Truth Social post of February 2, 2025

PostStatementPublished 25/02/02Open the original

Summary

President Trump criticizes the "Tariff Lobby," led by the Wall Street Journal, for trying to justify countries like Canada, Mexico, and China continuing to rip off America on trade, crime, and drugs, saying the US owes $36 trillion and will no longer subsidize other countries.

By industry

Healthcare & Drug Pricing1 trading day+0.9%p15 stocks5 trading days−0.8%p15 stocks20 trading days+8.2%p15 stocks
Tariffs & Reshoring1 trading day−1.3%p15 stocks5 trading days+0.3%p15 stocks20 trading days+0.1%p15 stocks

Day by day after the announcement

Healthcare & Drug Pricing stocks and the S&P 500 after the announcement, cumulative %
Day	Healthcare & Drug Pricing stocks	S&P 500
25/01/31	0.0%	0.0%
25/02/03	+0.8%	−0.1%
25/02/04	−0.1%	−0.1%
25/02/05	+1.1%	+0.5%
25/02/06	−0.5%	+0.6%
25/02/07	−0.9%	−0.1%
25/02/10	−0.8%	+0.5%
25/02/11	−0.1%	+0.6%
25/02/12	+0.5%	+0.4%
25/02/13	+1.5%	+1.3%
25/02/14	+0.1%	+1.4%
25/02/18	+0.1%	+1.6%
25/02/19	+1.4%	+1.7%
25/02/20	+2.0%	+1.4%
25/02/21	+1.6%	−0.2%
25/02/24	+2.6%	−0.7%
25/02/25	+4.3%	−1.0%
25/02/26	+3.0%	−1.0%
25/02/27	+3.4%	−2.7%
25/02/28	+5.1%	−1.3%
25/03/03	+5.5%	−2.7%

Korean stocks in these industries

Samsung Biologics 207940
Celltrion 068270
SK Biopharmaceuticals 326030
Hyundai Steel 004020
POSCO Holdings 005490
SeAH Steel Holdings 003030

Trades in these industries around the announcement

Members' and insiders' trades in the industries' stocks, 30 days before to 30 days after.

Douglas M. Baker Jr.Director
BuyMerck
Buy
Merck
MRK
$1.3M
15,000 sh
$1.3M
Filed 25/02/07
Traded 25/02/05
Timothy Patrick FlynnDirector
BuyUnitedhealth Group
Buy
Unitedhealth Group
UNH
$511.6K
1,000 sh
$511.6K
Filed 25/01/22
Traded 25/01/17
Ronald E. BlaylockDirector
BuyPfizer
Buy
Pfizer
PFE
$499.1K
19,457 sh
$499.1K
Filed 25/02/14
Traded 25/02/13
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$1.6B
1,818 sh
$1.6B
Filed 25/02/25
Traded 25/02/24
Inge G. ThulinDirector
BuyMerck
Buy
Merck
MRK
$250K
2,832.86 sh
$250K
Filed 25/02/07
Traded 25/02/06
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$63.5M
68,251 sh
$63.5M
Filed 25/03/04
Traded 25/03/03
Michael F. MahoneyDirector
BuyCVS Health
Buy
CVS Health
CVS
$2M
30,000 sh
$2M
Filed 25/02/19
Traded 25/02/18
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$45.2M
50,118 sh
$45.2M
Filed 25/02/26
Traded 25/02/25
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$43.2M
47,905 sh
$43.2M
Filed 25/02/26
Traded 25/02/25
Christopher S. BoernerCEO
BuyBristol Myers Squibb
Buy
Bristol Myers Squibb
BMY
$110.1K
2,000 sh
$110.1K
Filed 25/02/21
Traded 25/02/20
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$32.7M
36,219 sh
$32.7M
Filed 25/02/26
Traded 25/02/25
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$32M
35,578 sh
$32M
Filed 25/02/26
Traded 25/02/25
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$25M
28,727 sh
$25M
Filed 25/02/07
Traded 25/02/06
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$24.1M
25,984 sh
$24.1M
Filed 25/03/04
Traded 25/03/03
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$23.3M
25,057 sh
$23.3M
Filed 25/03/04
Traded 25/03/03
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$20.3M
23,371 sh
$20.3M
Filed 25/02/07
Traded 25/02/06
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$19.5M
21,025 sh
$19.5M
Filed 25/03/04
Traded 25/03/03
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$18M
20,542 sh
$18M
Filed 25/02/24
Traded 25/02/21
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$17.4M
18,828 sh
$17.4M
Filed 25/03/04
Traded 25/03/03
Lilly Endowment10% Owner
SellELI Lilly
Sell
ELI Lilly
LLY
$17.1M
19,490 sh
$17.1M
Filed 25/02/24
Traded 25/02/21