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re: Not sure if Trump could have handled this any worse for market purposes

Posted on 3/11/25 at 1:26 pm to
Posted by slackster
Houston
Member since Mar 2009
91319 posts
Posted on 3/11/25 at 1:26 pm to
quote:

How can you reduce spending but not affect the stock market and jobs report? You can't have it both ways.


There are ways, especially if it comes with the efficiency and productivity gains.
quote:

He should be helping just as many companies and jobs with the tariff's domestically as he is hurting.


We’re a service economy built on consumption, not manufacturing. It’s mathematically impossible to help more companies than we hurt for the foreseeable future.
Posted by CamdenTiger
Member since Aug 2009
65132 posts
Posted on 3/11/25 at 1:26 pm to
quote:

This would be exponentially more supply than the market could handle.


The Fed, Banks, Governments that want a tit for tat, but if we get a recession, the retail will flood to treasuries, and that seems to be the plan
Posted by slackster
Houston
Member since Mar 2009
91319 posts
Posted on 3/11/25 at 1:27 pm to
quote:

There’s plenty of things I disagree with him on actually. But this notion that we’re somehow beholden to the stock market and can’t correct long-standing economic inequalities in fear of upsetting Wall Street is not a view that I share with many on you.


Then we have common ground here. I’m willing to give him the benefit of the doubt on the long term plan, but I can be objective about the sloppy implementation thus far. I’m not even sure that’s debatable at this point.
Posted by slackster
Houston
Member since Mar 2009
91319 posts
Posted on 3/11/25 at 1:34 pm to
quote:

The Fed, Banks, Governments that want a tit for tat, but if we get a recession, the retail will flood to treasuries, and that seems to be the plan


With all due respect, I’m not sure if you understand how this all works.



Now imagine what would happen to interest rates if you dropped 8-10 trillion from 10-30 years. The supply would be astronomical and there is no appetite for it.

Also, Trump issues more debt in the first term than anyone up to that point - he could have done this then but he understood it was impossible (despite his quips about 50 year bonds and calling US debt).
Posted by baldona
Florida
Member since Feb 2016
23315 posts
Posted on 3/11/25 at 2:00 pm to
quote:

We’re a service economy built on consumption, not manufacturing. It’s mathematically impossible to help more companies than we hurt for the foreseeable future.


How are these services of our economy being hurt by the tariff's?

Posted by slackster
Houston
Member since Mar 2009
91319 posts
Posted on 3/11/25 at 2:13 pm to
They’re not, but they’re not helped by tariffs either.

My point is it’s not a 1 to 1 relationship with individuals hurt and helped by tariffs. It’s not net zero.

Tariffs unequivocally hurt Americans on the front end. Eventually they may create a better manufacturing economy, but that’s a long way off.
Posted by SDVTiger
Cabo San Lucas
Member since Nov 2011
93160 posts
Posted on 3/11/25 at 2:26 pm to
quote:

Not sure if Trump could have handled this any worse for market purposes


Can you stop with the tears


Posted by slackster
Houston
Member since Mar 2009
91319 posts
Posted on 3/11/25 at 2:29 pm to
quote:

SDVTiger




Our MT expert has spoken.
Posted by Dumpster Diver
Member since Mar 2025
153 posts
Posted on 3/11/25 at 2:30 pm to
So when you're making money in the market it's because you're a genius, but when you're losing money in the market it's Trumps fault ?
Got it.

It's not Trumps job to babysit your portfolio.
He made it crystal clear during his campaign that he was going to "tariff the shite out of countries that have been ripping us off".
And now you're surprised that he is tariffing the shite out of other countries and that the market is responding accordingly ?
He told you what he was going to do, if you're losing money it's because you didn't properly process that information & invest accordingly.
This post was edited on 3/11/25 at 2:55 pm
Posted by AaronDeTiger
baton rouge
Member since Jun 2014
2171 posts
Posted on 3/11/25 at 2:40 pm to
The Mexico & Canada tariff show is for the world to see. More countries will fall in line on April 2nd after seeing he's not playing around. Canada already backed down on the electrical energy threat.
This post was edited on 3/11/25 at 2:41 pm
Posted by baldona
Florida
Member since Feb 2016
23315 posts
Posted on 3/11/25 at 2:53 pm to
quote:

They’re not, but they’re not helped by tariffs either.


Say this again please. Because you said Trump is hurting the economy and the stock market in one post.

But then you admitted that most of our economy is not affected by the Tariff.

ETA: Which is the entire issue with our country's viewpoint on these Tariffs.
This post was edited on 3/11/25 at 2:54 pm
Posted by mmmmmbeeer
ATL
Member since Nov 2014
9738 posts
Posted on 3/11/25 at 2:58 pm to
quote:

At this point it seems pretty obvious he is trying to orchestrate a mini recession early on - can "blame" the economy he was given. Bond yields drop as people flock to "safety". It then forces the Fed's hand to lower rates. Debt can be refinanced at the lowerrates thus improving the future outlook. Markets get the adrenalin injection they have learned to be addicted to heading into the 2026 and the midterms


Does Trump really strike you as the kind of guy to play 15D chess? He loved tariffs back in his first term when interest rates were next to zero. The difference is now he has no one to tell him he's a fricking idiot...they're all sycophants.
Posted by SDVTiger
Cabo San Lucas
Member since Nov 2011
93160 posts
Posted on 3/11/25 at 2:59 pm to
You have never been right Iambatman

Im 1-0 vs you
Posted by VABuckeye
NOVA
Member since Dec 2007
38283 posts
Posted on 3/11/25 at 3:00 pm to
quote:

.they're all sycophants


Includig the vast majority of this site.
Posted by DarthRebel
Tier Five is Alive
Member since Feb 2013
24854 posts
Posted on 3/11/25 at 3:11 pm to
quote:

The Mexico & Canada tariff show is for the world to see. More countries will fall in line on April 2nd after seeing he's not playing around. Canada already backed down on the electrical energy threat.


This is a very accurate statement. Sometimes you got to go crazy to put fear in your opponent.

Not to sound like a Trump loyalists, but his moves are pretty calculated. Maybe slackster should make a scorecard of Trump's wins and losses.
Posted by RLDSC FAN
Rancho Cucamonga, CA
Member since Nov 2008
58749 posts
Posted on 3/11/25 at 3:13 pm to
quote:

Regardless of your opinion of tariffs, this on again, off again, somewhat unhinged situation was a massive mis-step.


+1 it's hilarious reading folks trying to defend this. Just imagine this website if Biden was doing this
Posted by AaronDeTiger
baton rouge
Member since Jun 2014
2171 posts
Posted on 3/11/25 at 3:21 pm to
quote:

+1 it's hilarious reading folks trying to defend this. Just imagine this website if Biden was doing this


He pretty much did. The tariffs are probably the only thing the potato didn't revoke.
Posted by slackster
Houston
Member since Mar 2009
91319 posts
Posted on 3/11/25 at 3:23 pm to
quote:

You have never been right Iambatman Im 1-0 vs you


I’m sorry I missed a dumb 50 bps cut that was unnecessarily steep.

Literally the only time you’ve been right.
This post was edited on 3/11/25 at 3:24 pm
Posted by scottydoesntknow
Member since Nov 2023
9859 posts
Posted on 3/11/25 at 3:23 pm to
quote:

We’re a service economy built on consumption, not manufacturing. It’s mathematically impossible to help more companies than we hurt for the foreseeable future.


We are definitely a manufacturing economy. We manufacture dollars out of thin air to pay for all our consuming.

Im pretty apathetic on tariffs. We know the gameplan weve had for the last 30 years has been failing...so in perfectly fine with trying something new. Id love to see a new golden age of manufacturing in this county and id be ok with 100% tax breaks if necessary
Posted by HailHailtoMichigan!
Mission Viejo, CA
Member since Mar 2012
73117 posts
Posted on 3/11/25 at 3:24 pm to
I agree, but my worry is that any future potus is going to be scared to cut spending/reduce deficits if it causes stock obsessed folks to melt down/riot.

Unfortunately, deficit reduction can’t be achieved without market shedding.

I could see slackster and Va buckeye throw fits in 2030 or so if a deficit reduction act wipes out their portfolios
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