OT: Lets talk about stocks (Part 3)

[montreal]

Tariffs are a strain on a cooling economy

Which provides uncertainty

how are tariffs a strain? It's hard to know what the US economy has been doing once you uncover all the fraud that they have been doing.

 

[Runner77]

Tariffs have also caused stocks to tumble — allowing investors on the sidelines to bargain-hunt. Not the best scenario but there is money to be made.

Would love to keep reading what our posters are doing — buying or waiting? If buying, what are you bullish about?

 

[OnTheRun]

how are tariffs a strain? It's hard to know what the US economy has been doing once you uncover all the fraud that they have been doing.

It's a strain for the industries that assemble their product in the US, because tariffs is the equivalent of shooting their supply chain in the dick (ie: the auto industry)

And it's also a strain because tariffs at their root are a protectionist policy, the goal is to make foreign goods less competitive or uncompetitive. One side effect since the goal is always to make more money, the price of domestic goods tend to go up as well, since competitions was artificially weakened you can up your price without losing market shares.

 

[montreal]

It's a strain for the industries that assemble their product in the US, because tariffs is the equivalent of shooting their supply chain in the dick (ie: the auto industry)

And it's also a strain because tariffs at their root are a protectionist policy, the goal is to make foreign goods less competitive or uncompetitive. One side effect since the goal is always to make more money, the price of domestic goods tend to go up as well, since competitions was artificially weakened you can up your price without losing market shares.

tariffs have been around for centuries, used every day, so when China does it, no problem but if the US who has been getting robbed because they have so many corrupt people in gov, when they do it it's going to be a strain?

Again I bet most on here don't understand why this is happening and it's not about taxes or tariffs.

 

[Non Player Canadiens]

tariffs have been around for centuries, used every day, so when China does it, no problem but if the US who has been getting robbed because they have so many corrupt people in gov, when they do it it's going to be a strain?

the most economically and militarily powerful country in history has been "getting robbed"? how exactly?

 

[montreal]

the most economicially and militarily powerful country in history has been "getting robbed"? how exactly?

if you have a tariff on the US but they don't have one on you, how is that fair trade?

But again how many on here work in Finance for a living, how many are economists? How is it, all the sudden everyone's an expert on tariffs, that have been around forever and used every day but somehow it's the end of the world when the US starts standing up for it's self. It's their own fault for allowing NAFTA, just a terrible idea.

 

[Non Player Canadiens]

if you have a tariff on the US but they don't have one on you, how is that fair trade?

But again how many on here work in Finance for a living, how many are economists? How is it, all the sudden everyone's an expert on tariffs, that have been around forever and used every day but somehow it's the end of the world when the US starts standing up for it's self. It's their own fault for allowing NAFTA, just a terrible idea.

i'm no expert on tariffs — never claimed I was — but my understanding is that the additional tariffs proposed in the last weeks are an order of magnitude higher than what was previously the norm by the US and other countries. and, therefore, completely unreasonable.

I agree with you NAFTA was a bad deal for the average North American worker. but I completely disagree the US has been "getting robbed"

you're looking at it through the lens of country vs country, when really you should be looking at it through the lens of class.

 

[OnTheRun]

tariffs have been around for centuries, used every day, so when China does it, no problem but if the US who has been getting robbed because they have so many corrupt people in gov, when they do it it's going to be a strain?

Again I bet most on here don't understand why this is happening and it's not about taxes or tariffs.

Well you asked "how it is a strain" not if it's morally right or why.

-EVERY Freaking country on earth- have some form of tariffs or quotas, since the emergence of globalized free-trade we've been using since the end of WW2, those tools are used surgically as opposed to carpet bombed on the world at large like we have seen this month. This is the main reason behind the "double standards" you seems to perceive here.

 

[Legend123]

tariffs have been around for centuries, used every day, so when China does it, no problem but if the US who has been getting robbed because they have so many corrupt people in gov, when they do it it's going to be a strain?

Again I bet most on here don't understand why this is happening and it's not about taxes or tariffs.

Wdym? First only clueless people say America has been ripped off. Hate that maga narrative

Second, by increasing the cogs, consumers pay more meaning a spike in inflation which can be more than a one time jump

 

[sampollock]

Just need the market to rebound

 

[Guy Larose]

tariffs have been around for centuries, used every day, so when China does it, no problem but if the US who has been getting robbed because they have so many corrupt people in gov, when they do it it's going to be a strain?

Again I bet most on here don't understand why this is happening and it's not about taxes or tariffs.

Just research Smoot-Howley tarrifs.

 

[montreal]

i'm no expert on tariffs — never claimed I was — but my understanding is that the additional tariffs proposed in the last weeks are an order of magnitude higher than what was previously the norm by the US and other countries. and, therefore, completely unreasonable.

The US didn't have tariffs but were getting tariffs put on them, that's called getting ripped off, it's just math. If you import more goods from a country then they export, it creates a trade imbalance.

Just look at how every country in the world has responded to the tariffs, outside of China, not 1 has struck back. That says everything.

If you think the US wasn't getting ripped off then you don't have your facts right, unless you believe all the countries outside of China just want to be nice and start paying the US a tariff now out of the kindness of their hearts.

But again this is nothing to do with tariffs and that's why we have gotten the responses we have seen.

Wdym? First only clueless people say America has been ripped off. Hate that maga narrative

Second, by increasing the cogs, consumers pay more meaning a spike in inflation which can be more than a one time jump

Anyone that says the US hasn't been getting ripped off clearly has math problems. But again, why did no country respond to the tariffs other then China? If the US wasn't getting ripped off, then why is EVERY country willing to pay tariffs but one?

And don't bring maga into this which is just a lame deflection, as most people don't have a f***ing clue about what's going on in the world, but they are going to find out soon enough.

 

[Naslundforever]

The US didn't have tariffs but were getting tariffs put on them, that's called getting ripped off, it's just math. If you import more goods from a country then they export, it creates a trade imbalance.

Just look at how every country in the world has responded to the tariffs, outside of China, not 1 has struck back. That says everything.

If you think the US wasn't getting ripped off then you don't have your facts right, unless you believe all the countries outside of China just want to be nice and start paying the US a tariff now out of the kindness of their hearts.

But again this is nothing to do with tariffs and that's why we have gotten the responses we have seen.



Anyone that says the US hasn't been getting ripped off clearly has math problems. But again, why did no country respond to the tariffs other then China? If the US wasn't getting ripped off, then why is EVERY country willing to pay tariffs but one?

And don't bring maga into this which is just a lame deflection, as most people don't have a f***ing clue about what's going on in the world, but they are going to find out soon enough.

Everyone responded what are you talking about. Also you seem to equate trade deficits with getting ripped off which is not the case, not sure why you think that (well.. I think I might)..

 

[montreal]

Everyone responded what are you talking about. Also you seem to equate trade deficits with getting ripped off which is not the case, not sure why you think that (well.. I think I might)..

How is a trade deficit even out then? This is my point, so suddenly everyone is an expert on tariffs, taxes and finance? But again this has nothing to do with tariffs and I bet 90% don't have a clue what's really going on and why.

 

[Guy Larose]

How is a trade deficit even out then? This is my point, so suddenly everyone is an expert on tariffs, taxes and finance? But again this has nothing to do with tariffs and I bet 90% don't have a clue what's really going on and why.

A trade deficit is when a country imports more than they export, putting it broadly.

 

[DAChampion]

A trade deficit is when a country imports more than they export, putting it broadly.

For the USA, thirty years of trade deficits has had many implications,

American workers have lost skills, and lost wages
Chinese (mostly) workers have gained skills, and gained wages

The US dollars that go to the rest of the world via the trade deficit are largely reinvested into US equities and assets. It means US asset prices have gone up, but the cost is foreigners now own a larger fraction of the assets.

Overall, it's hard to argue that this is a good thing for the USA.

 

[Naslundforever]

How is a trade deficit even out then? This is my point, so suddenly everyone is an expert on tariffs, taxes and finance? But again this has nothing to do with tariffs and I bet 90% don't have a clue what's really going on and why.

Tarifs are used to regulate trades nothing unusual. Not respecting trade deals and changing trade rules every day not so much, it’s what’s crashing trade right now.

But having a trade deficit just means you import more than you export with a given country… With Canada it’s US refineries buying crude oil and selling for profit, (60b$ I think, and US would have like a 30b$ surplus in trade with Canada from memory if not for that). No one is getting « had » it’s trade and business. Everyone profiting.

There is much misinformation coming from the white house be careful. US never had tariffs charged from Canada when importing their milk for example, it’s fabricated. Just like the supposed « 200b$ subsidy » which does not exist.

 

[montreal]

A trade deficit is when a country imports more than they export, putting it broadly.

I asked How is a trade deficit even out then? not what is it as I passed Finance 101 back in the mid 90's. It's just typical HF though, I didn't watch the game last night and I know you did but let me tell you how you are wrong about last nights game.....

I've worked for the biggest Financial companies in the world, Vanguard Group, JPMorgan, Citi, I had an intern at Mellon Bank, degree in Finance. Yet in my 30+ years of owning, trading stock, working in finance, managing other peoples money for over 20 years and not once in that entire time did I ever hear anything about tariffs, despite them being in place for 100's of years all over the world.

But everyone is missing the point as usual, this has nothing to do with tariffs as the response from every country not China is ok with it but somehow the experts at HF are right and the rest of the countries not China are what stupid or maybe just being nice?

I work like 80 hours a week so I get fed up of this board so many times because people that know they don't really know what the f*** they are talking about (like my example of trying to tell posters how they are wrong about having watched something that the other person didn't, but somehow things he knows more then the person that did and somehow that makes sense to them. I just don't get it. I don't go onto message boards to give my opinions on the newest form of surgery and how it's wrong because what the f*** would I know about something that I don't have anything to do with, what's the point of telling people they are wrong when clearly a lot of people just talk out their ass.

 

[Naslundforever]

I asked How is a trade deficit even out then? not what is it as I passed Finance 101 back in the mid 90's. It's just typical HF though, I didn't watch the game last night and I know you did but let me tell you how you are wrong about last nights game.....

I've worked for the biggest Financial companies in the world, Vanguard Group, JPMorgan, Citi, I had an intern at Mellon Bank, degree in Finance. Yet in my 30+ years of owning, trading stock, working in finance, managing other peoples money for over 20 years and not once in that entire time did I ever hear anything about tariffs, despite them being in place for 100's of years all over the world.

But everyone is missing the point as usual, this has nothing to do with tariffs as the response from every country not China is ok with it but somehow the experts at HF are right and the rest of the countries not China are what stupid or maybe just being nice?

I work like 80 hours a week so I get fed up of this board so many times because people that know they don't really know what the f*** they are talking about (like my example of trying to tell posters how they are wrong about having watched something that the other person didn't, but somehow things he knows more then the person that did and somehow that makes sense to them. I just don't get it. I don't go onto message boards to give my opinions on the newest form of surgery and how it's wrong because what the f*** would I know about something that I don't have anything to do with, what's the point of telling people they are wrong when clearly a lot of people just talk out their ass.

It does not need to it is not a problem in itself. And other countries DID retaliate including canada.

 

[montreal]

Tarifs are used to regulate trades nothing unusual. Not respecting trade deals and changing trade rules every day not so much, it’s what’s crashing trade right now.

But having a trade deficit just means you import more than you export with a given country… With Canada it’s US refineries buying crude oil and selling for profit, (60b$ I think, and US would have like a 30b$ surplus in trade with Canada from memory if not for that). No one is getting « had » it’s trade and business. Everyone profiting.

There is much misinformation coming from the white house be careful. US never had tariffs charged from Canada when importing their milk for example, it’s fabricated. Just like the supposed « 200b$ subsidy » which does not exist.

If you have an in balance then you are not being respected, don't give me that weak ass misinformation from the white house. That's total BS and a media talking point.

It's real simple why did no country fight back but China? If what the US did is wrong who no response?

 

[montreal]

It does not need to it is not a problem in itself. And other countries DID retaliate including canada.

Only China responded and the EU might but they are nothing but communist anyway.

 

[Guy Larose]

I asked How is a trade deficit even out then? not what is it as I passed Finance 101 back in the mid 90's. It's just typical HF though, I didn't watch the game last night and I know you did but let me tell you how you are wrong about last nights game.....

I've worked for the biggest Financial companies in the world, Vanguard Group, JPMorgan, Citi, I had an intern at Mellon Bank, degree in Finance. Yet in my 30+ years of owning, trading stock, working in finance, managing other peoples money for over 20 years and not once in that entire time did I ever hear anything about tariffs, despite them being in place for 100's of years all over the world.

But everyone is missing the point as usual, this has nothing to do with tariffs as the response from every country not China is ok with it but somehow the experts at HF are right and the rest of the countries not China are what stupid or maybe just being nice?

I work like 80 hours a week so I get fed up of this board so many times because people that know they don't really know what the f*** they are talking about (like my example of trying to tell posters how they are wrong about having watched something that the other person didn't, but somehow things he knows more then the person that did and somehow that makes sense to them. I just don't get it. I don't go onto message boards to give my opinions on the newest form of surgery and how it's wrong because what the f*** would I know about something that I don't have anything to do with, what's the point of telling people they are wrong when clearly a lot of people just talk out their ass.

Maybe because you're coming across as not knowing what you're talking about?

 

[Naslundforever]

If you have an in balance then you are not being respected, don't give me that weak ass misinformation from the white house. That's total BS and a media talking point.

It's real simple why did no country fight back but China? If what the US did is wrong who no response?

If a country of 10k inhabitants sells Canada all their bananas they will have a trade surplus with Canada, we won’t be selling them anything lol. This respect thing is not a real thing.

 

[Guy Larose]

If you have an in balance then you are not being respected, don't give me that weak ass misinformation from the white house. That's total BS and a media talking point.

It's real simple why did no country fight back but China? If what the US did is wrong who no response?

There was and there is, you keep sidestepping what's being said.

 

[Naslundforever]

Only China responded and the EU might but they are nothing but communist anyway.

As of April 2025, several countries have implemented retaliatory tariffs on U.S. goods in response to President Donald Trump’s “reciprocal” tariffs. Here are the top 10 notable examples:





1. China


• Tariff Rates: Initially imposed a 34% tariff on all U.S. imports, escalating to 125% by April 12.


• Additional Measures: Restricted exports of rare earth elements, blacklisted 11 U.S. firms, suspended imports from American agricultural producers, and initiated an anti-monopoly investigation into DuPont China.





2. Canada


• Tariff Rates: Implemented 25% tariffs on U.S. steel, aluminum, and non-USMCA-compliant vehicles.


• Scope: Tariffs cover approximately $20.6 billion worth of U.S. goods.





3. European Union


• Tariff Rates: Announced tariffs on €4.5 billion of U.S. consumer goods and €18 billion of U.S. steel and agricultural products.


• Status: Implementation delayed for 90 days to allow for negotiations.





4. India


• Tariff Rates: Imposed retaliatory tariffs on 28 U.S. products, with some levies reaching up to 70%.


• Affected Goods: Apples, almonds, walnuts, lentils, and certain chemical products.





5. Mexico


• Tariff Rates: Implemented tariffs on approximately $3 billion worth of U.S. goods.


• Affected Goods: Steel, pork, cheese, whiskey, and apples.





6. South Africa


• U.S. Tariff: Faced a 31% tariff from the U.S. on April 2.


• Response: Opted not to retaliate with tariffs but announced plans to diversify export markets and postponed the sale of gems from Petra Diamonds’ Cullinan Mine due to tariff uncertainties.





7. Vietnam


• U.S. Tariff: Subjected to a proposed 46% tariff on its exports to the U.S.


• Response: Signaled readiness for trade negotiations in response to the proposed tariffs.





8. Japan


• Response: Expressed regret over U.S. tariffs and established a task force to assess the impact, indicating a preference for diplomatic engagement over immediate retaliatory tariffs.





9. Indonesia


• Response: Chose diplomatic channels to address the U.S. tariffs and implemented support measures for affected domestic sectors.





10. Australia


• Response: Criticized the U.S. tariffs but refrained from imposing retaliatory measures, opting instead for diplomatic discussions.





These retaliatory actions reflect the global response to the U.S.’s recent tariff policies, highlighting the complexities and tensions in international trade relations.
(Chat gpt)

(me)

Many countries are chosing to negotiate because the world does not have much of a choice. If your buddy is firing bullets through the hull of the boat we’re all sailing on saying they want to renegotiate who gets all the baloney sandwiches for lunch you don’t have much of a choice bot to go « chill, here are the lunchboxes ».

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