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,
Hi Guys,
Can you please provide an ASX seasonal chart with monthly returns for the past 10 to 15 years?
Kind regards,
Phil
