When you get right down to it, it is a macroeconomic paradigm shift of
the magnitude of Reagan's movement from Keynesian economics to supply side.
In a way, it is the commodities version of Trump's philosophy on
immigration, in that he seems to want much greater control over who/what comes into this country than is the current policy.
We're just going to have to see how this plays out. Me, so far it looks
like a solution in search of a problem. But it's very complex. There's
the benefit to consumers in free trade versus the threat to
manufacturing and even service jobs.
Sawfish <sawfish666@gmail.com> writes:
When you get right down to it, it is a macroeconomic paradigm shift of
the magnitude of Reagan's movement from Keynesian economics to supply
side.
In a way, it is the commodities version of Trump's philosophy on
immigration, in that he seems to want much greater control over
who/what comes into this country than is the current policy.
We're just going to have to see how this plays out. Me, so far it
looks like a solution in search of a problem. But it's very
complex. There's the benefit to consumers in free trade versus the
threat to manufacturing and even service jobs.
You're overthinking it. This is all for show for his personal
relationships with leaders of other nations. If he really wanted
tariffs to be effective as stated, he would have laid the groundwork for
them during the first years of his term and execute on them in the
latter half. I do not believe that companies are going to take the
gamble to bring an industrial presence back to the US if they do not
believe the tariffs are going to last. And Trump has done a lot of
damage to that idea by continually "adjusting" his stance on whether
they are negotiable or not.
In any case, his idea of "negotiation" is a few rounds of russian
roulette while strapped to a chair. Not good for business...
Sawfish <sawfish666@gmail.com> writes:
When you get right down to it, it is a macroeconomic paradigm shift of
the magnitude of Reagan's movement from Keynesian economics to supply
side.
In a way, it is the commodities version of Trump's philosophy on
immigration, in that he seems to want much greater control over
who/what comes into this country than is the current policy.
We're just going to have to see how this plays out. Me, so far it
looks like a solution in search of a problem. But it's very
complex. There's the benefit to consumers in free trade versus the
threat to manufacturing and even service jobs.
You're overthinking it. This is all for show for his personal
relationships with leaders of other nations. If he really wanted
tariffs to be effective as stated, he would have laid the groundwork for
them during the first years of his term and execute on them in the
latter half. I do not believe that companies are going to take the
gamble to bring an industrial presence back to the US if they do not
believe the tariffs are going to last. And Trump has done a lot of
damage to that idea by continually "adjusting" his stance on whether
they are negotiable or not.
In any case, his idea of "negotiation" is a few rounds of russian
roulette while strapped to a chair. Not good for business...
When you get right down to it, it is a macroeconomic paradigm shift of
the magnitude of Reagan's movement from Keynesian economics to supply side.
In a way, it is the commodities version of Trump's philosophy on
immigration, in that he seems to want much greater control over who/what comes into this country than is the current policy.
We're just going to have to see how this plays out. Me, so far it looks
like a solution in search of a problem. But it's very complex. There's
the benefit to consumers in free trade versus the threat to
manufacturing and even service jobs.
Sawfish kirjoitti 6.4.2025 klo 22.05:
When you get right down to it, it is a macroeconomic paradigm shift of
the magnitude of Reagan's movement from Keynesian economics to supply
side.
In a way, it is the commodities version of Trump's philosophy on
immigration, in that he seems to want much greater control over who/
what comes into this country than is the current policy.
We're just going to have to see how this plays out. Me, so far it
looks like a solution in search of a problem. But it's very complex.
There's the benefit to consumers in free trade versus the threat to
manufacturing and even service jobs.
I don't think these tariffs will last long. The stock market is dropping
5% average per day since liberation. Monday's S&P 500 futures in Asia
down 4.5% so far. I wonder if Cramer was for once in his life correct
and this will become another Black Monday...
Not sure where the bottom will be. I have a feeling we're not anywhere
close to it unless the fall is interrupted by very good tariff news.
I'm eyeing S&P 400 midcaps, on Friday down 25% from November high.
Probably -30% today...
Crazy stuff.
jdeluise kirjoitti 7.4.2025 klo 0.11:> Sawfish <sawfish666@gmail.com> writes:> >> When you get right down to it, it is a macroeconomic paradigm shift of>> the magnitude of Reagan's movement from Keynesian economics to supply>> side.>>>> In a way, it isthe commodities version of Trump's philosophy on>> immigration, in that he seems to want much greater control over>> who/what comes into this country than is the current policy.>>>> We're just going to have to see how this plays out. Me, so far it>>
TT kirjoitti 7.4.2025 klo 2.28:> Sawfish kirjoitti 6.4.2025 klo 22.05:>> When you get right down to it, it is a macroeconomic paradigm shift of >> the magnitude of Reagan's movement from Keynesian economics to supply >> side.>>>> In a way, it is thecommodities version of Trump's philosophy on >> immigration, in that he seems to want much greater control over who/ >> what comes into this country than is the current policy.>>>> We're just going to have to see how this plays out. Me, so far it >>
*skriptis kirjoitti 7.4.2025 klo 9.34:> TT <TT@dprk.kp> Wrote in message:r>> TT kirjoitti 7.4.2025 klo 2.28:> Sawfish kirjoitti 6.4.2025 klo 22.05:>> When you get right down to it, it is a macroeconomic paradigm shift of >> the magnitude of Reagan'smovement from Keynesian economics to supply >> side.>>>> In a way, it is the commodities version of Trump's philosophy on >> immigration, in that he seems to want much greater control over who/ >> what comes into this country than is the current policy.>>
I don't think these tariffs will last long. The stock market is dropping > 5% average per day since liberation. Monday's S&P 500 futures in Asia > down 4.5% so far. I wonder if Cramer was for once in his life correct > and this will become another BlackWe're just going to have to see how this plays out. Me, so far it >> looks like a solution in search of a problem. But it's very complex. >> There's the benefit to consumers in free trade versus the threat to >> manufacturing and even service jobs.> >
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