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One Way Or Another, Corporate America Always Wins
If it seems to you like corporate America -- and here I mean big corporate America; the corporate "h
One of my individual stock positions has a significant percentage of European sales. So I looked up the EUR:USD average exchange rates, by month, for 2025. The average for Jan1,2025-March 31,2025 was 1.0534. The average for April 1,2025-June 30, 2025 was 1.1345.
That is a 7.7% increase, which I then used to estimate the second quarter Euro sales, translated into USD. Should be a pretty good Q!
As the president is learning, capitalism is not patriotic. Tariff windfalls will mostly be spent on buybacks rather than on plant and equipment. Nor will calls to “drill baby drill” be heeded unless profits are assured.
It must be incredibly frustrating for DJT.
Aside from buybacks, how does America’s 401K system factor in?
In my current plan (between contributions, matching, etc), 13% of my salary winds up in an S&P fund. My plan is fairly standard for the healthcare industry.
I understand that at the same time that workers are buying stocks (usually the S&P), retirees are selling. My question is what is the ratio between the two groups, and is there a tipping point predicted somewhere?
H-Man, “until they don’t”. History tells us this is just another blip with these corporate monoliths in the rise and fall of a civilization. Somewhat akin to my caladiums vanishing during the winter and returning in the spring.
The USA is a capitalistic society with democratic overtones. In other words, money always wins. That’s how we tell ourselves ‘it’s working’.