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I'm checking out a maple syrup company....headquartered in Georgia...???
Hmmm, I know Cairo, GA used to be called "Syrup City" because Rodenberry Foods had a syrup plant there along with their pickles and other foods. My Algebra & Trig teacher in high school was from there and part of the Roddenberry family somehow. Looks like it closed in 2002 after being bought by Dean Foods. Is this a new start up?
 
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Tariffs don’t scare me. It’s actually threats of tariffs anyway. I don’t anticipate the 25% on Canada to be at that level for long. Maybe not even the weekend. If we get into a trade war with Canada (or anybody else), we’ll win. I’m glad that MAGA has the backbone to stand up against being taken advantage of.

Trump was voted in to fix immigration. Money talks. Mexico is listening. They need to stop the caravans. They need to do something about the trafficking.

None of our defense allies or trading partners give a **** about our national debt problem. Tariffs gets their attention. Also, when negotiating, your initial offer isn’t expected to be accepted. Better behavior can be rewarded with 10% instead of 25%.

Trump’s creating an External Revenue Service, so I would anticipate no zero tariff arrangements. It needs to be normalized to charge anybody with a trade imbalance something - even if it’s only 1-5%.

Nobody has been putting up an effective resistance when the IRS has higher tax rates legislated to collect more from citizens. With an ERS the burden can be shared by more than just the 100 million or so US citizens footing the bills.

Some will argue that tariffs are simply taxes paid by consumers because it will bring higher prices. I’ll counter that by saying more competition from more trading partners can offset a lot of potential price increases.
Canadian dollar is the lowest since 2003.
 
Pecans, Peaches, vidalia onions in GA.
I think of Maple as a northern tree. Think I've tried some syrup in NE..
I grew up in Georgia. The only reason I pronounce it "Pee-cans" is it just roils my wife. I drove my daughter down to Orlando for one of her competitions when she was a lot younger, around 10 or so. We stopped off in south Georgia around Valdosta and I told her we were going to do something I haven't done since I was a kid going on vacation with my parents. Found a family operated farm off one of the exits and they sold everything. Bought fresh Vidalia onions, peanuts, pecans, a bushel of peaches and watermelon. You know kids....until that moment I don't think she had any idea where all this good stuff comes from. Her eyes were opened.
 
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That sounds like something a leftist would say.

Anyway. If crypto is any indication, tomorrow could really be something else. I do not believe these tariffs are temporary like Goldman as suggested either. This is all about keeping the dollar as the reserve currency. Doesn't have dick to do with drugs.

It’s BRICS that is being pressured to abandon the initiative to replace the US dollar as the reserve currency. Canada and Mexico aren’t part of BRICS. China is, but there’s a long list of reasons to slap tariffs on them.
 
It’s BRICS that is being pressured to abandon the initiative to replace the US dollar as the reserve currency. Canada and Mexico aren’t part of BRICS. China is, but there’s a long list of reasons to slap tariffs on them.
Canada and Mexico aren't the targets. They are the warning. With a skyrocketing dollar, the US will simply buy up it's own treasuries at cheap prices. This is why I don't think the tariffs are temporary. This is not the politics forum, so please pardon this discussion.
 
Hmmm, I know Cairo, GA used to be called "Syrup City" because Rodenberry Foods had a syrup plant there along with their pickles and other foods. My Algebra & Trig teacher in high school was from there and part of the Roddenberry family somehow. Looks like it closed in 2002 after being bought by Dean Foods. Is this a new start up?
After I loaded up on the stock, found out that the factory closed 20+ years ago.

Easy come, easy go. :mad:


Guess I will next check out the Tonka trucks
 
Canada and Mexico aren't the targets. They are the warning. With a skyrocketing dollar, the US will simply buy up it's own treasuries at cheap prices. This is why I don't think the tariffs are temporary. This is not the politics forum, so please pardon this discussion.

I don’t think that the tariffs should be temporary. They can be a permanent method to influence other countries to cooperate with all sorts of initiatives. For several generations it has been providing free defense protections. Without the communist threat those protections aren’t as lucrative.

The targeted are facing various mandates.
 
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I don’t think that the tariffs should be temporary. They can be a permanent method to influence other countries to cooperate with all sorts of initiatives. For several generations it has been providing free defense protections. Without the communist threat those protections aren’t as lucrative.

The targeted are facing various mandates.
I'd like to keep this strictly a business convo. Just so you know where my head's at on this forum.

It's hard for me to understand how someone would be ok with permanent tariffs in 2025. There's a reason we moved away from this model after 1930. I understand trade imbalance etc etc etc. Yet any actual macroeconomic expert, even out of Wharton, would say that there are other more consumer friendly approaches to the imbalance than tariffs. Tariffs are taxes for all consumers. End of story. I was under the impression that the Reps wanted to get tax liability for consumers down?

1) Interest rates will rise.
2) The Dollar will strengthen.
3) Trump will cut off Dollars from nations who work hand in hand with China

I'm not some big fan of China. They are the enemy. I get it. When Trump says there's going to be pain, people need to believe him. Maybe the actions of DOGE can help supplement a lower deficit and less spending. That could help in this equation but it won't in the short-term.
 
I'd like to keep this strictly a business convo. Just so you know where my head's at on this forum.

It's hard for me to understand how someone would be ok with permanent tariffs in 2025. There's a reason we moved away from this model after 1930. I understand trade imbalance etc etc etc. Yet any actual macroeconomic expert, even out of Wharton, would say that there are other more consumer friendly approaches to the imbalance than tariffs. Tariffs are taxes for all consumers. End of story. I was under the impression that the Reps wanted to get tax liability for consumers down?

1) Interest rates will rise.
2) The Dollar will strengthen.
3) Trump will cut off Dollars from nations who work hand in hand with China

I'm not some big fan of China. They are the enemy. I get it. When Trump says there's going to be pain, people need to believe him. Maybe the actions of DOGE can help supplement a lower deficit and less spending. That could help in this equation but it won't in the short-term.

Permanent tariffs. The rate can be adjusted in an instant. Cooperate and your rate can be 0.1%. Contribute to US problems instead of taking a not our problem stance and the rates zoom up. Make promises and fail to deliver on them, your rate escalates.

Access to US consumers shouldn’t be free when it’s not being appreciated. It’s assumed and being taken advantage of.

There are a lot of reasons to use them. Correct or punish bad behavior is one. Bringing back domestic manufacturing and jobs is another. Increasing revenues is another. Balance trade deficits is another.

We can be patsies or respond. When BRICS conspire to replace the dollar, should we just sit back and do nothing?
 
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I recommend you leftists go all cash.
This doesn't make you pause a bit?

1738585979894.png
Permanent tariffs. The rate can be adjusted in an instant. Cooperate and your rate can be 0.1%. Contribute to US problems instead of taking a not our problem stance and the rates zoom up. Make promises and fail to deliver on them, your rate escalates.

Access to US consumers shouldn’t be free when it’s not being appreciated. It’s assumed and being taken advantage of.

There are a lot of reasons to use them. Correct or punish bad behavior is one. Bringing back domestic manufacturing and jobs is another. Increasing revenues is another. Balance trade deficits is another.

We can be patsies or respond. When BRICS conspire to replace the dollar, should we just sit back and do nothing?
And why are tariffs the go-to response? It's isolationism in economic form. This is a great essay about the overall harm of a protectionist approach.

I won't argue that the trade deficits are out of whack. My question is how can you be so in favor of something that will directly effect the poorest of voters who also most likely supported MAGA. These people don't even have $1000 in savings and are now expected to just eat another 25% markup (or more). They voted for lower prices because they need them. I understand your macro outlook on tariffs. The micro impact will be too devastating to allow the macro outlook you defend to take shape, imo.
 
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This doesn't make you pause a bit?

View attachment 719177

And why are tariffs the go-to response? It's isolationism in economic form. This is a great essay about the overall harm of a protectionist approach.

I won't argue that the trade deficits are out of whack. My question is how can you be so in favor of something that will directly effect the poorest of voters who also most likely supported MAGA. These people don't even have $1000 in savings and are now expected to just eat another 25% markup (or more). They voted for lower prices because they need them. I understand your macro outlook on tariffs. The micro impact will be too devastating to allow the macro outlook you defend to take shape, imo.
Concerning your posted graph. Looks like Buffet is waiting to buy quality stocks at a reasonable price. Might be coming soon?
 
Concerning your posted graph. Looks like Buffet is waiting to buy quality stocks at a reasonable price. Might be coming soon?
I follow the big trades. I like the program CheddarFlow because it indicates those for me. IMO, he is 100% loading up for what's to come. This is Warren Buffett. He knows what he's doing. They've never had a higher percentage of the fund as cash.
 
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I follow the big trades. I like the program CheddarFlow because it indicates those for me. IMO, he is 100% loading up for what's to come. This is Warren Buffett. He knows what he's doing. They've never had a higher percentage of the fund as cash.
I was hoping for a big drop of BRK-B today to buy more, but it doesn't look like it's gonna happen.
Same for JEPI.
 
This doesn't make you pause a bit?

View attachment 719177

And why are tariffs the go-to response? It's isolationism in economic form. This is a great essay about the overall harm of a protectionist approach.

I won't argue that the trade deficits are out of whack. My question is how can you be so in favor of something that will directly effect the poorest of voters who also most likely supported MAGA. These people don't even have $1000 in savings and are now expected to just eat another 25% markup (or more). They voted for lower prices because they need them. I understand your macro outlook on tariffs. The micro impact will be too devastating to allow the macro outlook you defend to take shape, imo.

Most of the federal revenue is from individuals paying taxes. So if tariffs lead to more domestic production using American workers, then there’s more jobs and more taxes.

The globalists will argue the inflationary angle and the pity the poor angle. The $2,500 per household additional cost of living is just a made up number. Longer term, balanced trade and more manufacturing and jobs here are what matters.
 
Dude, these are real people who are really suffering. The macro outlook may benefit them, but what's going to help them pay Feb rent? It's not realistic. Oh, and I'm not a "globalist".

The Bushes are globalists. You’ve linked an essay from the Bush Institute.

They’ll pay their February rent the same way that they paid their January rent.
 
This current drop in the market, if it carries downward over a few days, may end up being a buying opportunity. My low(ish)-beta dividend portfolio is just trucking along.
 
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Kinda crass, but ok. Back to business discussion. Nothing of value happens here moving forward.

Kind of crass to believe that Trump (or in your words this “clown”) is doing what’s best for ALL Americans? Not just the limousine liberal element? People aren’t suddenly going to be unable to pay their rents in February because the “clown” is negotiating for America.
 
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Kinda crass to believe that it won't impact the poorest among us the most and to basically not give a $hit about it. That's what's crass. It's beyond naive to believe that a 25% tariff on common goods that those poorest Americans consume regularly will not impact financially impact them negatively.
 
Kinda crass to believe that it won't impact the poorest among us the most and to basically not give a $hit about it. That's what's crass. It's beyond naive to believe that a 25% tariff on common goods that those poorest Americans consume regularly will not impact financially impact them negatively.

Made up facts.

Tariffs will be used by the “clown” to make America’s economy better. A 25% tariff isn’t going to jack up the February rent by 25%. I also expect the “clown” to exempt essentials from 25% - at least from cooperating “friends”.
 
It’s crass to suggest that tariffs don’t have anything to do with preventing trafficking. Those that have lost family members to fatal drug overdose or have had others forced into human trafficking are suffering.
 

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