SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 374.96+0.2%Nov 19 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: KyrosL who wrote (140458)4/5/2018 10:45:00 PM
From: TobagoJack1 Recommendation

Recommended By
Cogito Ergo Sum

  Read Replies (2) of 217891
 
(1) the interim-result being all pay more for the same in usa and china, for awhile

(2) usa deficit does not and cannot materially decrease due to math of current / trade account balancing that be functions of savings and such - unless 1929 tee-ed up, in which case all bets are off

the thing about fungible commodities is that they can be bought at some price from somewhere in the short term

the issue w/ consumer goods is that they cannot be easily re-sourced from somewhere else especially if the wanna-be / would-be producers know they would be existing under a tariff umbrella

(3) the other interim result should be that china trade surplus does not substantively decrease due to trade / current account equalisation, and / or

in the mean time whatever china companies makes they shall continue to make somewhere else per obor protocol of "going out", whether we are talking volvos or mercedes or geely's

whatever trump wh is trying to do w/ help of the ilk that be navarro etc, difficult to see bending of mathematical laws that rule economics

i do not see the current trade war as trade war (that which can be bargained)

i see it as economic war (that which must be engaged w/, win or lose)

and if so, 1929 beckons
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News