Must watch if you are worried about the Trump economy….

[-lowcountrydawg]

One of the smartest guys out there. Addresses tariffs, doge, and most importantly the switcharoo from a federal government based economy to a private sector focused economy.

Zervos is not political. He is one of the most respected investment strategy guys anywhere.

Supports the gotta break some eggs (quickly in this case) to make an omelet thesis on what we are seeing on economic policy here.

 

[TivoliDawg]

One of the smartest guys out there. Addresses tariffs, doge, and most importantly the switcharoo from a federal government based economy to a private sector focused economy.

Zervos is not political. He is one of the most respected investment strategy guys anywhere.

Supports the gotta break some eggs (quickly in this case) to make an omelet thesis on what we are seeing on economic policy here.

View embedded media

We’ll know in 90 days.

Inflation is a presidency killer. Biden learned this. We’ll see if Trump does.

Also, I’m not sure what this guy is talking about. Cutting government spending does not offset tariffs nor inflation. Also it’s net neutral if congress deauthorizes the tax rates.

Again, all will become clear soon enough.

 

[-lowcountrydawg]

We’ll know in 90 days.

Inflation is a presidency killer. Biden learned this. We’ll see if Trump does.

Also, I’m not sure what this guy is talking about. Cutting government spending does not offset tariffs nor inflation. Also it’s net neutral if congress deauthorizes the tax rates.

Again, all will become clear soon enough.

1) macro economic conditions don’t change in 90 days.

2) zero chance we see the kind of inflation we saw under Biden. Will be between 2 and 3 percent. Trump will benefit from the archaic way they measure housing inflation. Rents will begin to go up this summer but it won’t be reflected in the numbers for awhile. Oil is already way down.

3) cutting government spending does two things, both of which will continue to bring rates down. 1 - reduces the bond market’s concerns about deficit spending and the risk premium required to invest in US treasuries. 2 - federal payroll cuts will soften payroll data and unemployment rate, which will have the Fed lower rates to spurn private economic activity.

 

[HarryDawg'95]

I was promised a “golden age” and everything would become cheaper on Day 1 - was that just a lie?

 

[-lowcountrydawg]

I was promised a “golden age” and everything would become cheaper on Day 1 - was that just a lie?

Yep.

 

[Southern_brand]

I was promised a “golden age” and everything would become cheaper on Day 1 - was that just a lie?

You’re just an idiot for taking it literal

 

[TivoliDawg]

1) macro economic conditions don’t change in 90 days.

2) zero chance we see the kind of inflation we saw under Biden. Will be between 2 and 3 percent. Trump will benefit from the archaic way they measure housing inflation. Rents will begin to go up this summer but it won’t be reflected in the numbers for awhile. Oil is already way down.

3) cutting government spending does two things, both of which will continue to bring rates down. 1 - reduces the bond market’s concerns about deficit spending and the risk premium required to invest in US treasuries. 2 - federal payroll cuts will soften payroll data and unemployment rate, which will have the Fed lower rates to spurn private economic activity.

I’m hopeful you are correct.

 

[55dawg]

We’ll know in 90 days.

Inflation is a presidency killer. Biden learned this. We’ll see if Trump does.

Also, I’m not sure what this guy is talking about. Cutting government spending does not offset tariffs nor inflation. Also it’s net neutral if congress deauthorizes the tax rates.

Again, all will become clear soon enough.

Think Trump is thinking much longer term than that.

 

[ClydeDawg]

You’re just an idiot for taking it literal

😂

 

[ClydeDawg]

I was promised a “golden age” and everything would become cheaper on Day 1 - was that just a lie?

Only you believed that.

 

[Lava-Man]

I was promised a “golden age” and everything would become cheaper on Day 1 - was that just a lie?

 

[DTwnDawg]

I’m so glad after fours yrs of ignoring it, DEMS are FINALLY starting to worry about the economy..I think it GREAT!

BUCKLE UP!

 

[litedawg1968]

We’ll know in 90 days.

Inflation is a presidency killer. Biden learned this. We’ll see if Trump does.

Also, I’m not sure what this guy is talking about. Cutting government spending does not offset tariffs nor inflation. Also it’s net neutral if congress deauthorizes the tax rates.

Again, all will become clear soon enough.

I don’t think Biden learned this.