Economics Thread

thethe said:
I’ve said from the beginning that this was all about the ccp. I was never shocked when trump paused tariffs on other countries.


I’ve further went on to saying I envision a norther/central American manufacturing powerhouse.
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Thos was 3 months ago when thethe was responding to me.

Maybe his wife gave him permission, or maybe he felt he could intellectually keep up... but that was it

I seek an update. This is all about the CCP! Why do we keep letting the CCP off the hook?
 
chop2chip said:
I’m sure this won’t be included in the next victory lap on this board
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Love to see what’s in “Profit” as this is typically an accounting measure that has limited impact to cash flow. But whatever you guys think you know it all and yet

https://twitter.com/x/status/1950173713359655140

Companies are taking a small part of it but the largest component absorbing the tariffs are the manufacturing nations. Eventually you guys will learn….or use the excuse that years of product ws purchased before liberation day.

Record amounts of tariff collections. No material price changes to consumers. Who told you this would happen?
 
Despite the decrease in profit, GM's Q2 2025 earnings still surpassed analysts' average profit expectations. GM attributed the decline to the tariffs and noted that the company is actively working on mitigating the impact through cost reduction initiatives and potential adjustments in manufacturing locations.

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From GM - so basically the point of tariffs and yet again limited to no impact to the consumer.

It’s a tax!!!!
 
thethe said:
Love to see what’s in “Profit” as this is typically an accounting measure that has limited impact to cash flow. But whatever you guys think you know it all and yet

https://twitter.com/x/status/1950173713359655140

Companies are taking a small part of it but the largest component absorbing the tariffs are the manufacturing nations. Eventually you guys will learn….or use the excuse that years of product ws purchased before liberation day.

Record amounts of tariff collections. No material price changes to consumers. Who told you this would happen?
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It’s really hard to take you seriously when you say shit like this. These companies aren’t charities and eventually the increased cost will trickle through via more extensive job cuts or increased prices.

The bigger question I have for you though is what you would do if you were a steel manufacturer in another country. Would you work out a deal with a foreign competitor who will pay you market value for your steel or will you chase the American car company money at the expense of your profits? What stops Honda from using the obvious gap between their pricing for raw material and that of an American company and using it to flood the market?
 
thethe said:
Love to see what’s in “Profit” as this is typically an accounting measure that has limited impact to cash flow. But whatever you guys think you know it all and yet

https://twitter.com/x/status/1950173713359655140

Companies are taking a small part of it but the largest component absorbing the tariffs are the manufacturing nations. Eventually you guys will learn….or use the excuse that years of product ws purchased before liberation day.

Record amounts of tariff collections. No material price changes to consumers. Who told you this would happen?
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So US companies are not paying the tarrifs and yet the US government is collecting record tarriff revenue

This is aself.proclaimed mega math genius, guys
 
mqt said:
It’s really hard to take you seriously when you say shit like this. These companies aren’t charities and eventually the increased cost will trickle through via more extensive job cuts or increased prices.

The bigger question I have for you though is what you would do if you were a steel manufacturer in another country. Would you work out a deal with a foreign competitor who will pay you market value for your steel or will you chase the American car company money at the expense of your profits? What stops Honda from using the obvious gap between their pricing for raw material and that of an American company and using it to flood the market?
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They would never do that bc this is all about China, or something
 
One thing I also wonder on tariffs is how much companies are just making strategic short-run decisions on profits to appease Donald Trump specifically so that they don’t incur new fucking tariffs or to try to game a better future tariff rate. Which is not something that should be plausible and is why we should be doing this through Congress. If tariffs are such a slam dunk policy, why not vote on them?
 
mqt said:
One thing I also wonder on tariffs is how much companies are just making strategic short-run decisions on profits to appease Donald Trump specifically so that they don’t incur new fucking tariffs or to try to game a better future tariff rate. Which is not something that should be plausible and is why we should be doing this through Congress. If tariffs are such a slam dunk policy, why not vote on them?
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I mean we saw what he does to walmart
 
mqt said:
It’s really hard to take you seriously when you say shit like this. These companies aren’t charities and eventually the increased cost will trickle through via more extensive job cuts or increased prices.

The bigger question I have for you though is what you would do if you were a steel manufacturer in another country. Would you work out a deal with a foreign competitor who will pay you market value for your steel or will you chase the American car company money at the expense of your profits? What stops Honda from using the obvious gap between their pricing for raw material and that of an American company and using it to flood the market?
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I understand why you would think that but it’s not that simple. Especially for publicly held companies that valuation is not often tied to a profit metric.

Not sure I even understand your second comment since tariffs are the equalizer in that scenario and all companies want access to the American market.
 
mqt said:
One thing I also wonder on tariffs is how much companies are just making strategic short-run decisions on profits to appease Donald Trump specifically so that they don’t incur new fucking tariffs or to try to game a better future tariff rate. Which is not something that should be plausible and is why we should be doing this through Congress. If tariffs are such a slam dunk policy, why not vote on them?
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Congress who is bought out by corporate special interest. Sure - a tariff would never pass.
 
mqt said:
I’ll go ahead and let you decide for yourself if it’s easier to buy one person or ~300 people.
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First off - you don’t need 300 people becusss there will always be a Luddite section of the right that parrots stupid talking points like tariffs are taxes.

Next - The visibility on one person is so much higher that it makes it even harder to hide the buyout.
 
thethe said:
I understand why you would think that but it’s not that simple. Especially for publicly held companies that valuation is not often tied to a profit metric.

Not sure I even understand your second comment since tariffs are the equalizer in that scenario and all companies want access to the American market.
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But when profitability is artificially lowered via inflationary tariffs, you’re taking the ball out of the company’s court.

And the American market is far less appealing if the cost of entry is too high and especially if foreign competitors can access that market at a lower cost due to inane raw material tariffs.
 
mqt said:
But when profitability is artificially lowered via inflationary tariffs, you’re taking the ball out of the company’s court.

And the American market is far less appealing if the cost of entry is too high and especially if foreign competitors can access that market at a lower cost due to inane raw material tariffs.
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But the cost isn’t so high because tariffs are specially on COGS. And the market is so robust that no company actually will say no to it. Thats why Trump and his advisors have made economists look like health care experts during COVID. They don’t understand basic realities.

Record high tariff collections. No material price adjustments for consumers. Company valuations are at all time highs. Everyone in America is wining. The ones who aren’t are manufacturers of foreign nations paying the majority of the tariff.
 
thethe said:
First off - you don’t need 300 people becusss there will always be a Luddite section of the right that parrots stupid talking points like tariffs are taxes.

Next - The visibility on one person is so much higher that it makes it even harder to hide the buyout.
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Unless that person has a personal Cryptocurrency that we’ve been told to ignore, I suppose.

But otherwise you’re just being intentionally obtuse.
 
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