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Joined 2 months ago
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Cake day: December 17th, 2025

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  • The focus appears to be entirely on tariffs which have solely been a tool for Trump to extort various countries, they don’t seem to really stick around or stay very high for very long.

    I have not heard the Feds say a word about the AI-bubble’s affects on the economy. Ignoring the great sucking effect that it has had on private and public capital as a whole, the RAM/storage price situation is going to show up in pretty much everything that needs a computer and I don’t see anyone at the Fed factoring that in. It will(and already has) hit everything from consumer PC/gaming/TV/SmartPhones but also Cloud providers, Automotive, Infrastructure technology. Remember that it is not just those who want to replace or upgrade old tech(these could wait in theory) but also applies to repairs for things that can’t wait.

    If you cut rates now or too soon, asset(house) prices will sky rocket due to private capital (smart money) fleeing the AI-bubble and rushing into housing. Then you will have a situation that is somehow worse than the present.

    I don’t really think that rate cuts will do anything to address AI-layoffs, offshoring of hundreds of thousands of good paying tech jobs and manufacturing jobs, or labor jobs that immigrants(illegal and ‘legal’ ones) have taken from the natives. We need sweeping policy reform to bring all of that work back. It will push wages up(and hopefully margins down) and least begin the process of undoing decades of wage dilution and price distortions.





  • The logistics accolade that you mention here is wartime logistics. That is ability to get the bullets and bandages to the places and people that need them all in a timely manner. The US is good at this because we have bases and transport logistics everywhere.

    Military supply chain logistics(multiple sources for stuff, supposedly US companies…) is absolutely a consideration as well but this concept has been hallowed out over time. What used to be locally sourced materials and manufacturing by American companies is now much more dependent on overseas labor/materials. These ‘American’ companies might have corporate offices here and the c-levels, marketing/sales teams live here but all of the actual product is sourced/made in Mexico, Canada, China, India, Vietnam, etc. There are definitely specific industries like aerospace that still make a lot of stuff here but that is a small fraction of the larger whole.



  • Everyone seems to have thought that is was a great idea to let pretty much every core manufacturing competency die in the US over the last 30 years or so. How’s that working out for us now?

    The blame is at least as old as Reagan, really accelerated with Clinton (NAFTA, China entering the WTO) and only got worse from there.

    As much as I hate to admit it, tariffs are the answer. I also think that it’s important to understand that Trump’s tariffs exist only for extortion and bribes that benefit him personally. Tariffs can be used to encourage domestic production of goods and services that are clearly not something that we want to depend on other countries for merely for the sake of enriching the same circle of already rich assholes in perpetuity. Rich assholes would just have to keep resorting to pumping up immigration to suppress wages for these domestic goods, like they have always done for hundreds of years at this point.