Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (49) |
Author: Steve203 🐝 HONORARY
SHREWD
  😊 😞

Number: of 4460 
Subject: Re: Asking for each of your takes
Date: 08/23/25 3:39 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 5

Higher prices because of tariffs mean less spending on services. Layoffs.

The trend I am seeing, particularly in autos, is a push up market: so the company takes more off of each of the shrinking number of people who buy from them...and they don't care about loss of volume.

VW to scrap models and focus on premium market -CFO tells FT

"The key target is not growth," Arno Antlitz told the Financial Times newspaper. "We are (more focused) on quality and on margins, rather than on volume and market share."


reuters.com - Vw scrap models focus premium market CFO tells ft

Ford Wants to Be 'The Porsche of Off-Road'

motor1.com - Ford wants to be porsche of off road

It's almost as if corporate honchos look at the data that shows US economic policy is leaving lower income people behind, and the honchos are saying "OK, we'll leave lower end customers behind too".

Steve
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Steve203 here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (49) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community