- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: If the "Refi" plan is real, and the plan is to force a recession...
Posted on 4/7/25 at 8:24 am to SlowFlowPro
Posted on 4/7/25 at 8:24 am to SlowFlowPro
quote:
When did you first hear about this plan?
I did not specifically hear of a plan. I learned of the skewed U.S. Treasury bond portfolio that the Trump administration would have to manage this year from Ed Dowd last fall.
The plan is to logically manage the U.S. Treasury portfolio. Janet Yellen frontend loaded the U.S. Treasury portfolio with more than normal short term t-bills that reach maturity this year.
quote:
Do you support this plan?
I support Trump to get as much free trade as possible.
Where it is not possible I expect manufacturing from those trading partners to be incentivized to move home.
quote:
Within what timeframe would you require a recovery?
Mid summer things will start to look up.
quote:
How much of your stock portfolio can you lose before you start to worry?
Most of my investment wealth is tied up in private equity investments with a 3-5 timeline.
I do have a 401K that I moved into bond funds over 6 months ago because I thought the stock market was way too toppy. I'm looking to move it back into equities now that everyone is panicking.
quote:
How much of your stock portfolio can you lose before you start to worry?
I have not lost anything. In fact when everyone was gaining 12-15% for the last 6-8 months I was only gaining ~4.5% in bond funds (which is really good).
quote:
Are you scared that the "natural" recession we had coming around the corner will snowball with this "refi" recession?
No.
quote:
How do you feel about this plan over 1. Bring manufacturing back
Do as much as possible.
quote:
2. Fair trade/0 tariffs
Do as much as possible.
quote:
3. Replace the income tax with tariffs?
Would love to replace the income tax with other taxes as much as possible.
quote:
Would you be willing to oppose Trump supporting federal plans to help people in the recession when we have to approve new spending in September?
On specifics, yes.
1
Posted on 4/7/25 at 8:25 am to CharlesLSU
quote:
Understand as we would head into a recession, there will be zero buyouts this time.
Trump loves bailouts. Wanted more COVID bailouts than Congress would go along with. 
Posted on 4/7/25 at 8:26 am to Taxing Authority
Posted on 4/7/25 at 8:27 am to SlowFlowPro
quote:
Farmers are already asking for a bailout
When have they not?
Posted on 4/7/25 at 8:28 am to dgnx6
quote:I was hoping for somthing better than Harris.
But Harris wasn’t going to do this either.
quote:Indeed. "We" are the problem. "We" love our gimmies.
don’t see a scenario where someone runs on this and wins.
quote:We'd need an aggregate 50% tariff on all goods to balance the budget at curent import levels. If tariffs "work" we will see falling imports, and falling revenue. We aren't going to balance the budget this way. Or with any other novel taxation scheme.
So we need to raise money, tariffs is one way, and refinance the debt lower to make it manageable.
Posted on 4/7/25 at 8:29 am to GumboPot
quote:
When have they not?
This "national security" rhetoric is going to create a lot of similar industries, with respect to that line of thinking
Posted on 4/7/25 at 8:30 am to GumboPot
quote:
Would love to replace the income tax with other taxes as much as possible.
Not with tariffs.
its virtually impossible to do, regardless of what he tells you.
Posted on 4/7/25 at 8:45 am to Penrod
quote:
It’s fairly common for first time fathers to change their priorities when they have children. I know I did.
True
Cheers to SFP having triplets for the sake of the board. If he doesn’t change his priorities at that point, he is the one who will need a divorce lawyer.
Posted on 4/7/25 at 8:47 am to RogerTheShrubber
quote:
Not with tariffs.
its virtually impossible to do, regardless of what he tells you.
You are correct with the current size of the federal government. Not impossible by reducing the size of the federal government.
Posted on 4/7/25 at 10:13 am to SlowFlowPro
Most economists believed we avoided a recession b4 trump
Posted on 4/7/25 at 10:23 am to SlowFlowPro
quote:
How much of your stock portfolio can you lose before you start to worry?
How are you losing your stock portfolio, if you don’t sell?
Posted on 4/7/25 at 12:41 pm to SlowFlowPro
quote:
Do you think that President Donny has a plan to deal with the debt/deficit?
quote:
Since there is a healthy debate amongst his own fans what the hell the goals of his policies are, he may not?
But, within the context of this thread, can he withstand a 3-6 month major recession and plummeting stock market without enacting policies to "help the middle class"?
The people who are defending this version of his policy will tell you why he never spoke of it during the campaign, "so he could get elected", which raises the question of what policies he actually has and how much popular opinion will change that on the fly.
Nobody was selling "Trump's going to create a yuge recession on purpose and we'll love it!" in December 2024
nowhere in that response is there an answer to my question. typical.
sfp SOP:
ask a question.
critically respond to (almost) every response
but never state his own opinion.
Posted on 4/7/25 at 3:21 pm to kbro
quote:
If he doesn’t change his priorities at that point, he is the one who will need a divorce lawyer.
Posted on 4/7/25 at 3:22 pm to crewdepoo
quote:
Most economists believed we avoided a recession b4 trump
Those same economists said inflation was transitory and that Ivermectin was horse paste
Page 5 of 5
Popular
Back to top
Follow TigerDroppings for LSU Football News