that’s why we are hitting “Heard and McDonald Islands” penguins… you cannot escape
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Doesn’t that say it all. If you have to try and defend that your cheese has really slipped off the cracker.
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It says a lot.. The irresponsible comments from the administration is stunning. Unless they really want all these dislocation, which in some ways allows them to implement some of their radical agenda…
I no longer believe these are negotiating tactics. Because so far outside of Vietnam no one seems to be negotiating. I know India was negotiating, but no news. Even so, you need some breakthrough with EU and China to be of any meaning. For now, both EU and China are playing hardball, so, don’t know who is going to blink first.
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That makes as much sense as showering with your shoes on.
USians are not going to work for anything close to the wages available in 3rd world countries, and there is no amount of automation that will make up for the difference.
There are already clothing manufacturers in the US, but they congregate at the (ultra) high end, because there’s no money to be made in putting together $5 T shirts. If (a big IF) that comes true, expect clothing costs to skyrocket.
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Yea sorry about that. It should have said "The only place they can go is the United States and garments are Not going to be made in the United States.
Just look at Berkshire and read about it.
Which of course means you will pay the tariffs or negotiate a low tariff deal with a suitable country.
Sewing is light industry. Easy to pick up and move whereever conditions are favorable.
Not at all. It is not easy to build the infrastructure quickly, there is cost/ capital required to build, setup supply chain, then human skills.
You can be focus on a strategic industry and use policies to influence your way, but it is really not clear, at least to me, what is the goal of these tariffs, what exactly they are trying to achieve?
If your goal is moving manufacturing to US, what exactly negotiations going to achieve? If your goal is to reduce the trade deficits, still the above applies. If your goal is to raise the revenue, the loss of revenue in a recession, and the debt/ deficit you have to take to pull the economy out of recession… doesn’t add up.
Sewing machines are easy to move. And its an extremely competitive business. If one nation gets a tariff deal, they will quickly fill to capacity.
Warehouse buildings work fine. Major investment not required. Yes, you need logistics like roads and ports and willing and trained workers.
Do you know it took bangladesh 20 years to build the capacity for cloth manufacturing, still a razor thin business. It is not like taking your sewing machines and move them to a different location and voila we are up and running…
These are not US tech businesses where capital is unlimited, profit is not required, and have access to the top world class talent, etc…
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The three ideas mentioned in the OP each ended higher at the end of the week. Generally bouncy, but
MELI +13.62%
WDS +9.01%
SE +13.59%
Small additions to other ideas. But not the three above
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I’ve been eyeing woodside energy $WDS for a while now. They acquired Louisiana LNG, which is massive. Would love to hear more about your thoughts on Woodside Energy.
Louisiana LNG may be a highly lucrative?
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@SFoolish8- To be honest, of the three names, only SE made it to my ongoing watchlist. The reason I had mentioned WDS in the initial post is because I had owned shares in 2024, and the shares had delivered a nice gain. It had subsequently sold off, and thus became appealing again. Did I miss out not investing in WDS in April? I guess I did. OTOH, I did make investments in some tech names and some shipping names that actually did very well.
Ok, regarding LNG Infrastructure. It is an expensive proposal in the US because it takes time to get started, and usually involves major $$$. Ask NFE and VG. In the WDS case, IIRC, the company had been looking for a way to get out, or reduce, its exposure to the project. With Stonepeak buying a 40% stake, it seems like WDS opted for the reduce exposure route. If the Williams (WMB) folks are involved, that’s probably a positive. I know the company has been involved with energy infrastructure, and that’s helpful for WDS. But again, actual COD is a few years out, so there is that risk regarding the timeframe.
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