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Impact of Tariff - Time Delay, Inflation + Another Insane Move in Bonds (Part 2/2)

Impact of Tariff - Time Delay, Inflation + Another Insane Move in Bonds (Part 2/2)

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BowTied Bull
Apr 11, 2025
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BowTied Bull
BowTied Bull
Impact of Tariff - Time Delay, Inflation + Another Insane Move in Bonds (Part 2/2)
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Welcome Avatar! We’re getting old or something. Initially just looked at all the tariff stuff from a pure financial perspective. Gross margins, profit margins, sales etc. The thing we forgot about is *how* these tariffs are even going to be tracked. Now learning that we’ve got a group of people at all the shipment locations checking everything to see wh…

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