Another banger! No matter what happens, I will zoom out and be patient. I don't have the time for all the what-ifs and noise. It's such a drain and exhausting. Kasey, is that a beanie? That's freaking cool! Looks great! Nick, level up!
If Intel can pull off their manufacturing business, tariffs will benefit them. They do the vast majority of their manufacturing & packaging in the US. I think this is important to note.
a few weeks ago posted a comment about dark themed slides. so much easier on the eyes than white backround. I feel like most everything has been dark since then. so thank you.
Interesting but typical...the tarrifs have been in place??!!😳😮 but the markets will freak out as if it's new information Geeeezzz! Smh. Thanks for consistently creating exceptional content!
Goodpoint on tariff - I think when he said he would make upthe 11 trillion deficit as a result of corporate tax through tariffs that alot more had to come to makeup the 11 trillion discussed and the next 11 trillion coming
Protectionism is sure path to shrink exports, inflation, demand for higher wages, cost of capital investments and time leg to actually replace targeted imported items. Also, consider scales of economies. The US manufacturing will face counter tariffs and compete at a global level both in terms of quality and price.
Is Nick beaten down or mellowing out? The rant was hardly detectable. The lamp looks like you built it yourself out of an Erector set.(you probable don't know about that toy, lol)
Media (No go, manipulator, lies), Chip stock Investor (Truth, big picture, informative). Both of yall make a great team
Another banger! No matter what happens, I will zoom out and be patient. I don't have the time for all the what-ifs and noise. It's such a drain and exhausting. Kasey, is that a beanie? That's freaking cool! Looks great! Nick, level up!
Is she wearing Tim Pool’s hat?
Thank you so much for doing this!
I loved the summary of this video!
Very helpful update based on historical data. Much appreciated. Be Well.
Great content! Thank you!
If Intel can pull off their manufacturing business, tariffs will benefit them. They do the vast majority of their manufacturing & packaging in the US. I think this is important to note.
a few weeks ago posted a comment about dark themed slides. so much easier on the eyes than white backround. I feel like most everything has been dark since then. so thank you.
Interesting but typical...the tarrifs have been in place??!!😳😮
but the markets will freak out as if it's new information
Geeeezzz! Smh. Thanks for consistently creating exceptional content!
You are awesome
Goodpoint on tariff - I think when he said he would make upthe 11 trillion deficit as a result of corporate tax through tariffs that alot more had to come to makeup the 11 trillion discussed and the next 11 trillion coming
I am worried about bigger picture tariffs- where else is he going to put them and how this and other policies will affect consumers.
I think the only thing we can do is ride through it while contain your risk edges.
I love your work! Thsnk you
Will you do again a forecast with your favourite stocks for 2025? After the 20th of Januarx? 😊
You both ROCK!!!!!!!
Don't listen to the hatters.
As i recall i think the fed was also raising interest rates back in 2017. I think semis will bounce back in 25 even with all the political backdrop
This is true, the rate cycle was also in a different spot seven years ago
Nice glasses
Actually, trade war would increase valuations of USA based chip manufacturers.
Isn’t it great to see the world unite by imposing heavy tariffs? Moving back 50 years…
lol indeed
Protectionism is sure path to shrink exports, inflation, demand for higher wages, cost of capital investments and time leg to actually replace targeted imported items. Also, consider scales of economies. The US manufacturing will face counter tariffs and compete at a global level both in terms of quality and price.
I can almost guarantee nothing will happen
It’s irs knocking at my door to. Oh hi Biden. 😂
Is Nick beaten down or mellowing out? The rant was hardly detectable. The lamp looks like you built it yourself out of an Erector set.(you probable don't know about that toy, lol)
Nick is tired. He is going to take a break and build some stuff with Legos. Couldn't find an Erector set.
Whu are you sitting in the dark
You sucked the life outta the room, but at least there's Nvidia earnings on wednesday to look forward to.
Do you want to be informed or entertained? This is not the place for juggling monkeys on bicycles. They make great videos.
@@RamonVelazquez-w5f If you watched the video you would know i was referencing something Nicholas said about politics being boring.
@@RamonVelazquez-w5fWhere do you go to see somebody on a bicycle juggling monkeys?
That sounds entertaining.
😂😂😂😂
U do seem to have a lack of enthusiasm in your tone while talking about stocks
Do you want salsa music and bikinis? This isn't SABADO GIGANTE with Don Francisco.
@@RamonVelazquez-w5f 🤣
@@RamonVelazquez-w5f😂😂😂