nice follow-up on TLF and ALCO, thanks for sharing your thoughts! Agree those are solid cases, albeit perhaps a bit sleepy (but that comes with being in net-net land!)
mpaa (and many others) will realize trump always backs off large and broad china tariffs out of fear and corruption.
the net financial benefit of friendshoring in canmex is shrinking, and even going negative considering relocation capex and wind-down costs. make china great again.
nice follow-up on TLF and ALCO, thanks for sharing your thoughts! Agree those are solid cases, albeit perhaps a bit sleepy (but that comes with being in net-net land!)
mpaa (and many others) will realize trump always backs off large and broad china tariffs out of fear and corruption.
the net financial benefit of friendshoring in canmex is shrinking, and even going negative considering relocation capex and wind-down costs. make china great again.