thethe's latest activity

Structurally it helped because it stopped us from enriching our enemy as much. It’s incentivized corps to build here. It’s provided an...

You are not even going to comment whether or not you think the current outcome was better or worse than what you thought it would be 6-9...

Yall laughed at me when I shared my personal experience of working with Chinese suppliers in 2019. But this is what happens when the #1...

Well the start of the golden age is actual real wage growth which we have seen but I think a consistent 4-5% is a golden age. This is...

Lying is a strong word - Maybe originally they were posturing and thought they had to do it. Then when they put pen to paper they...

Low inflation / high wage growth / low energy & shelter costs / robust job market We have seen the first 3 (at least lower shelter...

You say that he has raised taxes but what he really did was charge a large sales tax to suppliers and corporations a smaller piece...

Everything is median measure for me as most effective - Fortunate for some us in this new economy at the high end of earnings (below...

Tariffs are working because prices are not materially incrasing to consumers and we are still collecting tariffs. They are working...

It is the start of the golden age - Is that too difficult to infer from my commentary when I said Q1 26. Do you think you start in the...

Yea and there is a start of a golden age which is the beginning of the trundling up. We are already seeing real wage growth in excess of...

You guys mocked the trade deficit going up in early 25 and then pretend when it’s the lowest in a while it means nothing. You’ll...

Percentages are just nonsense since in a comped economy many factors play into it. It’s the directionality and trendlines that are key...

I’ve also said my long term vision is a North American manufacturing powerhouse which is coming through the donroe doctrine. I’ve...

The metrics I’ve stated (trade deficit : inflation / no material rise in consumer costs ) All these things have come true but you...