Stock Market is the bottom in?

[Ben.MN/WI]

Do you know of companies that off shored work to high wage areas of Europe? I don't..doesn't seem to make any sense, most of the exodus from late 80's until mid 2000's was all to east Asia, from what I've seen. Going to be a giant labor increase to bring that back.

The one that we are dealing with now is moving a production line to Poland. That company has facilities all over the globe and that location was under utilized, so the project moved there. These projects are long lived and have 10+ years of production, so moving makes sense in some instances.

If the product was a consumer part with a short life cycle, it would make no sense to move as it would be difficult to save enough to justify the moving expense. The tariffs will change those calculations though, so I'm expecting to see significant movement back to the US if the tariffs stick. It will start first with companies that have facilities here that have capacity to do work that is currently being done overseas. The big wins will come when new programs scheduled to start several years down the road overseas will be moved to the US instead. Time will tell if the tariffs stick around long enough to have the intended long term gains.

 

[Brian662]

The one that we are dealing with now is moving a production line to Poland. That company has facilities all over the globe and that location was under utilized, so the project moved there. These projects are long lived and have 10+ years of production, so moving makes sense in some instances.

If the product was a consumer part with a short life cycle, it would make no sense to move as it would be difficult to save enough to justify the moving expense. The tariffs will change those calculations though, so I'm expecting to see significant movement back to the US if the tariffs stick. It will start first with companies that have facilities here that have capacity to do work that is currently being done overseas. The big wins will come when new programs scheduled to start several years down the road overseas will be moved to the US instead. Time will tell if the tariffs stick around long enough to have the intended long term gains.

So the company you reference is moving work from the USA to Poland?

I don't share the same optimism for our future as you do, but I hope you're right. Unfortunately, this is, was, and continues to be our problem...these DC hacks can't get their spending under control, it's laughable at best.

 

[Howboutthemdawgs]

Down 2000.trading on the verge of being halted.

 

[Ben.MN/WI]

I agree that the out of control spending needs to be addressed immediately, but I have little faith that either side is capable of doing that. The Republicans need to get this done with no excuses, but I doubt that will happen.

 

[SD51555]

I agree that the out of control spending needs to be addressed immediately, but I have little faith that either side is capable of doing that. The Republicans need to get this done with no excuses, but I doubt that will happen.

All the people sucking the country dry via the federal government need to come together to keep from killing the golden goose. It's why I think this is an orchestrated crash. It'll keep getting worse until everyone piles into bonds and drives interest rates into the ground.

 

[jsasker007]

Shouldn't this type of market chaos boost bitcoin prices?

 

[PatinPA]

Shouldn't this type of market chaos boost bitcoin prices?

They are going up but not that quickly.

 

[jsasker007]

Waiting to see what takes place in a couple of weeks when everyone starts releasing earnings again. The week of 4-21 through 4-25 should be interesting to say the least.

 

[Hoytvectrix]

Shouldn't this type of market chaos boost bitcoin prices?

That used to be the case. But because of institutional investments into BTC, it is now correlated with the S&P.

 

[Hoytvectrix]

India and the United States manufacture most finished medicines for the U.S. market | Quality Matters | U.S. Pharmacopeia Blog

Natural disasters, trade wars and pandemics are just some of the disruptions that the U.S. pharmaceutical supply chain has faced in recent years. Identifying...

qualitymatters.usp.org

Might be worth it to look into US drug makers. Around 60% of our pill form drugs are made in India, which now is getting hit by a 26% tariff.


Ehhh, I was wrong about this above. Pharmaceuticals are exempt. Leaving it up for public shaming and for anyone else like me that didn't already know: https://archive.is/2025.04.03-09280...trengthen-our-national-and-economic-security/

 

[SwampCat]

My daughter did work for Dr Redde Pharmaceutical manufacturing in Louisiana. An Indian company manufacturing in the US. They just closed their doors two weeks ago - sending 130 people home. Dont know what their problem was - other than they were not profitable.

 

[bwoods11]

I was working all day cutting trails etc… checked the market , WOW!

Buying big time on Monday .. Valero Energy, Diamondback Energy , JP Morgan, Apple, Sirius XM . This is just crazy selling ??

 

[Jordan Selsor]

We been here before boys!
I will be buying all I can through this volatility! SCHG, SCHD, and some more Jepq.

 

[OakSeeds]

The board literally said tariff charged to the us. When it literally isn’t showing the tariff charged to the us. It’s not funny numbers…it’s a lie. (emphasis added)

Really big numbers and the resulting tariffs (assuming the importer pays all or most of it and passes it through to the consumer) results in bigger payments to the U.S. Govt (again, with the consumer picking up some or most of the tab. Monies to fund the administrations wish list or agenda.
An example might be tax cuts favoring certain segments of the population (e.g. tax cuts like capital gains, corporate income). I'll let you figure out who gets hit the hardest by a regressive tax like this.

Its a plausible hypothesis for the benefit of high tariff numbers. Check this video
https://www.bing.com/videos/rivervi...8C2D63FA0CCEA28E4DC48C2D63FA0CCE&&FORM=VRDGAR

 

[Mortenson]

Trump just lost the support of all the incels because Nintendo announced the delay of releasing a Switch 2.

 

[Buckly]

Down another 1100 premarket. I feel horrible for people who retired and are living off of investments they accrued throughout their lives. Has to be scary watching it unwind so fast

Well if you’re retired you sure shouldn’t be invested too heavy in equities. A good financial plan at most risk would be 60/40, however most are far less than that. 40/60 or 50/50. Anyone that retires hoping that their equities always go up will have a rude awakening. A plan needs to be put in place in retirement to handle the downturns. In these times, always take money out of the stable fund bucket and not the equities, keep just enough money in equities to keep up with inflation.

 

[bwoods11]

I checked the big board to see how my farm land /hunting land is doing … still valuable !!

 

[SwampCat]

I checked the big View attachment 75834board to see how my farm land /hunting land is doing … still valuable !!

Unfortunately - if your land is going to fund your retirement - you have to sell it. My land has about doubled in value - but I dont even consider it an investment - my biggest hope is I die here. If it is sold while I am alive - something went very wrong - like a crashing stock market holding half my financial investments

 

[Barndog56]

71 million people have 401k's in this country. Anyone know what the average monthly contributions are? There's got to be at least $10 Billion a month going into the market just from 401k's. How can there be a crash with that much going in on the regular?

 

[Barndog56]

Another question.

If tariffs placed by Trump will raise the cost of products, be paid by the end consumer, and cause inflation, then why do these other countries raise tariffs on us in return? Won't that just raise prices on them, and cause inflation in their country?