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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Bill who wrote (1518332)	2/1/2025 8:15:20 AM
From: Rarebird	Read Replies (1) \| Respond to of 1583405

Once he gets tougher security at the borders, he will dial back the tariffs to Mexico and Canada. As for the rest of the tariffs, that is part of the Trump plan to counteract the cuts in spending, reduce the deficit and enable social security taxes for seniors be eliminated. Trump's policies signal economic pain - quite similar to what took place at the beginning of the Reagan era. The end of Biden's handouts and massive deportations will slow growth greatly, leading to a likely recession. The Fed remains out of touch, blinded by flawed data. Spending cuts will not have an initial positive effect. But before you can build properly with a strong foundation, you must dismantle first. The big question is: will risk assets endure the short-term pain for long-term gain? Everything I know about the stock market says no. It will correct first.

To: Bill who wrote (1518332)	2/1/2025 8:26:41 AM
From: Rarebird	Read Replies (2) \| Respond to of 1583405

Brace yourself for a dramatic economic deceleration, compounded by the downward revisions of the already flawed BLS labor data. Remember, monetary policy lags by 24-36 months. The Fed should already be at r*—that’s 2.75%. Rates are headed much lower, and just like in 2007, The Fed, Wall Street and the consensus are utterly clueless about what’s coming. You still have time to prepare. I am out of stocks and am primarily in one year, and 6 month T-Bills, along with money market. I will short aggressively when the turn comes. There is massive retail speculation that is going to get destroyed.