So the history of tariffs, I mean, we've got precedent. You know, I don't know the answer to this. You look back at Smoot-Hawley and various tariffs over the last hundred years.Is there a trend line or. Okay. Yeah, there's a red line.Tariffs are terrible. As you joined the central bank. You're out of the fiscal policy business. Okay, You're out of the partisan business.People take the job extremely seriously. So I'm not going to with the president and Congress, in their wisdom, can pass whatever tariffs the ...

Tariffs are deflationary as I have been saying.I don't know how much evidence people need in order to start believing it. ...

Thanks to Tarrifs, i still lean this way.0.25 cuts across the next 3 meetings.We do however now see the volatility, 12% chance of a 50bps cut in September.With December on FedWatch pricing in a 350-375 target, which is what 3 rate cuts would have us at, for a 67.3%I am on the 25bps for October, as well as 3 Fed Rate cuts to happen in 2025.Easy (@EasyEatsBodega):As the effort continues to become the #1 Predictoooor on this app.I am looking at this line a lot, becuase I think 3 Rate Cuts are more or less a su ...

The US economy is being hit with a massive deflationary trend made up of tariffs and AI.The Fed should have been cutting months ago. ...

All right, President Trump signing an executive order Thursday that will allow tariffs on auto and other imports from Japan to be coming in at much lower rates, 15% versus the 25 to 27 1.5%. Uh joining us right now to talk about this is Commerce Secretary Howard Lutnik and SE Secretary Lutnik, thank you for being with us today. Let's walk through how this kind of played out and what the specific details are in this agreement. All right. So the Japanese in order to buy down their tariff rate, so they had a 2 ...

Core Insights - Virco Mfg. Corporation reported strong profitability in Q2 and the first half of 2025 despite a downturn in demand for educational furniture and equipment [1][4] - Shipments in Q2 totaled $92.1 million, down from $108.4 million in the same quarter last year, reflecting a 15.1% decline [1][5] - For the first six months, total shipments were $125.8 million, an 18.9% decline from $155.2 million in the previous year [2][5] Financial Performance - Operating income for Q2 was $15.4 million compared to $21.9 million in the prior year [1][5] - Year-to-date operating income was $15.3 million, down from $24.9 million last year, marking the third highest in the past decade [2][5] - Net income for the first half was $10.9 million, down from $19.0 million last year, but still the third-best result in the last decade [4][5] Revenue Quality - The gross profit margin for the first six months was 45.2%, slightly down from 45.5% last year, indicating high revenue quality [2][5] - The company’s SG&A expenses increased to 33.1% of revenue from 29.5% in the prior year, reflecting cost control amidst inflationary pressures [3][5] Market Conditions - Management noted a general slowdown in the school furniture market and the absence of a large counter-seasonal disaster recovery order from the previous year, which had contributed approximately $13 million to revenue [2][5] - The company is preparing for potential market recovery in the next two years, with spending on school furniture typically fluctuating around election cycles [7][10] Dividend Declaration - The Board declared a quarterly dividend of $0.025 per share, payable on October 10, 2025, to shareholders of record as of September 19, 2025 [5][8] Strategic Outlook - Management is cautious about the remainder of the year due to ongoing economic uncertainties and school funding issues [5][10] - The company aims to leverage its domestic manufacturing capabilities to navigate supply chain challenges and capitalize on future opportunities [4][10]

President Trump hosting tech leaders at the White House last night. CEOs included Mark Zuckerberg, Sam Alman, Tim Cook, and Satia Nadella all around the table with the president praising him for his leadership and outlining plans for multi-billion dollar investments in the US. Joining us right now is Congressman Roana of California's districts in the heart of Silicon Valley.You watch this. This was very much like a cabinet meeting where everybody went around in a circle and told the president how great he w ...

Market Trends & Economic Indicators - Markets await the payrolls report, anticipating 75,000 jobs created in August, marking the fourth consecutive month of job creation below 100,000 [1][6] - The unemployment rate is expected to rise slightly to 34%, the highest in a while [7] - The S&P 500 eked out a record, and the NASDAQ 100 is within 1% of a record [8][1][40] - There's anticipation that weaker jobs data could lead to a Federal Reserve rate cut later in the year [7] Company Performance & Partnerships - Broadcom's shares are up nearly 9% following a revenue beat and boosted outlook due to a new partnership with OpenAI to create an AI accelerator before 2026 [4][3] - OpenAI's order is estimated to be worth $10 billion, significantly boosting Broadcom's outlook [22][42] - Docusign shares are up 85% in premarket trading due to a decent outlook, especially regarding new AI tools [4][43] - Lululemon shares are down 17% due to disappointing sales figures for the third quarter and slashed guidance, facing a $25 million hit from President Trump's decision to end the de minimis rule on small packages shipped from China [5][44] - Apple's annual sales in India hit a record of nearly $9 billion in the last fiscal year, with iPhones accounting for a majority of the sales [25][69] Trade & Policy - President Trump plans to impose tariffs on semiconductor imports, penalizing companies not investing in the US [1][12][13] - Preliminary levies on pork imports from the European Union by China will range from 15% to 62% [26][71] - The US is eyeing trade talks to renegotiate the USMCA, which was signed in 2020 and is up for renegotiation every six years [16][17] Bond Market - The 10-year yield is at 416%, and the 30-day yield is down to 485% [2] - The two-year yield got close to 366%, nearly an eight basis point move [33]

Group 1: Investment Opportunities - The article emphasizes the importance of purchasing quality stocks at discounted prices, particularly dividend stocks, to maximize yield [1] - It highlights three S&P 500 dividend stocks that are currently down significantly from their highs, presenting potential buying opportunities [2] Group 2: Verizon Communications - Verizon Communications is noted for its stable dividend yield of 6.2%, which has been raised annually for the past 18 years, despite a nearly 30% decline from its late-2019 peak [5][6] - The company has a substantial debt load of $124 billion, resulting in annual interest payments of approximately $6.6 billion, but it is still capable of funding its dividend [7][8] Group 3: Accenture - Accenture, valued at $158 billion, generated $65 billion in revenue last fiscal year, with a net income of $7.7 billion, showcasing its diverse business model that includes both consulting and managed services [9][10] - The stock has decreased by 36% from its peak due to market fears regarding tariffs and rising interest rates, but the company reported an 8% year-over-year revenue increase last quarter [12][13] Group 4: Lockheed Martin - Lockheed Martin's stock has fallen 26% from its October high, primarily due to reduced orders for F-35 fighter jets, although this segment accounts for less than one-third of its total revenue [14][15] - The company is still expected to achieve revenue growth, projecting around $74 billion for 2025, and has maintained a solid dividend yield of 2.9%, having increased its dividend for 22 consecutive years [18][19]

And Tim, how much money will Apple be investing in the United States. Because I know it's a very lot and it's you know, you were elsewhere and now you're really coming home in a big way. And how much money will you be investing.600 billion. $600 billion. We're very proud to do it.That's great. Thank you very much. Thank you. Appreciate you, sir.Hearing there from the US president hosting tech executives at the White House. And of course, we've been hearing that mutual praise being lapped upon each other fro ...