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1 mo. ago

  • Yup that’s exactly what I was doing, and I was surprised that the negatives won’t catch up until at least 3 months which brings us to July at the earliest.

    Edit: Thanks General I didn’t notice it’s in weeks. So we’re looking at early June which is closer to what we were all thinking.

  • OP’s data shows the U.S. is stocking up tremendously in April, and then maintaining year-on-year patterns after that with a slight downturn that doesn’t even compensate for April’s glut.

    I haven’t seen this data before but it shows the opposite of the shortage I was expecting.

  • It’s not just because he’s an idiot. He also said explicitly that the tariffs are part of a negotiation that he will use to get concessions. So he intends to bargain them away which would render any industrial tariff-based investments useless.