Tariffs Catch-All

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Passed by a tv yesterday and heard some Trump lackey crowing about the Trump admin making 18 trade deals so far. My brief online search didn't find anything about it, but that's a pretty big discrepancy from the 200 deals Trump claims to have made.
 
So the stock market being up in November was Trump's, but custody returned to biden since then.

It must be sad to have so little self-esteem.


Trump likes to talk to the press everyday. There are some ways of asking questions which just leads him to deny responsibility. But In a few weeks, when its clear the supply chain is breaking down, questions of a direct nature need to be asked. Something like "what are you doing to get the container ships to come back?"

In fact, that needs to be what Democrats are asking. It serves two purposes. (1) He is responsible, and (2) he has no idea how to fix it other then to surrender the war he started.
 

So more expensive stuff and having less is a good thing?

Silence had better purchase a few gallons of lotion now or he will have to ration as he celebrates all the misfortune that's heading toward America on the trump depress.
 
The president talks about children having "dolls" as toys, intimates that parents have been giving their kids dozens of dolls, says it's no big deal if the toys cost a bit more . . .

and it's the Dems who are out of touch?
 
CDLLife is the largest online community of truck drivers in the United States – offering transportation industry news, entertainment, jobs, and more.


Apollo Global Management economists shared the April 2025 reportHow are US consumers and firms responding to tariffs?” looking ahead to the expected impact of the Trump Administration’s tariffs on the American economy in the months to come.

The report broadly predicts supply chain disruptions, reduced consumer confidence, and a likely economic recession by the summer as a result of tariffs placed on U.S. trading partners, including a 145% tariff on China.


Of particular note for the trucking industry, the report laid out the following timeline for the impact of tariffs on the U.S. supply chain that predicts empty shelves and layoffs:

April 2: Liberation day tariffs. Container departures from China to the U.S. slowing rapidly.

Twenty to forty days container ship transit time.


Early May/Mid May: Container ships to U.S. ports come to a stop.

One to ten days truck/rail transit time to cities.

Mid May/Late May: Trucking demand comes to a halt.


Empty shelves and companies respond to lower sales.

Late May/Early June: Layoffs in trucking and retail industry.

Summer 2025: Recession.
 
This is why Trump wants all truck drivers to speak fluent English. They know freight is going to drop precipitously and truck drivers will be hurt. By requiring fluency in English, they get rid of the hispanic truck drivers and keep the native English speakers who are most likely to vote for Trump. So the people who bear the brunt of the drop in shipments are people Trump wants to hurt anyway.
 
I'm starting to consider moving all of my retirement to cash.
I’m now down to under 20% pure US market exposure, after selling out of a REIT etf at close, today. I still have modest positions in international income producing and India etfs - otherwise, it’s short term bonds and money market. I’m undoubtedly going to miss some spectacular days, some good weeks, and probably some up months, but there is literally nothing suggesting the US economy will have responsible stewardship, for the duration of Trump. In fact, even if he reverses all this voodoo economic and constantly contradictory bullshit, the destruction to our trade relationships will endure for years.
 
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