Why do the have the same creepy guy picture? Who is that?And what "disinfectant"? Hint: it was already discussed here moron. #CatsupTime again
Toby? oops someone mixed-up his username lol.
.![]()
Why do the have the same creepy guy picture? Who is that?And what "disinfectant"? Hint: it was already discussed here moron. #CatsupTime again
Toby? oops someone mixed-up his username lol.
.![]()
I don’t think moving “low skilled”manufacturing here en masse is a realistic goal. It’s also a cost intensive endeavor that would likely take 5-10 years for any company and a different admin could change the rules altogether and then what for the companies that made all those investmentsWell folks... we have now fundamentally changed our way of doing things. After discussing with several economists and politicians, most of whom know and understand these things way more than me, I have come to a few conclusions. We are now full swing into populism and nationalism. Lots of honest and true conservatives are realizing today that there is a big difference between conservatism and populism/ nationalism. Most are probably having buyer's remorse. But I digress.
In terms of the stock market, this is going to fundamentally change the way we think about the market. We are doing a 180 degree turn from globalism. No one really knows how this will affect the stock market a year from now. I have a strong feeling that these tariffs are not a negotiation tool, but rather a way to bring manufacturing back to the USA and attempt to revive the middle class. This has the potential to decrease the wealth gap that has been building for the past several decades. Bringing manufacturing back to the USA will however result in decreased consumption particularly due to increased costs. There is no way we will be able to produce things as cheaply as China, etc. even with these robots (which are still a pipe dream) as being discussed by Howard Lutnick. Interestingly with decreased consumption, it may end up saving the environment. There is likely to be a recession in the next 1 year and there is almost no guarantee that we will come out the other end better off than we are today.
My advice is to look for companies that are heavily reliant on China, Vietnam etc. to not only produce their goods, but to sell large quantities of items and short them. Companies that are less concerned with global trade will be better off. However, no one will be spared from a downturn.
Making clothes, making toys, making whatever everyday things we use that are mostly manufactured overseas. That kind of stuff isn’t likely to be made here on any significant level.Define low skilled. Is that the guys in car manufacturing plants that have been sitting idle and are now getting turned on? That's not taking 5-10 years. And even if that did, it's still an investment in the future. I applaud the administration for being the first I've seen to not take the candy right in front of them and kick the can down the road.
I think its a gagWhy do the have the same creepy guy picture? Who is that?
No point owning small caps for quite a while.The RUT down 6%.
@DJ SpankyOnly if you happen to disagree with the vast majority of virologists and epidemiologists. Would love to be in a roomful of those folks at work when you bring that nonsense up. I can hear the laughter now.
I think that is absolutely the plan. Move most manufacturing back to America and revive the middle class and Midwest.I don’t think moving “low skilled”manufacturing here en masse is a realistic goal. It’s also a cost intensive endeavor that would likely take 5-10 years for any company and a different admin could change the rules altogether and then what for the companies that made all those investments
But isn't most of modern manufacturing via machines and robots now? The new Ford plant isn't going to hire 10,000 workers. It will hire 1,000 to manage and oversee the automation.I think that is absolutely the plan. Move most manufacturing back to America and revive the middle class and Midwest.
Did Trump tell that to the union guy?But isn't most of modern manufacturing via machines and robots now? The new Ford plant isn't going to hire 10,000 workers. It will hire 1,000 to manage and oversee the automation.
You should be proud of me. Haven't bought anything today! Yet. :)All the buyers on this board helped a little but now back to selling.
I have to believe its literally impossible to move most manufacturing back to America. Especially the cheap walmart type stuff.I think that is absolutely the plan. Move most manufacturing back to America and revive the middle class and Midwest.
I will dip my toes in once the tariffs are reversed. I think it has to end 6 months before midterms or he takes a victory lap when someone gives him enough to claim victory.You should be proud of me. Haven't bought anything today! Yet. :)
Either way there will be the meaningless victory lapI will dip my toes in once the tariffs are reversed. I think it has to end 6 months before midterms or he takes a victory lap when someone gives him enough to claim victory.
Well said@DJ Spanky
@Tango Two
Please clean up the politics in this thread. Leave the posts about stocks and investments. Thanks! :)
we heard the same in 2016
If this is the high-water mark for tariffs, the market is currently at max fear. Any marginal improvement will cause a nice rally. There are only 6 countries/markets (including the EU) that really matter. And most of them are already in negotiations. Let's see what happens.I will dip my toes in once the tariffs are reversed. I think it has to end 6 months before midterms or he takes a victory lap when someone gives him enough to claim victory.
You should be proud of me. Haven't bought anything today! Yet. :)
Brown thought there is some rollback built into the current market otherwise it would be down "30%" which was certainly hyperbole, but down significantly more was the point.If this is the high-water mark for tariffs, the market is currently at max fear. Any marginal improvement will cause a nice rally. There are only 6 countries/markets (including the EU) that really matter. And most of them are already in negotiations. Let's see what happens.
I'll likely buy a little in extended, but I'm pretty open tomorrow morning to dive into our accounts.I couldn't help myself. I bought SPY down 4%. VB down 6%, and I put in an order for VTSAX which will execute at day end.
I can't see minus 5% days and not buy at least something
He also said he moved to 60% T-bills 40 % large cap from 100% large cap.Brown thought there is some rollback built into the current market otherwise it would be down "30%" which was certainly hyperbole, but down significantly more was the point.
But we shall see how the market reacts if and when the negotiated roll backs are announced.
Whenever it is looks like a pic from a watchlist. Keep the kids away. Ooof.I think its a gag
We actually agree, but for the record, my posts were only in response to others who "went there."@DJ Spanky
@Tango Two
Please clean up the politics in this thread. Leave the posts about stocks and investments. Thanks! :)
Max fear is if inflation stays high, companies start forecasting lower earnings, unemployment increases, GDP slows or shrinks, etc. Still lots of potentially negative catalysts to navigate. Some good ones may also pop up, but don't be a Tom Lee and think we can't go lower, especially out a couple months.If this is the high-water mark for tariffs, the market is currently at max fear. Any marginal improvement will cause a nice rally. There are only 6 countries/markets (including the EU) that really matter. And most of them are already in negotiations. Let's see what happens.
After reading this thread and looking at the market, I expected to have gotten crushed today. I mean we had people saying nobody will ever retire again!!!!
Made enough to pay out of state Tuition and room and board at Rutgers for a year. Maybe all you do it yourself guys should seek professional advice?
I’m sure we will all have down days ahead but people need to relax
Exactly. If we could make the same stuff here with automation, it would have already happened without tariffs. That sort of change just requires funding for the infrastructure. The point of moving manufacturing here is to help the areas that have been decimated by manufacturing moving out of America.Did Trump tell that to the union guy?
wasn't that a certain account that his company managed?He also said he moved to 60% T-bills 40 % large cap from 100% large cap.
Tariffs are not a negotiation tool but here to stay. It is shift towards nationalism and away from globalism.Considering Navarro said on CNBC that the tariffs are not a negotiation will be interesting to see how tomorrow goes.
The union knows what we all know. Automation is coming and it's coming fast.Exactly. If we could make the same stuff here with automation, it would have already happened without tariffs. That sort of change just requires funding for the infrastructure. The point of moving manufacturing here is to help the areas that have been decimated by manufacturing moving out of America.