Be interesting to see the reaction when the tariffs are ended next month and businesses have stock they imported before they end.
With 125% tariffs, will the e-bike market die?
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Mr. Coffee
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Experts in shipping and logistics have already beaten that topic to death and explained why that isn't going to happen.
dblhelix
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Which one?
1. Tariffs 'ending' in a month. No.
2. Sad businesses sitting on overstock. No.
PedalUma
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3) Mr. T. with his tail tucked between his legs while back pedaling as a big fat looser exposed as truly weak and vulnerable. A catastrophic screw-up which he has to eat and own as a fool. And the economy will take a year to recover, only if he stops being an idot and listening to selfish market manipulating billionaires, instead of needs of the people.
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Mr. Coffee
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Actually all of it.
And there is a naive assumption that when you end the tariffs everything goes back to the way it was six weeks ago instantly. To reposition the container ships and the containers and get stuff put into them and get them to the states will require at a minimum eight weeks, with more than twelve more likely a realistic expectation.
So even if this magically gets undone tomorrow we are going to have a very tough three months. Most of us will have fond memories of those peaceful times when we were locked in our homes sterilizing our groceries...
Brian-s
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Some incentives are necessary. but we have left behind the ideas of incentives to compete with govt run and backed businesses (China) to now having incentives that help get around the convoluted tax, fee structure to do anything in this country.
Did everyone take advantage of the emotional sellers?
Mr. Coffee
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Let's keep in mind that a lot of those "emotional sellers" seem to be large institutional investors who have decided that the US Markets are too risky and are putting their money elsewhere.
stompandgo
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I tried, but my Bessent Puts are going to end up expiring. At least I have the put income in a down market.
Hope it works out for you overall, whatever that means.
An emotional seller is an emotional seller. On the road right now so I'll reevaluate when I get home. See if I should take profits in the 2 weeks I'm home b4 leaving for a month.
God bless our predictablely unpredictable President.
stompandgo
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A put is an option trade where you pledge to buy a stock at a price lower than it is currently trading at. The option lasts for a set period of time. If someone exercises the option, you have to buy the stock at that price. You can either use cash on hand or borrow it with a margin loan. For the privilege, you get paid cash, whether the option is exercised or not. It's a "buy the dip" strategy that is less risky that buying outright.
?
What's wrong with BS&T; What goes up, must come down, spinning wheel got to go 'round.
This market isn't for everyone; people shouldn't be in if it bothers them. I actually don't mind the periodic in and out.
stompandgo
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It's the greatest wealth generation machine ever invented. Like all things economic, people get in trouble when they let emotions get in the way.
Mr. Coffee
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I remembered today that this thread has a title with "125 percent tariffs", while until this morning the "China tariff" was 145 percent. Now it is something else, presumably much smaller.
Familar with puts, just don't use them. Don't know what a Bessent Put is.
Mr. Coffee
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Labeling what has been historically the smart money "emotional" doesn't really accomplish much.
Yes, the smart money has been wrong multiple times. But if you are betting against them you'll damned well need a stronger thesis than that they are "emotional investors". Give me some structural reasons and examples of why they are wrong to make the decisions they are making.
The above paragraph is much of the difference between some yahoo on the internet or CNBC or Fox Business and an actual expert in investments.
Not familiar with that term.
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