Australian (ASX) Stock Market Forum

Trump Era 2025-2029 : Stock and Economic Comment

Don't forget water in to your calculations, fresh, salt whatever even the ones that will not use water as their major coolant will still need decent amounts of it.



water needs can be dramatically reduced in some set-ups , but they are less likely to be used ( in Western nations ) because the big name chip manufacturers focus on speed/power over operating efficiency

look for the Asians ( not just the Chinese ) to go more in that direction
 
Who says we are not serious..... :) :oops::cool:
W.A is the state equivalent of a teenager threatening to move out every time they're told to do some chores around the house. It's a totally empty threat and everyone knows it.

Alberta is genuinely serious. There is some real animosity beneath it all, it's not just a little bit of aggravation.
 
At the risk of getting off the thread topic of whether WA should secede or not, it would seem that the big increase in the inflationary effects of tariffs on imported goods (as distinct from home grown goods and services) has not (yet) eventuated.
At least not in the item classes listed below.
Perhaps its just that six months is not enough time to see the effects flow through.
Or is it possible that people like Goria Ogbonna and Robert E Scott are correct after all in supporting the Milton Firiedman line about inflation being always and everywhere a monetery problem?

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I presume we will hear the Fed say that tariff non -inflation is only transitory.
Mick
 
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