pdxfed

When your business model is “we can do this better than others -maxxed” your assumption is there will always be another sucker. 30 years of taking dumps and selling trash has others learning caution and not willing to buy on a hope and a dream. Suddenly when the suckers dry up business is challenging? You have no model.

Data point; I’ve only had 2-3 PE job conversations in the last 15 years and have had 2 in the last 2 months as I explore the market and both mention that the management Equity are “looking to exit” in the next 18 months. Everyone looking to be a “PE expert” type company and everyone forgetting we actually need companies run for the long-term; ratio of “experts” to actual doers is definitely too high.

Yes, the article covers that and more

The administration, if anything though, would want to pull the numbers down, to show weak hiring/job losses as that would compel the fed to more aggressively lower rates. This is because they want to lower rates to juice business profitability and maybe accidentally help a few Americans so they might get reelected. That paradigm is basically changed though because lower rates no longer leads to much job creation delta, businesses hire pretty much when they need to regardless. It’s not 1970.

Civics, personal finance, debate and English went ungraded as he did not show for a single class of any.

Oh and we’re not going to tariff luxury cars but do have enormous tariff on jeans and bananas. Wonder who would possibly benefit from such a system design? I’m not very smart so can’t quite put it together, a total mystery.

Housing and sales demand are at least a 6 month boat to start to see changes based on policy and runs much more on interia.

The fed is already starting to cut rates in the summer/fall. Trump will replace Powell in May when his term ends and probably announce it sooner than that, maybe Jan. Mortgage rates will start to drop and the next great reinflation will begin.

Sales started slowing years ago and the only reason why articles like these have started to appear in the last 2 months is the bubble is cracking and will start to affect the broader economy e.g. banks so they have full court press on gov to reduce interest rates for Dec. Getting the average consumer/voter scared helps this.

Where are all the “do my own research” mofos now? Would be nice if they did that and learned about economics…

See: “free market” enthusiast Donald trump