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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Grommit who wrote (77370)	4/3/2025 4:38:15 PM
From: Bob Rudd	1 Recommendation Recommended By E_K_S Respond to of 78464

To: Grommit who wrote (77370)	4/4/2025 7:08:05 AM
From: Harshu Vyas	Respond to of 78464

Waiting is clearly the best strategy here - Trump tariffs live: European markets sink further after China retaliates with extra 34% tariff on US goods - BBC News - SPY down another 2% pre-mkt.

To: Grommit who wrote (77370)	4/5/2025 10:32:29 PM
From: Spekulatius	2 Recommendations Recommended By Lance Bredvold S. maltophilia Read Replies (1) \| Respond to of 78464

The tariff formula is designed to balance the trade with each country individually. That is why poor countries that can’t really afford fairly expensive US goods but export cheap garments and similar stuff it the US are hit the hardest with the highest tariff rates. Also peeps found out that the forums was applied incorrectly compared to the paper that they are based on, but that does really matter in the grinder scheme of things, since the whole basic thinking is sort of messed up. i think a lot of retailer will go bankrupt become consumers will just get sticker shock and not buy for a while. Durable goods for a while holding out to wait until these tariffs go away potentially. So furniture, cars (except repair), anything related to home renovation , consumer electronics etc will be put on hold for while, maybe a year or longer. Thats long enough to put any smaller retail business out of business. The large ones like TGT, WMT, AMZN will take a hit but they will survive. The next 24 month could be very interring. The last time the US raised tariff that much was in 1930 (Smoot Hanley) and it caused a death spiral in trade and significantly contributed to the Great Depression.