I never thought you were working, Waco.Waco1947 said:Ain't workingScottS said:Waco1947 said:ScottS said:Waco1947 said:Trump Tariffs are poor way to get them. I agree more goods from Mexico and South America because labor is cheaper and supply physically closer to USRobert Wilson said:Agreed. And that doesn't mean we need to move everything to the western hemisphere. E.g. I'm good with t-shirts and tennis shoes being made in Vietnam, but critical goods / components (especially those that take a long time to spin up production) need to be within reach in the event of another major global disruption.Redbrickbear said:Robert Wilson said:And Mexico, Vietnam etc will benefit if China does not play ball.BearFan33 said:Deals with countries are starting and the info is getting out. Those in the front of the line (Israel, Vietnam, Japan, maybe UK) will get better deals than those at the end of the line (China).boognish_bear said:
I'm not sure why there is some bounce back happening… But it's a good thingBREAKING: Dow futures extend gains to over +1,000 points with the S&P 500 set to open over +2% higher. pic.twitter.com/iOcaEr74qm
— The Kobeissi Letter (@KobeissiLetter) April 8, 2025
We don't have to "onshore" all the manufacturing to get a benefit. Having certain manufacturing functions moved from China (bad trade partner and geopolitical enemy across an ocean) to Mexico (better trade and geopolitical partner, not across an ocean) is also a win.
Amen
People keep forgetting a big part of this new program is moving our very vulnerable trade lines from Asia (threat of China, Russia, Iran, etc) and moving them to the Western Hemisphere.....where the powerful USA armed forces can protect them better in the event of any major conflict or crisis.
What if in 1941 all our factories and manufacturing had been in Europe or Asia? The USA would have been in a really bad spot during WWII
I think the markets have settled into this. They've baked in some disruption but also realize Trump is essentially forcing everyone to the table, and that the stragglers will be few (maybe substantively just China).
1947! Is opposed to something Trump is doing. Shocking. Why are you for them?
To get the negotiations and remove the high tariffs imposed on US companies.