Archives: Questions And Answers
Now I am in my eighties, I feel I should concentrate on ETFs, advice on the best ETFs I would like to invest in the next few weeks.
Hi guys, first up, I appreciate the work which goes into to all the reports, and can only imagine how many questions there will be this week. (No need to get to this one)
Anyway, I was just pondering if companies are actually looking at setting up in the U.S. Just as a thought, surely the price difference from producing in Asia / India is a fraction of the price of the U.S. even just in labour costs. Would they really have a saving by relocating rather than just having the tariff applied; surely the production costs would out weigh the tariff. I understand it’s a very broad, general view with lots of different scenarios and industries, but my thinking is the tax won’t necessarily hit the bottom $ unlike operating costs.
Regards,
Simon
Hello
Firstly Thankyou for your advise, I find it reassuring.
Would you be buying more MQG with the drop in share price.
Marg
Hi All,
Your analysis of the tariffs this week has been really valuable. I liked that you kept reminding us to look beyond the headlines.
My question relates to Uranium. I am wondering if the push to greater manufacturing in the US and presumably other high-cost locations as tariffs bite is a positive for AI because it has the capacity to reduce labour costs. Does this make sense? If so, does that bode well for Uranium?
Hi MM,
Hi MM Team,
