川普弹劾跟踪,信息量很大

全球宏观投资

致敬凯恩斯、索罗斯、利佛摩尔

川普弹劾跟踪,信息量很大。事情才刚刚开始呢,今天纽约时报又有新料报出来。市场与专业分析的看法完全不同。总有书呆子去争论市场对或者错,市场哪儿对错呢?市场能有的只是一个结果,这个结果还只是当下的结果。

投资大师们会讨论市场的对错,那是在自己体系和哲学意义上,书呆子要意识到这一点。

平掉了恒指9月空头,移仓到10月空头。做空恒指,既是经济周期的方向,也是冲击事件的方向。

Trump Tried to Talk His Way Out of Impeachment. It Didn’t Work

Democrats say transcript bolsters move for impeachment inquiry

Republicans must choose how closely they can stick with Trump

By?Justin Sink

(Bloomberg) –?

Donald Trump?tried to squelch the latest threat to his presidency with the release of a?transcript?of his call with Ukraine’s president. It’s a trick that’s worked for him before, allowing him to claim exoneration and take the attack to Democrats.

Yet this time, the gambit backfired. Trump didn’t anticipate that, even in the absence of an explicit quid pro quo, his transactional approach to foreign policy and willingness to solicit political help from another country — laid bare in a five-page transcript — would embolden his critics and fan the flames of a nascent impeachment inquiry.

Donald Trump with Volodymyr Zelenskiy during a meeting in New York on Sept. 25.

The president maintains the supreme belief he can talk his way out of any tight spot. But his own words in the transcript provided an easy road-map for Democratic foes who accuse him of abusing the power of his office. In the call, Trump repeatedly implores Ukraine’s?Volodymyr Zelenskiy, whose country is heavily dependent on U.S. aid, to help him smear former Vice President?Joe Biden, who at the time was the clear Democratic frontrunner.

“There’s a lot of talk about Biden’s son, that Biden stopped the prosecution and a lot of people want to find out about that so whatever you can do with the Attorney General would be great,” the transcript quotes Trump as saying.

Some Democrats say those words clearly show an impeachable abuse of power and grounds for an impeachment query, even if Trump didn’t explicitly link the investigation to military aid. Trump, however, dismissed the complaints as a “joke” and much ado over “a wonderful phone conversation.”

Impeachment Battle

The impeachment fight now turns to the House, where the acting director of national intelligence will appear before a committee at 9 a.m. Thursday to discuss the complaint filed by an unidentified whistle-blower.

More Trump-Ukraine coverageFive key takeaways from Trump’s Zelenskiy call

Trump’s cryptic remark about Crowdstrike to Ukraine’s president

Call by Trump exposes short-on-experience Ukraine leader

Merkel, a familiar Trump foe, becomes target on the call

Read the text of Trump’s call with the Ukraine president

What the DOJ said in withholding the whistle-blower complaint

Republicans who have rallied to Trump’s defense in the past now face a choice of how closely they can stick with him this time around. As the party began to shape its rebuttal — that Trump did nothing that rises to the level of impeachment — three GOP senators stepped forward to express their misgivings about his actions.

At a news conference on Wednesday, Trump questioned the information from the unnamed administration official, noting that it was based on second-hand information. But he insisted: “I fully support transparency on the so-called whistle-blower.”

Moreover, the White House signaled it would allow the whistle-blower to meet with Democratic lawmakers on Capitol Hill, and has already privately transmitted the written complaint to lawmakers ahead of the hearing featuring acting Director of National Intelligence?Joseph Maguire.

Trump also said he’s willing to release notes detailing a second, earlier phone call with Zelenskiy, as well as those involving Vice President?Mike Pence?and the Ukrainian leader.

Chuck Schumer holds the transcript between Trump and Zelenskiy during a news conference, on Sept. 25.

The president’s willingness to cooperate with the probe — and his assertion that the media is “corrupt” and complicit with Democrats — indicated that the transcript release hadn’t had its desired impact.

Trump and his allies had initially claimed total vindication, gleefully noting there was no explicit offer of U.S. assistance in exchange for a Ukrainian investigation into Biden, and that the president at no point mentioned his days-earlier decision to freeze hundreds of millions of dollars in military aid.

A Justice Department review of Trump’s conduct found no criminal behavior or violation of election law. The call’s contents fell far short of early media reports that Trump harangued Zelenskiy eight times for an investigation, or made a promise to the Ukrainian leader in exchange for his cooperation.

‘Real Scandal’

As if to underscore the winning hand Trump thought he held, a dozen Republican lawmakers were invited to the White House to review the transcript with White House counsel?Pat Cipollone?before its release. The White House sent talking points suggesting lawmakers argue the “real scandal” was false accusations carried in media accounts. The White House spin was mistakenly sent to some Democratic lawmakers.

Even before the release

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