Log out , don’t look
last laugh will be yours
I re entered some calls today , will dca back into them. It’s opex so expect games
Uncertainty remains right now. Tariff this, tariff that, its uncertainty, no auto-maker is going to abandon their Canadian supply chain right now and invest billions of dollars in new plants in the USA when the guy clearly has no long-term plan and is just going tit for tat saying meaningless threats. If there was some road-map to increasing domestic production so companies could actually have confidence in re-investment in the USA you might see it. But as is, no company is going to just toss around billions to adjust their supply chain for what could just be short-term headwinds. Just increase the price to the end consumer and recoup.
For now though, money does not like uncertainty, so sideways we go for longer I think.
This post was edited by SBD on Mar 21 2025 09:05am