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Tariffs, tariffs, and more about tariffs

FD1000
in Other Investing
As I expected from the start and posted many times about it, tariffs have been used as a negotiating tool — not an end in themselves.

And now, it’s all starting to fall into place.

President Trump and European Commission President Ursula von der Leyen announced that the U.S. and EU have agreed on the framework of a trade deal, following negotiations in Scotland on Sunday. Trump called it “the biggest of them all,” while von der Leyen confirmed that the EU agreed to 15% tariffs across the board.

The principle is simple: you have to pay if you want to play — just like paying fees to Amazon or Apple when you want to sell on their platforms. Access has a cost.

I told you months ago — focus on investing and stop scaring the kids.
All the fear-based talk does nothing but distract people from what actually works.

Comments

  • a2z
    continue playing the fool in another new thread, not realizing how tariff burdens are split.
    there is no 3rd-party vetting of any 'signed' contracts, the majority of which have been to have further talks. call me skeptical on either side trusting the other to comply...trump broke his own prior nafta agreement.

    the revenue reported is mostly via logistics providers able to somewhat encode all the changes and carve-outs. the estimate of 'stable' tariffs is ~5-10X, and you can pretend that has no impact because all forecasters are wrong.

    google 'things that flow downhill'
    https://www.mutualfundobserver.com/discuss/discussion/comment/195531/#Comment_195531
  • Mona
    After Pledging to Keep Prices Low, Amazon Hiked Them on Hundreds of Essentials

    https://archive.li/jWVV3#selection-2189.0-2189.78
  • Mona
    Here’s where Walmart prices are changing — and staying the same — as Trump’s tariffs hit

    https://www.cnbc.com/2025/07/17/trump-tariffs-affect-walmart-prices.html
  • JunksterJunkster
    So far, at least early in the trading day the market isn’t reacting as one might expect to the positive tariff news. The market seems tired. New highs on the NYSE have been declining not expanding recently as the S@P has made new highs. Divergent action in the small caps. August is historically weak for second term Presidents post election year. I am no longer super bullish for other reasons too numerous to list. I am also investment board weary and taking a break from not just posting but even reading.
  • Sven
    edited July 29
    In my opinion bonds present better opportunities than that of stocks. For now i am comfortable with our asset allocation and this watching on the sideline.

    @Mona, importing companies can either absorb the added tariffs (impact their earning) or pass them to the consumers). History has shown the consumers paid the tariffs. Thus, higher price goods lead to increased inflation.
  • DrVenture
    edited July 31
    Three straight losing days despite a flurry of tariff announcements. There is a July jobs report that is expected to be rather grim, and expectations of fewer rate cuts as the year progresses. It looks like the salad days are over!

    I may consider some equity sales. Watching carefully.

    UPS and whirlpool down 16% in 5 days. Other companies reporting how badly tariffs will hurt their businesses.https://www.cnbc.com/2025/07/30/stanley-black-decker-conagra-trump-tariffs-cost-increases.html?&qsearchterm=black and decker

    "Those pressures extend throughout the auto industry. General Motors
    said earnings before interest and taxes in the latest quarter suffered a $1.1 billion hit that the Detroit-based automaker chalked up to the net effect of tariffs."

    "Also on Tuesday, Proctor & Gamble gave 2026 financial guidance showing $1 billion in higher pretax costs as a result of tariffs on goods from China, Canada and the rest of the world."

    There are a lot more where that comes from, just a sampling.
  • Old_JoeOld_Joe
    edited July 31
    So much WINNING ! I can hardly stand it.
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