Anonymous wrote:Anonymous wrote:Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
There is a current disruption in the supply that we will experience in a month or so, but perhaps with this pause, and the pre-stocking that took place, we may not feel it too much.
But...the damage is done. Our trade with the closest allies is damaged significantly to the extent that there are international boycotts against US products and the reliability as a trading partner is tarnished and the damage to the dollar is significant.
Then why did the stock market react the way it did?
Everyone was predicting bare shelves now or any day now, and you’re saying it’s a month or so away.
Anonymous wrote:Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
There is a current disruption in the supply that we will experience in a month or so, but perhaps with this pause, and the pre-stocking that took place, we may not feel it too much.
But...the damage is done. Our trade with the closest allies is damaged significantly to the extent that there are international boycotts against US products and the reliability as a trading partner is tarnished and the damage to the dollar is significant.
Anonymous wrote:Anonymous wrote:Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
There is a current disruption in the supply that we will experience in a month or so, but perhaps with this pause, and the pre-stocking that took place, we may not feel it too much.
But...the damage is done. Our trade with the closest allies is damaged significantly to the extent that there are international boycotts against US products and the reliability as a trading partner is tarnished and the damage to the dollar is significant.
Then why did the stock market react the way it did?
Everyone was predicting bare shelves now or any day now, and you’re saying it’s a month or so away.
Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
Anonymous wrote:Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
There is a current disruption in the supply that we will experience in a month or so, but perhaps with this pause, and the pre-stocking that took place, we may not feel it too much.
But...the damage is done. Our trade with the closest allies is damaged significantly to the extent that there are international boycotts against US products and the reliability as a trading partner is tarnished and the damage to the dollar is significant.
Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
Anonymous wrote:Again, I would love for someone to be specific about how the US is in a better position now...
Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
Anonymous wrote:Bookmarking this and going to come back in December. All this speculation isn’t worth anything. The shelves were supposed to be empty and the S&P was supposed to be at 3,000 according to the sky is always falling crowd on here. Gas prices and housing prices are down so the only leg of inflation left to tackle is goods / groceries. If the market is “flooded” with Chinese goods that means inflation will come down because of supply / demand and all that’s left is grocery prices. After that the Fed lowers rates and we’re at 6,500 for the S&P at the end of the year. Book it.
Anonymous wrote:And Trump thought that somehow we would just "build factories" because of tariffs. He thought we'd just ramp up and cancel China out.
What he fails to realize is that in the last decade plus China has invested $1.9 TRILLION into manufacturing in order to get its place of export dominance, whereas Trump and the Republicans are pushing the exact opposite - austerity measures and cuts and disinvesting in infrastructure.
MAGA magical thinking.
Anonymous wrote:So I guess all those manufacturing jobs won’t be coming back after all?