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It depends on your emergency fund. Are we taking loss of income because that needs to be 3-12 months depending on your job. Are we talking major house repairs? That is your insurance deductible or maybe the cost of a new HVAC system. Are we talking medical? That is your full out of pocket max. Are we talking vehicle or veterinary? That’s another 2-5k. The full emergency kit might be 30-50k.
HVAC guys with like 1 year experience get about 70-75k also. couple more years experience they can ask for $90 - 100k pretty much.
ZTEK. Had a decent run and small pull. Could be ready to run. It is boring. ZTEK has a patented HVAC filter coating that kills virus and reduces energy costs. It has hit the market in CDN, deals in the middle east. EPA approval pending. Clean indoor air is a huge market. This technology is ground breaking. This is one of multiple IP technologies that they have.
The simple solution to avoid tariffs is to buy American made products. Importers don't pay tariffs. Consumers pay for tariffs. Just like in my business, when the price of goods goes up, I pass the increase to my customers. Tariffs protect the manufacturers and manufacturing jobs in the countries charging those tariffs. In fact, now that certain HVAC parts prices have increased, local supply houses are beginning to rotate their stock with U.S. made components.
I just bought a fancy new HVAC with the UV light with my earnings. Thank you for being my exit liquidity 💋
Sleepy Joe admin forced every HVAC manufacturer to switch refrigerants to 454B or R32. Put the buggy in front of the horse because there isn’t enough jugs made to hold 454B and there’s a crazy shortage right now on the jugs, not the refrigerant. R32 hasn’t had the issue. Daiken uses R32. There’s absolutely a play to be made if you connect some dots. Shortage won’t last though so could go either way
Ima be honest, I'm an HVAC contractor. During Trump's first term somewhere along the line they wrote a bill to change refrigerant in A/C systems and force some other changes that benefit the environment in the long run. This isn't the first time they have done this, the current refrigerant does not deplete the ozone but it does have a high GWP. The old refrigerant was like a fuckin ozone wrecking ball so that's good. Well this was supposed to be rolled out slowly, and the Biden administration pushed it through right at the end of his term with a hard start of 2025. Kinda rushed it a little, people weren't ready. Guess what equipment wasn't being made yet? Guess what new refrigerant is unavailable? Guess what equipment had production stopped and is now low on stock and significantly more expensive? Now Trump is the fucking tariff sheriff and a lot of this stuff is made overseas or has important parts sourced overseas. My life has gotten so much more difficult for A/C season and it hasn't even started yet. On top of that, this whole situation has a change that people ACTUALLY need to be worried about, which is a requirement for commercial refrigeration to be updated and have automated leak detection. This is an EXTREMELY expensive upgrade, initially to install and to maintain over the years. Commercial refrigeration includes grocery stores, and a lot of grocery stores that aren't Wal-Mart do not have the kind of cash to shell out for that new system and also do not have the ability to run with entire refrigeration sections down for extended periods of time. A smarter person than me could probably look into the impacts this will have on publicly traded grocery stores and make a stock play based off of it but all I know is that I wish I had the manpower to start bidding some of those commercial jobs that are gonna be popping up really soon
Measles. We have measles instead. And we won't be able to afford HVAC anymore.
It’s wild we live in a full on dystopia but because we have HVAC and chemo therapy and shit losers will tell you everything amazing and since we don’t shit in a hole in the ground while having small pox anymore we can’t be bummed out.
I use a couple of companies with phone apps that you probably already have. Cash App and Robinhood. They both have custom buy and sell limit orders. I prefer Robinhood because they allow after hours and overnight trading. Although Cash App is great for beginners. Remember that buying and selling for gains is the goal. Don't go for dollars. Go for percentage points. On most days, 5% is a good day. Imagine buying $1000 worth of XYZ, and it jumps 5%. You sell for $1050. Now the same stock falls 8%, and you buy $1050 worth. You set a new sell order for an auto sell on a 5% gain. It sells on the next rise for $1102.50. You just made 10.25% of your original amount in 2 trades. When I started doing this with Cash App, I had forgotten about a customer paying me $340 for an HVAC repair a couple of years earlier. I was checking out the spp when I noticed the stock trading feature. I started picking my favorites and trading, watching indicators, and reading about the companies I chose to follow. Within a year, I turned that $340 into more than $3000. The next year, it increased to more than $8000. I started putting more money in, and it just blew up from there. Good luck.
Yeah, it’s going to be a rough summer when all of the HVAC parts are made in China. smh
So hear me out on this. When I hear the Port of Los Angeles saying next month there will a 35% slow down in cargo containers, and I hear about how companies like Lowes and Home Depot will have empty shelves, my mind goes to washers, dryers, refrigerators, dishwashers, screws, nuts, bolts, wood, HVAC systems, Hot Water Heaters, Furnaces etc... In opposition, we have the President of the united states, this grown ass man, who we all know was good buddies with Epstein, this grown ass man, his mind instantly goes to little girls and dolls. And he's a developer, he owns golf resorts, he owns buildings, those places require maintenance and repair, they have appliances that break that need parts and need to be replaced, and yet his mind goes to little girls and dolls. I mean what the fuck, how is this guy a sitting president. What rebuke did the reporter make, did anyone call him out on this insanity of his?
MAGA Early 2025: Tariffs are good and manufacturing needs to be done in AMERICA! MAGA Late 2025: Where are all the toys for Christmas? Why do my shoes and clothes cost so much? How come car prices have gone up? Why can't my HVAC repairman get parts?
I need a new HVAC unit. Someone give me a good play 
Have a few friends who own their own businesses and were planning expansions. (not manufacturing, just service and repair businesses). All of them have ceased expansion plans and are hunkering down which means no hiring either. Their material/parts costs are already soaring. Water heaters were announced to be going up 14% already, along with all HVAC systems. Seeing high single to double digit increases on plumbing parts as well. Furnace filters have gone up 8%. Customers are pulling back with replacements, and want repairs only.....after all, it's cheaper to pay a 14% increase on a $450 part + labor than it is to pay a 14% increase on a $8,000 system We have also seen flooring go up in price, we just renovated one of our rental units and between material and labor it was 12% more to put down LVP. And were told material is going up again next month I don't care what your political persuasion is....but this is nothing less than a complete and utter economic shtshow.....and the worst hasn't even arrived. This is like Interstellar where you see the tsunami wave moving away from you thinking you're in the clear b/c the S&P and rebounded.....until you look in front of you and see the one headed straight for you
A few things. First you are right about the revenue, but look at their EPS growth for LMB. [https://www.tradingview.com/symbols/NASDAQ-LMB/forecast/](https://www.tradingview.com/symbols/NASDAQ-LMB/forecast/) EPS went from .74, to 1.76 and last year was 3.60. Basically they used to do more one time jobs but have shifted their company model to being more of a repair/serving model as well as working with companies to help lower their power bills and upgrade their HVAC. FIX is just a beast of a company, but LMB isn't a AI play, it's a general play on HVAC and the need of companies to repair and upgrade their systems. Also the share dilution isn't that big of a concern imo. Yes, they increased their share count by 1.82% las year, but there is literally like 10M shares available on the float. There is also 10% insider ownership.
^^^ people underestimate the electronics aspect. China is the dominant player in HVAC equipment manufacturing. I’m stocking up significantly on AC equipment right now.
Just wait until the peak of North American summer and Americans realize the POTUS has doubled priced of replacement AC units and the coolant to go in them... if tariffs remain, you may have nursing homes and hospitals unable to afford to maintenance their HVAC equipment and keep people alive...
lol - tell me what maintenance solar panels need. I’ve had them on our primary home for 5 years, have yet to pay any “maintenance”. Yes, other things will break. HVAC will break. Well pump or septic might go out. Can’t plan for those things. But for the months they don’t, we are literally <$1,000 a month for a 2,900sqft home on 4 acres.
you can spread out from that though. entry level electrician and get into HVAC or some similar field you can hit $100k pretty fast.
>Trades are wonderful professions, and I have never seen an out of work plumber or welder who wanted to work. Apparently you live under a rock. I spent the vast majority of my life in the trades. Under Reagan, you couldn't buy a job. Unemployment was 10.8% in November 1982 and things didn't pick up again until the late 80's. Many trades workers, me included, were forced to leave construction to find other work...any work...to keep food on the table and a roof over their head. Everyone in the trades know that work is cyclical and that downturns can be devastating. There was another downturn in the mid 90's and of course 2007-2010 when the housing bubble burst. Luckily, neither of those two affected me personally, but my phone was ringing off the hook daily with former co-workers, carpenters and laborers, begging me for a job. I couldn't help any of them as the company I was working for had a hiring freeze. I was building Microsoft when the bubble burst and went directly to a new university library and was hearing the same unemployment horror stories from all the trades. Plumbers, fitters, ironworkers, electricians, HVAC workers...the entire industry was down. Point being...saying you've never seen a trades person out of work, you either haven't paid attention or you're disingenuous as fuck.
You are so much smarter and motivated than I was at your age. Stay healthy, pick a good career and you will be successful. Spend some time here, looking at job growth prospects, salaries abs education and training needed. Right now the best investment you can make is in yourself and you are blue chip! https://www.bls.gov/ooh/ Advice for 5-10 years from now: If you do go into real estate/sweat equity remember location, location, location. Look for an area just beginning to improve; make sure to have lots of inspections done - by specialists in roofing, plumbing, HVAC, electrical, even structural if there are concerns, well and septic if that’s a thing. All purpose inspectors miss a lot. Get very familiar with home owners and flood requirements and shop around not just for rates but advice — you want a broker who can tell you what issues might be concerns for underwriting.
Umm... 1. Automotive parts and assembly, electronics (Apple is shifting production there) 2. IT services 3. Chemicals 4. Consumer Durables (refrigerators, HVAC, TV, etc) 5. Food processing 6. Renewable energy equipment 7. Aerospace and defense 8. Gems and Jewelry 9. Logistics and e-commerce Say what you want about the poos, they can do business.
Tesla is like the only thing keeping this thing afloat today. Gonna be bad when the HVAC business owners are done maxing their CCs to buy this thing
>The general trends of electrification and HVAC seem still pretty strong for a long time. Its coming but it will be a much longer timeframe than most people might think. Natural gas hydronic boilers for example are more cost efficient and green than electric atm, plus the industry is dominated by boomers and is very slow to adopt
I’d imagine a lot of parts as well come from China. My brother works in the hobby industry and everyone orders parts from China. That’s why I love LMB. They changed their business model the last few years to move from one time bids and now work with companies on being their servicer for their systems. They also come in and help with updating systems to help lower costs. The general trends of electrification and HVAC seem still pretty strong for a long time.
Indeed. My company is 100% private so it isnt listed, but generally HVAC is recession resistant since these large scale projects are bid 1-2 years out in advance so by the time we start to feel it, we are already recovering from the worst of the downturn. Plus its a critical industry to keep the building going. This time might be different since our costs are going up at the source while customers are cutting back, which didn't happen in previous recessions
It’s also really interesting to know how many mom and pop HVAC companies there are. Such a bummer. Funny enough some of my favorite names are HVAC related lol. LMB is one of them. Actually looked into some lighting stocks in the past, AYI and LYTS.
Industrial HVAC and lighting. Yeah its ridiculous how much its starting to sting, and we're medium sized.
Actual report from the 60s that reinforces that fact: https://youtu.be/aXSKeBhvuao?si=OxXPuEoIsH4ECy0e Factory or manufacturing work is not nearly as rewarding as other blue collar work like HVAC, plumbing, electrical which requires more creative thought to figure out solutions.
There’s a ton of great companies that never get reported on. EME is up there. LMB is one my favorite names in the HVAC space. I’d say like 99% of the market has no idea about these companies.
There’s so many solid HVAC and electrical names out there. As a long term holder of this, I’m just blown away with how impressive they’ve been growing the past few years.
$FIX Q1 EPS $4.75, consensus $3.71 Reports Q1 revenue $1.83B, consensus $1.77B. Brian Lane, Comfort Systems USA's President and Chief Executive Officer, said, "Our amazing teams across the United States continue to achieve world class performance. We are reporting earnings per share that exceed every past quarter, a remarkable accomplishment given that the first quarter is historically our seasonally weakest period. These results reflect a promising start to 2025. Per share earnings in the first quarter of 2025 was $4.75, more than 75% higher than the spectacular results we achieved in the first quarter of 2024. During the first quarter, we also made substantial payments to a key customer resulting in a long-expected normalization of our working capital." Honestly, HVAC is one of the strongest themes I've invested in of the past few years lol.
What are everyone's thoughts on potential interstate commerce and how it affects each company? For indoor growing, it takes a huge amount of energy and HVAC to grow quality product. You know what makes those operating expenses grow? Trying to grow weed in fucking Florida (looking at you Trulieve). It's a lot easier to control your grow variables, and maintain your mechanical equipment, when outside RH isn't 90+. Also have to think about energy and labor costs being wayyy cheaper in bumfuck nowhere in the middle of midwest states.
Lol, why do you think private equity is buying up every industry they can? Doctor's offices, dental practices, HVAC businesses, Plumbing companies... They buy it then we rent it back forever.
The problems of a Fortune 500 would be amplified - but I had a HVAC tech, bottom of the totem pole, for a local small business talking about how the tariffs were going to price them out of existence. Like dude is 2 years into his career in the bluest of blue collar work and he was giving me the full breakdown. It’s going to be bad.
What’s HBCU is that a new HVAC
you don't have to. sorry, you're gonna have to be an HVAC guy to build robot factories.
I work in HVAC manufacturing in the USA. It’s been… tricky. .
ANYONE ELSE HERE IN HVAC SALES ILL SUCKER PUNCH MY NEXT MALE CUSTOMER WHO SAYS, “I need to talk to my wife about it” Bitch give me a proper objection so we can find common ground 👺
Yeah I work on the estimating side for a large contracting firm that does the HVAC and plumbing for larger facilities schools hospitals industrial etc and it's creating absolute chaos for us.
I suspect first in line for upside down business model will be empty 2nd tier commercial office property in urban cores standing on long dated energy performance contracts funded thru junk bands but dependent on future energy bills for "realized savings" while long vacant FED US GSA office buildings (since 2020) are continuing to have high cost for HVAC and lighting, just using less water, as these empty surplus government facilities are turned over to the private sector to unwind. I watch for and count cars in parking lots. What do others watch as tells of future events?
He's right, ETFs are new relative to the creation of mutual funds, and HVAC.
Tyranny of the majority may sound fun if you long for that..... but the taxes and inflation are gonna hit everything. Talked to an angry HVAC guy who had to cancel work that requires parts. American retailers are raising prices too if you didn't notice. Hope your AC/Heater doesn't break down! Hope you don't have a small business that relies on parts.
You’re forgetting about all of the sub components that are added to various final products here; almost 100% of those tiny parts that you never see in your favorite goods are made in China. Paint chips (chemical synthesis) are made in China and mixed in the USA for example. Nobody has made springs, gaskets, heating coils, water pumps, condensers for 40+ years in mass in the US. All of your packaging and plastics - China. You take a coffee machine and it’s got 50 components in it - none manufactured here. When your HVAC, Lawn Mower, Roof or Alternator fails we will all be up shit creek without a paddle.
Tried to. Trump (probably) started a war with HVAC companies.
Most people don’t make anywhere near $800k. The average household income in the US (using 2023 numbers because it’s what I found first) was $114,500. They’re taxed at 22% federally, meaning $25,190 of that goes to the government. They probably have tax credits and write offs to lessen that, but to keep it simple, I’m going to ignore that as well as the state taxes they also may have to pay. Ok, we’re left with $89,310. The average 30-year mortgage that same year was $2,715, so now we’re left with $56,730. This amounts to a monthly budget of $4,727. In 2023, I was paying $3,000 per month just for daycare for my two children, which is actually slightly less than average Care.com’s 2023 Care of Cost report found for my area, but we’ll go with it. A family is now left with $1,727 per month for insurance, car payments, utilities, groceries, phone service, and if there’s anything left at all, savings. The USDA has a grocery budget tool that outlines plans for how much to spend for a family of 4. Their lowest plan, which they use to determine if people receive government assistance, is set at $980.90 per month so now we’re at $746.10. None of this accounts for debt people may have from credit cards, school loans, or healthcare. The average monthly credit card payment is about $110. The average monthly student loan payment is about $500. It took us two years to pay off my first child’s NICU bill and he was only there for a week. Now imagine your roof starts leaking. Your car breaks down. Your HVAC system dies. Any single extra cost can easily send a family into bankruptcy.
We're just gonna bring 90,000 factories back to the US and have people working for minimum wage doing repetitive tasks. That's literally the plan "the armies of millions of people- well, remember, the army of millions and millions of human beings screwing in little- little screws to make iPhones, that kind of thing is going to come to America. It's going to be automated and great Americans- the tradecraft of America, is going to fix them, is going to work on them. They're going to be mechanics. There's going to be HVAC specialists. There's going to be electricians, the tradecraft of America. Our high school educated Americans- the core to our workforce, is going to have the greatest resurgence of jobs in the history of America to work on these high-tech factories, " -Howard Nuttlick, Commerce Secretary, approx 3 billion USD net worth
HVAC pays damn ass
I know a someone who thought it would be a great idea to buy a Cybertruck and have it wrapped to advertise his HVAC business. Guess that return on investment didn't turn out too well.
Across the last 30 years, haven't the number of college students grown substantially? Is there not a much larger percentage of degree holders compared to non-degree holders now than 30 years ago? I would be willing to bet there are at least double the number of higher education institutions now than 30 years ago. If you are saying that the overall standards for obtaining a degree have been reduced to placate to all of the "well he tried his best" and "everyone gets a trophy" masses out there...**that** I would agree with. 30 years ago not everyone was going to or even expected to go to college. In the 90s my high school and other surrounding high schools could send students to a vocational school to learn auto body work, engine repair, HVAC, and other blue collar trade jobs. I wouldn't necessarily consider that dumbing them down, more of an acknowledgement that college isn't for everyone and/or not everyone can afford to college directly after high school. Student loans started to take off and now everyone could afford to go, but that still didn't mean they all belonged there. If they weren't trying to get good grades in high school when it was free or relatively cheap to attend, a switch isn't just going to flip when they get on a college campus and now become studious. Especially on student loans because that is current free money and future me will be the one to take care of that. And thus the student loan debacle was born.
Honestly most supercomputer manufacturing is HVAC, industrial cooling and electrical infrastructure. Server racks take a lot of infrastructure and supporting industries.
people pour grease down the drain, schedule onsite maintenance for a tripped breaker or GFCI plug, never change HVAC air filters, blast AC with the windows open, and ignore leaks for months - then when the rent goes up they feel victimized. Then the rentiod looks at you like 
>The majority of people dont change their spending habits because of economics factors. You really think majority of middle age couple are gonna stop traveling because the macoreconomics and the economy isnt as stable as it was ? um, yes? they absolutely do. and as a middle income DINK with who is probably better positioned than most, im absolutely cutting back on trips and extraneous purchases. the things im buying are big ticket appliances (HVAC, stove, cedar fence) that were at end of their useful life and will likely increase in cost substantially in the near future so i wanted to get ahead of it. other than that im entirely moving into defensive positions and building up cash so that if i or my partner get laid off we can continue paying our mortgage for 1-2 years. airlines are already cutting outlooks [https://www.cnbc.com/2025/04/07/airlines-expected-to-cut-2025-outlooks-as-travel-demand-falters.html](https://www.cnbc.com/2025/04/07/airlines-expected-to-cut-2025-outlooks-as-travel-demand-falters.html) travel to the US is plummeting due to boycotts [https://www.travelweekly.com/North-America-Travel/Air-travel-from-Canada-drops-for-key-summer-season](https://www.travelweekly.com/North-America-Travel/Air-travel-from-Canada-drops-for-key-summer-season) and this is without knowing how tariffs will actually be implemented because the guidance changes day to day or hour to hour. if tariffs stay on EU and China and Canada a severe recession is basically guaranteed, and more and more Americans will cut back spending due to severe cost increases and mounting job losses.
This is like picking a fight with your contractor, the HVAC technician, the architect, and the construction crew all at the same time. Saying he’s getting ripped off because we give them all this money and in return all we get is a building.
Or a homeowner who knows enough about things to get into trouble. "Yes yes I can handle working on the HVAC. We won't need experts."
It wasn't the people who had to be on the factory floor on a week day who stormed the capitol. It's assholes with HVAC companies and bowling alleys.
God it's like listening to the narcissist in your life (everyone has one) who's a fucking expert on every topic in the universe, even the one you went to school for. The sort who explains HVAC (incorrectly) to the tech working on their A/C.
God it's like listening to the narcissist in your life (everyone has one) who's a fucking expert on every topic in the university, even the one you went to school for. The sort who explains HVAC (incorrectly) to the tech working on their A/C.
Yes, but not a completely new roof it’s an upfit. So the plumber and HVAC, or whoever needs to penetrate roof does so and then I flash the penetrations so it doesn’t leak and carry it with a 2 year warranty!
HVAC tech said their back office is doing across the board 15% price increases starting Monday, and that others are doing similar. So there's that.
What's that? We all have to pay the government with free labor, working in sweatshops to produce the HVAC cooling units for our AI overlords? If not we go to El Salvador to do it instead? But really, what you think?
>Automation is good actual productivity gains, not fake monetary gains from moving things somewhere else. You're contradicting your own argument now. Automation would destroy demand for unskilled labor. It's unskilled labor thats suffering in the US right now, skilled labor is in a much better position. >It's blatantly false that we have a services economy? It's blatantly false that we have underemployment, aka bottom of the barrel jobs? Its false moving production overseas is easier than innovating? Its blatantly false that were offshoring our best jobs and leaving only bottom of the barrel employment. Almost the entire IT industry is a service industry. So are doctors, nurses, truckers, freight brokers, lawyers, accountants, HVAC technicians, financial analysts, childcare workers, elder care workers, etc etc etc. >We don't have waste in the economy? Do your services seem efficient to you? Are we paying less for health care? Are we paying less for legal services? Are you asked to tip for everything now? Because inventing a service normally means taking something that used to be free and making people pay for it, lowering effective wages. What is the point in wasting all of these words if you don't actually have a metric that you can use to make objective cross country comparisons? >The amount of value added doesn't change based on location, are you crazy? This is some economist crap. If I have a machine and need someone to run it, putting it in a different place doesn't magically make my output higher. The more you use the word "value" the less I think you truly understand what determines economic value. The obvious answer is "supply and demand" but consider what that actually means... It means that a nuclear power plant placed 50 miles outside a major city will generate more value than a nuclear powerplant that's 500 miles away from the nearest population center. >What I'm trying to argue is we adjust the exchange rate so that labor equally priced. Lol... what? So you're starting from the conclusion "labor should be equally priced" and arbitrarily changing variables to get the result you want??? You do realize why that's nonsense, yes? >I'm really not sure what you mean about automation being free. So are you going to forgo gains in automation because of cheap labor? No you will do both. Automation costs money. If it costs $X to pay for N labor hours and $Y to automate away the need for those labor hours, them automation will only occur when X>Y. Automation would not create any gains if Y>X. > It drives inequality because they don't reduce prices on gains, just like they don't reduce prices when we give them tax cuts. This is factually incorrect. Free Trade does indeed reduce prices. Its basic competition. > I'm not talking about productivity gains from low hanging social development. I'm talking about productivity gains from investments made there instead of here. Doesn't matter what you ***think*** you're talking about. In reality most of the gains that China has seen over the last several decades is precisely the plucking of low hanging fruit, and not "productivity gains from investments made there instead of here". > You argument about lawyers and baby sitters makes no sense. ***We have a trade deficit, so your lawyer is paying the baby sitter more than the lawyer is making.*** Nice your a lawyer with negative income. No, that is 100% NOT what a trade deficit is. It only describes the balance of payments between the lawyer and the babysitter. The fact that the lawyer pays more to the babysitter than the babysitter pays to him does NOT mean that his overall income is negative. Its like the difference between trade balances and overall GDP. > This idea that we will all work in a sweat shop is also ridiculous. Did we all work in sweat shops during the American dream? There are probably about as many "sweat shops" in the US anyway we just propagandize it. There is no fundamental reason we can't make things here with good wages. He have before, many companies still do. You're the one who wants to copy China's economic policy.
That's the point. Chinese workers are stressed and so close to their limit. FoxCom housings have suicide nets for a reason. Youth unemployment in China is between 16%-18%. The great depression unemployment rate is ~25%. China needs its factories to run and make cheap goods. They've moved away from farming in recent decades because farming doesn't give as much $ per land area. I have a lot of made-in-China stuffs around the house. But I looked around and don't see anything I'll need to buy or replace semi-regularly. If food and energy are cheap, I can hunker down for a long time. China imports food from the US. If they stop that, food will flood the US market, lowering their prices while farmers take government subsidies. US exports 40b agricultural to China per year and collects around 2B/day from tariffs from China (US import 440b from China/yr). They can subsidy farmers with that $. I don't know about other people but I low-key like the down market. It's an opportunity for me to buy cheap VTI in my 401k. The summer of 2022 was great. By the time I need a new car, a new roof, HVAC units or anything major, the whole thing will be over. The only things left to remind me of this down turn is a bunch of cheap shares in my 401k. The Chinese will need to import food from somewhere (Brazil), but you can't just make extra food by working extra hours in the factory. The food has to come from somewhere. Someone will import US agricultural products and sell them back to the Chinese. Agiculural products don't have very long shelf's life. The net agricultural product and consumption worldwide is close to zero. That's why famine happens when Mother Nature wreaks havoc the year before. No one wins in trade wars. Saying that the Chinese win is delusional.
HVAC, workers comp attorney’s, and knee replacement doctors will be rolling in cash
I use a larger company for my HVAC, and they are sending all kinds of emails about tuneup specials and fishing for work.
Im liking HVAC right now. TT, CARR, LII, DKILY, WSO, JCI
Good thing houses are just piles of wood, and don't have HVAC or anything.
> bro, most businesses have to import stuff, tariffs are literally sales taxes on their raw material costs, except these sales taxes range from 10-97% > > there's now way any business tax cuts can make up for this sales tax increase Yeah that's by design, they want to incentivise american made. > > HVAC companies are canceling jobs because the $15,000 imported AC unit they had ordered now requires an additional $10,000 as sales tax to be paid to the government in order to retrieve it from US customs control > > costs are going to skyrocket There's no way those numbers are accurate. $10k tax on a $15k AC? That would be a 150% tax. > and all of this before we even consider the RETALIATORY tariffs other countries levy This seems unlikely to me, because it will hurt other countries more than it will hurt the US. Countries will be looking to remove these tariffs by whatever means necessary, not escalate things. With the exception being China. That one could be interesting.
> Tariffs to actually lower taxes, in particular for business bro, most businesses have to import stuff, tariffs are literally sales taxes on their raw material costs, except these sales taxes range from 10-97% there's now way any business tax cuts can make up for this sales tax increase > housing our homes are essentially all made of lumber, much of them imported from places like Canada costs are going to skyrocket HVAC companies are canceling jobs because the $15,000 imported AC unit they had ordered now requires an additional $10,000 as sales tax to be paid to the government in order to retrieve it from US customs control costs are going to skyrocket and all of this before we even consider the RETALIATORY tariffs other countries levy once that happens, the jobs/industries that rely on us exporting to other countries will dry up those unemployed groups will cut back their spending, and that will also affect the sales of even our domestically produced goods, and then workers in those industries also lose their jobs this vicious cycle continues where we end up with stagflation, high unemployment along with high prices (much of them artificially induced because of government's sales taxes)
People are stupid, and you are short sighted. Don’t you see how many job are being replaced by AI and robotics, and how that will exponentially increase in the coming years? Your cleaning lady will be replaced by a robot. Fast food workers will be replaced by robots and kiosks. Administrative assistants are being replaced by AI. Truck drivers will be replaced by autonomous vehicles. The list goes on. We will soon not have enough jobs for everyone unless we bring as much industry as we can to America. Sure, some of that will include the types of jobs that will eventually be replaced. But won’t it be better to have that industry here regardless. These new plants will need construction workers, electricians, plumbers, HVAC specialists, concrete workers, etc. Also, there will be new jobs, not as many, that are created, like overseeing AI agents and training them for specific tasks, monitoring robotic equipment and repairing them. The more industry we bring here, the more new jobs there will be. So many of these posts focus on what has been, when all of that is about to change significantly due to technology. Get ready for the Industrial Revolution 2.0!
The wholesale price will double. At every step in the chain when a product exchanges hands costs are added in. Getting something at wholesale prices is pretty good. Getting them at the distributor’s price, well that is dandy. It’s how I picked up several $500 UV lights system for my HVAC for $47/each.
They keep saying they’re going to bring manufacturing jobs back, but the truth is, They will have lots of jobs to produce manufacturing facilities. Construction. HVAC. Plumbing. Electrical. The actual jobs will be automated. They’ve already said this. So once the facilities are built, the jobs will go away too.
Trying to bring back manufacturing is like trying to bring back the Paperboy job. In fact, they aren't even serious. They are talking about a boom in jobs like Air conditioning HVAC system for data centers, they aren't serious. They are taxing international money, period, and this just reordered everything.
This is false. Its a narrative that has been told over and over and it was never true except in very specific housing price spike instances like 2006 and maybe the current prices which are cooling while inflation still marches forward. But what kept you from buying a home before COVID and the major inflation? The reason houses are more expensive isnt because they inflated more than wages, its because they are literally bigger and they are built with more expensive materials. Or did you think every home back then had 2000sqft, granite tops, heavy gauge wiring and modern HVAC? You are buying more home but people refuse to acknowledge that this costs more and expect the bigger and more advanced home to be just as affordable as an average home back in the 50s or 60s or 70s. If you actually bought a home similar to one from the old days, it did not inflate more than wages. Do you know what the average size of a home was in the 50s? Try less than 1000sqft. It was basically the size of a modern condo and it had rather cheap everything. You dont need to believe me. Go look up wages vs price of home at various points in time then divide them by sqft and get back to me. Sure you can probably selectively pin point specific times where its more expensive but it never holds. Right now its slightly more expensive but if you are tracking real estate, prices are stagnant and falling, inventory is climbing, and obviously the economy is slowing.
Are they building new fabs in Taiwan for upcoming technologies, or do they just update some of the more recent existing ones? I understand that they need to be unbelievably stable in their foundation and have crazy HVAC, vibration, and energy needs, but what prevents doing whatever they do in Taiwan to update manufacturing?
Guess HVAC is the new “learn to code”. Guess HVAC is harder to outsource, but last I checked there’s a finite amount of heating and air units out there, so once again this administration proves they don’t have a clue.
Trade Schools are about to become the new College in a few years after 🥭 is done killing off higher education. Harvard's going to have PhD programs in Carpentry and HVAC, lol
HVAC bots and electronic technician bots are gonna have so many jobs!
Funny. Based on this statement, I shouldn't have been able to retire. Explain to me how I retired at 34 as a blue collar HVAC mechanic?
I have hired HVAC people during the pandemic that were crazy MAGA assholes. Pulled onto my driveway in their work truck and I could hear the loud right-wing program playing on their radio. They did forget a brand new pricy phillips head on my deck that I am now the proud owner of, so at least there's that.
One of my favorite fact about society is that all AI/Robot controlled warehouses have a state of art air conditioning system because robots die/perform worse if improperly cooled. Humans have no such weakness so the warehouses with humans typically don't hav HVAC or have a really underpowered system.
When I retired 6 years ago, I began to rebalance my portfolio to what is now a 65% fixed income to 35% stock mix. I also have a modest pension and a paid off house. I recently was able to finance a new HVAC system for 0% interest. So the $10K cash I had set aside for that purchase is now going towards DCAing into the dip.
Debt junkies Ripping out Copper wiring, and Piping from the HVAC, Plumbing, and electrical systems with no regard to the fire flooding and heat.
Winter and summer months are definitely the best months for HVAC but looking at prior years, we’re way ahead of where we normally are for Q1 People held onto their money during the election year, which always happens, and are spending it now
I would assume that’s because people want to get HVAC situated before the summer comes…
yep self storage has become saturated in my market a lot (and i mean A LOT) of big money is behind this stuff now. used to be small and medium sized businesses running them. now they are national franchises, using the same platforms etc. i expect we will start to see the effects of price fixing similar to what happened with Real Page, and what is happening with the HVAC industry....where you try to shop around, only to find out they are all using the same Nexstar Network platform for pricing, b/c 3 out of the 4 companies are owned by private equity firms
HVAC guy just convinced me to spend 2k on something I've never heard about before. Just like how I buy options.
1 - you're not investing, your gambling. 2 - Putting all of your remaining eggs in a single stock sounds like you're still gambling. 3 - Buy some nice, broad index funds. 4 - Stop watching the market every minute. Check your statements every quarter. 5 - Investing and trading are businesses. If you're not willing to invest the time and effort into learning the business, it's something you leave to a professional you can trust. Same as anything else, like your HVAC, your car brakes, etc. You're down. You're not out.
HVAC and semiconductors are same same
LMAO HVAC will save America. These people are retarded. 
I’m in HVAC and I’m just waiting to see prices skyrocket for us and our customers. A lot of our parts are out of Mexico, Canada, some Asian countries. We do also sell a lot of USA made parts though
I work for a very large HVAC company. Nothing runs like it. They’ve already halted all price discussion on new models, froze hiring, and are looking at price increases. This is for a product that already costs 8-15k and gets all its parts from overseas manufacturers.
Really lol? What exactly was I an HVAC technician from Iowa supposed to do other than vote?
If manufacturers pass on the cost of tariffs to the consumers, do you think they will reduce their margins? I have to imagine even if they do they will still be profiting more at the end of the day. I'm in wholesale HVAC, we have not really reduced our margins the past 5 years. Everything costs more and we are making more just by holding onto the margins.
I always heard that, but my Focus was a beast. Nothing but oil changes and basic shit like brakes and tires. Oh, and the HVAC fan dial broke off. Delivered pizza in that fucker for about 6 years, and gave it to family when it hit 160k miles. They drove it for another 20k before trading it in for a new car. Bought a Fusion after that and it was also super reliable. Sold it with 150k on it and it was still practically mint. No rust, no issues at all. That did have some evaporative system issues that were about $800 to ID and fix but that was in from 28k to 150k.
This, a data centre is just a automated building that sips electricity and produces a bit of heat, managed by HVAC and a couple of cooling towers. A factory is a living creature with complex inputs and outputs that will get dirty and die without it's workers. A mine is even worse because this creature is now also at 14000 ft altitude lmao.
Sure if all you needed was a lot of power hookups and HVAC for a car plant. You need a lot more than that though.