Silv getting hammered, but looking at the charts it still looks high
*Investors Blog*
- Thread starter Warstud
- Start date
Could be a number of reasons.
Most likely is when people are trying to redeem from there hedge funds the funds sell what they can , not what they want to.
Another is perception inflation will slow?
I am not sure what to do now. I would prefer to have more cash going into the weekend. Down 1% today. Literally flat yesterday after many moves. So I need to sell both my longs and my hedges or I’ll be exposed on one side or the other.
I wonder if people thought there was a shot at Powell cutting rates today? I knew that wasn't going to happen.
Then how do you explain the roughly 50% of vehicles sold in the USA that have a final assembly point in the USA? Presumably vehicles and at least some vehicle parts can be manufactured profitably in the USA, because it's already currently being done. Tires and car batteries also come to mind.
Or were you implying that those $100,000 pickup trucks that are made in Mexico and sold in USA can't be made in USA and sold profitably in USA at their current prices? I suspect that they can be made in USA and sold in USA at their current prices, because it's already being done by other manufacturers, and when Toyota moved truck production from Texas to Mexico, they didn't lower the price.
I expect pricing to remain relatively the same, but profitability to shrink. Wall Street seems to agree with me.
The price you pay for almost anything is literally what the maximum the provider thinks you are going to pay, and has little to do with the cost.
I like this statement.
I’m reading through many posts in here and maybe overthinking it a bit?
What we want is level playing field.
Stop slapping tariffs on our merchandise overseas and will stop slapping tariffs on their products coming here.
They still will have an advantage because lower labor cost overseas however, what we’re asking for is to stop taxing American products when they come into foreign countries
Seems pretty simple to me. If I stand corrected besides China, India is pretty bad at taxing our products. The European Union, who are supposed to be our friends and live off our tax dollars and our military budget also tax the heck out of our products.
I wonder who will cave first. I’m sure the stock market is putting enormous pressure on politicians here, but I guess it is what it is.
If I had money on the side, I would be buying into some quality companies right now that’s for sure.
I’m holding what I got which is thank goodness rock solid stable Walmart, Meta, which I almost lost all my profit in, will still be good someday the world’s advertising platform and last, but not least Amazon. Amazon cloud services are more important than their retail business, but I find it hard to believe their retail business will suffer much because people are gonna buy things no matter what and Amazon will always do it cheaper.
Anyway, my thoughts for the day, got the lawn cut and now it’s time to play pickleball
Yeah no we don't. We add VAT on everything, regardless of origin.
Anything outside EU also has to pay customs/toll fee. Unless there is a trade agreement.
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Hermann
Site Donor 2023
S&P 5150 and falling
I could be wrong, but I firmly believe it’s somewhere in between our two statements
If there is, it is universal and not specific for USA.
Because Cramer said it I am almost obligated to go bottom fishing.
But no - I am not buying. I either sell what I have and go cash or I hold it. I very well hedged.
With rising prices (aka inflation), economic uncertainty, expect discretionary spending to go down.
Non-discretionary prices (food, gasoline) are expected to rise.
From McKinsey:
In the first quarter of 2025, US consumers reported feeling nearly as optimistic as they did at the end of the previous year. This optimism was buoyed by a robust economy with low unemployment, steady job growth, and stable inflation. However, for US consumers across income groups and generations, spending intentions were down across several discretionary categories.
Unlike in early 2024 (when consumers carried their approach to holiday spending into the new year), consumers this year reverted to their typical approach to new-year spending.
Expect this optimism to change as your dollar does not go as far and the economy contracts.
Non-discretionary prices (food, gasoline) are expected to rise.
From McKinsey:
In the first quarter of 2025, US consumers reported feeling nearly as optimistic as they did at the end of the previous year. This optimism was buoyed by a robust economy with low unemployment, steady job growth, and stable inflation. However, for US consumers across income groups and generations, spending intentions were down across several discretionary categories.
Unlike in early 2024 (when consumers carried their approach to holiday spending into the new year), consumers this year reverted to their typical approach to new-year spending.
Expect this optimism to change as your dollar does not go as far and the economy contracts.
Meta, Alphabet, Amazon datacenters here are even subsidized...
Use translate:
https://www.gp.se/ledare/regeringen...t-fiasko.1aca462d-ce52-4825-af85-cd141d68055f
Exactly. Rates tend rise in inflationary times.
Not complete.
For example when you export you don’t pay a VAT.
Also US manufacturers pay payroll and many state and local taxes. In Europe the VAT covers many of those things. So the playing field is tilted to off -shore in the U.S. not so in Europe.
I would be fine with a U.S. VAT but constitutionally we cannot have one.
You are assuming there is sufficient margin to absorb the increased cost to manufacture. Some products have that, others do not.
That also ignores overall cost/price increases; the auto market does not exist in a vacuum.
Of course you don't. VAT is payed by the consumer to the state.
We don't pay your state tax on american goods when you export either.
Could argue U.S not having healthcare is tilting the playingfield. But its a bad argument.
AG, there is no fair. Capitalism is about winners and losers.I like this statement.
I’m reading through many posts in here and maybe overthinking it a bit?
What we want is level playing field.
Stop slapping tariffs on our merchandise overseas and will stop slapping tariffs on their products coming here.
They still will have an advantage because lower labor cost overseas however, what we’re asking for is to stop taxing American products when they come into foreign countries
Seems pretty simple to me. If I stand corrected besides China, India is pretty bad at taxing our products. The European Union, who are supposed to be our friends and live off our tax dollars and our military budget also tax the heck out of our products.
I wonder who will cave first. I’m sure the stock market is putting enormous pressure on politicians here, but I guess it is what it is.
If I had money on the side, I would be buying into some quality companies right now that’s for sure.
I’m holding what I got which is thank goodness rock solid stable Walmart, Meta, which I almost lost all my profit in, will still be good someday the world’s advertising platform and last, but not least Amazon. Amazon cloud services are more important than their retail business, but I find it hard to believe their retail business will suffer much because people are gonna buy things no matter what and Amazon will always do it cheaper.
Anyway, my thoughts for the day, got the lawn cut and now it’s time to play pickleball
What is fair? Depends on which side of the deal you are on.
