The Boston View @TheBostonView
Made in Massachusetts | “When it is dark enough, you can see the stars.” Boston and Kennebunkport Joined November 2014-
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One of the most reliable predictions one can make is that tariffs, when they are intended to protect or even expand domestic manufacturing jobs, will wind up actually causing the loss of domestic manufacturing jobs.
One of the most reliable predictions one can make is that tariffs, when they are intended to protect or even expand domestic manufacturing jobs, will wind up actually causing the loss of domestic manufacturing jobs.
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The Boston View retweeted
Another negative manufacturing jobs print last month and continued weak indication of manufacturing capex continue to affirm that the renaissance promised by the new admin is nowhere to be found. bobeunlimited.substack.com/p/a-manufactur…
We await the inevitable "Tariffs are good, they just weren't applied correctly."
The Boston View retweeted
I expect a disinflationary real growth scare AND I expect high inflation prints over the next 3-6 months. These expectations are not inconsistent. They are causal.
This is the toddler's view of wind and solar.
This is the toddler's view of wind and solar.
The admin has absolutely no idea what they are doing. Crackpots, the whole lot.
The admin has absolutely no idea what they are doing. Crackpots, the whole lot.
Rising electricity costs will inevitably find their way into food prices. Refrigeration is a major if not the top expense in many parts of the food distribution/sales network.
Rising electricity costs will inevitably find their way into food prices. Refrigeration is a major if not the top expense in many parts of the food distribution/sales network.
The Boston View retweeted
I too have enjoyed fading ADP in the past, and I like this cartoon. But, the "never" part can't be right. At some point in the cycle, ADP syncs up.
I too have enjoyed fading ADP in the past, and I like this cartoon. But, the "never" part can't be right. At some point in the cycle, ADP syncs up.
The Boston View retweeted
$MSFT down 1% on news Satya was sat like way way down the table from Trump and had to yell to be heard
The Boston View retweeted
Reminder: It's really really hard to have a recession when the fiscal deficit is very large & growing, and private sector balance sheets are in good shape. Yes, tariff/policy uncertainty, weak labor supply, and sticky inflation are headwinds, but it's highly unlikely--without…
The Boston View retweeted
DXY DOLLAR INDEX FALLS TO 5-WEEK LOW OF 97.516 AFTER JOBS DATA
It's a bull market. You could have grabbed $AVGO when it kissed the 50dma at $286, just 3 sessions ago. AH just now: $317.
The Boston View retweeted
$NVDA just has to hold 170 from here and the cup and handle is ready to explode like $SPY
Market loves that $AVGO guide. Hock Tan time at 5PM EST.
Three of mankind's greatest inventions: 1. Refrigeration. 2. Vaccines. 3. Futures markets.
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