Q3 earnings call
10-09-2025 | 09:34 PM
#31
Gets Weekends Off
Joined: Dec 2013
Posts: 2,574
Likes: 75
Everything is probably going to be fine, because it always is, but there are worrying signs.
Inflation is ticking higher, the dollar has lost a significant amount of value this year, unemployment is steadily increasing, hiring has slowed to a crawl, diplomatic relations are worse than I have ever seen (global sentiment is that the US is an absolute joke now), tourism to the US is down, crony capitalism is rampant, socialism is starting to creep in (trumprx.com, subsidies to farmers, public investment in private companies like Nvidia), agricultural exports are at an all time low, and I know you don't think tariffs are inflationary or reduce GDP, but it's pretty much an undisputed fact amongst economists. Tariffs are sticky too and the damage is long term.
Now will Delta be able to navigate all this and remain profitable? Probably. But there are definitely headwinds and VCTS.
Inflation is ticking higher, the dollar has lost a significant amount of value this year, unemployment is steadily increasing, hiring has slowed to a crawl, diplomatic relations are worse than I have ever seen (global sentiment is that the US is an absolute joke now), tourism to the US is down, crony capitalism is rampant, socialism is starting to creep in (trumprx.com, subsidies to farmers, public investment in private companies like Nvidia), agricultural exports are at an all time low, and I know you don't think tariffs are inflationary or reduce GDP, but it's pretty much an undisputed fact amongst economists. Tariffs are sticky too and the damage is long term.
Now will Delta be able to navigate all this and remain profitable? Probably. But there are definitely headwinds and VCTS.
10-09-2025 | 10:07 PM
#32
Line Holder
Joined: Feb 2020
Posts: 1,177
Likes: 305
Consumer confidence is actually pretty low.
Not everything is rosy. Tariffs still have not come into full effect. Consumer prices are still high, wages are still pretty level.
Tech stocks are driving the markets. And that’s on the back of AI. When the AI bubble bursts so do the tech stocks and so does the market.
“Consumer confidence weakened in September, declining to the lowest level since April 2025,” said Stephanie Guichard, Senior Economist, Global Indicators at The Conference Board. “The present situation component registered its largest drop in a year. Consumers’ assessment of business conditions was much less positive than in recent months, while their appraisal of current job availability fell for the ninth straight month to reach a new multiyear low. This is consistent with the decline in job openings. Expectations also weakened in September, but to a lesser extent. Consumers were a bit more pessimistic about future job availability and future business conditions but optimism about future income increased, mitigating the overall decline in the Expectations Index.”
Not everything is rosy. Tariffs still have not come into full effect. Consumer prices are still high, wages are still pretty level.
Tech stocks are driving the markets. And that’s on the back of AI. When the AI bubble bursts so do the tech stocks and so does the market.
10-10-2025 | 04:20 AM
#33
Layover Master
Joined: Jan 2013
Posts: 4,376
Likes: 9
From: Seated
Consumer confidence is actually pretty low.
Not everything is rosy. Tariffs still have not come into full effect. Consumer prices are still high, wages are still pretty level.
Tech stocks are driving the markets. And that’s on the back of AI. When the AI bubble bursts so do the tech stocks and so does the market.
Not everything is rosy. Tariffs still have not come into full effect. Consumer prices are still high, wages are still pretty level.
Tech stocks are driving the markets. And that’s on the back of AI. When the AI bubble bursts so do the tech stocks and so does the market.
10-10-2025 | 04:48 AM
#34
Bent over by buybacks
Joined: Feb 2017
Posts: 1,612
Likes: 639
Do you think increased detentions of foreigners by CBP is popular among foreign tourists? Do you think “exposing climate change hysteria” is popular abroad where climate change is essentially universally accepted? Do you think “leveling the playing field” with other countries is popular in other countries?
Haven’t we had enough pandering to foreign countries who just laugh at us and take advantage of us?
10-10-2025 | 05:10 AM
#35
Leaves Biscoff crumbs
Joined: Jan 2020
Posts: 3,265
Likes: 941
From: Blue Juice Taste Tester
10-10-2025 | 05:38 AM
#36
Line Holder
Joined: Aug 2024
Posts: 868
Likes: 266
bingo. The current pres is mopping up the pandering to China that the nice old man gave away. China has been ripping us off economically, technologically, and militarily. it ends now.
10-10-2025 | 06:10 AM
#38
Line Holder
Joined: Sep 2014
Posts: 1,401
Likes: 473
You can think that we have to be tougher with China AND not economically declare WWIII on everyone else, all at the same time.
An aside: If we’re gonna wage an economic war against China, I don’t want to bail out a bunch of soybean farmers with my tax dollars who can’t sell their soybeans anymore because China decided to buy them from South America.
An aside: If we’re gonna wage an economic war against China, I don’t want to bail out a bunch of soybean farmers with my tax dollars who can’t sell their soybeans anymore because China decided to buy them from South America.
10-10-2025 | 06:18 AM
#39
Thread Starter
Racketeer
Joined: Mar 2015
Posts: 13,325
Likes: 814
From: N60.4858 W149.9327
You can think that we have to be tougher with China AND not economically declare WWIII on everyone else, all at the same time.
An aside: If we’re gonna wage an economic war against China, I don’t want to bail out a bunch of soybean farmers with my tax dollars who can’t sell their soybeans anymore because China decided to buy them from South America.
An aside: If we’re gonna wage an economic war against China, I don’t want to bail out a bunch of soybean farmers with my tax dollars who can’t sell their soybeans anymore because China decided to buy them from South America.
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