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Strategies & Market Trends : Ride the Tiger with CD
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To: Claude Cormier who wrote (310916)8/15/2025 5:16:15 PM
From: koan1 Recommendation

Recommended By
Claude Cormier

  Read Replies (3) of 312672
 
Yes, the equation I have in my head is similar.

First, take tariffs and simply add them to costs. How would costs not go up?

Then imagine all the disruption in the supply chains with every country and every item different and changing.

So if you are building a car and one parts supplier you usually use now has to pay a 50% tariff for copper, so they can't supply the part any more, so you have to find another one.

Now multiply that by hundreds of items. The big auto companies are losing billions, and all of those costs go into inflation.

And a big one is going to be the snow ball effect of one tariff causing the rise of another item.

And on top of that the huge 37 trillion debt in the face of the world selling America.

And American consumers are long debt and pulling back.

I am guessing big stagflation, and so gold and silver and metals in general should continue to rise.

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To: koan who wrote (310912)8/15/2025 2:16:22 PM
From: Claude Cormier1 Recommendation Read Replies (2) of 310921
Think about all the mortgage renewals coming in the next 12 months and all other large borrowings like cars for all & small busisess investments.

What will remain in the head of all the voters.... a new mortgage rate that is 1.5-2% lower or inflation that move from the curren 2.7% to let say 4%.
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