*Investors Blog*

Jaguar Land Rover halts US shipments over tariffs. From the NY Times:
"The luxury automaker, which faces 25 percent import tariffs, said it was halting shipments in April as it addresses the new trading terms."

Oops! There goes my new Jag...
Jaguar sells 8300 cars per year in the US. Toyota and Ford each sell 2 million+. No one cares if Jaguar closes up shop in the US.
 
Jaguar Land Rover halts US shipments over tariffs. From the NY Times:
"The luxury automaker, which faces 25 percent import tariffs, said it was halting shipments in April as it addresses the new trading terms."

Oops! There goes my new Jag...
I would think all manufacturers are holding back what they can until the trade dispute is worked out, which it will be.
Why send a car here if it is going to cost 25% more this week and 25% less in 3 weeks?
(interesting times!)
 
Could China start the crash if they really wanted to ?

:unsure:

The nuclear option China could take in trade war with the US​

Retaliatory tariffs may only be the beginning of Beijing’s counter attack

https://www.telegraph.co.uk/busines...option-china-could-take-in-trade-war-with-us/

.
One way or another, in some form, we are destined to go to war with China. Economic seems the easiest one and possibly most justified with the slanted field in their favor for way too long.
 
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I would think all manufacturers are holding back what they can until the trade dispute is worked out, which it will be.
Why send a car here if it is going to cost 25% more this week and 25% less in 3 weeks?
(interesting times!)
Exactly - and JLR is small enough, with 100% made overseas, that they can’t afford the chance.

BMW, Mercedes, Toyota, Honda, etc. all have plants here, and are big enough that they can navigate the uncertainty.

Since the tariffs are going to affect imported parts, as well as vehicles, many of those cars will compete well with domestic branded cars that also have imported content.

The Tundra, for example, has more domestic production and content than the Silverado. The Ridgeline, while not a direct competitor, has even more than either. So, ironically, the imported parts tariff is poised to impact Chevy and Ford pickups more than Toyota.
 
Glad I didnt go into all cash yesterday *LOL*
This is crazy. Since I have solid companies I am riding it out for now. (WMT, META, AMZN)
That can change on a whim but as of this minute ...
 
Rolling on today......
1000009359.webp
 
Well, since Cramer said it was going to be another Black Monday and to sell sell sell, you know it was going to go up!
YES!!! Isnt that ironic. But not unexpected. These guys are actors, being able to stay famous by making news of market moves after they take place and the sad part is make themselves sound authoritative to the masses in predicting the future and spinning it when they are wrong... go figure, it is fun to watch sometimes, however rarely.

Time to mail my tax forms to my accountant ... over and out!
 
Jaguar sells 8300 cars per year in the US. Toyota and Ford each sell 2 million+. No one cares if Jaguar closes up shop in the US.
Exactly - and JLR is small enough, with 100% made overseas, that they can’t afford the chance.

BMW, Mercedes, Toyota, Honda, etc. all have plants here, and are big enough that they can navigate the uncertainty.
These posts make important points. The tariffs and uncertainty will hurt the smaller companies first and the most. Generally speaking, they can least afford it.

Small businesses are a vital part of our economy, comprising 99.9% of all US firms, employing nearly half the workforce, and contributing significantly to job creation and economic growth.
 
These posts make important points. The tariffs and uncertainty will hurt the smaller companies first and the most. Generally speaking, they can least afford it.

Small businesses are a vital part of our economy, comprising 99.9% of all US firms, employing nearly half the workforce, and contributing significantly to job creation and economic growth.
Jag is owned by Tata motors which has a $51B market cap and sells 1M cars a year - most not in the USA. So really isn't applicable.

Most small businesses are service businesses - and don't really have to deal with tarriff's.

Its actually the large companies that will "suffer" - because they won't be able to pass any cost increases to their customers - so it will be a margin compression event. Of course they were the ones that off-shored everyone's jobs to begin with.
 
Jag is owned by Tata motors which has a $51B market cap and sells 1M cars a year - most not in the USA. So really isn't applicable.

Most small businesses are service businesses - and don't really have to deal with tarriff's.

Its actually the large companies that will "suffer" - because they won't be able to pass any cost increases to their customers - so it will be a margin compression event. Of course they were the ones that off-shored everyone's jobs to begin with.
Disagree; pretty much every business will be affected either directly or indirectly.
From Forbes:

The Impact of Tariffs on Small Businesses

1. Small businesses that import and distribute foreign-made goods will feel the impact of higher tariffs immediately. They will be paying more for high end products such as French wine, cheese, perfumes, fashion and accessories, as well as cars from Germany and Japan, oil from Canada and the Middle East, steel and consumer goods from China, pharmaceuticals made in Ireland, and produce from Mexico.

2. Companies not directly involved in the import-export business will be impacted. For instance, automobile owners can expect increases in the cost of repairs as foreign-made parts will be taxed.

3. Small businesses need to brace for changes in cash flow. The tariffs will increase the cost of the foreign-made goods and materials. This new reality will hurt earnings unless small business owners are able to pass along the price increases to consumers without losing sales.

4. Supply chains could be disrupted. Tariffs can disrupt the global supply chain, which means that small businesses may encounter difficulty in getting the goods they need. This can result in unhappy customers for small businesses.

5. Anti-American sentiment may hurt exporters. Small businesses that sell American-made items overseas will be subject to retaliatory tariffs imposed by U.S. trading partners. One cannot ignore rising anti-American sentiment and potential boycotts of U.S. products due to anger over trade wars. Many exporters could see their margins shrink.
 
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Jag is owned by Tata motors which has a $51B market cap and sells 1M cars a year - most not in the USA. So really isn't applicable.

Most small businesses are service businesses - and don't really have to deal with tarriff's.

Its actually the large companies that will "suffer" - because they won't be able to pass any cost increases to their customers - so it will be a margin compression event. Of course they were the ones that off-shored everyone's jobs to begin with.
Someone didn’t understand my comment last week so you see.,,
 
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