We need a BIG rate cut this month.
Minimum 150 bps cut.![]()
What are you invested in?200 bps point next rate cut.
$2T dedicated for Gov buying 10% of companies from various industries (technology, pharmaceutical, military defense contractors, retail, American automakers, airlines, casinos, etc….).
$2T of stimulus cash since consumers are cash poor and living on credit cards / Buy Now Pay Later.
The 222 Plan.
Yes, Inflation was 9%+ about 1.5 years ago.Yes we are. Via inflation. We all are.
What are you invested in?
Yes, Inflation was 9%+ about 1.5 years ago.
That part is working well. I mean revenue is up.When will the "trade wars" inflation kick in?
That's today's enigma.
Especially after what they did yesterday .....cut them off at the kneesThat part is working well. I mean revenue is up.
Frankly for people in decent position what has changed?
Cannot we agree that we - as in USA and most of the world - need to shed ourselves of China?
That was JP talking.Transitory inflation ?
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True - true, but at some point the transition is going to push many prices up.That part is working well. I mean revenue is up.
Frankly for people in decent position what has changed?
Cannot we agree that we - as in USA and most of the world - need to shed ourselves of China?
That part is working well. I mean revenue is up.
Frankly for people in decent position what has changed?
Cannot we agree that we - as in USA and most of the world - need to shed ourselves of China?
China is no longer cheap labor on a global scale. There more expensive than Mexico even. Problem is they have the monopoly on many goods because they drove everyone out of business. Like rare earths and cheap pharmaceutical.Unfortunately the USA is BEHOLDEN to very cheap manufacturing in China.
They knew it and we know it.
Yup and nearly 30 years ago I had the misfortune of dealing with their arrogance in business with machine tools and found Taiwan to be a breath of fresh air and high quality with far better shipping prices and the young ladies adorableChina is no longer cheap labor on a global scale. There more expensive than Mexico even. Problem is they have the monopoly on many goods because they drove everyone out of business. Like rare earths and cheap pharmaceutical.
The current narrative won’t last long. No one has the stomach for it.