Started By
Message

re: How will tariffs impact the markets tomorrow and this week?

Posted on 2/2/25 at 9:59 am to
Posted by ChiGator
Member since Nov 2020
3914 posts
Posted on 2/2/25 at 9:59 am to
The US buys 90% of its potash for fertilizer from Canada. A lot of other commodities have a strong pull from Canada as the country is resource rich. This will absolutely hurt the economy in the short term and cause the price of things to either go up or stay high. Likely will impact CPI % and cause the fed to keep rates high. I just don’t see how this is beneficial for anything in the short term. Perhaps Trump truly is playing the long game with this or this is just a huge game of chicken but a trade war to this extent is not good for earnings anywhere.
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
31317 posts
Posted on 2/2/25 at 10:00 am to
quote:

hey, no offense, but... he never will need another vote from anyone ever again. he has been handed all three branches of government on a silver platter. WTF makes anyone think he cares one iota about how these policies affect anyone but him and his cronies/backers/cohorts.

maybe it will work maybe it wont, i said above i'm pretty certain it wont (because it never has). either way the outcome will not be affected by popular outcry

If you read my first post on this thread, you'll see that I very clearly stated that I believe that "Trump loves being adored." You're free to disagree, or to think he's some fundamentally changed man, but history appears to be on my side on this one. We'll see how it shakes out.
Posted by Hateradedrink
Member since May 2023
3874 posts
Posted on 2/2/25 at 10:01 am to
Ok. The GOP will get roasted if gas prices increase.

Despite Elon and his gestapo milling about, the GOP still needs Congress to make most of their sweeping changes.

Anything Trump is doing unilaterally right now can be undone unilaterally in 4 years.


Let gas hit $5-$6 a gallon and see how the midterms go for the GOP given the original auspices of taming inflation.
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
31317 posts
Posted on 2/2/25 at 10:02 am to
quote:

SECOND Question:
How’s everyone taking advantage of volatility?

By utterly ignoring it. I think panic induced mistakes are far more likely than truly taking advantage of such an unpredictable situation.
Posted by cgrand
HAMMOND
Member since Oct 2009
46085 posts
Posted on 2/2/25 at 10:02 am to
not disagreeing at all.
he will still be adored, all he has to do is keep fighting culture wars. bread and circuses...
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
31317 posts
Posted on 2/2/25 at 10:05 am to
quote:

he will still be adored, all he has to do is keep fighting culture wars. bread and circuses...

Now that I disagree with.

Roe has been overturned. He's essentially ended federal DEI and defined trans people out of existence by EO fiat. What are the big ticket items that are left as far as culture war red meat? The unwashed masses have extremely short memories, especially if they are feeling a household budget squeeze.
This post was edited on 2/2/25 at 10:06 am
Posted by ChiGator
Member since Nov 2020
3914 posts
Posted on 2/2/25 at 10:07 am to
Eh the second (IF) gas hits $5 a gallon, the masses will quickly turn regardless of any social issues. The almighty dollar still drives the majority of influence in people’s voting habits.
Posted by Hateradedrink
Member since May 2023
3874 posts
Posted on 2/2/25 at 10:11 am to
Roe being overturned has had a motivating effect on dems IMO.

Democrats had been over-performing elections when a democrat president was so unpopular.
This post was edited on 2/2/25 at 10:12 am
Posted by bigjoe1
Member since Jan 2024
1394 posts
Posted on 2/2/25 at 10:11 am to
quote:

he US buys 90% of its potash for fertilizer from Canada. A lot of other commodities have a strong pull from Canada as the country is resource rich. This will absolutely hurt the economy in the short term and cause the price of things to either go up or stay high. Likely will impact CPI % and cause the fed to keep rates high. I just don’t see how this is beneficial for anything in the short term. Perhaps Trump truly is playing the long game with this or this is just a huge game of chicken but a trade war to this extent is not good for earnings anywhere.


Canada has a another card to play. Many northeastern states buy electricity from Canada during peak demand. Canada can sue put a tax on that as well as crude oil exports.
I 've read that we import 70% of Gypsum from Mexico and Canada that is used in construction products like drywall.
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
31317 posts
Posted on 2/2/25 at 10:13 am to
quote:

Eh the second (IF) gas hits $5 a gallon, the masses will quickly turn regardless of any social issues. The almighty dollar still drives the majority of influence in people’s voting habits.

I'm looking forward to seeing these all over gas pumps

Posted by Joshjrn
Baton Rouge
Member since Dec 2008
31317 posts
Posted on 2/2/25 at 10:17 am to
quote:

Eh the second (IF) gas hits $5 a gallon, the masses will quickly turn regardless of any social issues. The almighty dollar still drives the majority of influence in people’s voting habits.

As James Carville quipped three decades ago: it's the economy, stupid.
Posted by MoeJoeGumbo
Member since Jan 2025
119 posts
Posted on 2/2/25 at 10:20 am to
Agree. He should've hired a good financial advisor, not a bad one.
Posted by LSURussian
Member since Feb 2005
133365 posts
Posted on 2/2/25 at 10:28 am to
quote:

How will tariffs impact the markets tomorrow and this week?
I don't mean to sound like a jerk but what difference does it make what the stock market will do tomorrow?

If someone is fretting over the market's one day performance based on the 24 hour news cycle they probably should just put their money into a CD or bank savings account.

As for me, if the market goes down tomorrow, I'm buying. If the market goes up tomorrow, I'm buying.

Besides, as the old saying goes, "It's not a stock market. It's a market of stocks."

Good luck tomorrow.
Posted by Lakeboy7
New Orleans
Member since Jul 2011
27892 posts
Posted on 2/2/25 at 10:31 am to
quote:

If you invested every dollar you had at the very peak of the Dot Com bubble (NASDAQ at 4,963 points in the year 2000) and never invested another dollar, your initial investment would be up 295% today.


Oh man I wish I had known that then. But nobody did.

I took my lick and what few thousand I had left and lived to fight another day. But I was serious about the lesson part. I was just pumping money in and did zero on the education/diligence side.
Posted by SlidellCajun
Slidell la
Member since May 2019
15475 posts
Posted on 2/2/25 at 10:55 am to
My prediction is that stocks will trend down for a while until we get some clarity on how these tariffs will impact us.

I don’t see any way that the tariffs will not hurt spending here for at least a year

With that, there is a tremendous buying opportunity in equities that investors can take advantage of
Posted by Joshjrn
Baton Rouge
Member since Dec 2008
31317 posts
Posted on 2/2/25 at 11:01 am to
quote:

Oh man I wish I had known that then. But nobody did.

I took my lick and what few thousand I had left and lived to fight another day. But I was serious about the lesson part. I was just pumping money in and did zero on the education/diligence side.

While I'm not trying to pick on you, I think my point is that you seemed to have learned the wrong lesson, at least in my opinion. Unless (and likely even if) you do it for a living, broad exposure to the market beats research. And again unless (and again likely even if) you do it for a living, time in the market beats timing the market. I haven't done a lick of "research" or "due diligence" in nearly a decade and a half. I invest the same amount in the same funds every week, week after week, and never sell. And I'm up 12% annually over that period. And I genuinely don't say that as some flex; I'm sure a great many people are doing better than me. My point is that I find people try to make investing more complicated than it is and hurt themselves in the process, which I genuinely hate to see.
Posted by VABuckeye
NOVA
Member since Dec 2007
38283 posts
Posted on 2/2/25 at 12:34 pm to
quote:

Anything Trump is doing unilaterally right now can be undone unilaterally in 4 years.


The problem is that I plan to retire in four years. I don't need Trump fricking up the economy during those four years.
Posted by Hateradedrink
Member since May 2023
3874 posts
Posted on 2/2/25 at 12:54 pm to
Dang. That really does suck- no meme. Hope this stuff resolves soon enough for you.
Posted by JLivermore
Wendover
Member since Dec 2015
1676 posts
Posted on 2/2/25 at 1:10 pm to
Anyone have powder left after last week’s puke and rally?
Posted by meeple
Carcassonne
Member since May 2011
10745 posts
Posted on 2/2/25 at 1:19 pm to
I have about 15% of my 401k in international, which has been underperforming the large cap fund I have a majority in (also have mid cap). Is now a good time to get out of international?
first pageprev pagePage 2 of 6Next pagelast page

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on X, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookXInstagram