DeMo❤️‍🔥
DeMo❤️‍🔥|Apr 03, 2025 17:45
Trump's trade war is not so terrible! Everyone is spreading anxiety and panic, so let me talk about something practical and optimistic. Essentially, the current wave of tax increases by the United States is "treating everyone equally", because the so-called "trade asymmetry" actually refers to the surplus trade of goods between countries and the total export of goods to the United States, so it is actually imposing "equivalent" tariffs on all countries. The result is actually quite simple, all countries and all goods have collectively increased in price! History has long proven that tariff protection is a last resort of killing one thousand enemies and causing eight hundred self losses. In the 2018 China US trade war, American farmers lost their markets and the manufacturing industry did not return. This time the game is bigger, and the outcome will only be worse! Still struggling with who will suffer and who will take advantage? Don't overthink it, time cost is the king! Announce tariffs on the 2nd and implement them directly on the 9th, without giving any industry or adjustment opportunities. Any notion of 'local manufacturing' is nonsense! Add 46% to Vietnam, then the import iPhone tax may be more expensive than the machine! Are Americans special enough not to buy iPhones? Far ahead and lying down to win? 😂) The factory needs to be built in the Year of the Monkey and the Month of the Monkey. None of the importers, wholesalers, or consumers can or are willing to wait. If I want to change my phone, I have to wait for you to build the factory in the United States, right? Trump's tariff policy is like an epic pie, with factories returning? What about fooling fools What's the point of adding 100%? Apple won't even become a US factory for a long time. And the final result is just one: IPhone price 50%, problem solved! Raising prices immediately is the only answer! Tariffs are added to inflation, costs are passed on to consumers, life remains the same, singing, dancing, and running like horses! Does the import price exceed the selling price of the goods? It's okay, let's keep it expensive for now. All products are expensive anyway, and no one has a way out. Living people can't resist eating, drinking, and playing If Trump insists on sticking to one path and going black, the most direct result for us is that inflation will rise across the board, the United States will directly send money to the people to extend their lives, Dongda will open the floodgates to lend money to support consumption, global liquidity will surge, and the epidemic will be unleashed again! If Trump holds such a script, it may be the last chance of class transition in the past 10 years Long term pain is not as good as short-term pain. For any financial market, a lack of liquidity and stock cutting is the worst-case scenario. Different positions and perspectives, for me, regardless of black or white fur, a cat that can catch liquidity is a good cat. So, if you're scared away now, don't regret not having any chips and don't become a high position taker when the tide of water really surges ... Trade war surges, Trump tariffs, Federal Reserve, and US stocks
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