.
Timeline of increasing concentration
The market concentration intensified in the final years of the decade:
Late 1990s: Market concentration intensified. The technology sector came to account for over 35% of the S&P 500's value.
1998–1999: The market increasingly cheered new initial public offerings (IPOs) of dot-coms, often without regard for their profitability.
Late 1999–March 2000: The concentration became especially pronounced. In 1999, the tech-heavy Nasdaq index gained 86%. The concentration of value between the top and bottom stocks reached "unprecedented levels" before the bubble burst.
Dominant companies
Many of the most dominant companies during this period were either infrastructure companies that built the internet's "plumbing" or tech giants that were seen as long-term winners.
Cisco Systems: Briefly became the most valuable publicly traded company in the world at the peak of the mania.
Intel: The chip manufacturer was a key player.
Microsoft: Its stock price soared throughout the decade.
Amazon.com: Survived the crash to become a market leader, but its stock also fell over 90% from its high.
Qualcomm: The wireless technology giant saw its stock price peak early in 2000.
America Online (AOL): A massive internet service provider at the time, its acquisition of Time Warner in 2000 was a symbolic peak of the bubble.
The Fool
Oct 29, 2025 4:55am
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AI Overview
Zero-day-to-expiration (0DTE) SPX and SPY options volumes can influence intraday volatility, liquidity, and trading patterns. Their main effects are driven by market makers' delta-hedging activities in response to large, concentrated trading by both retail and institutional traders.
Effect on intraday volatility
The impact of 0DTE options on market volatility is a subject of debate, with different views on whether they amplify or dampen price swings.
Gamma feedback loops: A key concern is the potential for a gamma-driven feedback loop.
Market maker hedging: Because 0DTE options have a high gamma (meaning their delta changes quickly with the price of the underlying), market makers must hedge their exposure in real-time by buying or selling the underlying asset.
Amplifying moves: If the market starts moving in a particular direction, market makers' hedging can create a self-fulfilling cycle that amplifies the move, especially if large positions are concentrated at specific strike prices.
Creating stability: Conversely, some research suggests that the balanced dynamic of call and put trading minimizes net gamma exposure, which can have a stabilizing effect and prevent volatility from escalating.
Late-day volatility spikes: Significant trading volume in 0DTEs can lead to increased intraday volatility, particularly in the last hour of trading as positions are settled or unwound. This can cause the underlying SPX and SPY to exhibit choppy, sharp price moves as traders and dealers adjust their final positions.
Effect on liquidity
The high volume of 0DTE trading has a direct effect on the market's liquidity.
Generally increases liquidity: The heavy trading volume in SPX and SPY options adds significant overall liquidity to the market. For active strike prices, this results in very tight bid-ask spreads, especially for SPY options.
Concentrated liquidity: The large notional value and trading volume of SPX options, favored by institutional traders, ensures deep liquidity. SPY, with its smaller contract size, attracts retail traders and also maintains tight spreads for liquid strikes.
Risk of localized dislocations: Despite the overall high liquidity, the high volume of 0DTE trading can cause "localized dislocations" during times of stress, especially if large positions are concentrated near expiration and overwhelm market makers' ability to hedge effectively.
Effect on trading behavior
The prevalence of 0DTE options has altered the behavior of both retail and institutional traders.
Shifts trading toward intraday focus: The compressed time horizon of 0DTEs has led traders to focus more on intraday price movements, catalysts, and events. The ability to make quick, leveraged directional bets or harvest premium within a single day is a major appeal.
Retail trader patterns: Retail traders are most active at the open and close of the trading day. Many utilize strategies like iron condors and butterflies, demonstrating a hands-on and very active risk management style.
Institutional trader patterns: Institutional investors tend to trade earlier in the day, use vertical spreads more frequently, and hold positions longer, reflecting different risk capacities and hedging approaches.
Increased speculation and hedging: Institutions use 0DTEs for tactical bets on specific events like economic releases and for precise, short-term hedging. This creates significant, event-driven trading flows.
Vancarbon
Oct 28, 2025 3:36pm
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Quoting Trader#D5D5
{quote} Please make sure to remind me if you ever post anything bullish, I’m going to sell everything and go short because I want to be prepared for all the flying pigs lol. But I have to hand it to you for sticking to your view.
That is bullish ! It’s Utopia .

What do you want the lottery numbers
Reply
Vancarbon
Oct 28, 2025 3:46pm
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Quoting Trader#D5D5
{quote} Please make sure to remind me if you ever post anything bullish, I’m going to sell everything and go short because I want to be prepared for all the flying pigs lol. But I have to hand it to you for sticking to your view.
So let me flip this 35T (being presumptuous that’s who I’m liaising with of course ) can you make a bullish case at this juncture ?

From a price earnings perspective ?
Reply
Vancarbon
Oct 28, 2025 4:33pm
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Quoting Trader#BE57
{quote} Lots of companies have not participated in this rally and have very reasonable P/E ratios. Value investing hasn’t worked in decades. The company’s with high p/e have been the ones outperforming on stock price. Trend is up, absolute panic buying every small pullback, tons of money still in cash, Fed is lowering, corporate earnings are coming out fine, tariffs have not caused significant issues, trade wars are over. It’s a lot harder for you to call a top than me saying we go higher. Look at the chart from 2020, we went about 2 years straight...
Ok , running with your narrative .

“ Lots of companies have not participated in this rally and have very reasonable P/E ratios. Value investing hasn’t worked in decades. The company’s with high p/e have been the ones outperforming on stock price.“

Let’s get to the question I asked . The drivers and only drivers are the 7 , placing them into the equation , could you respond accordingly .

What is the bullish case going forward ?
Reply
Vancarbon
Oct 28, 2025 5:25pm
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Quoting Trader#C359
{quote} I trade based on historical facts, not my opinions. As I’ve said, theoretically I don’t disagree with some bear arguments, but I view that as irrelevant for trading. People do not buy stocks on P/E ratios, if they did the last 25 years wouldn’t look any like what we have. There is no case to be made for stocks going up on p/e and there hasn’t been in many decades because that’s not how real people put real money to work based on historical facts. We are obviously in greed mode, and again based on history that greed lasts a lot longer than...
Well , I’m a ridiculously humble individual . You have called this correctly for 5 months , well done .

Here’s a tip however : Don’t have an ego , log on and state your case . It’s known as dignity and having integrity .
Reply
Vancarbon
Oct 29, 2025 4:48am
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Quoting The Fool
{quote}I don't think it's manipulation. The lack of breadth and domination by just a handful of names mirrors what the dot.com boom was like: AI Overview During the peak of the dot-com boom, leading up to the market crash in March 2000, the stock market was heavily dominated by a handful of large technology companies. The valuations of these "tech juggernauts" surged as investors poured money into the sector, creating significant market concentration. Timeline of increasing concentration The market concentration intensified in the final...
I appreciate the similarities you point out , however the scale of liquidity and expansion of the ETF , derivative industry 25 years later has exacerbated the situation to the point it’s hard to prove definitively.

There’s huge sums at stake in the market and the incentives are obvious . I’ll stick with the word “ manipulation “ , after watching the price action , money flow and volume spikes in certain stocks.

The clues are all there , proving it is nigh on impossible .
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cristian427
Oct 28, 2025 11:33am
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just sniped that trump assist
Reply
The Fool
Oct 28, 2025 11:15pm
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Is it 1996 or is it 1999?
Inserted Video
The Fool
Oct 29, 2025 3:57am
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CSCO still has not regained it's peak value from the dot.com era...
https://finance.yahoo.com/quote/CSCO/
Vancarbon
Oct 29, 2025 2:34am
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S&P has gained 4% in a week .

NQ has contributed to the gains , meme stocks being flipped continuously . The word “ circularity “ comes to mind , trading amongst themselves.
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has22v
Oct 28, 2025 11:36am
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gold down
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has22v
Oct 28, 2025 11:51am
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Quoting Ksth
Pump all the way 4141 or 4380. Good luck.
nah
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Ksth
Oct 28, 2025 11:48am
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Pump all the way 4141 or 4380.
Good luck.
Reply
Ksth
Oct 28, 2025 11:56am
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Quoting has22v
{quote}nah
Wish you good
Reply
Horiyomy
Oct 28, 2025 11:52am
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Maga First! He has many cards at hand.
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Goku92
Oct 28, 2025 11:54am
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3906 coming
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usdgbp
Oct 28, 2025 2:40pm
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He needs the rare earths for the fighter jets that he's going to put on a carrier and attack china with if they invade Taiwan ... there are other minerals he needs for chips to keep America dominant in AI ...
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Mcbs
Oct 28, 2025 3:08pm
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I think gold will temporarily move down now.
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Trader#FF67
Oct 28, 2025 11:45am
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Whole usa just praying that china agree its clear that china is super power and usa is kneel down for now.
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Devis334.
Oct 28, 2025 11:53am
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Pump upto 4380
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Yrotw
Oct 28, 2025 11:57am
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we pumpng
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vxliant
Oct 28, 2025 11:58am
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NO TP
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Trader#F189
Oct 28, 2025 12:00pm
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One hand lower rate market will jump up
Other hand china rate discussion market jump down
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Abhijeet5576
Oct 28, 2025 12:01pm
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Love u all
Reply
Lovefeelsy
Oct 28, 2025 12:03pm
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Good news for gold
Reply
TraderTero
Oct 28, 2025 12:21pm
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China will soon have the same tariffs as year ago and all allies 20% or more. Great win again.
Trader#A35F
Oct 28, 2025 12:26pm
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Look at gold, bitcoin, and stocks. Gold and bitcoin are in a sideways down pattern. Stocks have been going up at a 45 degree angle everyday of every week of every month since April. Which is an easier trade?
Reply
Trader#833D
Oct 28, 2025 1:03pm
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Quoting Trader#0D79
Seriously, at this point if you can’t understand what a bull market is, you should stop trading. The market will immediately, or within a short time, take everything as positive.
Thank you for explaining it in a simple term. I agree 100%.
Reply
Toddly53
Oct 28, 2025 1:55pm
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So do I go long or short on fentanyl?
Reply
Trader#D5D5
Oct 28, 2025 3:17pm
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Quoting Vancarbon
{quote} The new Industrial Revolution , robots to wipe your a*se , make the bed and pull pints at the bar . It’s simply Utopia , on a breadstick . What’s not to like ! and they all lived happily ever after. Night Night children . Sleep tight
Please make sure to remind me if you ever post anything bullish, I’m going to sell everything and go short because I want to be prepared for all the flying pigs lol. But I have to hand it to you for sticking to your view.
Reply
Trader#2B3C
Oct 28, 2025 3:19pm
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Quoting Trader#FB35
10 volatility for tomorrow’s straddle in ES, that’s basically zero volatility lol.
I don’t remember a Fed day pricing in only a 37 point move, apparently nothing interesting can happen tomorrow.
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Trader#7284
Oct 28, 2025 3:27pm
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Trump could not care less about fentanyl, or any other drug. The war on drugs has never been about protecting citizens, it's always been about the billions of dollars in cash flowing out of the country.
Reply
Trader#BE57
Oct 28, 2025 4:15pm
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Quoting Vancarbon
{quote} So let me flip this 35T (being presumptuous that’s who I’m liaising with of course ) can you make a bullish case at this juncture ? From a price earnings perspective ?
Lots of companies have not participated in this rally and have very reasonable P/E ratios. Value investing hasn’t worked in decades. The company’s with high p/e have been the ones outperforming on stock price.

Trend is up, absolute panic buying every small pullback, tons of money still in cash, Fed is lowering, corporate earnings are coming out fine, tariffs have not caused significant issues, trade wars are over.

It’s a lot harder for you to call a top than me saying we go higher. Look at the chart from 2020, we went about 2 years straight up after the crash. After the 22 pullback we had 2.5 years of straight up. Based on that we have more than a year left at least before another big drop.
Reply
Trader#C359
Oct 28, 2025 4:45pm
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Quoting Vancarbon
{quote} Ok , running with your narrative . “ Lots of companies have not participated in this rally and have very reasonable P/E ratios. Value investing hasn’t worked in decades. The company’s with high p/e have been the ones outperforming on stock price.“ Let’s get to the question I asked . The drivers and only drivers are the 7 , placing them into the equation , could you respond accordingly . What is the bullish case going forward ?
I trade based on historical facts, not my opinions. As I’ve said, theoretically I don’t disagree with some bear arguments, but I view that as irrelevant for trading. People do not buy stocks on P/E ratios, if they did the last 25 years wouldn’t look any like what we have.

There is no case to be made for stocks going up on p/e and there hasn’t been in many decades because that’s not how real people put real money to work based on historical facts. We are obviously in greed mode, and again based on history that greed lasts a lot longer than it should.

I’m sure the bubble will pop, but there is no indication that will happen anytime soon.
Reply
Trader#9FD5
Oct 28, 2025 5:45pm
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Quoting Vancarbon
{quote} Well , I’m a ridiculously humble individual . You have called this correctly for 5 months , well done . Here’s a tip however : Don’t have an ego , log on and state your case . It’s known as dignity and having integrity .
Get the sro’s of the sec to change the rules. Pretty soon I won’t even be able to post this way. Getting on the wrong side of the irs or sec is the last thing anyone wants to do.

I’ve been bullish for a thousand SPX points, logically I should call it a day. But everyday I watch the price action and think, damn this thing is unstoppable. Down days are reversed instantly. When you see selling create new selling instead of dip buying, then I will reassess. As of now, there hasn’t been a single day of real (my opinion of “real” based on experience of tape watching) selling since April. That’s a shockingly strong market. Buyers just don’t care about anything except missing out. I don’t know what the catalyst will be for a correction, but it will have to be big and surprising.

SPX support currently is 6760, then 6660, and then the never to be touched again all time strongest forever unbreakable support at 6550. Once we close over 7k it will have to figure out a higher support.
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Pannu33
Oct 28, 2025 8:50pm
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I think it's trap
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Trader#74F9
Oct 29, 2025 1:54am
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The S&P has put on 4% in a week !

That’s huge speculation coming into the Fed meeting , expectations are high and the market is trading on the flipping of the meme stocks only .

If that’s not a warning sign,I don’t know what is . This market needs to let release some steam . A mean reversion should be welcomed so as to find value and not rely on the obvious circularity trading ( manipulation) which is presently keeping things afloat .
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Trader#3FEC
Oct 28, 2025 11:44am
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Everything moved from “Could”
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Trader#0FB9
Oct 28, 2025 11:46am
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TACO FARCE
Reply
Trader#0D79
Oct 28, 2025 11:47am
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Seriously, at this point if you can’t understand what a bull market is, you should stop trading. The market will immediately, or within a short time, take everything as positive.
Reply
Trader#8A16
Oct 28, 2025 11:57am
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so is it going up or down
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Trader#4738
Oct 28, 2025 1:13pm
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How does this influence price
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Trader#E74E
Oct 28, 2025 2:24pm
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xi is far more powerful than orange juice
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Trader#ED1F
Oct 28, 2025 2:29pm
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Everything this guy is saying makes him look like bigger and bigger idiot..
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Trader#FB35
Oct 28, 2025 2:50pm
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10 volatility for tomorrow’s straddle in ES, that’s basically zero volatility lol.
Reply
Trader#270D
Oct 28, 2025 3:45pm
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Quoting Vancarbon
{quote} That is bullish ! It’s Utopia . What do you want the lottery numbers
How do I go long Calls on your sarcasm???
Reply
Trader#3D89
Oct 28, 2025 6:52pm
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how
Reply
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