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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: marcher who wrote (153864)3/3/2020 12:06:44 PM
From: TobagoJack  Respond to of 218913
 
I imagine Cadillacs were popular in those days

following up, I imagine the population is relieved that interest rate is cut and the fight against the virus is full-on



To: marcher who wrote (153864)3/3/2020 10:46:33 PM
From: TobagoJack  Respond to of 218913
 
re the dress-rehearsal / dry-run / bio-agent-accelerated trade-war, we are seeing what would have happened 3-4-5 years down the road had the trade war been on own negotiated trajectory, and now, instead, we see the end-game in a matter of weeks / 90 days.

For example, for those companies that answered call of duty to decouple from Wuhan to Hanoi, they are stuffed, incurring decoupling cost and enjoying no decoupling benefits, Vietnam factory devoid of team China input, stopped anyway, by action of same virus, and having no tariff moat to protect value exposed to universal mathematics.

Now there are trade warriors wishing to re-up ante and wager all, to raise domestic pricing and add no domestic jobs, and to lose a market that is team China. Perhaps but I doubt the mathematics would work out.

In any case, drama we watch scmp.com