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The New Coffee Room

  1. TNCR
  2. General Discussion
  3. Trumpenomics

Trumpenomics

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  • X Online
    X Online
    xenon
    wrote last edited by
    #1014

    Every business plan in corporate America this year just has a line item for "chaos monkey" right now. This is ridiculous.

    1 Reply Last reply
    • 89th8 Offline
      89th8 Offline
      89th
      wrote last edited by
      #1015

      With all the taxes on lumber and copper... get ready for even higher new home build prices!

      1 Reply Last reply
      • jon-nycJ Online
        jon-nycJ Online
        jon-nyc
        wrote last edited by
        #1016

        Thank you for your attention to this matter.

        1 Reply Last reply
        • LuFins DadL Offline
          LuFins DadL Offline
          LuFins Dad
          wrote last edited by
          #1017

          Trumpflation has landed…

          https://www.reuters.com/business/us-inflation-expected-rise-june-with-tariff-driven-price-hikes-2025-07-15/

          The Brad

          1 Reply Last reply
          • X Online
            X Online
            xenon
            wrote last edited by
            #1018

            Lots of companies have been able to hold out with supply on hand (or supply they stocked up on) - with the hopes that we’d have more clarity before having to raise price.

            1 Reply Last reply
            • LuFins DadL Offline
              LuFins DadL Offline
              LuFins Dad
              wrote last edited by
              #1019

              Yamaha price increase announced for August 1… But that’s been a fairly typical timeframe. I don’t mind saying the increase is above inflation…

              The Brad

              1 Reply Last reply
              • jon-nycJ Online
                jon-nycJ Online
                jon-nyc
                wrote last edited by
                #1020

                I was on an investment strategy call with Merrill and they still think the tariffs are mostly a tactical threat and that they still expect decent corporate earnings for Q2, many coming out this week.

                Thank you for your attention to this matter.

                1 Reply Last reply
                • jon-nycJ Online
                  jon-nycJ Online
                  jon-nyc
                  wrote last edited by jon-nyc
                  #1021

                  One funny thing though, they always come up with pithy names for various bear market episodes when they refer to them or compare them across time.

                  Example, the dot-com bust, the Great Financial Crisis, Covid, etc.

                  The name they settled on for the spring bear market and the associated volatility is ‘The Tariff Tantrum’.

                  Thank you for your attention to this matter.

                  1 Reply Last reply
                  • AxtremusA Offline
                    AxtremusA Offline
                    Axtremus
                    wrote last edited by
                    #1022

                    https://www.nytimes.com/2025/07/15/us/politics/canada-tariffs-mark-carney-trump.html

                    Canada’s Leader Says There’s Little Hope of Avoiding U.S. Tariffs
                    After long insisting that Canada could avoid Trump tariffs through talks, Mark Carney now says that is unlikely for any nation.

                    Maybe the sh!t will hit the fan for real this time. 🤷

                    RenaudaR 1 Reply Last reply
                    • 89th8 Offline
                      89th8 Offline
                      89th
                      wrote last edited by
                      #1023

                      So basically time the Trump Tariff Tantrum and make some money but get out of the market before the great dollar collapse of 2035?

                      1 Reply Last reply
                      • jon-nycJ Online
                        jon-nycJ Online
                        jon-nyc
                        wrote last edited by
                        #1024

                        We’ll see. Their ‘base case’ forecast is always pretty optimistic. They are in the business of getting you to invest your money after all, not put it in your mattress.

                        Thank you for your attention to this matter.

                        B 1 Reply Last reply
                        • jon-nycJ jon-nyc

                          We’ll see. Their ‘base case’ forecast is always pretty optimistic. They are in the business of getting you to invest your money after all, not put it in your mattress.

                          B Offline
                          B Offline
                          blondie
                          wrote last edited by
                          #1025

                          @jon-nyc said in Trumpenomics:

                          We’ll see. Their ‘base case’ forecast is always pretty optimistic. They are in the business of getting you to invest your money after all, not put it in your mattress.

                          I’m having to attend a little strategy lunch with my finance guy tomorrow. I’m wondering what he’ll propose and how I’l react. My son had his meeting last week, and now a small portion of his portfolio has been infused with Crypto. AI and Bitcoin seem to be topics of Zoom meetings and webinars of late, but I don’t understand this stuff, .. at my stage of life, I hesitate. Yet I’ve too much sitting as cash, and my freeholder stuff isn’t flowing so well now. I’m quite tired of your president’s Tariff Tantum.

                          1 Reply Last reply
                          • AxtremusA Axtremus

                            https://www.nytimes.com/2025/07/15/us/politics/canada-tariffs-mark-carney-trump.html

                            Canada’s Leader Says There’s Little Hope of Avoiding U.S. Tariffs
                            After long insisting that Canada could avoid Trump tariffs through talks, Mark Carney now says that is unlikely for any nation.

                            Maybe the sh!t will hit the fan for real this time. 🤷

                            RenaudaR Offline
                            RenaudaR Offline
                            Renauda
                            wrote last edited by
                            #1026

                            @Axtremus said in Trumpenomics:

                            https://www.nytimes.com/2025/07/15/us/politics/canada-tariffs-mark-carney-trump.html

                            Canada’s Leader Says There’s Little Hope of Avoiding U.S. Tariffs
                            After long insisting that Canada could avoid Trump tariffs through talks, Mark Carney now says that is unlikely for any nation.

                            Maybe the sh!t will hit the fan for real this time. 🤷

                            Carney is just being realistic about the future trading relationship. No sense looking at it any other way.

                            Canada will just have to build closer trade and investment relations with the UK, EU, the Asian markets and South America where practicable.

                            Elbows up!

                            1 Reply Last reply
                            • jon-nycJ Online
                              jon-nycJ Online
                              jon-nyc
                              wrote last edited by
                              #1027

                              By the way, Trump put a 50% tariff on Brazilian imports. That’s where 1/3 of our coffee comes from.

                              I read that if you grew coffee on every square inch of land in the US that can grow coffee, most of which is in Hawaii, it would keep the Pacific Northwest supplied with coffee for a week.

                              Thank you for your attention to this matter.

                              LuFins DadL 1 Reply Last reply
                              • jon-nycJ jon-nyc

                                By the way, Trump put a 50% tariff on Brazilian imports. That’s where 1/3 of our coffee comes from.

                                I read that if you grew coffee on every square inch of land in the US that can grow coffee, most of which is in Hawaii, it would keep the Pacific Northwest supplied with coffee for a week.

                                LuFins DadL Offline
                                LuFins DadL Offline
                                LuFins Dad
                                wrote last edited by
                                #1028

                                @jon-nyc said in Trumpenomics:

                                By the way, Trump put a 50% tariff on Brazilian imports. That’s where 1/3 of our coffee comes from.

                                I read that if you grew coffee on every square inch of land in the US that can grow coffee, most of which is in Hawaii, it would keep the Pacific Northwest supplied with coffee for a week.

                                FFS, coffee beans are already wholesaling for 2x-3x what they were 5 years ago. My favorite coffee that I was buying for $12 a bag in 2020 is $18 right now…

                                The Brad

                                AxtremusA 1 Reply Last reply
                                • LuFins DadL LuFins Dad

                                  @jon-nyc said in Trumpenomics:

                                  By the way, Trump put a 50% tariff on Brazilian imports. That’s where 1/3 of our coffee comes from.

                                  I read that if you grew coffee on every square inch of land in the US that can grow coffee, most of which is in Hawaii, it would keep the Pacific Northwest supplied with coffee for a week.

                                  FFS, coffee beans are already wholesaling for 2x-3x what they were 5 years ago. My favorite coffee that I was buying for $12 a bag in 2020 is $18 right now…

                                  AxtremusA Offline
                                  AxtremusA Offline
                                  Axtremus
                                  wrote last edited by
                                  #1029

                                  @LuFins-Dad said in Trumpenomics:

                                  FFS, coffee beans are already wholesaling for 2x-3x what they were 5 years ago. My favorite coffee that I was buying for $12 a bag in 2020 is $18 right now…

                                  Calm down, man. Just think about the alternative. Is it still better than the alternative?

                                  LuFins DadL 1 Reply Last reply
                                  • AxtremusA Axtremus

                                    @LuFins-Dad said in Trumpenomics:

                                    FFS, coffee beans are already wholesaling for 2x-3x what they were 5 years ago. My favorite coffee that I was buying for $12 a bag in 2020 is $18 right now…

                                    Calm down, man. Just think about the alternative. Is it still better than the alternative?

                                    LuFins DadL Offline
                                    LuFins DadL Offline
                                    LuFins Dad
                                    wrote last edited by
                                    #1030

                                    @Axtremus said in Trumpenomics:

                                    @LuFins-Dad said in Trumpenomics:

                                    FFS, coffee beans are already wholesaling for 2x-3x what they were 5 years ago. My favorite coffee that I was buying for $12 a bag in 2020 is $18 right now…

                                    Calm down, man. Just think about the alternative. Is it still better than the alternative?

                                    Oh fuck yeah.

                                    The Brad

                                    1 Reply Last reply
                                    • jon-nycJ Online
                                      jon-nycJ Online
                                      jon-nyc
                                      wrote last edited by jon-nyc
                                      #1031

                                      He’s thirty points underwater on inflation. Even though tariff inflation is only just getting started.

                                      I think a lot it is that many people think ‘taming inflation’ means bringing prices down to some level where they’re ‘supposed to be’. Trump encouraged then to think this way during the campaign.

                                      IMG_6355.jpeg

                                      Thank you for your attention to this matter.

                                      Doctor PhibesD 1 Reply Last reply
                                      • jon-nycJ jon-nyc

                                        He’s thirty points underwater on inflation. Even though tariff inflation is only just getting started.

                                        I think a lot it is that many people think ‘taming inflation’ means bringing prices down to some level where they’re ‘supposed to be’. Trump encouraged then to think this way during the campaign.

                                        IMG_6355.jpeg

                                        Doctor PhibesD Offline
                                        Doctor PhibesD Offline
                                        Doctor Phibes
                                        wrote last edited by
                                        #1032

                                        @jon-nyc said in Trumpenomics:

                                        I think a lot it is that many people think ‘taming inflation’ means bringing prices down to some level where they’re ‘supposed to be’. Trump encouraged then to think this way during the campaign.

                                        What are you talking about? Eggs are going for 2 cents each in Trump's Fantasy World, gas is 79 cents a gallon, and gallons are now 10 pints!

                                        I was only joking

                                        1 Reply Last reply
                                        • 89th8 Offline
                                          89th8 Offline
                                          89th
                                          wrote last edited by
                                          #1033

                                          "many people have told me" he says, too

                                          Doctor PhibesD 1 Reply Last reply
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