Author Topic: Mainstream Economics Thread (Read 109625 times)

Stupid Fitz · « **Reply #1975 on:** August 06, 2025, 06:05:39 PM »

The amount of people that think iPhones and chips(not delicious potato chips) are going to be built in America is way too rough ridin' high.

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Spracne · « **Reply #1976 on:** August 06, 2025, 06:19:26 PM »

Quote from: Stupid Fitz on August 06, 2025, 06:05:39 PM

The amount of people that think iPhones and chips(not delicious potato chips) are going to be built in America is way too rough ridin' high.

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Why not? Just a slight improvement in robotics could allow onshoring. And we can and do make chips here, so I dunno what you mean.

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SleepFighter · « **Reply #1977 on:** August 06, 2025, 08:19:49 PM »

This is all so dumb.

sonofdaxjones · « **Reply #1978 on:** August 06, 2025, 10:55:38 PM »

Quote from: LickNeckey on August 05, 2025, 09:42:53 AM

Quote from: sonofdaxjones on August 04, 2025, 09:05:18 PM
Quote from: SleepFighter on August 04, 2025, 11:48:00 AM
The Trump appointee who did the job before her disagrees.

I have yet to see one single piece of evidence that anything wrong was done. Not one. No, false documents, improper influence, nothing.

But keep on Daxing
Only a complete dumbass doesn’t understand the timing of the bullshit numbers.

It walks hand in hand with Liz Warren out there on the circuit trying to shame Powell into lowering interest rates . . . when at that time it would have been 1000% a political move.

Viewers of this blog are now reminded that Jerome Powell’s Fed is $240 billion in the red, is now projecting no remittances out to 2027 and by all accounts is an operational budget crap show which only makes the $3.5 billion (and counting) they’re spending on their offices even more Marie Antoinettish.

But #blueanon/blueanongE is going to go balls deep in each other defending that guy.

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You are a colossal derp.

Tap out noted and accepted

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sonofdaxjones · « **Reply #1979 on:** August 06, 2025, 11:03:28 PM »

LMAO at #blueanongE now micro analyzing the economy after the 4 years of economic fraud they still attempt (poorly) to defend.

#blueanongE: Thy name is hyper-partisan derp

Viewers of this blog are once again reminded that in the middle of the Pedo Pete years. When we should have been in the midst of the most ass kicking economic recovery in world history. The markets dropped collectively 30%. We also experienced multiple successive quarters of GDP decline (aka a recession) and we experienced the longest period of transitory inflation in modern economic history.

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catastrophe · « **Reply #1980 on:** August 07, 2025, 08:19:07 AM »

Quote from: steve dave on August 06, 2025, 05:20:55 PM

What a rough ridin' moron

https://x.com/stocktalkweekly/status/1953207098554384459

They’ll all commit the same way North Korea committed to dismantling its nuclear weapons program. EZPZ

steve dave · « **Reply #1981 on:** August 07, 2025, 08:23:52 AM »

His wife let him tweet

https://x.com/mike_pence/status/1953204287913509339?s=46

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steve dave · « **Reply #1982 on:** August 07, 2025, 08:24:55 AM »

https://x.com/samro/status/1953434621678325933?s=46

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steve dave · « **Reply #1983 on:** August 07, 2025, 08:54:34 AM »

lmao, we have a tariff on zero chips (thank god)

https://x.com/unusual_whales/status/1953269139805810788?s=46

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wetwillie · « **Reply #1984 on:** August 07, 2025, 09:37:21 AM »

Explain TSMC like I'm 5, is that basically what China wants Taiwan for?

steve dave · « **Reply #1985 on:** August 07, 2025, 12:49:11 PM »

Quote from: wetwillie on August 07, 2025, 09:37:21 AM

Explain TSMC like I'm 5, is that basically what China wants Taiwan for?

they are basically the only manufacturer that can make "good" chips. they make nvidias good ones. nobody can make chips like they can. a lot of rabble rousing around taiwan has been about the chips but I think china just likes to take land and especially extremely "profitable" land (see hong kong).

also a lot of people have pushed them to move manufacturing to the USA for that reason (I mean, they use that as the reason but obviously it would be very beneficial to the USA to have them here)

steve dave · « **Reply #1986 on:** August 07, 2025, 12:52:07 PM »

disclaimer: I know jack crap about making chips or anything. I just watch CNBC all day.

star seed 7 · « **Reply #1987 on:** August 07, 2025, 12:54:22 PM »

China wants Taiwan because they believe it belongs to them. Tsmc is the reason the US is interested.

waks · « **Reply #1988 on:** August 07, 2025, 01:04:13 PM »

Quote from: star seed 7 on August 07, 2025, 12:54:22 PM

China wants Taiwan because they believe it belongs to them. Tsmc is the reason the US is interested.

yes

chum1 · « **Reply #1989 on:** August 07, 2025, 01:37:44 PM »

The Taiwan Relations Act was passed in 1979.
TSMC was founded in 1987.

BIG APPLE CAT · « **Reply #1990 on:** August 07, 2025, 01:48:13 PM »

This is the first (and only) thing I think of when it comes to chips

https://youtu.be/4asQ1-vUugA?si=5hDkvTVmlAcFXn1a

wetwillie · « **Reply #1991 on:** August 07, 2025, 02:27:52 PM »

Seems like a real pickle for us on TSMC, hope we can figure it out before they inevitably get invaded.

Sandstone Outcropping · « **Reply #1992 on:** August 07, 2025, 03:01:08 PM »

How did Taiwan get so good at chips?
Was there like the Thomas Edison of chips living there or was there something about the economic climate there that made the chips grow?

CNS · « **Reply #1993 on:** August 07, 2025, 03:06:07 PM »

Quote from: steve dave on August 07, 2025, 12:49:11 PM

Quote from: wetwillie on August 07, 2025, 09:37:21 AM
Explain TSMC like I'm 5, is that basically what China wants Taiwan for?

they are basically the only manufacturer that can make "good" chips. they make nvidias good ones. nobody can make chips like they can. a lot of rabble rousing around taiwan has been about the chips but I think china just likes to take land and especially extremely "profitable" land (see hong kong).

also a lot of people have pushed them to move manufacturing to the USA for that reason (I mean, they use that as the reason but obviously it would be very beneficial to the USA to have them here)

A couple years ago, I heard a stat that TSMC made 98% of those chips. They could basically pick winners if they wanted to. They could put a 3-10 yr strangle hold on a country, if they so choose, because it takes up to 10 years to build and commission a plant that can produce chips to this quality reliably, apparently.

sonofdaxjones · « **Reply #1994 on:** August 07, 2025, 03:28:51 PM »

Quote from: hjfklmor on August 05, 2025, 08:45:25 AM

It feels more Marie Antoinette to build a giant, ostentatious ballroom and tack it on the side of the White House imo

Use adult words and explain what part the taxpayers are covering of that ballroom.

Viewers of this blog will note that this is fantastic example of #blueanongE deflection. Hey Jerome Powell's Fed is a total crap show, so lets meltdown about something taxpayers aren't paying for . . . as the time since the last Fed remittance to our Treasury flies headlong into its 3rd anniversary.

I join Sec. Bessent in calling for an independent private audit of The Fed. Prepare for the usuals having a total meltdown about it . . . as expected.

Viewers of this blog will also note that it's full on DerpCon One out of #blueanongE when it comes to CHIP manufacturing . . . not a single solitary soul that I've seen is saying that all CHIPs will be made in the United States. Only a complete derp ass doesn't understand the need to ensure that we have significant US based capacity to make CHIPS. Intelligent viewers like me will also note that there is significant movement on the national security level to seek out alternative sources for rare earth metals and to greatly increase production/mining of rare earth materials on the North American continent whenever possible.

waks · « **Reply #1995 on:** August 07, 2025, 04:05:15 PM »

Quote from: chum1 on August 07, 2025, 01:37:44 PM

The Taiwan Relations Act was passed in 1979.
TSMC was founded in 1987.

It was hegemony then. I think times have changed now that China has the military and economic abilities to potentially eff our faces.

Dugout DickStone · « **Reply #1996 on:** August 07, 2025, 04:31:17 PM »

Quote from: sonofdaxjones on August 07, 2025, 03:28:51 PM

Quote from: hjfklmor on August 05, 2025, 08:45:25 AM
It feels more Marie Antoinette to build a giant, ostentatious ballroom and tack it on the side of the White House imo

Use adult words and explain what part the taxpayers are covering of that ballroom.

Viewers of this blog will note that this is fantastic example of #blueanongE deflection. Hey Jerome Powell's Fed is a total crap show, so lets meltdown about something taxpayers aren't paying for . . . as the time since the last Fed remittance to our Treasury flies headlong into its 3rd anniversary.

I join Sec. Bessent in calling for an independent private audit of The Fed. Prepare for the usuals having a total meltdown about it . . . as expected.

Viewers of this blog will also note that it's full on DerpCon One out of #blueanongE when it comes to CHIP manufacturing . . . not a single solitary soul that I've seen is saying that all CHIPs will be made in the United States. Only a complete derp ass doesn't understand the need to ensure that we have significant US based capacity to make CHIPS. Intelligent viewers like me will also note that there is significant movement on the national security level to seek out alternative sources for rare earth metals and to greatly increase production/mining of rare earth materials on the North American continent whenever possible.

would take.

also I think the ballroom issue is it is so ugly and impotent looking - build it somewhere else

Stupid Fitz · « **Reply #1997 on:** August 07, 2025, 05:40:22 PM »

If they weren’t completely rough ridin' everything and everyone, this crap would be hilarious.

Stupid Fitz · « **Reply #1998 on:** August 07, 2025, 05:46:20 PM »

Trump: "This one chart really says it better than anything, if you look at this. This is great. But this chart is pretty amazing. Right here. All new numbers."

All new numbers guys. It’s all fixed!!! lol

https://bsky.app/profile/atrupar.com/post/3lvtlagok5t2x

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SleepFighter · « **Reply #1999 on:** August 07, 2025, 07:45:42 PM »

I've worked in semiconductors for 25 years. For a little over a year I worked for a small firm that was looking to on shore manufacturing of certain rad hard chips seen as important for various national security reasons (that place sucked though so I got the hell out).

More or less no politicians know jack crap about this industry.

Yes, it is important to have domestic fabs in certain nodes. No, what Trump is doing as far as tariffs are concerned in this space does not make any sense at all.

In fact for three quarters in a row, the first slide discussing business risk at our company (my current company doesn't make much of anything important for national security) all-hands is always about the administration.