Discover and read the best of Twitter Threads about #Tariffs

Most recents (24)

Last year, my colleagues and I stood before
our peers, faculty, and DFW investors, lecturing on the dangers an expansionist CCP posed to the world.
These threats have already begun to manifest themselves.

Full analysis in thread.
#China #CCPChina #CCPLiedPeopleDied #SLOC #OSINT
China’s state-owned and state-backed ventures, including State-Owned Enterprises (SOE), regional banks, and the People’s Bank of China (#PBOC) have created an ecosystem of interdependence within the Chinese economy that has skyrocketed China’s GDP over the last several decades...
#China has been the fastest growing economy in the world, w/annual growth rate of ~10%.

However, >quarter of GDP is direct SOEs, & 2/3 is funded by State-Owned Banks (SOB), which are funded by the PBOC.
With avg debt-to-asset ratio in Q119 @ 65.7%, There is a #disaster brewing.
Read 16 tweets
THREAD: Looks like WH & Congress are properly considering #COVID19 impact on small businesses. They have 2 major costs: staffing & real estate. W/ consumers needing to stay home & little or no revenue coming in, paying employees & property bills quickly becomes unsustainable.
2. Employers need to continue paying their people even if they aren’t able to work due to #coronavirus. Here are a few relatively low-cost, high-impact things we can do to help small businesses & their employees be in the best position to recover...
3. Landlords should waive rent for small businesses that depend on consumers & be allowed to take 3 months of the loss on their 2019 tax returns. #CoronavirusOutbreak
Read 8 tweets

Firtash is emerging as a key collaborator in the effort by Trump’s atty Giuliani to dig up dirt on Biden.

One of Putin’s foremost agents of influence (Firtash) has delivered more than $2M to associates of Giuliani who have worked with him to discredit Biden.

Firtash is personally motivated to fund the attack & smear on VP Biden to help Trump:

Gas industry experts say the gas-market reforms pushed by Biden & others in 2014 & 2015 hit Firtash in the wallet, and badly—to the time of hundreds of millions of dollars.

Mogilevich/Putin have motive too:

It was Biden who had pushed the UKR gov’t to eliminate middleman gas brokers like Firtash & diversify the country’s supply away from Russia.

Semyon Mogilevich, a renowned RU mob boss, is identified as real power behind Firtash
Read 59 tweets
2019 in Review📅Article by @charlottecuthbo (Thread👇)

#BorderCrisis Peak, #Mexico Cooperation, and Judicial Wrangling

The year began with President Trump declaring a #NationalEmergency at the southern #Border.…
The #BorderCrisis escalated, and in May, nearly 133,000 #IllegalAliens were apprehended by #BorderPatrol, with a further 11,000 presenting at ports of entry without legal documentation.

By the end of fiscal 2019, almost 1 million people had entered the US illegally.
Over 600,000 of them were either individuals within a family unit or unaccompanied minors—both vulnerable populations that often arrived sick and required more care than #BorderPatrol was set up to provide.
Read 23 tweets
@talkersmagazine "In China, the government is the standard. How can you challenge it? That is the problem of China. It not only creates a challenge for the Chinese society but also for the international society," says Nan Su of @news_ntd
@talkersmagazine @news_ntd "Chinatowns are always kind of insulated self governing units…The Chinese Communist Party realized this could be strategically valuable."

@JoshJPhilipp of @EpochTimes explains #China’s United Front soft power operations in the US.
Read 20 tweets
Welcome to the #Pennsylvania Member of Congress Tracking Report for the week ending 12/08/19.

This is where you'll find all the votes and quotes from ALL our PA House members as well as @SenBobCasey and @SenToomey.
#MoCTrack 1/19
@SenBobCasey @SenToomey The awesome folks at @538Politics help us assess the extent to which our MoCs vote along with the Trump Administration agenda. We track that index in each week’s #MoCTrack Report.
#MoCTrack 2/19
@SenBobCasey @SenToomey @538politics This week, the House voted on the #VotingRightsAct, a measure that would open the door for resumption of DOJ pre-clearance of new election laws in areas with a history of discrimination.
#MoCTrack 3/19…
Read 19 tweets
Kosovo & TeamTrump

Trump’s comment stating the US meddles in foreign nations elections takes on new meaning when we discover Grenell, Whitaker & Nuneberg doing just that in Kosovo, promoting their favored candidate Kadri Veseli.

Kosovo is holding an early gen election Sunday.
📌The vote comes after the outgoing prime minister resigned following a request from a Hague-based court to question him over war crimes against ethnic Serbs during and after the country's 1998-99 war.…
The outgoing prime minister, Ramush Haradinaj, having been questioned in The Hague but not charged, is standing for re-election with his Alliance for Kosovo Future. He faces Vjosa Osmani, Kadri Veseli of the Democratic Party of Kosovo; & others.…
Read 23 tweets
“The Chinese miracle is over.”

In a wide-ranging conversation, top radio talk show hosts and senior @EpochTimes staff provided context to an audience of media professionals about some of the most important headlines regarding #China.…
John @batchelorshow, a talk show host on WABC in New York, said the #TradeWar has highlighted how “China’s business model is broken.”

US #Tariffs have taught companies they can move their supply chains out of #China, without being subject to unfair trade practices.
@batchelorshow Tom @sullivanradio of #TalkMedia Network said he’s spoken with #Farmers and residents in the heartland states most affected by #China’s retaliatory #Tariffs on US #Agricultural products; they support President Trump tackling the #Chinese regime’s trade policies.
Read 8 tweets
As of this morning it seems that the expected tweaks to #nodeal #tariffs will be in line with what biz requested. Gov responding to initial reactions of some industries.…
If the #nodeal #tariffs ever enter into force - raising them after the initial 12 months will be a complete nightmare for the Gov.
With the majority of tariffs at 0% questions around UK's ability to sign meaningful and beneficial FTAs and the point of #freepoints remain.
Any increase will cause a massive stir
Read 3 tweets
1. My prediction: As Chinese goods are dumped to get ahead of Trump's #tradewar #tariffs, prices remain low but as inventories drop and demand remains, prices will begin to spike. IMO @POTUS Trump will create high inflation with a business slowdown by first quarter 2020.
2. The key is to keep talking about the Trump GOP being in bed with Putin (eg #MoscowMitch #LeninGradLindsey) and Putin's goal is destruction of US economy. Say it over and over again. So when this predictable result occurs the remaining non-#MAGA GOP will be predisposed to
3. wipe the GOP out in nearly every Senate race. The goal of Democrats holding the @WhiteHouse and ending GOP majorities not only in the House but in the Senate is clearly attainable but @TheDemocrats must remain focused on message. The goal is to not only defeat the @GOP but
Read 6 tweets
New #tariffs on Chinese goods will hurt foreign companies’ investment confidence in #China and also force China-based manufacturers to relocate their factories to #Vietnam, #Thailand and #Malaysia, reports Jeff Pao.…
The latest decision by United States President Donald Trump to add new tariffs on Chinese goods from next month will further weaken capital investments in China, some economists say.
On Thursday, US Trade representatives returned from Shanghai after talks with Chinese officials. On the same day in US time, Trump announced on Twitter that the US would add an additional tariff of 10% on the remaining US$300 billion of Chinese goods and products.
Read 8 tweets
1-#Tariffs are a necessary part of the solution, not THE solution!

No one worries about the industry being destroyed only those that ‘might be’ hurt! Until it’s their turn on the firing line being destroyed. Wrong is wrong, illegal is illegal, predatory is predatory!
2-You can pay me now or pay me later but ignoring the mercantilism is at your own peril in due course.The history is clear!#China is the culmination of the process,nations & their futures r clearly at risk!As far as the trade deficit,it takes yrs 2 unwind process that created it.
3-Tariffs r just the start of the process & the beginning of the counter attack. One tool in the big picture of eliminating the trade distortions that created the monster.We have no choice but 2 win the war of economic aggression.We can’t afford 2 ignore the forest 4 the trees!
Read 3 tweets

#Spygate: “it's a very wrong thing mobilize the massive resources of our intelligence community against the opposition candidate without proper predicate”

@StephenMeister on ATL🇺🇸 with @JanJekielek

On the Iran drone attack: “You saw what happened...with #Iran. He didn't want to have that loss of life, even among enemies.”

@StephenMeister joins us on American Thought Leaders 🇺🇸 with @JanJekielek

“When I see things like the #tariffs being imposed on Mexico, for example, I just see what to me is classic [@realDonaldTrump] negotiating prowess.”

Former Trump lawyer @StephenMeister on American Thought Leaders 🇺🇸 with @JanJekielek
Read 3 tweets
1a. #News ~ Article: Ex-CIA and whistleblower Kevin Shipp: President Trump in "Historic Battle" With "Treasonous" Deep State…

#Trump #Qanon #WWG1WGA @realDonaldTrump #Spygate #ReleaseDeclass
#ItsHAPPENING #JusticeComing #SOON #ReleaseTheDOCS #TickTock
2. #News ~ LIKE A BOSS: AG Barr Flies by National Guard Transport Plane While in Alaska (Video)…

#Trump #Qanon @realDonaldTrump #WWG1WGA
Read 116 tweets
1/ This isn't my usual beat on payments or fintech, but would like to talk about Skyworks Solutions $SWKS, the analog #semiconductor maker that "is empowering the wireless networking revolution." Just thinking out loud, looking for feedback. #5G #IoT #valueinvesting (cont)
2/ I'm firm believer in owning great companies w/ real, competitive advantages in growing industries. I believe Skyworks fits this bill, though it is currently facing many legitimate concerns. If problems are overcome, could be lots of upside from here. #tradewar #tariffs (cont)
3/ Bad news first: Huawei makes up about 10% of Skyworks' revenue. ZTE is a 5%+ customer. Both are affected by tense US-China relationship. Together represent combined 15% of business but, since mid-April, $SWKS stock is down more than 26%. (cont)…
Read 13 tweets
1. #News ~ IT’S HAPPENING: Trump to Start Declassifying Deep State Documents Including ‘Bucket 5’ in Next 7-8 Days — via John Solomon (VIDEO)…

#Trump #Qanon @realDonaldTrump #Spygate #TickTock
#ItsHAPPENING #JusticeComing #SOON #ReleaseTheDOCS
2. #News ~ Pelosi Calls for Special Caucus Meeting at 9AM Wed [THIS MORNING] on RIDICULOUS Impeachment of the Greatest President in US History!…

#Trump #Qanon #WWG1WGA @realDonaldTrump #Spygate #ReleaseDeclass
#ItsHAPPENING #JusticeComing #SOON #TickTock
3. #News ~ Loony AOC: Growing Cauliflower In A Community Garden Is “Taking A Colonial Approach To Environmentalism”…

#Trump #Qanon @realDonaldTrump #WWG1WGA #Walkaway
Read 43 tweets
1. #News ~ BOOM! Joe diGenova: For the 1st Time I Believe These Guys are Going to Jail. This is Big Time! Brennan & Comey Needs 5 Attorneys -VIDEO…

#Trump #Qanon #WWG1WGA @realDonaldTrump #Spygate
#ItsHAPPENING #JusticeComing #SOON #ReleaseFISA #TickTock
2. #News ~ 3 Florida radio stations plan to air President Trump speeches every hour, every day until 2020 election…

#Trump #Qanon @realDonaldTrump #WWG1WGA
#MAGA #KAG #Trump2020
3. #News ~ 20 House Democrats plan marathon public reading of 448-page Mueller report; 'It's not a ploy,' lawmaker insists…

#Trump #Qanon #WWG1WGA @realDonaldTrump #Spygate
#ReleaseFISA #TickTock
Read 101 tweets
1. #News ~ President Trump blasts Democrats' declaration of constitutional crisis as 'PATHETICALLY UNTRUE'…

#Trump #Qanon @realDonaldTrump #WWG1WGA #WALKAWAY
#Trump2020 #WINNING #MAGA #KAG
2. #News ~ Sen. Tom Cotton gives a glimpse of Arlington National Cemetery through the eyes of the Old Guard…

#Trump #Qanon @realDonaldTrump #WWG1WGA #Military
#History #Respect #Honor #Vets #Veterans #Salute
3. #News ~ Exclusive: Acting Defense Secretary Patrick Shanahan talks securing the border, handling North Korea and China…

#Trump #Qanon @realDonaldTrump #WWG1WGA
#Trump2020 #WINNING #MAGA #KAG
Read 104 tweets
Leading economists and industry experts have long criticized Trump’s approach to trade, pointing out that tariffs are ultimately a tax on American businesses and consumers.…
The White House's top economic adviser has admitted US businesses will suffer from #tariffs on Chinese goods, contradicting US President Donald Trump's widely denounced claim that it would only be China that pays.…
And there are signs that things could soon get even worse: The Trump administration is considering upping tariffs on all of China’s remaining imports — about $300 billion worth of products.…
Read 3 tweets
Economists estimate trump's #TradeWar w/ China has already cost U.S. companies & consumers $19.2 billion.

Now U.S. retailers, to avoid drastic price increases in the U.S., purchase products from Tawain, South Korea, Vietnam, & Mexico (thread)
The trump #TradeWar is making #Vietnam a winner-- as "exports rose 12.4% in the 2nd half of 2018...outpacing the five biggest economies in SE Asia"

And co's like Xuan Hoa Vietnam Joint Stock Co. (furniture) have shifted operations from China to Vietnam.…
Tawainese companies are also moving out of China to invest in their home country, making #Tawain a winner in the #TrumpTradeWar

Read 11 tweets
Whether Huawei (or any Chinese firm) really is spying - or planning to - is almost irrelevant. There's always a #platformrisk argument for maintaining control of critical infrastructure - for a country or a company.

See: Surviving Platform Risk…
Cost? Problem is cost to whom? ISP's get to decide our fate, based on their costs, not ours, as citizens or a nation. A realignment is in order.

PS- I don't feel bad dictating to govt-created monopolies what to do.

Read 7 tweets
Going after #Trump? Evidence from the #tradewar. This is a brief thread describing a new paper that it is joint work with Carlo Schwarz @Warwick_Econ PhD student (going on the market this year). The paper circulates as @cepr_org - ungated WP…
The question we ask is quite simple: were the retaliation measures triggered by China, the #EU, and the #NAFTA against Trump's tariffs politically targeted? We study the trade escalation triggered by US steel tariffs and various #Section301 #tariffs.
Interestingly, this is the first trade dispute in a long time that actually escalated to that level. The last case that came close was also the case of steel tariffs in the early 2000s -- but then retaliation measures, while being threatened, were never triggered as US caved in.
Read 13 tweets

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