This is a continuation of the prior thread. Keep it on the rail (I include myself in this) https://test.sellersasksellers.com/tos :victory_hand: As of today DJT announced steel tariffs of 50%, double their current rate of 25% Steel Tariffs This is a developing story and will be updated.

[image] Tried_Tested: real costs + additional deficit Plus reduced taxes from other economic activity.

I suppose that’s fair to treat all data as data, but I think we both know context determines meaning. The problem isn’t having data; it’s how early-stage data gets interpreted as confirmation before the full policy cycle plays out. Especially when it involves long supply chains, lagging inventories…

[image] Be bery bery quite … I’m hunting for a tariff … [image] [image]

[image] Tried_Tested: But I’d just add that the full impact of these tariffs hasn’t even started showing yet. Nope, not even close… [image] https://www.reuters.com/business/autos-transportation/tariff-fueled-surge-container-shipping-rates-shows-signs-peaking-2025-06-05/ It’s easy to ignor…

[image] ASV_Vites: Hopefully this is being used for the $2.6B per day in nat debt interest payments… Don’t forget the subsidies paid to those affected exporters. Nah… We put that on future generations tax bill too. This is how Forbes broke it down when we did version 1 of Trump Tariffs. htt…

Well, unrelated data point. Local wine shop ran out of my favorite South African Chenin Blanc. I asked the manager if he was getting it back, he told me they were dropping it; but since I was buying it, he brought it back (I have a really good relationship with them; he’ll text me when stuff I want…

[image] Picks_by_Nisha: And I can say, having tasted 10s of thousands of wines And the rest of us can say, alcoholic :rofl:. [image] Picks_by_Nisha: there is no US wine that is close to the same, at least not without costing 3-10x the price; so American is simply not an option. I cann…

Damn bro, where is your tinfoil made?

So… Connect the dots with Kevin Bacon it is apparently. [image] Tried_Tested: tinfoil I have all kinds of excuses… on rails… on rails… It was an attempt at humor from someone else’s written work.

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Import Tariffs Part Deux - 05302025

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