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Jim Farley Says Ford Can Deal With Trump Policy Shakeups


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3 hours ago, akirby said:


I would expect all brands to raise their prices in respo se but who really knows what will happen.

 

I agree this seems unlikely to be sustained.  But I’m going to start shopping in stock vehicles just to be safe.

Time to start bookmarking some in-stock vehicles, and see if the dealers get greedy once again.

 

HRG

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18 hours ago, akirby said:


Which is not something he would normally do except as a short term threat just to prove he could do it hoping to spur more investment in US production.  He knows exactly what this will do to American companies in the interim.

IDK man, he tried to blame this stock market crash on the left, and announced he'd put even more tariffs on Canada if they tried to hurt our economy. He's not the economic genius we think he is. 

 

His response to tariffs chaos is threatening even more tariffs. If this keeps up, it will put us into a recession or depression. 

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1 hour ago, DeluxeStang said:

His response to tariffs chaos is threatening even more tariffs. If this keeps up, it will put us into a recession or depression. 

 

Guaranteeing he'll be a one term president.  

 

I'm like anybody else on this forum, I have no idea what's going to happen next.  But I suspect some serious discussions will be happening soon.   

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50 minutes ago, mackinaw said:

 

Guaranteeing he'll be a one term president.  

 

I'm like anybody else on this forum, I have no idea what's going to happen next.  But I suspect some serious discussions will be happening soon.   

The sad thing is, I wanted him to succeed, just like I wanted Biden to succeed. I don't care if the person I vote for wins, I just want to see the country, and the rest of the world do well. A large part of why I voted for Trump was life wasn't exactly great for many of us younger individuals under the Biden administration either. 

 

So it kinda felt like picking between two STD's. I genuinely hope our nation sees a turning point in the near future where both parties get back on their feet and start putting out genuinely compelling candidates.

 

I've never really known what a great president was like, basically my entire life has been "I'm bad, but you should see the other guy" and I'm just tired of that, of voting for someone out of spite for who they're running against. I'd love to see a great leader in this country again. 

Edited by DeluxeStang
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54 minutes ago, mackinaw said:

 

Guaranteeing he'll be a one term president.  

 

I'm like anybody else on this forum, I have no idea what's going to happen next.  But I suspect some serious discussions will be happening soon.   

To your point, long front page story in WSJ yesterday..."Corporate Elation Over Trump Gives Way to Distress"....."CEOs and investors fret over what they see as whipsaw policy and complacency about risks of recession".

 

I guess Trump's style may have worked when he was dealing with his own empire.  Now when you are dealing with a huge economy where so many are responsibile for huge entities that need to know where they stand, like Ford from a reasonably long term perspective, a different story.

 

From my personal perspective, I'm faced with decisions to satisfy my RMD.  I would like to feel comfortable that what I'm selling now to satisfy that objective is based on some reasonable assumptions.

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25 minutes ago, DeluxeStang said:

The sad thing is, I wanted him to succeed, just like I wanted Biden to succeed. I don't care if the person I vote for wins, I just want to see the country, and the rest of the world do well. A large part of why I voted for Trump was life wasn't exactly great for many of us younger individuals under the Biden administration either. 

 

So it kinda felt like picking between two STD's. I genuinely hope our nation sees a turning point in the near future where both parties get back on their feet and start putting out genuinely compelling candidates.

 

I've never really known what a great president was like, basically my entire life has been "I'm bad, but you should see the other guy" and I'm just tired of that, of voting for someone out of spite for who they're running against. I'd love to see a great leader in this country again. 

Like Toby Keith said in one of his last songs-"Happy Birthday America"--words to effect.."when I go into town to vote, I have the choice of the lesser of two evils".

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2 hours ago, mackinaw said:

 

Guaranteeing he'll be a one term president.  

 

I'm like anybody else on this forum, I have no idea what's going to happen next.  But I suspect some serious discussions will be happening soon.   

 

Uh....he already can't run for re-election....

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1 hour ago, DeluxeStang said:

The sad thing is, I wanted him to succeed, just like I wanted Biden to succeed. I don't care if the person I vote for wins, I just want to see the country, and the rest of the world do well. A large part of why I voted for Trump was life wasn't exactly great for many of us younger individuals under the Biden administration either. 

 

So it kinda felt like picking between two STD's. I genuinely hope our nation sees a turning point in the near future where both parties get back on their feet and start putting out genuinely compelling candidates.

 

I've never really known what a great president was like, basically my entire life has been "I'm bad, but you should see the other guy" and I'm just tired of that, of voting for someone out of spite for who they're running against. I'd love to see a great leader in this country again. 

 

Not to get into politics much more than we already have, but I truly believe that most people are pretty middle of the road, and that the loudest voices on both sides have been given the podium, which is only resulting in bigger and bigger pendulum swings back and forth (i.e. new guy comes in and undoes everything from the last guy).

 

I'd love to see someone pretty close down the middle come around, who takes ideas from each side (but not fully what each side wants) and mixes it all together and also that congress/senate would also actually work together for the betterment of the country, not their respective parties and stop this ridiculous back and forth blame game where they can't even agree that water is wet and that the sky is blue because the other side said so.

 

Term limits, lobbying elimination, single item bills (no BS 8,000 page things nobody has read), and no government stock trading would also be great places to start too........

 

/rant

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22 minutes ago, rmc523 said:

 

Not to get into politics much more than we already have, but I truly believe that most people are pretty middle of the road, and that the loudest voices on both sides have been given the podium, which is only resulting in bigger and bigger pendulum swings back and forth (i.e. new guy comes in and undoes everything from the last guy).

 

I'd love to see someone pretty close down the middle come around, who takes ideas from each side (but not fully what each side wants) and mixes it all together and also that congress/senate would also actually work together for the betterment of the country, not their respective parties and stop this ridiculous back and forth blame game where they can't even agree that water is wet and that the sky is blue because the other side said so.

 

Term limits, lobbying elimination, single item bills (no BS 8,000 page things nobody has read), and no government stock trading would also be great places to start too........

 

/rant

We need a third centrist party, one that takes ideas from both parties where it benefits us, like conservatives generally caring more about border security, but liberals caring more about clean energy and taking care of the environment. Just a few examples of how one party can take all those positions and then some. 

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4 hours ago, DeluxeStang said:

IDK man, he tried to blame this stock market crash on the left, and announced he'd put even more tariffs on Canada if they tried to hurt our economy. He's not the economic genius we think he is. 

 

His response to tariffs chaos is threatening even more tariffs. If this keeps up, it will put us into a recession or depression. 

keep in mind when he took office in his first term the DOW was 18000....its over 40000 now. Sadly I believe the Stock market is tuned more for those with discretionary income and can afford to "play" or participate through a 401k...it would be interesting to see if less are actually investing now due to the cost of livbing than say 6 -7 years ago....

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1 hour ago, DeluxeStang said:

We need a third centrist party, one that takes ideas from both parties where it benefits us, like conservatives generally caring more about border security, but liberals caring more about clean energy and taking care of the environment. Just a few examples of how one party can take all those positions and then some. 


Absolutely but the current primary election system makes that virtually impossible.  Something needs to change.

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1 hour ago, Deanh said:

keep in mind when he took office in his first term the DOW was 18000....its over 40000 now. Sadly I believe the Stock market is tuned more for those with discretionary income and can afford to "play" or participate through a 401k...it would be interesting to see if less are actually investing now due to the cost of livbing than say 6 -7 years ago....


Stock Market is not representative of the economy at large, only one of myriad indicators and it can be a misleading one at that. 

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6 hours ago, DeluxeStang said:

We need a third centrist party, one that takes ideas from both parties where it benefits us, like conservatives generally caring more about border security, but liberals caring more about clean energy and taking care of the environment. Just a few examples of how one party can take all those positions and then some. 

That's pretty much what the Republican Party used to be about generations ago prior to Reagan. In retrospect, I think the demise of the WASP establishment has been a huge loss for the country. They weren't perfect, but they had a sense of duty and stewardship that's so incredibly rare among the current political class.

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2 hours ago, The Handler said:

That's pretty much what the Republican Party used to be about generations ago prior to Reagan. In retrospect, I think the demise of the WASP establishment has been a huge loss for the country. They weren't perfect, but they had a sense of duty and stewardship that's so incredibly rare among the current political class.

At some point, things started becoming a lot more tribalistic, and people started having this mentality where they cared more about their side winning than they did about working together, and doing what was best for the country. We need to get back to that sort of mentality. I firmly believe most conservatives and liberals are sensible people, we just need to break away from. The extremism on both sides, and focus more on quality leadership. 

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I guess trying to look at the bright side, Ford will come out better than almost any other car brand because they make a significant portion of their cars in the states. Apparently it's not the parts that will be tariffed, but the finished car and where it's from. So if Ford brings engine parts from Canada, but builds a truck in Michigan, it won't be hit by tariffs. 

 

I am concerned about maverick and bronco sport through.

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Next to Tesla and Rivian, Ford is the brand that's gonna come off the best from all of this. I will say, Toyota might be screwed. A brand for value conscious consumers and some of their most popular products like the Tacoma and RAV4 4 are about to get slammed.

 

I could genuinely see this benefiting the ranger quite a bit. It's already closed the gap with Tacoma, it's a better truck by far, it's gradually developing a better reputation for reliability than the Toyota, and now it's gonna be significantly cheaper as well. If I was in the market for a midsized truck, I wouldn't even look at a Tacoma now, ranger all day. 

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1 hour ago, DeluxeStang said:

I guess trying to look at the bright side, Ford will come out better than almost any other car brand because they make a significant portion of their cars in the states. Apparently it's not the parts that will be tariffed, but the finished car and where it's from. So if Ford brings engine parts from Canada, but builds a truck in Michigan, it won't be hit by tariffs.....

 

For now, but tariffs on Canada/Mexican produced parts will begin once Customs figures out how to do it.

 

This a quote from a Detroit News article (paywall):

 

"Duties on auto parts, which will have significant impacts on domestic production, will take effect sometime before May 3. No firmer date has been announced."

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2 hours ago, DeluxeStang said:

 

 

I could genuinely see this benefiting the ranger quite a bit. It's already closed the gap with Tacoma, it's a better truck by far, it's gradually developing a better reputation for reliability than the Toyota, and now it's gonna be significantly cheaper as well. If I was in the market for a midsized truck, I wouldn't even look at a Tacoma now, ranger all day. 


They’ll just move Tacoma production back to San Antonio where it was before.

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39 minutes ago, akirby said:


They’ll just move Tacoma production back to San Antonio where it was before.

Which is what Trump is trying to achieve with the Tariffs. Honda and Hyundai are already making similar moves.

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38 minutes ago, Texasota said:

Which is what Trump is trying to achieve with the Tariffs. Honda and Hyundai are already making similar moves.


Exactly. Hyundai just announced a $6B steel mill in Louisiana to support their assembly plants down south. 

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Interesting that the president warned the CEOs of Ford, GM and Stellantis to not raise prices due to the new Tariffs..

 

 

Quote

https://www.independent.co.uk/news/world/americas/us-politics/trump-auto-tariffs-pirces-trade-war-b2723383.html


President Donald Trump warned top automakers not to raise their prices in response to his 25 percent tariffs on imports that were announced this week, according to reports.

The president hosted a call with automaker CEOs in early March andtouted the tariffs would be “great,” the Wall Street Journal reported. Auto industry experts have warned that the tariffs risk American consumers having to pay “thousands” of dollars more for vehicles.

 

CEOs Mary Barra of General Motors, John Elkann of Stellantis, and Ford’s Jim Farley were on the call, the New York Times reported earlier this month.


 

 

 

 

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1 hour ago, jpd80 said:

Interesting that the president warned the CEOs of Ford, GM and Stellantis to not raise prices due to the new Tariffs..


Yeah, right,  he knows that can’t happen when their profit margins are 6-8%.  He’s just playing the long game here to get more U.S. manufacturing.  I bet he backs off and gives them 2-3 years - you can’t move manufacturing overnight.

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