The Stable Genius Report

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Filtering by entity: United States of America | Clear Filter
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Summary:The EU collected €3.8 billion in fines from US tech companies in 2024, which is presented as more than the €3.2 billion in income tax paid by all public European internet tech companies in the same year. This situation is deemed unfair to US tech companies and the United States of America.
Sentiment:Critical
Key Claims:
  • The EU fined US tech companies €3.8 billion in 2024.
  • Public European internet tech companies paid €3.2 billion in income tax in 2024.
  • The EU makes more from fines on US tech companies than from tax collected from all public European tech companies.
  • This situation is unfair to US tech companies.
  • This situation is unfair to the United States of America.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:2/10
Potential Global Cross-Asset Impact:5/10
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Summary:A positive call took place with Delcy Rodríguez, the Interim President of Venezuela, discussing significant progress in stabilizing and recovering Venezuela. Key topics included Oil, Minerals, Trade, and National Security, with an anticipation of a spectacular partnership between the United States and Venezuela, leading to Venezuela's prosperity.
Sentiment:Triumphant
Key Claims:
  • A very good call was held with the Interim President of Venezuela, Delcy Rodríguez.
  • Tremendous progress is being made to help Venezuela stabilize and recover.
  • Oil, Minerals, Trade, and National Security were discussed.
  • The partnership between the United States of America and Venezuela will be spectacular for all.
  • Venezuela will soon be great and prosperous again, possibly more so than ever before.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:6/10
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Summary:An immediate 25% tariff is imposed on all business conducted with the United States for any country also doing business with the Islamic Republic of Iran, stating the order is final and conclusive.
Sentiment:Directive
Key Claims:
  • Any country doing business with the Islamic Republic of Iran will pay a 25% tariff on all business conducted with the United States.
  • This order is effective immediately.
  • The order is final and conclusive.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:6/10
Potential Global Cross-Asset Impact:8/10
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Summary:The United States faces potential liabilities of hundreds of billions, possibly trillions of dollars, if the Supreme Court rules against the nation regarding tariffs, a situation described as a national security bonanza and a complete mess that the country would find almost impossible to manage.
Sentiment:Warning
Key Claims:
  • A Supreme Court ruling against the United States on tariffs would result in hundreds of billions of dollars in payback.
  • Including investments by countries and companies made to avoid tariffs, the total liability could reach trillions of dollars.
  • This financial obligation would be a complete mess and almost impossible for the United States to pay.
  • Anyone claiming an easy or quick resolution to this issue is providing a false, inaccurate, or misunderstood answer.
  • If such a payment were possible, determining the amount, recipients, and timing would take many years.
  • A ruling against the United States on this 'National Security bonanza' would lead to severe negative consequences for the country.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:9/10
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Summary:The United States, in coordination with the Interim Authorities of Venezuela, seized an oil tanker that departed Venezuela without U.S. approval. The tanker is now returning to Venezuela, and its oil will be sold through the GREAT Energy Deal, which was created for such sales.
Sentiment:Triumphant
Key Claims:
  • The United States of America, in coordination with the Interim Authorities of Venezuela, seized an oil tanker.
  • The seized oil tanker departed Venezuela without U.S. approval.
  • The seized tanker is on its way back to Venezuela.
  • The oil from the tanker will be sold through the GREAT Energy Deal.
  • The GREAT Energy Deal was created for the sale of such oil.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:5/10
Potential Global Cross-Asset Impact:8/10
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Summary:Major oil companies are meeting at the White House to discuss Venezuelan oil, aiming to reduce oil prices for Americans and stop drugs and criminals entering the U.S. from Venezuela.
Sentiment:Policy-focused
Key Claims:
  • The largest oil companies in the world are meeting at the White House.
  • There is high demand from oil companies to attend the meeting, exceeding the venue's capacity.
  • Some oil companies will meet with the Secretary of Energy and Secretary of the Interior later in the week.
  • The meeting will primarily focus on Venezuelan Oil and the long-term relationship with Venezuela, including its security and people.
  • A key objective of this involvement is the reduction of oil prices for the American People.
  • A crucial additional objective is the stoppage of drugs and criminals entering the United States of America from Venezuela.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:4/10
Potential Global Cross-Asset Impact:7/10
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Summary:The United States has achieved its lowest trade deficit since 2009 and is predicted to have GDP growth exceeding 5%, even after an alleged 1.5% loss due to a Democrat 'Shutdown.' These economic successes are attributed to tariffs, which are said to have rescued the economy and national security, with an appeal for the Supreme Court to consider these achievements before a significant decision.
Sentiment:Triumphant
Key Claims:
  • The United States has its lowest Trade Deficit since 2009, and it is declining further.
  • The Nation’s Gross Domestic Product (GDP) is predicted to come in at over 5%.
  • The predicted GDP growth is despite a loss of at least 1.5% attributed to a Democrat 'Shutdown.'
  • These economic successes (lowest trade deficit and high GDP) are a direct result of TARIFFS.
  • Tariffs have rescued the U.S. Economy and National Security.
  • The achievements are historic and country-saving.
  • The Supreme Court should be aware of these historic achievements prior to the issuance of their most important decision.
Potential Market Impact (S&P 500):3/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:3/10
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Summary:Certain Republican Senators, including Susan Collins, Lisa Murkowski, Rand Paul, Josh Hawley, and Todd Young, are criticized for voting with Democrats in an attempt to limit the President's powers to defend the United States, thereby harming American self-defense and national security. The War Powers Act is described as unconstitutional, a determination made by all past Presidents and their Departments of Justice. A significant Senate vote on this topic is anticipated next week.
Sentiment:Critical
Key Claims:
  • Certain Republican Senators voted with Democrats to reduce the President's powers to defend the United States.
  • The mentioned Senators should not be re-elected to office.
  • The vote significantly hampers American self-defense and national security.
  • The vote impedes the President’s authority as Commander in Chief.
  • The War Powers Act is unconstitutional, violating Article II of the Constitution.
  • All Presidents and their Departments of Justice prior to the current administration determined the War Powers Act to be unconstitutional.
  • A more important Senate vote on the War Powers Act is scheduled for next week.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:3/10
Potential Global Cross-Asset Impact:1/10
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Summary:Venezuela will exclusively purchase American-made products, including agricultural goods, medicines, medical devices, and equipment for its electric grid and energy facilities, utilizing funds from a new oil deal. This arrangement establishes the United States as Venezuela's principal business partner, an outcome described as beneficial for both nations.
Sentiment:Triumphant
Key Claims:
  • Venezuela is purchasing ONLY American Made Products.
  • Purchases will be funded by a new oil deal.
  • Products include American Agricultural Products, Medicines, Medical Devices, and Equipment for Electric Grid and Energy Facilities.
  • Venezuela is committing to the United States as its principal business partner.
  • This agreement is a wise choice and a very good thing for the people of Venezuela and the United States.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:7/10
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Summary:Interim Authorities in Venezuela will turn over 30 to 50 million barrels of sanctioned oil to the United States, with the President controlling the sale proceeds to benefit both Venezuela and the United States. Energy Secretary Chris Wright is instructed to execute this plan immediately, with the oil to be transported by storage ships to U.S. unloading docks.
Sentiment:Triumphant
Key Claims:
  • Interim Authorities in Venezuela will turn over 30 to 50 million barrels of high quality, sanctioned oil to the United States of America.
  • This oil will be sold at its market price.
  • The money from the sale will be controlled by the President of the United States of America.
  • The funds will be used to benefit the people of Venezuela and the United States.
  • Energy Secretary Chris Wright has been asked to execute this plan immediately.
  • The oil will be taken by storage ships and brought directly to unloading docks in the United States.
Potential Market Impact (S&P 500):6/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:7/10