Inflation, Interest Rates and the Economy for 2025

Panacea Financial Contract Review
This forum made possible through the generous support of SDN members, donors, and sponsors. Thank you.
aneftp said:
Selectively poor. I’m weirdly cheap with stuff like electricity. I will have house around 82 degree in Florida summer time to save probably what amounts to $150-200 in overall electricity cost on a big home ($750-1000 electrify bill) in summer time

F it. With the way the stock market went the last couple of days.

I just paid extra to upgrade my plane tickets to Europe on business class upper class whatever Virgin Atlantic calls it. It’s not the same as delta one. But still lay flat.
Click to expand...
It all makes sense now, you only need to cool to 82 for a standard server room. Do you want to be set free @aneftp? Help me obi won kenobi, you are our only hope…
Members don't see this ad.
 
Oh boy!

I am glad it's Friday. Trump has wiped > 200k out of all my accounts.

If things continue on Monday/Tuesday, I won't be a millionaire anymore.
 
Members don't see this ad :)
BLADEMDA said:
My biggest concern is the long term damage to the economy and businesses. This is a global economy and we can reshore some manufacturing but the cheapest goods are better made in Vietnam, Mexico or El Salvador. The USA should focus on reshoring the important industries like Pharmaceuticals, high end electronics (not cheap TVs), defense, rare earth metals, and domestic energy. I see no reason to alienate Canada or Mexico which are our allies and closest trading partners. Yes, an adjustment to tariffs may be in order but not the Trump draconian tariffs.
Click to expand...

This is one of the biggest problems with putting so much power in the executive branch. Capitalism and business does not thrive in autocracy. Show me an autocracy with a thriving economy. It doesn’t exist. Capitalism thrived in America because things happened slowly and predictably. Businesses could adapt to changes in the rules, so to speak. How can businesses plan where to invest resources when rules can change immediately based on the whims of one man? The solution to this is to have Congress grow a spine and put a check on the Executive branch. Unfortunately that won’t happen with a Republican controlled Congress.
 
BLADEMDA said:
Because the Trump tariffs are bad fiscal policy. It's bad business for our companies and the USA. A small across the board tariff like 5-10% or a focused tariff on China would make sense to redirect manufacturing to the USA and friendlier countries. Trump has instead hiked massive tariffs on every nation regardless if friend or foe without regard to the consequences on our economy. Some types of manufacturing like clothing, toys, cheap goods, are never coming back to the USA. Many of our parts and foods must be imported. We needed a scalpel on tariffs not an AXE.
Click to expand...
Not some types. Manufacturing overall are not coming back to the US.
 
TeslaCoil said:
I think you guys are overreacting a bit. I have a feeling its because you’re getting close to retirement maybe? Just a guess. I get it I’d be pretty pissed too, but I dont think its gonna be as bad as you are thinking right now. We’ll revisit. And if you were right, I will yield. Promise.
Click to expand...
You really think manufacturing will come back to the US when you can pay someone overseas $1-2/hr to do a better job than most US workers who demands all kind of benefits. These MAGA trump loyalist are nuts.
 
Last edited:
BLADEMDA said:
There is real risk in keeping the tariffs at these levels for several months. This could cause the economy to enter a recession or even a depression due to a trade war. Businesses could go under and layoffs could go way up. Foreign investors may sell their trillions in stocks or treasuries. European investors may decide to stop investing in the USA. Like it or not we all live in a global economy and one man has decided he doesn't like it so he may burn it all down.
Click to expand...
That was predictable. The republicans in congress and Trump followers have yield too much power to Trump
 
BLADEMDA said:
My biggest concern is the long term damage to the economy and businesses. This is a global economy and we can reshore some manufacturing but the cheapest goods are better made in Vietnam, Mexico or El Salvador. The USA should focus on reshoring the important industries like Pharmaceuticals, high end electronics (not cheap TVs), defense, rare earth metals, and domestic energy. I see no reason to alienate Canada or Mexico which are our allies and closest trading partners. Yes, an adjustment to tariffs may be in order but not the Trump draconian tariffs.
Click to expand...
It amazed me that you are starting to make sense re: the global market. Trump's expected tariff result is just a pipe dream.
 
caligas said:
Dude, he put tariffs on UNINHABITED ISLANDS and people on here still think he’s brilliant.
Click to expand...
Nobody thinks he's brilliant. For the first time in four years our president has an actual pulse, and his mind is being questioned by those that thought a corpse cognitively was sharp as a tack.
 
We'llBeDoneIn15Minutes said:
Nobody thinks he's brilliant. For the first time in four years our president has an actual pulse, and his mind is being questioned by those that thought a corpse cognitively was sharp as a tack.
Click to expand...
Maybe some would rather have someone with cognitive impairment but surrounded by competent people...
 
Splenda88 said:
It amazed me that you are starting to make sense re: the global market. Trump's expected tariff result is just a pipe dream.
Click to expand...
He’s long been a DJT/republican person. I give him great credit to take a look around and shake his head at the chaos. Blade isn’t the only republican feeling that way I am sure.

I’ll be the first to say I am tech overweight.
Been a great run… and just like that the momentum is gone. I expect a deeper trench unless some american companies get some tariff relief.

IMG_6460.jpeg
 
sevoflurane said:
He’s long been a DJT/republican person. I give him great credit to take a look around and shake his head at the chaos. Blade isn’t the only republican feeling that way I am sure.

I’ll be the first to say I am tech overweight.
Been a great run… and just like that the momentum is gone. I expect a deeper trench unless some american companies get some tariff relief.

View attachment 401693
Click to expand...
I am tech heavy as well. It's a bloodbath.
 
GravelRider said:
This is one of the biggest problems with putting so much power in the executive branch. Capitalism and business does not thrive in autocracy. Show me an autocracy with a thriving economy. It doesn’t exist. Capitalism thrived in America because things happened slowly and predictably. Businesses could adapt to changes in the rules, so to speak. How can businesses plan where to invest resources when rules can change immediately based on the whims of one man? The solution to this is to have Congress grow a spine and put a check on the Executive branch. Unfortunately that won’t happen with a Republican controlled Congress.
Click to expand...
It's not even that those executive abuses were ripe for the taking. It's a widespread epistemic problem that shows no signs of slowing down. All this turbulence might awaken a few, but the out-of-control motivated reasoning might be just getting started. A lot of weirdness awaits us. I wish it were more boring. People want to be excited, I guess.
 
Members don't see this ad :)
BLADEMDA said:
I still believe in the USA longer term. I am waiting on the dust to settle to buy more equities. I have set aside $300K for equities. I don't need to find the bottom so I will wait for things to settle down. But European equities (developed markets) with a 7-8% return also look good longer term at these valuations.

The growth story for our tech industry depends upon a global trade market.
Click to expand...
Film Festival Girlfriends GIF by Atlanta Jewish Film Festival
 
BLADEMDA said:
Because the Trump tariffs are bad fiscal policy. It's bad business for our companies and the USA. A small across the board tariff like 5-10% or a focused tariff on China would make sense to redirect manufacturing to the USA and friendlier countries. Trump has instead hiked massive tariffs on every nation regardless if friend or foe without regard to the consequences on our economy. Some types of manufacturing like clothing, toys, cheap goods, are never coming back to the USA. Many of our parts and foods must be imported. We needed a scalpel on tariffs not an AXE.
Click to expand...
You are so right. Keep going!
 
finalpsychyear said:
I dont claim to know anything but trump is a business man at the end of the day and would not want his legacy to be known as the one who sunk our economy during his presidency.

He is playing chicken and will get the fed to cut rates way harder and faster with the market tanking. This goes on at worst for 12 months before we rebound to newer highs but that depends on how quickly the fed acts. In my crystal ball this is all done and over by EOY and likely by Q3 end.
Click to expand...
very good.png

Excellent self-insight, I fully support your plans in this effort. Bravo!
 
BLADEMDA said:
There is real risk in keeping the tariffs at these levels for several months. This could cause the economy to enter a recession or even a depression due to a trade war. Businesses could go under and layoffs could go way up. Foreign investors may sell their trillions in stocks or treasuries. European investors may decide to stop investing in the USA. Like it or not we all live in a global economy and one man has decided he doesn't like it so he may burn it all down.
Click to expand...
Victory Speech Georgia GIF by GIPHY News
 
Splenda88 said:
You really think manufacturing will come back to the US when you can pay someone overseas $1-2/hr to do better a better than most US workers who demands all kind of benefits. These MAGA trump loyalist are nuts.
Click to expand...


There are high-end niche items still manufactured in the USA-bicycles, furniture, hifi, etc but even these manufacturers use components and parts made overseas. And forget about mass market items you get at Target or Walmart.
 
You must log in or register to reply here.

Similar threads

A
Match 2025
2 3
Replies
101
Views
8K
CopaceticOne
CopaceticOne
R
Oral Boards 2025
Replies
1
Views
1K
addoncase
A
BLADEMDA
2025 Tax Cuts
2
Replies
77
Views
4K
chessknt
chessknt
J
Specialty Interest
Replies
26
Views
2K
aneftp
A
BLADEMDA
Stock, the economy and the Fed for 2023
10 11 12 13 14
Replies
685
Views
41K
masterPain
M
Top