*Investors Blog*

Cropduster172 said:
I have a wealth manager not a financial consultant. I don't care about the individual stocks.
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I try to wear both hats. But I own very few traditional company stocks. After some hard lessons learned I can be less flighty but still be nimble and never take a gain as some kind of stroke of genius or take a loss in fear. That said I have reached a point where I hire a wealth manager.
 
I predict Mexico has a deal within a week. I also predict Canada will have a deal after their next election - which will likely get pushed up.

If you want to actually learn why the talking heads are wrong, how about a legendary senior fed economist.

37:21 to about 40:00 explains economics 101 on this.



If you want to get even more technical, watch the first 10 minutes of former fed economist and NY fed Trader Joseph Wang:

 
alarmguy said:
I fear Monday (or the entire week) is going to be a nail-biter in the markets. Im wishing that maybe I cashed out last week, if only for the week next week.
Let's face it, 25% tariffs in all three countries. Them to us and us to them, throw in another 10% in China.
No debate on the effect, it DOESNT matter. My opinion is the markets do NOT like uncertainty and this is a gang banger of uncertainty!
Add to the above the already SKY HIGH valuations AND DeepSeek AI ... we could be looking at the perfect storm some have been looking for the last 3 years ...

or ... well? I dont know! *LOL*
I think POSSIBLY some of this might be a bargaining ploy by the USA. But uncertainty can kill the cat and snowball into something unintended. So far I think it's a ploy. At least I hope so because once again, I didn't sell. (so far not selling has worked for me, when will my luck run out?) Up over 100% last two years, I hope Monday doesnt slice me in half.
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You running the pool? Here are my picks

S&P, Dow, Nasdaq slightly down <2%.
DXY, gold, small caps up
Canadian Dollar, Canadian market down.
Bonds up (yield down).
VIX up.

I may or may not own some of these.

Japan opens at 8:00PM I believe
 
JHZR2 said:
Consumer electronics is something that there is little to no hope for
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Panasonic made Car Stereos in Peachtree City GA up until 2008. I had a friend that worked there. There is no reason high end consumer electronics can't be made here.

The $12 toasters at walmart are subsidized by the CCP - to keep Chinese workers busy. If they want to subsidize my toaster I am fine with that.

https://www.bizjournals.com/atlanta/stories/2008/09/01/daily86.html
 
If these tariffs are meant to try and get way more products made in the USA that are currently made in CA, Mexico and China, and if that does happen, then those products are then going to cost more while be made here ... maybe even cost more than putting a tariff on them in the first place. US workers would be demanding more pay than anyone over seas or in CA or Mexico, which would drive the product prices higher because the US companies still want to rake in big profits - highly doubt they are going to do the consumer a "favor" by reducing profits so they can't then pay their CEOs millions per year. Plus, many companies would have to build factories here, which is a huge capital cost investment that must be passed on through sales of the products.

The situation the US manufacturing is in today took decades to create, and slapping on big tariffs trying to make them now manufacture their product here isn't going to change quickly ... it could take a decade or more. And in the mean time I think it will impact the overall economy. Bring your popcorn and plan accordingly.
 
JHZR2 said:
WOW, that’s really disappointing. Here I thought Camry, Accord, Sienna, odyssey were the highest domestic content vehicles with the trucks just behind. Maybe that’s old data.

I have found Mexican OE parts in my definitely US manufactured ram trucks :(


Consumer electronics is something that there is little to no hope for, unless these tariffs change things. I did think Apple was eyeing up some US manufacturing at one point, but maybe not? Even then what is it, slap a sticker and wrapper and put it in a box? :( buying may be a good idea. Where is the deal?
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I can hardly wait for the Deep South to settle down and assemble TV sets for everyone. The highest tariffs on the planet would never make that happen.
 
Snagglefoot said:
99% of the Fentanyl came over the Mexican border, and 1% came over the Canadian border. In fact a lot went from the USA to Canada. Wouldn't it be nice and neighbourly for the USA realize the difference ?
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The CA tariffs isn't really about that ... I'm sure many know what the real reason is.
 
Asian markets are open. Down <2% thus far mostly.

Pablo said:
Can’t decide to buy early or wait. I will do both.
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Over night all the cyrpto bro's and meme stock boys will be jacked up on mountain dew overloading the reddit servers so who knows where the after hours goes. At 9:30 the Quant machines will start trading amongst themselves, and by 9:40 the 0DTE day traders will join the fray. By 10:00 we might have a picture of where we are going.
 
Nikkei close Down 2.81 %

DA9FD847-3DC5-4249-9B19-139FD6FEB5F2.webp
 
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