Assume new severe tariffs are imposed by the next President, what industries or segments of the economy will be winners, and what will be losers?

I think transportation and all associated industries and services will be on the losing side of that. Many fewer cargo ships will arrive at US ports. This means that companies exporting US made products will have a harder time sending them overseas. Trucking and railroad business will decline since fewer 40’ boxes arriving on the ships will need to be sent to their destinations. Warehouses will be largely unused. Truck, trailer, and engine makers will find that with the reduction in trucks on the road fewer people are buying their products.

Food banks and second hand shops should see an increase in business.

2 Likes

A lot of losers.

As Musk put it, there will be temporary hardship.

The national mood is worry on.

1 Like

At the same time, the net approval rating for TIG (the incoming guy) is at +18 points.

DB2

DB2

I read that TFG/TIG voters were polled pre election and post election. Pre election 2/3 believed economy in bad shape. A couple of weeks later, only 50% of those GOP voters felt the economy was in bad shape. Remarkable improvement, considering nothing has actually changed.

And I expect to be raising cain if there are ANY inconveniences suffered while under the leadership of TIG. He’s been boasting forever on how only he can fix everything, so it is time to see results from his grandiose claims. Put Up or Shut UP time is approaching, no excuses accepted.

5 Likes

I am thinking winners will be Bitcoin, DJT. Software companies, AI companies, Insurance companies, Gun companies.

3 Likes

Yea Joe it’s sad. Most people “feel” that if their party isn’t in power than the economy is terrible. If the state isn’t a Red or Blue state it is terrible or great. Go figure. :roll_eyes:

4 Likes

“Most people “feel” that if their party isn’t in power than the economy is terrible”

I see so much prosperity in daily life. I do realize that some people are hurting, and do realize that some of the prosperity is debt fueled. But considering where we were as a Country 4 years ago, collectively we are doing well. But moving on, let’s get the party started with TIG, it’s going to be the greatest period of prosperity in the history of the World, if not the Universe, during the next 4 years, and personally I am thrilled that I get the chance to participate in it.

2 Likes

Every honcho I have seen in action said he was uniquely gifted.

Steve

3 Likes

He didn’t say for what?

Big advantage for WalMart, Target, and Dollar Stores. With nothing coming in from China they will have empty shelves, meaning they can reduce their footprint, fire half the staff, and sublet part of the stores to others.

Of course they also will have nothing to sell, but we have to look at that as the glass half full rather than half empty.

4 Likes

I’ll be buying more stuff on TEMU. Even with a 100% tariff it’s still cheaper than US retailers.

For example, I replaced an outdoor light fixture with a $10 model from TEMU last week. Cheapest thing I could find at Lowes or Home Depot was over $40.

Give them what they voted for – good and hard – and always "Minimize the “skim”. {{ LOL }}

intercst

4 Likes

Or would they end up with too much inventory because the prices are high?

DB2

and probably made in the same factory.

4 Likes

Another take on the USMCA zone tariffs. Problem is, TFG linked the tariffs to illegal immigration and drugs. His posse has a track record of making claims, without providing a whiff of evidence to back them up, going back to the “birthers”. Further, anyone providing evidence counter to his claims, is dismissed as “fake”. Mexico and Canada could shoot dead every migrant, and dope smuggler, at the border, and TFG could still claim they have not stopped all the traffic, as he demands, because he is not required to show any proof. On the other hand, he could claim the traffic has stopped, until one nutter militia member at the border, catches someone, and “proves” the flow has not stopped. How is he going to walk this back, when it becomes expedient to do so?

2 Likes

“Bookmarked”

You get that it’s derisive sarcasm, right ? LoL

1 Like

2 Likes

Healthcare.
Inflation.
High interest rates.
Low interest rates.
Paying off the US National Debt.
Cutting govt expenses.
Getting others to pay more.
Yet you get paid less.
Greedy corporations.
Welfare for corporations/executives.
And so on…

1 Like

People love tops in markets. But for most people the tops are only 20/20 when they are in tears.

1 Like