Trade Wars and Tariffs

#5,428
#5,428
Thunder Good-Oil said:
I’m defending policy that I agree with. The real question is has your severe TDS rotted your brain?
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It's not TDS that Trump has no idea how to negotiate international trade deals. There's a fundamentally different strategy required for negotiating international trade than there is for negotiating a real estate deal.
 
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#5,429
#5,429
BernardKingGOAT said:
It's not TDS that Trump has no idea how to negotiate international trade deals. There's a fundamentally different strategy required for negotiating international trade than there is for negotiating a real estate deal.
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Which countries have walked away? The UK and Vietnam are two big partners that have come to terms.

It absolutely is TDS when all he can do is post insults and call Trump names.

Trump absolutely knows what he’s doing with improving trade agreements. Time will tell if he nailed it or simply has to reset to where it was if it doesn’t work out. Lighthizer was a genius USTR and Greer learned from him.
 
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#5,430
#5,430
Thunder Good-Oil said:
Which countries have walked away? The UK and Vietnam are two big partners that have come to terms.

It absolutely is TDS when all he can do is post insults and call Trump names.

Trump absolutely knows what he’s doing with improving trade agreements. Time will tell if he nailed it or simply has to reset to where it was if it doesn’t work out. Lighthizer was a genius USTR and Greer learned from him.
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I’m still waiting on that list, Bobby Boucher. I’ve given Trump credit where credit was due. His policy on closing the border is his key achievement. A lot of the methods for deportation are heavy handed but his border and handling illegal immigrants has been largely positive. He’s also done some good regulatory changes.

However his international trade policy is a fk’ing joke and his lack of fiscal responsibility in that horrible ass bill is just as bad.

I guess I am somewhat sorry I hurt your feelings by calling your hero names though 😂

Oh and on the two you mentioned the UK “deal” is a joke. The only good thing on the Vietnam policy is the pass thru penalties aimed largely at China. Guess what when that was announced I pointed to that aspect of the agreement and gave him kudos on it. That’s called calling balls and strikes. Try it some time.
 
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#5,431
#5,431
NorthDallas40 said:
Because … TACO! That’s why. I said it in the original post. Yes, that’s actually the reason.

We’ll see if TACO kicks in again in three weeks but if it doesn’t we’ll reexamine those all time highs and your portfolio.

And the dot com bubble wasn’t cause by an idiotic policy that could immediately be rolled back during a healthy market period. What a weak stupid ass comparison.
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Since when does anyone's opening stance in negotiations have to be the final result? I guess only if you are named Trump. Then if it doesn't it is 'chickening out'. I really expected much better from you. I thought you were smarter.
 
#5,432
#5,432
Thunder Good-Oil said:
Which countries have walked away? The UK and Vietnam are two big partners that have come to terms.

It absolutely is TDS when all he can do is post insults and call Trump names.

Trump absolutely knows what he’s doing with improving trade agreements. Time will tell if he nailed it or simply has to reset to where it was if it doesn’t work out. Lighthizer was a genius USTR and Greer learned from him.
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There is no sound plan. No forethought. Your fealty towards Trump, coupled with your immature tribalism, is clouding your judgement. You're too smart not to know it's chaotic and incompetent strategy
 
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#5,433
#5,433
Thunder Good-Oil said:
I’d guess dumping and state sponsored production. You can’t give up supply chain market share for critical raw materials and have our economic well being dependent on communists and pure form socialists.
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It may be some of that and it may have something to do with our reserves, regulations, changes in our cost of produduction, etc. It seems there's a huge planned mine in Arizona that keeps getting delayed. If we can't produce more, what's the point of jacking up user costs?
Almost all our imports come from Chile, Canada, and Peru. None of them are behind the bamboo curtain as of today.
It's good to diagnose the cause of an illness before writing a prescription.
 
#5,434
#5,434
SpaceCoastVol said:
Since when does anyone's opening stance in negotiations have to be the final result? I guess only if you are named Trump. Then if it doesn't it is 'chickening out'. I really expected much better from you. I thought you were smarter.
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LMAO to date all he has done is announce massive tariff values and then quickly roll them back after market blow back. Every. Single. Time. This isn’t 4d chess it’s a perfect example of the boy who cried wolf. At this point market reactions are more muted as they expect him to cave. If he ever doesn’t cave the market is going to revisit an April response.
 
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#5,435
#5,435
SpaceCoastVol said:
Since when does anyone's opening stance in negotiations have to be the final result? I guess only if you are named Trump. Then if it doesn't it is 'chickening out'. I really expected much better from you. I thought you were smarter.
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Trump's methods probably work for shady real estate developers. They're not so productive in international trade.
 
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#5,436
#5,436
EasternVol said:
It may be some of that and it may have something to do with our reserves, regulations, changes in our cost of produduction, etc. It seems there's a huge planned mine in Arizona that keeps getting delayed. If we can't produce more, what's the point of jacking up user costs?
Almost all our imports come from Chile, Canada, and Peru. None of them are behind the bamboo curtain as of today.
It's good to diagnose the cause of an illness before writing a prescription.
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We cannot supply our own copper needs and there are plenty of countries with readily available copper to export. Additionally copper has a mature cost effective recycling process in place. The whole copper tariff is idiotic. A very common term I used related to Trump’s trade policies which apparently hurts some people’s feelings.

A much larger concern that we should be focused on are rate earth metal supplies. China has a strangle hold on these minerals while there are reserves around the world waiting to be accessed. Another issue on rare earth is processing where once again China has a strangle hold. If we want to go nuclear on any particular mineral then it’s Samarium, Neodymium, etc…. Not freaking copper or aluminum.
 
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#5,437
#5,437
EasternVol said:
Trump's methods probably work for shady real estate developers. They're not so productive in international trade.
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Yes. It's a difference between "distributive" negotiating and "integrated" negotiating. International trade requires the latter and Trump only knows the former, which is exclusive to real estate deals
 
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#5,440
#5,440
NorthDallas40 said:
LMAO to date all he has done is announce massive tariff values and then quickly roll them back after market blow back. Every. Single. Time. This isn’t 4d chess it’s a perfect example of the boy who cried wolf. At this point market reactions are more muted as they expect him to cave. If he ever doesn’t cave the market is going to revisit an April response.
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OK chief.

You going short, or staying long? Since you have your fingers right on the pulse, it should be a no brainer. Go long since he always chickens out.
 
#5,443
#5,443
SpaceCoastVol said:
OK chief.

You going short, or staying long? Since you have your fingers right on the pulse, it should be a no brainer. Go long since he always chickens out.
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I’m making zero changes to my portfolio. The last change made was moving a chunk out of US equities into international equities due to the uncertainty here right now.

www.cnbc.com

International stocks are ahead of the U.S. so far this year—how to add them to your portfolio

After years of outperformance, U.S. stocks are lagging behind their foreign peers. Experts say it's worth holding some of both.
www.cnbc.com www.cnbc.com
 
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#5,444
#5,444
SpaceCoastVol said:
They seem to be working pretty well as net tariff revenue has gone up in the last 3 months.
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Hooray for US consumer price increases and eroded US company margins to fill the US federal coffers with more money amirite? JFC what happened to actual conservatives that thought on their own and can understand basic pricing mechanics 🤷‍♂️
 
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#5,445
#5,445
NorthDallas40 said:
Hooray for US consumer price increases and eroded US company margins to fill the US federal coffers with more money amirite? JFC what happened to actual conservatives that thought on their own and can understand basic pricing mechanics 🤷‍♂️
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LOL Calm down. Did you know that tariffs were actually higher under Bill Clinton and Barack Hussein Soetoro?

These tariffs won't affect me in the slightest other than to probably not buy **** I don't want/need to begin with.

But some can relax. There are no tariffs on Poland and that is where the finest tattoo needles are made.
 
#5,446
#5,446
SpaceCoastVol said:
LOL Calm down. Did you know that tariffs were actually higher under Bill Clinton and Barack Hussein Soetoro?
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If they were as broad based as the Trump stupidity then they were equally as stupid. See how that works? Call balls and strikes. Stupid is stupid and unaffected by whataboutism
 
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#5,447
#5,447
NorthDallas40 said:
Hooray for US consumer price increases and eroded US company margins to fill the US federal coffers with more money amirite? JFC what happened to actual conservatives that thought on their own and can understand basic pricing mechanics 🤷‍♂️
Click to expand...

Do you have any evidence of US consumers price increases? 75 year old Econ text books are telling us this. But if a foreign entity is making a 40% margin on what they sell us and now they are required to split that with the Treasury then the math favors the US. If they raise their prices then their US based competition will eat their lunch. They’ll take their 20% profit (after tariffs) and like it. 20% > 0%.
 
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#5,449
#5,449
Thunder Good-Oil said:
Do you have any evidence of US consumers price increases? 75 year old Econ text books are telling us this. But if a foreign entity is making a 40% margin on what they sell us and now they are required to split that with the Treasury then the math favors the US. If they raise their prices then their US based competition will eat their lunch. They’ll take their 20% profit (after tariffs) and like it. 20% > 0%.
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Who paid the tariffs? It can only come from two sources. Eroded margins or higher end cost. No text book needed. Both are bad for us companies.
 
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