re: Rate cut time!!!

Interest rates need to go up.

Well duh. I'm aa but I used to warn some folks this day would come. Prince George County is about to turn into Detroit overnight.

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You asked "how would you..." and I answered your question.

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Ah, we are taking the lazy smartass approach to problem solving.

You might as well have gone with finding a pot of gold at the end of rainbow, it carries the same level success.

Could've fooled me.

Moodys has inflation hitting like 3.5% by YE. I could very much see that

This is spot on and a great real life example of what’s happening. Here is the other thing people don’t understand: Many of the largest CPG companies across the country operate on year long pricing calendars with the largest retailers.

For example, Pepsi/Coke sells in a year long pricing slotting fee structure to Walmart for their spring reset season and fiscal year calendar. This is baked in. Massive tariff fees on aluminum, in a lot of cases, are not priced into these pricing agreements. But you can bet that this fall or spring, Coke will go through a price increase across the board. Which then applies to the year long promotional calendar that gets sold in.

The largest retailers, Walmart/Target etc can tell the supplier no…to a certain extent…but many retailers don’t have that same pricing power.

TLDR: inflation, driven by tariffs, is delayed. But it is coming.

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The solution is for bitter business owners to stop protesting their dislike of tariffs via hiring freezes/firings. It’s wrong to take out your frustration on workers and employees.

There are other ways of protesting tariffs. You can picket the WH, attend town halls, donate to causes, etc.

But telling your workers to take a hike? It’s immoral.

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Someone had a full bowl of Marxist propaganda today. Put down the spoon and back away from the bowl, comrade.

Here's some Supply & Demand 101 to clear things up a bit:

-If costs of inputs go up, other costs have to go down or price has to go up (or some of both). Otherwise, you run at a loss until you go bankrupt.

-For just about every business, labor is the single most expensive category of costs (runs ~22%-30% of gross profits, depending on industry).

-Jobs aren't created for workers to have something to do, jobs are created because there is work which needs to be done. If that work dries up, or is expected to dry up, so too do the jobs.

-Businesses don't start cutting filled positions until the work or resources starts drying up. As long as orders are coming in and they can fill them and bring in enough revenue to keep the positions, they do. What can happen, which can cause confusion, is when unfilled positions are cut and claimed as cuts (and that happens).

-No one is owed a job. Jobs aren't created to give someone a paycheck, they are created because a new position is needed to get a certain amount of work done. Some people losing their jobs because the business has slowed too much to afford them is insanely more preferable than everyone losing their jobs because the company had to shut down due to bankruptcy because the owner/CEO was too much of a pussy to cut positions.

This is all to say, no one is firing people to protest tariffs. No one. Not a single fricking place. None. Along with that, it's the height of socialist propaganda idiocy to even make that statement as it shows a complete lack of understand of how businesses actually work.

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The solution is for bitter business owners to stop protesting their dislike of tariffs via hiring freezes/firings.
Link to one company which has done that.

(Or, is this gathered from your "model"?)
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Google it yourself. He is not wrong. Walmart, Meta, Chevron. There have been plenty of layoffs. Some are definitely tied to tariffs.

you are dealing with the biggest TDS riddled CUCK this site has ever seen.

we have the receipts

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He was objecting to the assertion that the layoffs had no economic basis and instead were acts of “protest”.

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