Clearly stated thank you. Seeing decent outperformance from HK reopening. If mainland opens same way on Wednesday that will rile him and may lead to further China tariffs. However I’m positive China/HK and I think this helps non US markets medium term.
Let it never be said that you don't put in the work, because my goodness, you put in the work
This was a great read -- I'm also super interested in your thoughts on the suspension of the de minimis exemption
And thank you, btw, holy shit! Lots of Sunday hustles lately.
Clearly stated thank you. Seeing decent outperformance from HK reopening. If mainland opens same way on Wednesday that will rile him and may lead to further China tariffs. However I’m positive China/HK and I think this helps non US markets medium term.
Doesn’t Yeti manufacture their products in China (and other Asian countries)?
Nit: I don’t think Yeti manufactures (all?) their stuff in the US anymore, judging from the last couple Yeti mugs I bought (made in China).
Thanks bud 🫡
Useful piece. For some additional context around the broader Purpose of Tariffs:
Tariffs (Part I) - The Unbalanced System & The Tariff Shock
https://aquavis.substack.com/p/the-system-series-tariffs-part-i
Tariffs (Part II) - Tariffs & The Re-Balancing of the Global System
https://aquavis.substack.com/p/the-system-series-tariffs-part-ii
hiyo, I was wondering why you think the RV sector pairs in cross basket form here won't perform the way they did in 2018?
The news says Mexico tariffs are on hold for a month.
Is this theme also on hold?
ags will be mixed if china does follow thru with phase 1 purchases.
Thanks Cit for your comprehensive and thought through review of the facts, implications and trade recommendations. Chapeau!!!
Ticker MRO no longer exists, it was bought out by Chevron a few months ago. Only MPC remains for Marathon.
I was going to say that same. PXD no longer exists either - bought by XOM
What about natural gas and midstream proviser stocks?
“Homebuilders are vulnerable as Canadian lumber and Mexican labor costs increase.”
Mean just “labor costs”? If they must hire American/authorized Mexican workers that demand more pay?