静观沧海 :

TWIMO (151403908) : How is NIKE still at 54 when news of 200% tariff is floating? Are big institutions waiting for retail investors to hold the bag?

10baggerbamm OP TWIMO (151403908) : well Vietnam was one of the first countries to come and meet with President Trump's negotiating team obviously the tariffs will be paid it's not going to be 90% to Vietnam where Nikes manufactured it's going to be at a much lower rate Vietnam won 0% to the US but obviously Trump's not going to do a zero zero deal there has to be money in it for the United States to offset the trade deficit that's how everyone is going to be negotiated what is that crossover point where the trade deficit will be canceled out and the US will be surplus country as a result of the tariffs stacking profits every month going forwards. I suspect that's really what it comes down to because we're not going to be selling Nike shirts and Nike shoes in the United States and it's asinine to think that that would happen. sad truth is it would be much easier setting up a manufacturing plant for Nikes in the United States then foundries and phone manufacturing facilities with massive supply chains that according to Dan Ives will take 10 years to set up properly. obviously president Trump doesn't want our country to be sitting at a table stitch in Nikes so he'll take the tariff money so I think because these companies are in Vietnam that deals probably already done right now and I think that's probably why the stocks being held up at ridiculous levels because the institutions are waiting for the announcement that Vietnam has signed a trade deal in which case you're going to see all of these companies that got punished hard Wayfair Nike Restoration hardware rally

TWIMO (151403908) 10baggerbamm OP : The previous USMCA took 2 years to put pen to paper 🫣

10baggerbamm OP TWIMO (151403908) : yeah that's a different administration and you had Congress involved now you have everything done with executive order and Trump, so it's all being fast tracked... and also that usmca was a globalist idea that was put together, this is all Trumps. the destabilization within the markets that we have other countries are experiencing other countries have companies that don't know what the impact is going to be on them from an operational standpoint, so everything that we are experiencing as investors in the United States or if you're a small business owner... that's what's going on in other countries and if you listen to Taiwan semiconductor the CEO last night and you listen to his response he's pretty much saying like look that's between the government of Taiwan and the government of the United States, were a private company we have to comply. every company is in that position of uncertainty and they're going to want to do these deals so that they get closure and they can move forward and get back on track and start ringing the cash register again.
I will also tell you that it's my opinion president Trump needs to get everything done this year because if this Market carries forward next year like this number one we will be in a recession number two and I've said this before multiple times but I'll say it again the Democrats will sweep the Senate and then everything president Trump is trying to accomplish ends it's over because the Senate will be non-stop filibusters everyday for the balance of his term and I don't believe you will get legislation at a time between the house and the Senate where vice president JD Vance has the ability to cast the swing vote in favor of the Republican party. I think president Trump knows this I believe his team knows this they understand it and that's why they are attacking every possible angle at one time because they know there's a limited amount of time that they have to execute this within or their dream their vision is over it's never going to come to fruition.