Trump Era 2025-2029 : Stock and Economic Comment

[Smurf1976]

we ( the West ) will have to produce something of value to trade

This.

Either we produce something of value that others want to buy, or we produce goods for or own consumption rather than buying them from others, or the game's up.

I don't see that as political, just economics and it's the real issue missing in so much discussion around the subject. Not producing things of value, whilst continuing to consume, just isn't going to work.

 

[sptrawler]

This.

Either we produce something of value that others want to buy, or we produce goods for or own consumption rather than buying them from others, or the game's up.

I don't see that as political, just economics and it's the real issue missing in so much discussion around the subject. Not producing things of value, whilst continuing to consume, just isn't going to work.

Even Bill has realised the whole structure is a shambles, it highlights what he thinks when the shackles of the cult are off.
And how long have we been saying exactly this, on the forum?

Bill Shorten ‘re-imagines universities’, with specialist institutions and bespoke degrees

University of Canberra Vice-Chancellor Bill Shorten has called for a “fundamental re-imagining” of Australia’s universities

theconversation.com

Shorten said that for all of Australia’s wealth and talent, “our economy is dangerously fragile”. He cited the Harvard Kennedy School’s Economic Complexity Index, a predictor of resilience, that ranked Australia “an alarming 105th in the world out of 145. Our near neighbours are Botswana, Panama, Namibia and Togo.”

He said the structural fragility of Australia’s economy was “the single greatest threat” to the country’s long-term security. The university sector – the engine room of the nation’s intellect – was “crucial to solving this crisis but, in its current form, is a reflection of it”.

 

[mullokintyre]

One of the many parts of Trumps BBB was to look at increasing the tax tke on remittances by the diaspora in the USA.
According to India Today , last year , Indians Abroad remitted some $135 billion USD back to india, of which around 122billion came from the USA. The $135 billion was greater than the gross inward Direct investment flows, and is about 30% of its total annual tax revenue, so its a significant portion of the Indian economy.
Trumps latest plan to charge 100k per H1 Visa application will cut off the flow of these visas to only a handfull of highly skilled and valuable players.
India takes up about 71% of the H1 visas, and its economists are very concerned that their major source of USD foreign reserves will start to dry up.

Mick

 

[qldfrog]

One of the many parts of Trumps BBB was to look at increasing the tax tke on remittances by the diaspora in the USA.
According to India Today , last year , Indians Abroad remitted some $135 billion USD back to india, of which around 122billion came from the USA. The $135 billion was greater than the gross inward Direct investment flows, and is about 30% of its total annual tax revenue, so its a significant portion of the Indian economy.
Trumps latest plan to charge 100k per H1 Visa application will cut off the flow of these visas to only a handfull of highly skilled and valuable players.
India takes up about 71% of the H1 visas, and its economists are very concerned that their major source of USD foreign reserves will start to dry up.
View attachment 209135
Mick

they will move here after, a laptop a briefvase and voila, you are an IT expert.
and Raji is his uncle
nothing new in Australia

 

[Antirnator]

View attachment 209135

Shut up and let me do my work!

 

[over9k]

Not decisions made in an afternoon

 

[divs4ever]

Not decisions made in an afternoon

ROFLMAO , first that looks like recovered swampland .. Louisiana isn't that in the hurricane/tornado belt ?

( tornadoes/hurricanes are awesome for power-supply resilience )

thank goodness i am retired .. cleaning out that data center after flooding ( or the roof ripped off ) messy and dangerous water and electricity don't mix

 

[over9k]

ROFLMAO , first that looks like recovered swampland .. Louisiana isn't that in the hurricane/tornado belt ?

( tornadoes/hurricanes are awesome for power-supply resilience )

thank goodness i am retired .. cleaning out that data center after flooding ( or the roof ripped off ) messy and dangerous water and electricity don't mix

Yeah, that's it divs, you know better than the literal dozens of teams of engineers with multi billion dollar budgets. You.

 

[divs4ever]

Yeah, that's it divs, you know better than the literal dozens of teams of engineers with multi billion dollar budgets. You.

for a start there was/is a nice little formula Reynolds Soil Conditioner ( fairly expensive , but .. ) that can be used to help solidify those bases areas ( and road ways )

now sure that isn't the recommended use , but very useful in places like PNG ( and a farm i used to work on .. which was recovered freshwater swamp )

but it really doesn't matter the Chinese will do it all much more effectively ( because they will be forced away from expensive US/EU tech ) ( probably India as well )

 

[divs4ever]

Yeah, that's it divs, you know better than the literal dozens of teams of engineers with multi billion dollar budgets. You.

i was one on those poor b*****rs cleaning out data centers in Brisbane in 2011 after 'the Goodna Floods ' you don't need an engineering degree for that just functional eyes ( and NONE of those centres were in swampland )

some interesting lessons on battery backups where available at that time as well

 

[mullokintyre]

Yeah, that's it divs, you know better than the literal dozens of teams of engineers with multi billion dollar budgets. You.

The issue is usually that the bean counters override the engineers when push comes to shove.
The fact that they had to contend with a less than ideal substrate of almost pure sand, water table within two feet of the surface and situated in a flat area known for its tornadoes, hurricanes and flooding suggests a placement based on something other than engineering.
The placement of these data centres really should be right next to all those wind farms and solar arrays in Texas or Arizona.
Mick

 

[over9k]

The issue is usually that the bean counters override the engineers when push comes to shove.
The fact that they had to contend with a less than ideal substrate of almost pure sand, water table within two feet of the surface and situated in a flat area known for its tornadoes, hurricanes and flooding suggests a placement based on something other than engineering.
The placement of these data centres really should be right next to all those wind farms and solar arrays in Texas or Arizona.
Mick

I am sure they had their reasons.

 

[moXJO]

I am sure they had their reasons.

I've worked on a lot of government projects and they tend to be semi retarded. They often don't have a clue.
Mate of mine had to tell them their very expensive bridge wasn't going to work. This is a guy with a shovel (but had worked on them for years).

Nothing surprises me these days

 

[mullokintyre]

Another sign that things are not great in some areas.
So many datapoints coinciding with historical recession.
Mick

 

[Antirnator]

Another sign that things are not great in some areas.
So many datapoints coinciding with historical recession.
Mick
View attachment 209328

That's a Biden economy hangover. Why is everyone surprised that 2025 is revealing the Biden economy was totally awful!?

 

[mullokintyre]

Despite the heady valuations on the US indeces, the profits don't seem ti be there- unless of course corporate America is cheating!


Mick

 

[mullokintyre]

As recently as August in his speech in Jackson Hole, Jerome Powell warned that tariffs are pushing prices higher.


In his speech after announcing a 25BPS rate cut two days ago, he said
"tariffs were not a big inflationary factor", going on to say in the 2.9% CPI increase, they estimated tariffs added about 0.3% to inflation.
Makes you wonder caues the other 2.6%.
He also said that the pass through to consumers had been "less than we expected".
Mick

 

[Antirnator]

As recently as August in his speech in Jackson Hole, Jerome Powell warned that tariffs are pushing prices higher.

View attachment 209338
In his speech after announcing a 25BPS rate cut two days ago, he said
"tariffs were not a big inflationary factor", going on to say in the 2.9% CPI increase, they estimated tariffs added about 0.3% to inflation.
Makes you wonder caues the other 2.6%.
He also said that the pass through to consumers had been "less than we expected".
Mick

I want know why tariffs haven't caused inflation to go up to 8%?

 

[over9k]

I want know why tariffs haven't caused inflation to go up to 8%?

Because the u.s actually imports very little (relatively speaking).

 

[Antirnator]

Because the u.s actually imports very little (relatively speaking).

This is NOT the MASS prediction that was put on BLAST in the first half of the year