Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Claude Cormier who wrote (310916)	8/15/2025 2:35:23 PM
From: ralfph	2 Recommendations Recommended By Claude Cormier kidl Respond to of 312681

and that increase in inflation will lead to an increase in mortgage rates ... bit of a spiral - of course a recession could muck up any idea of what to anticipate.

To: Claude Cormier who wrote (310916)	8/15/2025 3:27:34 PM
From: Gib Bogle	Read Replies (2) \| Respond to of 312681

I think the felon's reasoning is that a person might think "OK, my mortgage rate is down, and although I'm seeing higher prices the president is telling me that inflation is down, so most people must not be seeing prices going up, and therefore things are not so bad."

To: Claude Cormier who wrote (310916)

8/15/2025 5:16:15 PM

From: koan

1 Recommendation

Recommended By
Claude Cormier

Read Replies (3) | Respond to of 312681

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.

<

To: koan who wrote (310912)	8/15/2025 2:16:22 PM
From: Claude Cormier	1 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%.