One Response to Trump’s Tariffs: Trade That Excludes the U.S.
nytimes.com
One Response to Trump’s Tariffs: Trade That Excludes the U.S.
Second, Trump is threatening to put tariffs on U.S. allies like Canada and Mexico. This will deprive American manufacturers of the cheap parts and components they need to build things cheaply, thus making them less competitive against their Chinese rivals. It will also provoke retaliation from allies, limiting the markets available to American
... See moreNoah Smith • Manufacturing Is a War Now
Geopolitically, nothing matters more than winning AI.
These tariffs, as constructed, essentially guarantee that America will lose “AI” by making America the most expensive place on earth to build AI datacenters.
The semiconductor exemption was irrelevant for AI. Datacenter semiconductors... See more
Gavin Bakerx.comI’m playing everyone’s favorite party game: guess the Trump administration’s strategy. Like most of you, I have no inside information. But that’s what makes it fun. Here’s my best theory.
Some assumptions first:
1) They’re not crazy. There is a strategy. It doesn’t align with conventional... See more
Matthew Prince 🌥x.com