ilmscore | Tariffs Just Changed EVERYTHING (Investing Strategy for 2025 + Liberation Day)

Predictions from this Video

Total: 14
Correct: 0
Incorrect: 0
Pending: 14
Unrated: 0
Prediction
Topic
Status
Retail companies like Walmart, Target, and Amazon will face significant pressure on their profit margins due to tariffs on imported goods, particularly from China, unless a trade deal is quickly reached.
"The retail sector is also going to be affected as well so sad to say but Walmart Target and Amazon they all import from other countries especially from China and so they're going to face a lot of pressure on their profit margins unless a deal is reached quickly."
Retail Sector
Pending
US farmers will be directly impacted by China's tariffs on agricultural products, specifically a 15% levy on chicken, wheat, and corn, and a 10% tariff on soybeans, beef, and pork.
"lastly agriculture so China has currently a 15% levy on chicken wheat and corn as well as a 10% tariff on products like soybeans beef and pork this is going to directly impact us farmers and is another sector to watch out for."
Agriculture
Pending
Domestic steel and aluminum manufacturers, such as US Steel and Nucor, should experience an increase in their stock prices as companies shift purchases from foreign to domestic steel due to tariffs.
"First domestic steel and aluminum manufacturers so companies like us steel or new cor should see their stock price go up because well if there's a tariff on foreign steel companies will redirect their purchases to domestic steel I think that's just a really straightforward Swap and makes sense to me."
Domestic Steel & Aluminum Manufacturers
Pending
Tariff policies will continuously follow a pattern of initial announcement, followed by negotiation downwards.
"first I want to say that I think these tariffs are going to continuously go through a pattern of number one they're going to get announced and then number two they're going to get negot negotiated downward kind of like what we're seeing already."
Tariff Policy Dynamics
Pending
The stock market will react negatively when tariffs are announced, and conversely, will show positive gains when tariffs are eliminated, negotiated downward, or paused.
"whenever they get announced we'll see the market react negatively and whenever they get eliminated or perhaps negotiated downward or paused we should see some positive gains in the market."
Stock Market Reaction to Tariffs
Pending
The market is expected to remain highly volatile, with significant daily swings, and US tariff policies are likely to change frequently over the next several months to a year.
"The market will probably continue to be very volatile some days it'll be up a lot some days it'll be down a lot and tariff policies that the United States enact will likely flip-flop quite a few more times in the coming months to a year."
Market Volatility and Tariff Policy
Pending
Ford, GM, and Stellantis are predicted to experience a 10-15% increase in component costs due to tariffs.
"automakers like Ford GM and stellantis may see higher component costs of 10 to 15% across the board"
F
Pending
Walmart, Target, and Amazon's profit margins are predicted to face significant pressure due to tariffs on imports, particularly from China.
"Walmart Target and Amazon they all import from other countries especially from China and so they're going to face a lot of pressure on their profit margins unless a deal is reached quickly"
WMT
Pending
Apple, Dell, HP, and Nvidia are predicted to suffer negative effects from tariffs on Chinese goods and increased chip production costs.
"we could see companies like apple Dell and HP suffer because of that Nvidia might also feel negative effects since now chips may be more expensive to produce"
AAPL
Pending
Domestic steel and aluminum manufacturers, specifically US Steel (X) and Nucor (NUE), are predicted to see their stock prices increase.
"companies like us steel or new cor should see their stock price go up because well if there's a tariff on foreign steel companies will redirect their purchases to domestic steel"
X
Pending
Defense contractors, specifically Lockheed Martin (LMT), are predicted to perform well.
"defense contractors like L key and Martin should perform well because tariffs usually don't apply to military spending and because of the emphasis on National Security from Trump we could actually see trade tensions call for the increase of Defense budgets"
LMT
Pending
US farmers are predicted to be directly impacted by Chinese tariffs on various agricultural products (chicken, wheat, corn, soybeans, beef, pork).
"China has currently a 15% levy on chicken wheat and corn as well as a 10% tariff on products like soybeans beef and pork this is going to directly impact us farmers"
Agriculture
Pending
Investors who engage in 'meme stock' or 'Wall Street bets plays' are predicted to lose money over the long term.
"most of these people will actually lose money over the long term"
Investment Outcomes
Pending
US tariff policies are predicted to change (flip-flop) multiple times within the next 12 months (from March 2025).
"tariff policies that the United States enact will likely flip-flop quite a few more times in the coming months to a year"
Trade Policy
Pending