You won’t like this….just sayin’

[ADIDAS00]

The drops we are seeing at the moment are caused by uncertainty. Chaos makes companies and people cautious and slows down the economy. This reduces prices, but at the expense of growth and jobs.

Tariffs are inflationary if they are put in place and kept there longer term. If they are just threatened or removed at random, they only contribute to the chaos

Neither is good for the economy or people in general.

Wow, An actual logical reply not laced with emotions or rage. Lol

THANK YOU!!!

 

[Fuzzy1975]

If the price of stocks, bonds, gold, oil, diesel, corrugated boxes, and real estate go down, please tell me how tariffs can be inflationary?

Which of those has "gone down" due to tariffs?

Gold has risen,correct? Bond yields have risen, correct? Real estate has risen, correct?

I have no clue on corrugated boxes, maybe ask Bart Simpson.

Oil is down, because demand is drying up world wide and OPEC increased output. Why is demand drying up?

 

[Neanderthal247]

STFZU.
You, despite the dialogue, are no moderating voice of reason here. I asked twice who you voted for and your willful ignorance in answering gave everyone the answer we already knew. Taking whatever your dumbass believes to be the middle ground in a time such as this doesn’t make you some sage or wiseman - you’re a fucking coward. You voted for this. Your vote enabled maga. You were unable to morally choose between a competent woman politician and a criminal, rapist fraudster. You and Neanderthal here are one and the same and as long as you’re here you can count on me repeating, reminding people exactly who you are.

And I love it


Merica

https://media2.giphy.com/media/cYa8BWcyEWxZFLa6q6/giphy.gif?cid=6c09b952unq32xne4zozmjhgp40siin9bjih8k1m8g30gteq&ep=v1_internal_gif_by_id&rid=giphy.gif&ct=g

 

[ADIDAS00]

Which of those has "gone down" due to tariffs?

Gold has risen,correct? Bond yields have risen, correct? Real estate has risen, correct?

I have no clue on corrugated boxes, maybe ask Bart Simpson.

Oil is down, because demand is drying up world wide and OPEC increased output. Why is demand drying up?

Gold fell (along with everything else)… bond yields rising means the demand for bonds is down and the price of the bonds are down. The yield rises as the demand falls. Higher yields hopefully attracts more buyers. Real estate is declining. Inventory of houses on the market is rising.

 

[Fuzzy1975]

Gold fell
https://tradingeconomics.com/commodity/gold

(along with everything else)… bond yields rising means the demand for bonds is down and the price of the bonds are down.
https://www.marketwatch.com/investing/bond/tmubmusd05y?countrycode=bx

Real estate is declining. Inventory of houses on the market is rising.
https://www.zillow.com/home-values/102001/united-states/

Really? data says otherwise.

 

[ADIDAS00]

Really? data says otherwise.

So using your logic, trumps tariff plan has the economy booming. So there won’t be a financial crisis after all. I think we’re finally on the same page

 

[ADIDAS00]

It’s kind of a catch 22. Some people say the tariffs are going to cause crazy inflation and the market is going to plummet and we’re going to have a huge financial crisis.

Well, you can’t really have it both ways. If the markets crash and the world has a financial crisis, inflation will be the last thing on your mind. Markets crashing are VERY deflationary. On the other hand, if tariffs were going to cause a lot of inflation, that means asset prices will go up so there won’t be a crash. Do you see the dilemma.

My personal opinion is that inflation is here to stay. I don’t care if Joe Biden, Donald Trump, or Mickey Mouse is the president. Debasement of the dollar and fiscal deficits aren’t going away anytime soon. 2025 is the year we have to roll over an absolute shit ton of debt. Rates will go lower (they have to). Quantitative easing or some form of that will restart soon. They will probably name it something different, but it just means creating some more money to fuel the system.

All of this leads to markets ripping higher.

Bitcoin is a good hedge against the government debasing the dollar and lowering your purchasing power. Bitcoin to $150K by year end

 

[Bn2f]

So using your logic, trumps tariff plan has the economy booming. So there won’t be a financial crisis after all. I think we’re finally on the same page

Who did you vote for?

I know the answer but I don’t see why anyone here should interact with you until you answer. And, here’s a GFY in advance when you do find the nerve to reply with the fact that you voted for the asshole.

 

[Rightguide]

Every single country was willing to negotiate new trade deals before our President took a hack saw to the global market. (And continues to threaten)

No pressure was needed.

He created a mess and mopped up some of it with relief. The global economy is in worse shape because of his actions....especially ours. Any investor would be insane to invest right now....every smart person is parking their money until this bipolar fuck is out of office.

A one day rally is not the same thing as a recovery....

That "hacksaw" you refer to is better known to the more astute among us a 4D chess.

 

[ll74]

That "hacksaw" you refer to is better known to the more astute among us a 4D chess.

Yes, you suck 47 cock and love to tell people about it.

 

[Rightguide]

Yes, you suck 47 cock and love to tell people about it.

Your continuing love for Homoeroticism is noted, but being a real man, I'm not interested.

 

[ADIDAS00]

Who did you vote for?

I know the answer but I don’t see why anyone here should interact with you until you answer. And, here’s a GFY in advance when you do find the nerve to reply with the fact that you voted for the asshole.

Your obsession with knowing who everyone voted for is a bit concerning. You don’t find it odd that you’re so focused on that? You need to let it go bud. You’re going to drive yourself crazy

 

[rgraham666]

It’s kind of a catch 22. Some people say the tariffs are going to cause crazy inflation and the market is going to plummet and we’re going to have a huge financial crisis.

Well, you can’t really have it both ways. If the markets crash and the world has a financial crisis, inflation will be the last thing on your mind. Markets crashing are VERY deflationary. On the other hand, if tariffs were going to cause a lot of inflation, that means asset prices will go up so there won’t be a crash. Do you see the dilemma.

My personal opinion is that inflation is here to stay. I don’t care if Joe Biden, Donald Trump, or Mickey Mouse is the president. Debasement of the dollar and fiscal deficits aren’t going away anytime soon. 2025 is the year we have to roll over an absolute shit ton of debt. Rates will go lower (they have to). Quantitative easing or some form of that will restart soon. They will probably name it something different, but it just means creating some more money to fuel the system.

All of this leads to markets ripping higher.

Bitcoin is a good hedge against the government debasing the dollar and lowering your purchasing power. Bitcoin to $150K by year end

Inflation is not a problem. It is a diagnostic tool, like human body temperature.

A human body at with a temperature of 94F (34C) is in serious trouble. A human body with a temperature of 40C (104F) is in serious trouble and they may soon be a room temperature. The question is, "What is causing the temperature to be at that level?"

The temperature can be changed but that doesn't deal with the problem. The problem still has to be treated.

So it is with inflation. The biggest problem here is that, in my opinion, our understanding of economics is at the 'four humours' level of medical understanding. Most of our treatments amount to bloodletting. It would be amusing if America died by the same thing that killed George Washington.

So far as Bitcoin goes, all values are imaginary. The US dollar was reserve currency because everyone believed that the US was a stable place to park money. Trump has destroyed that belief. Bitcoin is a level more imaginary than a nation's currency. No one or nation with sense is going to use that as basis for their lives or economies.

 

[Bn2f]

Your obsession with knowing who everyone voted for is a bit concerning. You don’t find it odd that you’re so focused on that? You need to let it go bud. You’re going to drive yourself crazy

Yes, I'm a dog after a bone when it comes to hucksters and bullshitters. And I am not obsessed with how everyone voted - I asked you and you alone.

 

[ADIDAS00]

Yes, I'm a dog after a bone when it comes to hucksters and bullshitters. And I am not obsessed with how everyone voted - I asked you and you alone.

 

[Fuzzy1975]

So using your logic, trumps tariff plan has the economy booming.

If you wish to put words in my mouth, so to speak, I'm not going to argue. Reality will soon rear it's ugly face, whether you agree with me or not.

So there won’t be a financial crisis after all. I think we’re finally on the same page

I don't know if there will be a financial crisis, but the odds of a recession starting in the second quarter are over 48%.

https://www.jpmorgan.com/insights/global-research/economy/recession-probability

How's your 401 k's value btw?

 

[Chilllax]

It’s kind of a catch 22. Some people say the tariffs are going to cause crazy inflation and the market is going to plummet and we’re going to have a huge financial crisis.

Well, you can’t really have it both ways. If the markets crash and the world has a financial crisis, inflation will be the last thing on your mind. Markets crashing are VERY deflationary. On the other hand, if tariffs were going to cause a lot of inflation, that means asset prices will go up so there won’t be a crash. Do you see the dilemma.

My personal opinion is that inflation is here to stay. I don’t care if Joe Biden, Donald Trump, or Mickey Mouse is the president. Debasement of the dollar and fiscal deficits aren’t going away anytime soon. 2025 is the year we have to roll over an absolute shit ton of debt. Rates will go lower (they have to). Quantitative easing or some form of that will restart soon. They will probably name it something different, but it just means creating some more money to fuel the system.

All of this leads to markets ripping higher.

Bitcoin is a good hedge against the government debasing the dollar and lowering your purchasing power. Bitcoin to $150K by year end

Well there is short term risk and long term risk, right.
I agree with you that inflation is here to stay but ending up in markets ripping higher? Sure, rates will go down making capital cheaper but will manufacturing be ready to use that CAPEX, especially if they are not sure if tariffs are here to stay? They need to see long term ROI. plus I think you are ignoring, IMHO, impact on consumption. Higher inflation= lower consumption= lower spend by firms= more unemployment= you know the story.
I think you are onto something for sure but perhaps missing some elements. IMHO

 

[PersonalFavors]

Like how you claimed yesterday the market had correct and was on the rise?

No. Correct in how it is stable and not a bear market or recession.

 

[ll74]

Lol

 

[Fuzzy1975]

No. Correct in how it is stable and not a bear market or recession.

Ah yes you're another of Trump's favourite people.

"I love the poorly educated"

Here you can watch him say it again, I'm sure it speaks to your heart....

 

[ADIDAS00]

Just checking in…..

What are everyone thoughts at this point?

A. Inflation is going to soar
B. economic crisis is about to hit
C. Tariff’s are deflationary
D. WWIII is about to start
E. Nothing burger

 

[ADIDAS00]

I’ll check back later since everyone is still pondering it

 

[Chilllax]

I’ll check back later since everyone is still pondering it

Looks like I am first

Short term: inflation will soar
Long term: recession and hence deflation

My 2 cents while fully accepting I could be wrong.

 

[ADIDAS00]

Looks like I am first

Short term: inflation will soar
Long term: recession and hence deflation

My 2 cents while fully accepting I could be wrong.

I love the input!

Anyone that thinks they actually know how this will end are lying…grifting

No one knows, but it’s fun to hypothesize. It’s good to take a guess

 

[Bn2f]

I love the input!

Anyone that thinks they actually know how this will end are lying…grifting

No one knows, but it’s fun to hypothesize. It’s good to take a guess

Idiot trumper has returned.