Hail to the King Baby! (and the Tariffs)
Alright you primitive screwheads listen up! Duke Nukem here reporting live from the front lines of this economic warzone. Trump's throwing tariffs around like I throw empty shotgun shells after a firefight. Apparently he wants to bring jobs back to the good ol' U.S. of A. Sounds good in theory but it's messier than a strip club brawl. But hey I always say: Come Get Some!
Mexico Saves the Day (For Now)
So what's the deal? Turns out Mexico and Canada got a free pass on these tariffs thanks to this USMCA thing. Some fancy pants analyst at Morgan Stanley Chris Snyder thinks this is a major win for U.S. industrial companies with production down south. Less tariff inflation means less risk of things going south for their profits. The big winner? Some company called Acuity. Never heard of 'em but apparently they make light fixtures and building controls. Their competition in Asia is gonna get lit up like a Christmas tree. Looks like they're gonna take that tariff money and... Come Get Some!
Short Term Pain Long Term... Boom!
Snyder guy also thinks that tariffs will be a catalyst for reshoring. It is like that episode where I travel into the past and try to prevent an alien invasion this time it is an economic one! Now this reshoring thing won't happen overnight. It's gonna be slow at first like waiting for a pizza delivery when you're surrounded by aliens. But he sees a potential for $10 billion in re industrialization! That's more money than I've spent on cigars and babes in my entire career. Time to expand!
Rockwell and Eaton: Names to Remember Baby!
Besides Acuity Snyder's got his eye on Rockwell Automation. They're the kings of American factory automation apparently and should boom if U.S. manufacturing gets its act together. Then there's Eaton a provider of electrical systems and power management. With all this new construction they're gonna be making bank! They got the power... to save the world!. Maybe I should invest in some of these stocks. After all I'm all about kicking ass and chewing bubblegum... and I'm all outta gum.
Crisis of Confidence? More Like Crisis of Opportunity!
Now not everyone's convinced. Some worry about a drop in consumer confidence. Some other analyst from Societe Generale is concerned global companies might hit the brakes on their investments. But if these tariffs are just a negotiating tactic things could turn around by summer or the end of the year. I call BS! They're just a bunch of Nancy boys looking for an excuse to chicken out. I'll take those odds any day! Time to kill 'em all!
Union Pacific Prologis and Steel Dynamics: The Unstoppables!
The Societe Generale guy has some picks too. Union Pacific Prologis and Steel Dynamics are the companies to work with!. They are gonna be rolling in dough no matter what. It seems all those people are saying to buy! Maybe I should buy maybe I should buy all of them!
Comments
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musashi4
Too many tariffs is a bad thing.
sagarsagarp
Biden is a loser
fathin
Acuity seems interesting, will do some DD.
abbie
I miss when games where great.
wmx777
I am ready to make some money!
phantomgreen666
Trump is a loser
kosanya
I'm betting against all of this.
manersel
This is all going to end in tears.
rodeored28
I miss Duke Nukem
james922
Duke Nukem is a genius!