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Strategies & Market Trends : CFZ E-Wiggle Workspace -- Ignore unavailable to you. Want to Upgrade?

To: skinowski who wrote (40986)	4/25/2025 8:23:01 AM
From: ajtj99	Read Replies (2) \| Respond to of 41420

Very little, if any, products are going to be re-shored as a result of tariffs. Tariffs on steel and aluminum are sticky, but everything else is not. The tariff situation will return to where it was in Dec. 2024 in Jan. 2029, possibly even sooner. No company is going to make 5-10 year plans to bring production back here when policy flips on a tweet. People say China should increase their domestic consumption. What people don't realize is one of the big reasons the US and the West consumes so much is because there is a very robust social safety net. That allows people to save 4-7% of their income unlike people in countries without this cushion. China has basically no social safety net, so the people there save 40% of their income. That limits your ability to consume. If China had to properly account for the environmental damage done over the last 40-years, nothing would be cheaper from there. The place is like a massive Superfund site on a continental scale. It would take 100% of their GDP for decades to reverse that damage and get things on parity with US environmental environmental and conservation standards. You never see bugs there. You never see birds except those that have escaped from live markets. Fish are rare. It's because everything is so toxic, little can live.