TRUMP 2024

1,284,241 Views | 15455 Replies | Last: 19 min ago by Werewolf
Werewolf
How long do you want to ignore this user?
EU and CCP, pay close attention.
hokiewolf
How long do you want to ignore this user?
Cthepack said:

hokiewolf said:

Cthepack said:

Cthepack said:

hokiewolf said:

Cthepack said:

You have demonstrated time and time again you know nothing about manufacturing.

But besides that do tell us all when this cast system will be in place. Since you know exactly what will happen.

You are sounding more and more like the conspiracy guys on here.
Please, enlighten me on how manufacturing works.

It will happen when you move more manufacturing to the US, which will cause production for current manufacturing to fall because domestic resources are finite. If you reshore manufacturing of some goods and services, you'll produce less of other goods and services. Combine that will all the costs to move that manufacturing to the US without any of the resources currently here, will increase prices for those goods.

This is especially an issue when we're also actively ejecting those resources from the country, particularly the law-abiding folks. There is zero appetite to provide a system of LEGAL means to assimilate into the US and into the manufacturing workforce.


Oh manufacturing is a zero sum game then. I noticed the lack of understanding when you were stating they are low cost low tech jobs.

Now I am not sure you even understand the consept of gdp.


ETA: just this week I worked with a recently PE purchased manufacturing site ( I wanted smappy to know it was PE work). We increased the output of one of their lines by 60% with the same resources. The point is they can run a higher demand with no impact to your theory that they need to hire more. They do not.
The capitalist side of me suggests I just created more capacity which means I can produce more - supply- so with more supply prices may actually reduce not increase. Old supply and demand model. So these are reasons I say you know nothing about manufacturing.
thank you for your example, but it doesn't refute my points at all.


Do explain how you say you have finite labor so increasing a companies demand (bringing things from overseas to the US) you say they need to hire more people. That is what you said right? I am saying they do not. So you can increase demand but do not have to increase your resources. Meaning it is not a zero sum (labor) system as you said it was.

It is improving the 3rd variable I keep telling you, civ, smappy about.

So my example shows you that labour is not a zero sum system.

in the example that started this, moving IPhone manufacturing to the US, there is no efficiency quotient that isn't going to change the fact that your paying exponentially more for labor and everything else. When prices increase, demand goes down. When manufacturing productivity increases, a companies costs go down, that makes them more profitable- the whole point of a PE firm being in business. The widget factory you just increased productivity for, you guys lowering prices? No. Tariffs are probably going to allow you to charge more.

I thought the whole point was to protect American jobs and to pay them more, not make manufacturing more efficient. You good with the President calling you up tomorrow and asking you to rehire the jobs you shed for efficiency? Because that's what he's asking Apple to do.

Also you need to eat the costs you spent to modernize your productivity and those people you have to hire back and lower your profitability
Cthepack
How long do you want to ignore this user?
hokiewolf said:

Cthepack said:

hokiewolf said:

Cthepack said:

Cthepack said:

hokiewolf said:

Cthepack said:

You have demonstrated time and time again you know nothing about manufacturing.

But besides that do tell us all when this cast system will be in place. Since you know exactly what will happen.

You are sounding more and more like the conspiracy guys on here.
Please, enlighten me on how manufacturing works.

It will happen when you move more manufacturing to the US, which will cause production for current manufacturing to fall because domestic resources are finite. If you reshore manufacturing of some goods and services, you'll produce less of other goods and services. Combine that will all the costs to move that manufacturing to the US without any of the resources currently here, will increase prices for those goods.

This is especially an issue when we're also actively ejecting those resources from the country, particularly the law-abiding folks. There is zero appetite to provide a system of LEGAL means to assimilate into the US and into the manufacturing workforce.


Oh manufacturing is a zero sum game then. I noticed the lack of understanding when you were stating they are low cost low tech jobs.

Now I am not sure you even understand the consept of gdp.


ETA: just this week I worked with a recently PE purchased manufacturing site ( I wanted smappy to know it was PE work). We increased the output of one of their lines by 60% with the same resources. The point is they can run a higher demand with no impact to your theory that they need to hire more. They do not.
The capitalist side of me suggests I just created more capacity which means I can produce more - supply- so with more supply prices may actually reduce not increase. Old supply and demand model. So these are reasons I say you know nothing about manufacturing.
thank you for your example, but it doesn't refute my points at all.


Do explain how you say you have finite labor so increasing a companies demand (bringing things from overseas to the US) you say they need to hire more people. That is what you said right? I am saying they do not. So you can increase demand but do not have to increase your resources. Meaning it is not a zero sum (labor) system as you said it was.

It is improving the 3rd variable I keep telling you, civ, smappy about.

So my example shows you that labour is not a zero sum system.

in the example that started this, moving IPhone manufacturing to the US, there is no efficiency quotient that isn't going to change the fact that your paying exponentially more for labor and everything else. When prices increase, demand goes down. When manufacturing productivity increases, a companies costs go down, that makes them more profitable- the whole point of a PE firm being in business. The widget factory you just increased productivity for, you guys lowering prices? No. Tariffs are I'll probably allow you to charge more.


Again you have no idea what you are talking about. I mainly work in complex manufacturing systems not widgets.

PE is about growth. Making more with the same resources. To increase ebita. You specifically said manufacturing is a zero sum game. You specifically said with finite resources labor, it is a zero sum game since in order to make more you must have more labor. You are 100 percent wrong.

Does not matter what product.

And as a capitalist the cost to make a product does not drive price. Price is driven by the market.
hokiewolf
How long do you want to ignore this user?
Appreciate it but I still disagree.
Werewolf
How long do you want to ignore this user?
Senator Kennedy is a hoot!
https://www.tiktok.com/t/ZTjHXWv7t/
SmaptyWolf
How long do you want to ignore this user?
TheStorm said:

hokiewolf said:

I don't understand how someone can defend this stuff.
Maybe, because almost everything he's doing is working...
Trump's ability to jack up the deficit a few trillion every chance he gets is definitely working.

I'm just glad we can finally (again) put to bed the idea that you guys actually give a crap about the debt. You voted for Trump knowing as sure as the sun rises that he'd spike the deficit. And he did. Again.

Bawling about the debt is just another pile of hypocritical dog crap you guys spew on command when the other guy is in office. Kinda like bawling about the number of pages in any bill you don't like... oh, but this one is a "big, beautiful bill" that nobody had time to read.
Werewolf
How long do you want to ignore this user?
Werewolf
How long do you want to ignore this user?
Werewolf
How long do you want to ignore this user?
Disclosures coming between now plus the 2026 election w/o digital systems and new national voter rolls, the Democrat Party will barely
exist in 2028.

Werewolf
How long do you want to ignore this user?
SmaptyWolf
How long do you want to ignore this user?
Gee, I wonder what Werewolf is trying to distract us from today?

Oh that's right! Sorry Western NC, you just got DOGED. Good luck!

Werewolf
How long do you want to ignore this user?
#devolution
Werewolf
How long do you want to ignore this user?
Senior Executove Service, the enemy from within. Conspiring with WEF, Globalists and the CCP. #Khazaria

Werewolf
How long do you want to ignore this user?
Tucker Carlson must have recruited Joe Rogan to be another Putin pawn....Rodgers too! Yeh, that's gotta be it!!!!

jkpackfan
How long do you want to ignore this user?
SmaptyWolf said:

Gee, I wonder what Werewolf is trying to distract us from today?

Oh that's right! Sorry Western NC, you just got DOGED. Good luck!


This is regarding reimbursing the state of NC. They asked for an extension of the 100% FEMA reimbursement and they came back at 90% with the state responsible for 10%. From what I've read this seems pretty normal at this stage of the disaster. Not saying I totally agree with it
jkpackfan
How long do you want to ignore this user?


TheStorm
How long do you want to ignore this user?
https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
hokiewolf
How long do you want to ignore this user?
TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Werewolf
How long do you want to ignore this user?
Good stuff! Action, action, actoon!
Werewolf
How long do you want to ignore this user?
TheStorm
How long do you want to ignore this user?
hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
Cthepack
How long do you want to ignore this user?
TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
Amazing people not understanding the global strength we have as the largest economy (ever!). Significantly larger than the next closes. Who by the way is supported by their government.
hokiewolf
How long do you want to ignore this user?
TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
1. No one ever "wins" trade wars. We all just pay more for stuff

2. I don't believe that trade deficits are an issue.much like my trade deficit with my local grocery store isn't an issue either.

Let's look at the "success" - UK/US trade. The trade deal struck is worse than before Trump raised tariffs. I guess that's winning.

To Cthepack, I agree, we should be open to more trade, and less tariffs, much like Argentina has done over the last two years. Guess what happened, they removed protectionist tariffs and my goodness, their economy took off. How about that?

Additionally, why is the US tariffing countries that have cut their tariffs to zero? Isn't that the goal? If only there was an actual policy….

We could also repeal the Jones Act but why do we want to build ships anyway?
Cthepack
How long do you want to ignore this user?
hokiewolf said:

TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
1. No one ever "wins" trade wars. We all just pay more for stuff

2. I don't believe that trade deficits are an issue.much like my trade deficit with my local grocery store isn't an issue either.

Let's look at the "success" - UK/US trade. The trade deal struck is worse than before Trump raised tariffs. I guess that's winning.

To Cthepack, I agree, we should be open to more trade, and less tariffs, much like Argentina has done over the last two years. Guess what happened, they removed protectionist tariffs and my goodness, their economy took off. How about that?

Additionally, why is the US tariffing countries that have cut their tariffs to zero? Isn't that the goal? If only there was an actual policy….

We could also repeal the Jones Act but why do we want to build ships anyway?
Because we are the largest economy and can do this! There are countries that want our stuff so they do not want to have tariffs. At the same time they know they want to sell to the world's largest economy. Again exactly my point that people do not understand the power we have.

Flex your muscle, show we are serious then develop a policy. It is just that simple. And we are the only country in the world that can do this.
hokiewolf
How long do you want to ignore this user?
Cthepack said:

hokiewolf said:

TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
1. No one ever "wins" trade wars. We all just pay more for stuff

2. I don't believe that trade deficits are an issue.much like my trade deficit with my local grocery store isn't an issue either.

Let's look at the "success" - UK/US trade. The trade deal struck is worse than before Trump raised tariffs. I guess that's winning.

To Cthepack, I agree, we should be open to more trade, and less tariffs, much like Argentina has done over the last two years. Guess what happened, they removed protectionist tariffs and my goodness, their economy took off. How about that?

Additionally, why is the US tariffing countries that have cut their tariffs to zero? Isn't that the goal? If only there was an actual policy….

We could also repeal the Jones Act but why do we want to build ships anyway?
Because we are the largest economy and can do this! There are countries that want our stuff so they do not want to have tariffs. At the same time they know they want to sell to the world's largest economy. Again exactly my point that people do not understand the power we have.

Flex your muscle, show we are serious then develop a policy. It is just that simple. And we are the only country in the world that can do this.
lol ok. All that muscle flexing! We should do it because we can is a great policy statement
Cthepack
How long do you want to ignore this user?
hokiewolf said:

Cthepack said:

hokiewolf said:

TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
1. No one ever "wins" trade wars. We all just pay more for stuff

2. I don't believe that trade deficits are an issue.much like my trade deficit with my local grocery store isn't an issue either.

Let's look at the "success" - UK/US trade. The trade deal struck is worse than before Trump raised tariffs. I guess that's winning.

To Cthepack, I agree, we should be open to more trade, and less tariffs, much like Argentina has done over the last two years. Guess what happened, they removed protectionist tariffs and my goodness, their economy took off. How about that?

Additionally, why is the US tariffing countries that have cut their tariffs to zero? Isn't that the goal? If only there was an actual policy….

We could also repeal the Jones Act but why do we want to build ships anyway?
Because we are the largest economy and can do this! There are countries that want our stuff so they do not want to have tariffs. At the same time they know they want to sell to the world's largest economy. Again exactly my point that people do not understand the power we have.

Flex your muscle, show we are serious then develop a policy. It is just that simple. And we are the only country in the world that can do this.
lol ok. All that muscle flexing! We should do it because we can is a great policy statement
I get it, you, civ, smappy all say nothing Trump does can be good. It must be bad to try to flex muscle without policy to show we are serious. Got to have policy first I guess? I am just glad we are trying something in favor of the US. If it does not work, fail fast. Try something new. Again we are the only country in the world that can do this.

But Trump is bad and nothing he ever does is good! I get it.

And as I have said before, I did not vote for Trump. I am not a Trump supporter at all. But I am also not so obtuse to suggest everything he does is bad. I like the idea of trying things, economically, to drive diplomacy.
hokiewolf
How long do you want to ignore this user?
Cthepack said:

hokiewolf said:

Cthepack said:

hokiewolf said:

TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
1. No one ever "wins" trade wars. We all just pay more for stuff

2. I don't believe that trade deficits are an issue.much like my trade deficit with my local grocery store isn't an issue either.

Let's look at the "success" - UK/US trade. The trade deal struck is worse than before Trump raised tariffs. I guess that's winning.

To Cthepack, I agree, we should be open to more trade, and less tariffs, much like Argentina has done over the last two years. Guess what happened, they removed protectionist tariffs and my goodness, their economy took off. How about that?

Additionally, why is the US tariffing countries that have cut their tariffs to zero? Isn't that the goal? If only there was an actual policy….

We could also repeal the Jones Act but why do we want to build ships anyway?
Because we are the largest economy and can do this! There are countries that want our stuff so they do not want to have tariffs. At the same time they know they want to sell to the world's largest economy. Again exactly my point that people do not understand the power we have.

Flex your muscle, show we are serious then develop a policy. It is just that simple. And we are the only country in the world that can do this.
lol ok. All that muscle flexing! We should do it because we can is a great policy statement
I get it, you, civ, smappy all say nothing Trump does can be good. It must be bad to try to flex muscle without policy to show we are serious. Got to have policy first I guess? I am just glad we are trying something in favor of the US. If it does not work, fail fast. Try something new. Again we are the only country in the world that can do this.

But Trump is bad and nothing he ever does is good! I get it.

And as I have said before, I did not vote for Trump. I am not a Trump supporter at all. But I am also not so obtuse to suggest everything he does is bad. I like the idea of trying things, economically, to drive diplomacy.
I have said many times there are good things Trump has done, but I 100% believe starting a trade war without a policy that sets what the desired outcome is a terrible idea. Then add to the fact that the reason changes daily - we're going to get rid of the income tax, we're going to repatriate lost manufacturing, we're not going to get ripped off any more, then we're going to have carve out of the tariffs for special interests.

I'm going to clean the boat. See you guys later.
SmaptyWolf
How long do you want to ignore this user?
Cthepack said:

hokiewolf said:

Cthepack said:

hokiewolf said:

TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
1. No one ever "wins" trade wars. We all just pay more for stuff

2. I don't believe that trade deficits are an issue.much like my trade deficit with my local grocery store isn't an issue either.

Let's look at the "success" - UK/US trade. The trade deal struck is worse than before Trump raised tariffs. I guess that's winning.

To Cthepack, I agree, we should be open to more trade, and less tariffs, much like Argentina has done over the last two years. Guess what happened, they removed protectionist tariffs and my goodness, their economy took off. How about that?

Additionally, why is the US tariffing countries that have cut their tariffs to zero? Isn't that the goal? If only there was an actual policy….

We could also repeal the Jones Act but why do we want to build ships anyway?
Because we are the largest economy and can do this! There are countries that want our stuff so they do not want to have tariffs. At the same time they know they want to sell to the world's largest economy. Again exactly my point that people do not understand the power we have.

Flex your muscle, show we are serious then develop a policy. It is just that simple. And we are the only country in the world that can do this.
lol ok. All that muscle flexing! We should do it because we can is a great policy statement
I get it, you, civ, smappy all say nothing Trump does can be good. It must be bad to try to flex muscle without policy to show we are serious. Got to have policy first I guess? I am just glad we are trying something in favor of the US. If it does not work, fail fast. Try something new. Again we are the only country in the world that can do this.

But Trump is bad and nothing he ever does is good! I get it.

And as I have said before, I did not vote for Trump. I am not a Trump supporter at all. But I am also not so obtuse to suggest everything he does is bad. I like the idea of trying things, economically, to drive diplomacy.
Is that a fancy way of saying "TDS!!!"? That certainly a handy way to never have to admit that Trump does a lot of stupid and/or self-serving crap. Ironically, it's you that just assumes what Trump is doing is good, with no actual idea. "Eh whatever, if our economy implodes we'll just try something else! Sure beats reading economics textbooks!"

You clearly get off on Trump "flexing", but no, there isn't actually a discernable point to any of this chaos, aside from destabilizing the United States. Any time you try to verbalize the "goals" you're always a week behind Trump's latest rationalizations.

Anyway, Wall Street loves acronyms for popular trades (like the tech FAANG trade)... and we now have a new acronym taking over, ABUSA. "Anywhere but USA". Traders had been all in on American exceptionalism for the last couple DECADES. Now, turning on a dime since Trump's trade war, traders are fleeing to oversees markets. The expectation is that the US is now in for a long downtrend.

So yeah. WINNING!
Oldsouljer
How long do you want to ignore this user?
hokiewolf said:

Cthepack said:

hokiewolf said:

TheStorm said:

hokiewolf said:

TheStorm said:

https://www.foxnews.com/politics/bipartisan-effort-launched-onshore-manufacturing-key-supplies-never-before-made-usa
this is what should be done BEFORE getting into a trade war. But hey, at least it's happening
Let's see how far you are willing to stick your neck out in writing:

1. What country (or countries if you decide to be obtuse) do you feel is currently winning said trade war (your description from your post above)?

2. Do you think Trump's policies and subsequent negotiations have made for a better trade playing field for the US over what we had when this started? (Y / N)

Thanks in advance.
1. No one ever "wins" trade wars. We all just pay more for stuff

2. I don't believe that trade deficits are an issue.much like my trade deficit with my local grocery store isn't an issue either.

Let's look at the "success" - UK/US trade. The trade deal struck is worse than before Trump raised tariffs. I guess that's winning.

To Cthepack, I agree, we should be open to more trade, and less tariffs, much like Argentina has done over the last two years. Guess what happened, they removed protectionist tariffs and my goodness, their economy took off. How about that?

Additionally, why is the US tariffing countries that have cut their tariffs to zero? Isn't that the goal? If only there was an actual policy….

We could also repeal the Jones Act but why do we want to build ships anyway?
Because we are the largest economy and can do this! There are countries that want our stuff so they do not want to have tariffs. At the same time they know they want to sell to the world's largest economy. Again exactly my point that people do not understand the power we have.

Flex your muscle, show we are serious then develop a policy. It is just that simple. And we are the only country in the world that can do this.
lol ok. All that muscle flexing! We should do it because we can is a great policy statement
I think JFK would approve. Reading the text of his "We choose to go to the Moon" speech is quite stimulating.
Gulfstream4
How long do you want to ignore this user?
Civilized said:

Cthepack said:

Civilized said:

Cthepack said:

hokiewolf said:

Central industrial planning is the tits.


When tariffs were first imposed you went on and on about how this will impact the consumer due to price increases. I think you brought up buying a truck. Now you are complaining that Trump is doing everything he can to force the companies to eat the tariffs and you seem upset about that. Which is it?

It's both. Obviously.

Trump is implementing bad policy and then trying to coerce businesses to not act rationally and in the best interests of their shareholders and business.

He's wrong on both accounts.

How about not implementing tariffs that every economist in the world that's not sucking from Trump's teat agrees are taxes on consumers, and then the President won't have to try to cajole and shame businesses into not increasing prices in accordance with their newly increased costs that got jacked up because of his tariffs?


Every economist you say? So tell me what impact have they had? Inflation went down in the US, jobs went up. What has gone bad?

Do you really think prices will go down as supplier prices go up? How does that work exactly?

It's why we're having this conversation; WalMart just announced that very thing and Trump told them they need to magically absorb their higher costs.

It's why Target is forecasting slower sales and lower profits.

If Trump backs off tariffs then yeah that will mitigate some of this but that's the whole point; if tariffs stay, supply chain pricing goes up and subsequently retail prices are absolutely going up; there's no other way for that to work.


I don't remember your concern over high prices the last four years? In fact I remember you saying "it's worse in other countries" so just accept it.

What changed?
Gulfstream4
How long do you want to ignore this user?
hokiewolf said:

Appreciate it but I still disagree.


You are not having a good day. Take the L and move on.
hokiewolf
How long do you want to ignore this user?
Gulfstream4 said:

hokiewolf said:

Appreciate it but I still disagree.


You are not having a good day. Take the L and move on.
here is a great reason why I don't believe a PE guy has all the right answers.

A PE firm controls the majority of Fire Truck manufacturing industry and has created artificial scarcity to boost their profit margins. And contrary to PE guy telling me I know nothing about manufacturing, this is an industry that I am extremely familiar with.

Werewolf
How long do you want to ignore this user?
Gulfstream4 said:

Civilized said:

Cthepack said:

Civilized said:

Cthepack said:

hokiewolf said:

Central industrial planning is the tits.


When tariffs were first imposed you went on and on about how this will impact the consumer due to price increases. I think you brought up buying a truck. Now you are complaining that Trump is doing everything he can to force the companies to eat the tariffs and you seem upset about that. Which is it?

It's both. Obviously.

Trump is implementing bad policy and then trying to coerce businesses to not act rationally and in the best interests of their shareholders and business.

He's wrong on both accounts.

How about not implementing tariffs that every economist in the world that's not sucking from Trump's teat agrees are taxes on consumers, and then the President won't have to try to cajole and shame businesses into not increasing prices in accordance with their newly increased costs that got jacked up because of his tariffs?


Every economist you say? So tell me what impact have they had? Inflation went down in the US, jobs went up. What has gone bad?

Do you really think prices will go down as supplier prices go up? How does that work exactly?

It's why we're having this conversation; WalMart just announced that very thing and Trump told them they need to magically absorb their higher costs.

It's why Target is forecasting slower sales and lower profits.

If Trump backs off tariffs then yeah that will mitigate some of this but that's the whole point; if tariffs stay, supply chain pricing goes up and subsequently retail prices are absolutely going up; there's no other way for that to work.


I don't remember your concern over high prices the last four years? In fact I remember you saying "it's worse in other countries" so just accept it.

What changed?
Too damn funny, these guys. #TDS
SmaptyWolf
How long do you want to ignore this user?
Gulfstream4 said:

Civilized said:

Cthepack said:

Civilized said:

Cthepack said:

hokiewolf said:

Central industrial planning is the tits.


When tariffs were first imposed you went on and on about how this will impact the consumer due to price increases. I think you brought up buying a truck. Now you are complaining that Trump is doing everything he can to force the companies to eat the tariffs and you seem upset about that. Which is it?

It's both. Obviously.

Trump is implementing bad policy and then trying to coerce businesses to not act rationally and in the best interests of their shareholders and business.

He's wrong on both accounts.

How about not implementing tariffs that every economist in the world that's not sucking from Trump's teat agrees are taxes on consumers, and then the President won't have to try to cajole and shame businesses into not increasing prices in accordance with their newly increased costs that got jacked up because of his tariffs?


Every economist you say? So tell me what impact have they had? Inflation went down in the US, jobs went up. What has gone bad?

Do you really think prices will go down as supplier prices go up? How does that work exactly?

It's why we're having this conversation; WalMart just announced that very thing and Trump told them they need to magically absorb their higher costs.

It's why Target is forecasting slower sales and lower profits.

If Trump backs off tariffs then yeah that will mitigate some of this but that's the whole point; if tariffs stay, supply chain pricing goes up and subsequently retail prices are absolutely going up; there's no other way for that to work.


I don't remember your concern over high prices the last four years? In fact I remember you saying "it's worse in other countries" so just accept it.

What changed?
Four years ago high prices were caused by pandemic disruption that affected everyone on Earth, but you dutifully pretended that it was all Biden's doing (even though his big stuff didn't even become law until after inflation had already peaked). High egg prices were the end of the world!

Now we have Trump policies that are deliberately punching the global economy in the balls and suddenly you think intentional price increases and economic mayhem are super cool!

What changed?
Cthepack
How long do you want to ignore this user?
hokiewolf said:

Gulfstream4 said:

hokiewolf said:

Appreciate it but I still disagree.


You are not having a good day. Take the L and move on.
here is a great reason why I don't believe a PE guy has all the right answers.

A PE firm controls the majority of Fire Truck manufacturing industry and has created artificial scarcity to boost their profit margins. And contrary to PE guy telling me I know nothing about manufacturing, this is an industry that I am extremely familiar with.


I am actually embarrassed for you Hokie. You do not know manufacturing and you clearly do not know PE. I am not a PE guy. I spent 1.5 years of my over 30 year career working for a PE owned company. I was brought in to transform that company with the goal to sell in 3 to 5 years. PE works on Multiple of industry times EBITA. Do you know what either of those mean?? I did my job and we actually sold in 1.5 years. PE firms want to grow! Monopolies are illegal for a reason. The PE firm was clear that the number one thing was to grow while maintaining or reducing resources.

Ironically the PE firm that owned the company I was purposely brought into to transform was AIP. It was not REV. They were fantastic to me. As they paid me out at the 5 year expected level.

There are bad companies in all industries. Some not as ethical as they should be.

I currently spend maybe 25% of my time working with PE owned companies. All of them want growth. Why I needed to increase output of a line I worked on last week by 30%. Meaning 30% more capacity with the exact same resources. Kind of like bringing manufacturing back without having to hire as many guys as you seem to think has to happen. I gave them a 60% increase!

I read what you say, I watched the video you posted and I am honestly embarrassed for you. You have no idea what you are talking about. Manufacturing or PE.
First Page Last Page
Page 440 of 442
 
×
subscribe Verify your student status
See Subscription Benefits
Trial only available to users who have never subscribed or participated in a previous trial.