beenz
Rap Guerilla
another IDIOT who voted for cheeto that refused to do simple research into what a tariff is despite the fact he runs a damn farm
Trump announces tariffs ranging from 10% to 49% for dozens of countries
- Thread starter Elim Garak
- Start date
another IDIOT who voted for cheeto that refused to do simple research into what a tariff is despite the fact he runs a damn farm
IIVI
Superstar
1/21
@smalls2672
The man who has filed bankruptcy multiple times is telling over 60% of America's CEOs they are bad at business.
Lol classic.
2/21
@VRMurphy
Thank you @grok.
3/21
@cossa24
Same with Lincoln... just saying
4/21
@ddtmatter
[Quoted tweet]
#Irony
5/21
@RGM4music
But are you even close to being a billionaire? Just asking?
6/21
@ThinkAppraiser
He bankrupted multiple casinos multiple times. They’re a legal way to print money. And he can’t even keep that going.
He’s arguably the worst businessman to ever live.
7/21
@Me12al
You about have that talking point wore out , good lord!
8/21
@critcon24
Damn how many tears are falling down your face right now? Probably a lot, huh?
9/21
@Mephist33482185
LOL Keep coping keep crying.
10/21
@AkinAkangbe
!
11/21
@mgmehrer
Just because he says it doesn’t make it true
12/21
@clme849
IDIOT
13/21
@TheFinalPam1
Classic.
14/21
@brettinkaty
Somebody PLEASE replace his caps lock button with the delete.
15/21
@Sam74243610
Only for hes own Pockets.
16/21
@Mickangello
Americans considering filing for bankruptcy hits highest level since Trump 1.0 era pandemic in 2020!Americans thinking about bankruptcy are tied to financial factors like Trump economic policies ie trade war tariffs. Americans considering filing for bankruptcy hits highest level since pandemic
17/21
@JoeJacobs781921
He needs to be removed
18/21
@StankoniaCap
Rich men with many businesses file CH11 when they have a networth of 9 figures and more all the time.
There's difference between re-org and being rich with a business that was one of the minorities of your worldwide real estate empire that needed to re-org and or sell off.
19/21
@HawkeyeTownsend
It's a common misconception that trump is a businessman. He's a grifter pretending to be in business. He uses failed business to cheat on his taxes. He doesn't pay anyone and he's mastered the art of dragging out cases in court.
34 felonies and no fines or confinement.
20/21
@Mickangello
[Quoted tweet]
The Trump tax cuts in a nutshell:
1) Facilitate a massive giveaway to corporations and the rich
2) Send this the national debt soaring in the process
3) Use this as an excuse to cut spending on government programs the rest of us rely on
It was a scam from the start.
https://video.twimg.com/amplify_video/1912182247920140288/vid/avc1/1080x1920/ZkPtTkaByceRrdHo.mp4
21/21
@Mickangello
[Quoted tweet]
Donald Trump spent Easter weekend at his golf club in Virginia with Elon Musk. So far, he has spent more than 25% of his presidency golfing, according to the Trump Golf Tracker.
The laziest president in history
https://video.twimg.com/ext_tw_video/1913956148190838784/pu/vid/avc1/720x1280/btiYF1MmHKdFt5Ai.mp4
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
This guy couldn’t make money running a casino.
A casino.
You know how bad of a business sense you have in order not to take advantage of crazy gamblers?
“The house always wins” and this guy somehow managed to find a way to lose.
1/10
@cwebbonline
You’re going to keep hearing stories like this—because Trump doesn’t GAF about these folks. And it’s about time they realize it!
“We have a quarter million dollars in inventory stuck in China right now. We can’t ship it here. We don’t have $400,000 to pay the tariffs that Trump wants… so we had to freeze all shipments, all orders, all production, and sadly we had to let go of most of our people already this year.”
https://video.twimg.com/amplify_video/1914862150679715845/vid/avc1/576x1024/CM0V7SLpniuTrWE1.mp4
2/10
@Sam_and_the_dog
I wonder who he and his employees voted for, or if they bothered to vote at all?
3/10
@karlo271155
Trump: It´s not a big deal.
4/10
@BobHume9
I realize the overwhelmingly human response to stories like this is some version of, 'You're getting what you asked for, so fukk you,' but possibly, thinking of the long game, a better way could be, 'Okay, that sucks. Are you ready to join the other team and help make it better?'
5/10
@PoliticalPimpn
They didn't ask the right question. Who did he vote for?
6/10
@SeaKelp1776
7/10
@RationalAdult
The fact about tariffs! @SenateGOP
8/10
@AmyCookOC
9/10
@bdk1521
10/10
@ChampionPengys
You lose!
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
@cwebbonline
You’re going to keep hearing stories like this—because Trump doesn’t GAF about these folks. And it’s about time they realize it!
“We have a quarter million dollars in inventory stuck in China right now. We can’t ship it here. We don’t have $400,000 to pay the tariffs that Trump wants… so we had to freeze all shipments, all orders, all production, and sadly we had to let go of most of our people already this year.”
https://video.twimg.com/amplify_video/1914862150679715845/vid/avc1/576x1024/CM0V7SLpniuTrWE1.mp4
2/10
@Sam_and_the_dog
I wonder who he and his employees voted for, or if they bothered to vote at all?
3/10
@karlo271155
Trump: It´s not a big deal.
4/10
@BobHume9
I realize the overwhelmingly human response to stories like this is some version of, 'You're getting what you asked for, so fukk you,' but possibly, thinking of the long game, a better way could be, 'Okay, that sucks. Are you ready to join the other team and help make it better?'
5/10
@PoliticalPimpn
They didn't ask the right question. Who did he vote for?
6/10
@SeaKelp1776
7/10
@RationalAdult
The fact about tariffs! @SenateGOP
8/10
@AmyCookOC
9/10
@bdk1521
10/10
@ChampionPengys
You lose!
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
[Politics 
] Howard Lutnick: “All those factories that you're bringing in because of your trade policy, we're gonna train people in tradecraft. Bring back tradecraft to America so that people can work in these factories” back to the old days while the rest of the world is progressing with automation.
] Howard Lutnick: “All those factories that you're bringing in because of your trade policy, we're gonna train people in tradecraft. Bring back tradecraft to America so that people can work in these factories” back to the old days while the rest of the world is progressing with automation.Are US Ports Empty and What Impact Does the Tariff Have on Global Shipping?
Channel Info What's Going on With Shipping? Subscribers: 430K subscribers
Description
Channel Info What's Going on With Shipping? Subscribers: 430K subscribers
Description
Are US Ports Empty?
April 24, 2025
In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the impact of the tariffs set by the Trump Administration on global shipping and in US ports, with a focus on Los Angeles and New York/New Jersey.
#supplychain #containers #tariffs #sailings #containerships
Support What's Going on With Shipping via:
Patreon: www.patreon.com/wgowshipping
Twitter: @mercoglianos
Bluesky: @mercoglianos.bsky.social
Facebook: @wgowshipping
Email: mercoglianosal@gmail.com
Spotify:
Marine Traffic
www.marinetraffic.com
Chinese Exporters Retreat From US as Tariffs Erode Profitability
gcaptain.com
Hapag-Lloyd Says 30% of China’s U.S. Bound Shipments Have Been Canceled
gcaptain.com
Chinese freight ship traffic to busiest U.S. ports, Los Angeles, Long Beach, sees steep drop
Industry Leaders Warn of Supply Chain Crisis as Trump Tariffs Hit US-China Trade
gcaptain.com
Cancelled Sailings Tracker - 18 Apr
www.drewry.co.uk
Trump Floats ‘Substantial’ China Tariff Cuts in Trade Deal
gcaptain.com
Port of LA: Cargo Operations Dashboard
www.portoflosangeles.org
Port of NY/NJ: Facts and Figures
April 24, 2025
In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the impact of the tariffs set by the Trump Administration on global shipping and in US ports, with a focus on Los Angeles and New York/New Jersey.
#supplychain #containers #tariffs #sailings #containerships
Support What's Going on With Shipping via:
Patreon: www.patreon.com/wgowshipping
Twitter: @mercoglianos
Bluesky: @mercoglianos.bsky.social
Facebook: @wgowshipping
Email: mercoglianosal@gmail.com
Spotify:
Marine Traffic
www.marinetraffic.com
Chinese Exporters Retreat From US as Tariffs Erode Profitability
Chinese Exporters Retreat From US as Tariffs Erode Profitability
For an increasing number of Chinese exporters, many of whom battled through the trade war in President Donald Trump’s first term and who have invested years to capture the spending power of American shoppers, it may be closing time in the US.
gcaptain.com
Hapag-Lloyd Says 30% of China’s U.S. Bound Shipments Have Been Canceled
Hapag-Lloyd Says 30% of China's U.S. Bound Shipments Have Been Canceled
Customers of Hapag-Lloyd have canceled 30% of shipments to the United States from China, spooked by the trade conflict between the two economic super powers, a spokesperson for the German container shipping group told Reuters on Wednesday.
gcaptain.com
Chinese freight ship traffic to busiest U.S. ports, Los Angeles, Long Beach, sees steep drop
https://www.cnbc.com/2025/04/22/busiest-us-ports-see-big-drop-in-chinese-freight-vessel-traffic.html
Industry Leaders Warn of Supply Chain Crisis as Trump Tariffs Hit US-China Trade
Industry Leaders Warn of Supply Chain Crisis as Trump Tariffs Hit US-China Trade
Container shipping between China and the United States faces unprecedented disruption following the implementation of new Trump administration tariffs on U.S. imports from China, with industry leaders warning of potential...
gcaptain.com
Cancelled Sailings Tracker - 18 Apr
Cancelled Sailings Tracker - 18 Apr
18 Apr 2025: In the key East-West trade lanes—Transpacific, Transatlantic, and Asia-North Europe & Med—72 sailings have been cancelled between weeks 17 (21 Apr-27 Apr) and 21 (19 May-25 May), out of a total of 713 scheduled sailings, representing a 10% cancellation rate.
www.drewry.co.uk
Trump Floats ‘Substantial’ China Tariff Cuts in Trade Deal
Trump Floats ‘Substantial’ China Tariff Cuts in Trade Deal
President Donald Trump said he plans to be “very nice” to China in any trade talks and that tariffs will drop if the two countries can reach a deal, a sign he may be backing down from his tough stance on Beijing amid market volatility.
gcaptain.com
Port of LA: Cargo Operations Dashboard
Cargo Operations Dashboard | Business | Port of Los Angeles | Port of Los Angeles
The Port of Los Angeles remains focused on supply chain efficiency and optimization, providing enhanced visibility, efficiency and choice for cargo owners. This dashboard is designed to provide a snapshot of the Port's current operational status, including real-time cargo-tracking data tools for...
www.portoflosangeles.org
Port of NY/NJ: Facts and Figures
Facts and Figures Information | Port Authority of New York and New Jersey
Looking for more information about Port Facts and Figures? Find out more from the Port Authority of New York and New Jersey.
www.panynj.gov
China cancels 12,000 metric tons of US pork shipments
│
│
│ │
│ │
│ │ │
│ │ │
Commented on Thu Apr 24 23:44:02 2025 UTC
Republicans you guys done fukked up bad.
Republicans you guys done fukked up bad.
│
│
│ Commented on Thu Apr 24 23:55:17 2025 UTC
│
│ That's more than 40,000 jobs. Mostly in Red States.
│
│ China may be an a$$hole, but they’re smart enough to know where to shyt.
│
│
│ That's more than 40,000 jobs. Mostly in Red States.
│
│ China may be an a$$hole, but they’re smart enough to know where to shyt.
│
│ │
│ │
│ │ Commented on Fri Apr 25 00:26:51 2025 UTC
│ │
│ │ We can’t be mad at China.. Trump tried to be a petty bully, and and got called on it. China is acting appropriately. It’s to be point the POTUS states “we had meetings this morning”, China says “No, no we didn’t’ and we’re in that unprecedented point of thinking “Yeah, Trump lies, constantly, so China is likely the reliable source of truth on this”
│ │
│ │
│ │ We can’t be mad at China.. Trump tried to be a petty bully, and and got called on it. China is acting appropriately. It’s to be point the POTUS states “we had meetings this morning”, China says “No, no we didn’t’ and we’re in that unprecedented point of thinking “Yeah, Trump lies, constantly, so China is likely the reliable source of truth on this”
│ │
│ │ │
│ │ │
│ │ │ Commented on Fri Apr 25 01:06:21 2025 UTC
│ │ │
│ │ │ It's a sad point, but I thought exactly the same thing when I heard that China denied that they were in active negotiations. I didn't even question who was lying, really. Even if China is lying about some things, we know with almost absolute certainty that Trump is lying about everything. Because that's just how he operates. And he'll double down now that he's caught in the lie.
│ │ │
│ │ │ Welp. I hope you guys like pork chops because there's likely to be a sale coming up.
│ │ │
│ │ │
│ │ │ It's a sad point, but I thought exactly the same thing when I heard that China denied that they were in active negotiations. I didn't even question who was lying, really. Even if China is lying about some things, we know with almost absolute certainty that Trump is lying about everything. Because that's just how he operates. And he'll double down now that he's caught in the lie.
│ │ │
│ │ │ Welp. I hope you guys like pork chops because there's likely to be a sale coming up.
│ │ │
1/39
@Molson_Hart
Supply chains are like refrigerators.
Everyone needs them.
No one knows how they work.
1. Air freight will not solve this. It’s too expensive and there isn’t enough capacity in planes to replace boats, which move more goods by cubic volume.
2. You also cannot solve this the way the world did with Russian oil.
Unless, the U.S. Customs starts encouraging major customs fraud and allowing everyone to relabel their Chinese goods as Korean, Japanese, Taiwanese, and Vietnamese (the other nearby port countries), this product cannot come here. There will be massive amounts of cheating, more than ever, but we cannot solve this through rerouting.
3. This is not just about empty shelves and it’s not solved by buffer inventory.
It’s also about jobs, jobs in warehouses, jobs in the port, jobs in trucking and logistics, and jobs in purchasing.
And trust me, it doesn’t matter what your buffer is, you will go out stock because some products always sell more than forecast.
Final thoughts:
When Trump was first elected, I sent my resume to 3 connected people in the hope that I might be able to assist the administration and, more importantly, the country.
The responses I got ranged from silence to “get out of here, no way.”
I’m politically independent and spoke to the Biden administration when I had an opportunity, but this administration is not (yet?) listening.
It’s been odd to see them attempt goals that I support (bringing manufacturing back and American economic revitalization), but do so in a counterproductive way.
And now I am close to having lost all hope that these goals can be achieved in a way that benefits us, Americans.
We will see what happens…
[Quoted tweet]
The White House has put itself and the country in a bad situation but doesn’t realize it yet.
Around April 10th China to USA trade shut down.
It takes ~30 days for containers to go from China to LA.
45 to Houston by sea, 45 to Chicago by train.
55 to New York by sea.
That means that there are no economic effects of what was done on April 10th until about May 10th.
Around that time (it’s already started to happen) trucking work is going to dry up. Warehouses will start doing layoffs because no labor is needed to unload containers and some products will be out of stock, reducing the need for shipping labor.
All this will start in the Los Angeles area.
After about 2 weeks, it’ll start hitting Chicago and Houston.
Let’s say the White House, after 3 weeks, changes its mind, on May 31st.
“This isn’t working out like we thought it would. Tariffs back to 0.”
Let’s say China says “bygones be bygones, we’ll go back to how things were”.
Let’s say every factory in China that got screwed by their orders being cancelled says the same thing “no problem, we’ll make and ship”.
The problem is, even under the most favorable conditions of China and the factories restarting economic ties as though nothing happened, it will be at least another 30 days before economic activity is revived.
And that’s just in LA.
In Chicago/Houston, you’ll need to wait another 45 days.
New York, at that point, will still be getting containers from before April 10th, they will then have 50 days (May 31 minus April 10) of zero economic activity at the ports, in trucking of Chinese goods, in warehousing.
The whole situation is a bit like lockdowns. Once you shut down, it takes a long time to get economic activity back to where it was, if you ever can.
And again, this assumes, that China and its factories, which make things you can’t buy elsewhere, will start right back up again as though nothing happened, which is unlikely.
It’s almost like we’re speeding towards a brick wall but the driver of the car doesn’t see it yet.
By the time he does, it’ll be too late to hit the brakes.
2/39
@greggcarey
@Jason please read these closely.
3/39
@caseyames
And this completely ignores the supply chain shock well see if everyone starts shipping shyt again at the same time.
I know you know that, but it'll 100% be a reality even in the best case
4/39
@endurise8
Transport is one thing but do you know if manufacturing has stopped in China
5/39
@cryptosmiff
@chamath says send a fat check and theyll listen
6/39
@Thrasymachus5
@threadreaderapp unroll thread
7/39
@KingBob53
It gets the layoffs the FED is desperately seeking
Sad but the truth
8/39
@Lilli8947
@threadreaderapp unroll
9/39
@RZ_3_
What are major retailers like Walmart, Home Depot etc all planning to do? Still shipping and will raise prices? Pause, allow stocks outs?
10/39
@Glen_Evans_01
well-deserved follow.
11/39
@waters_deng
Our government has been focused on tearing down China instead of building up America. It's the wrong approach. If we invest half of the money that we use to fight foreign wars, we can modernize our infrastructure and rebuild our manufacturing sector without tariff wars.
12/39
@KurtisHanni
This last year+ has been a dream.
I meet with business owners daily to look for financial solutions.
We help them:
1. Optimize their cash flow
2. Create more profit
3. Pay less taxes
But more than anything, we’re a strategic partner and coach.
Someone they turn to when they don’t know the answer. When the times get tough.
I’ve had more than one business owner tell me they’re sleeping better, more present when with family, and feel like they’re finally in control of their business (instead of it controlling them).
I can’t imagine anything more rewarding.
For people watching from the sidelines, it seems like an overnight success.
But in reality, it came after a 15+ year career of day-in and day-out partnering with my CEOs as a full-time CFO.
Now instead of building one business at a time, I get to help many at the same time!
Today, I’m headed to meet with a group of other business owners to learn and grow together.
I am truly living the dream!
13/39
@WojtekSar
It's not even about the transport industry, because that's the tip of the iceberg. The production industry will suffer even more, because some elements won't reach the factory on time and the lines will have to be stopped, this will cause downtime, quality problems - layoffs
14/39
@JoaodosReisAlb1
I know how a refrigerator works.
15/39
@Fly_Sistah
I was told years ago to "be a student of the business", basically understand every aspect of how your company works & how products reach customers. So many people have no idea what's about to happen.
[Quoted tweet]
Trump said he’d impose a baseline 60% tariff on Chinese exports. Laptop prices could spike by 50%. The cost of video game consoles could rise around 40%, making the upcoming PS5 Pro cost almost $1,000. The Switch 2 may be backward compatible, but it may cost quite a bit more.
16/39
@HughEdw54983916
There are ways. Anyone who has worked in logistics in Russia can explain.
17/39
@Tarde_WaterBear
purchasing depts, buyers, accountants who deal with inventory/production costs know.
it doesn't take much to destroy even a small part of that supply chain & when it breaks it's absolutely H*LL getting needed vital parts for MRP needs.
although Recession KILLS production needs
18/39
@FinDataByLig
@SeanDuffyWI @howardlutnick
19/39
@fullmoon6661
I thought refrigerators were quite well understood lol
20/39
@FormFollowsFctn
Whaddya mean nobody knows how a refrigerator works?
21/39
@GerauDub
It may be the biggest economic shock to the US since lock down but there will be billions to be made exploiting this situation.
22/39
@mavy85
Does it bring more goods to other parts of the world? Ships will have soon some free capacity.
23/39
@VictorishB123
The "bring back manufacturing" rhetoric from the admin puzzles me. US manufacturing output has been increasing. What has been in decline is number of people working in manufacturing but that seems to be by choice. We have 500,000 unfilled openings and 1 million expected by 2030.
24/39
@carrybeyond
And you’re not supposed to turn a refrigerator off.
25/39
@LucasPacioli1
Yet a good faith effort to understand basic HVAC concepts explains how refrigerators work. Same with supply chains.
26/39
@Heather20164
Agreed I used to work in the industry and I did for 18 years. The other problem is with LTL companies who may possibly have a delivery somewhere they will come back empty and the ruins the whole pricing system so rates will go up. Same goes for anything in the air
27/39
@Laxman35895072
@SecScottBessent
@POTUS
@realDonaldTrump
28/39
@driszhor
I know how refrigerators work.
29/39
@TedLohr
CTR’s are like your Tupperware. Everyone has too much to fit in their storage drawer. So there needs to some in the drawer, some in use in the fridge, and some in the dishwasher. We are now approaching a moment (like Covid) where all the CTR’s will be in the wrong places
30/39
@Oof86583180
Like the Defense of Department did, we're gonna find a lot of intermediate goods is Chinese stuff rebadged "Made in the US".
31/39
@Bitcoinsyrup
Respectfully, you have a decent grasp of 2nd and 3rd order downstream effects. However, you assume you see all the variables the administration sees, and you just dont. You can't make these blanket statements without having an even higher overview.
32/39
@plantifull
thank you for sharing and doing what you can to help online
33/39
@CapitalFixation
Can you buy your way to a conversation with the trump coins? Not kidding.
34/39
@beverlyray8700
Dangerous malignant narcissist driving the car toward the cliff.
35/39
@smartalek180
Followed for factuality.
36/39
@TurbulentTimes7
47 is turning into a disaster. Cacklin Kamala would've been better than this utter
show disappointment.
37/39
@KratoskaPeter
Not just jobs in trucking, warehousing but in the stores. Do you think Walmart will keep people standing around? Americas 3 biggest employers Walmart, Amazon, Home Depot, lowes, target.... Dollar stores.
38/39
@GordonChum29691
It is a controlled demolition of the economy.
"You will own nothing, and be happy."
(that you're still alive)
39/39
@VelvetFucsia
Cartels are going to jump at this new opportunity & hopefully diminish their fentanyl & other illicit drug operations. @Mercadolibre /search?q=#MELI stands to benefit
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
@Molson_Hart
Supply chains are like refrigerators.
Everyone needs them.
No one knows how they work.
1. Air freight will not solve this. It’s too expensive and there isn’t enough capacity in planes to replace boats, which move more goods by cubic volume.
2. You also cannot solve this the way the world did with Russian oil.
Unless, the U.S. Customs starts encouraging major customs fraud and allowing everyone to relabel their Chinese goods as Korean, Japanese, Taiwanese, and Vietnamese (the other nearby port countries), this product cannot come here. There will be massive amounts of cheating, more than ever, but we cannot solve this through rerouting.
3. This is not just about empty shelves and it’s not solved by buffer inventory.
It’s also about jobs, jobs in warehouses, jobs in the port, jobs in trucking and logistics, and jobs in purchasing.
And trust me, it doesn’t matter what your buffer is, you will go out stock because some products always sell more than forecast.
Final thoughts:
When Trump was first elected, I sent my resume to 3 connected people in the hope that I might be able to assist the administration and, more importantly, the country.
The responses I got ranged from silence to “get out of here, no way.”
I’m politically independent and spoke to the Biden administration when I had an opportunity, but this administration is not (yet?) listening.
It’s been odd to see them attempt goals that I support (bringing manufacturing back and American economic revitalization), but do so in a counterproductive way.
And now I am close to having lost all hope that these goals can be achieved in a way that benefits us, Americans.
We will see what happens…
[Quoted tweet]
The White House has put itself and the country in a bad situation but doesn’t realize it yet.
Around April 10th China to USA trade shut down.
It takes ~30 days for containers to go from China to LA.
45 to Houston by sea, 45 to Chicago by train.
55 to New York by sea.
That means that there are no economic effects of what was done on April 10th until about May 10th.
Around that time (it’s already started to happen) trucking work is going to dry up. Warehouses will start doing layoffs because no labor is needed to unload containers and some products will be out of stock, reducing the need for shipping labor.
All this will start in the Los Angeles area.
After about 2 weeks, it’ll start hitting Chicago and Houston.
Let’s say the White House, after 3 weeks, changes its mind, on May 31st.
“This isn’t working out like we thought it would. Tariffs back to 0.”
Let’s say China says “bygones be bygones, we’ll go back to how things were”.
Let’s say every factory in China that got screwed by their orders being cancelled says the same thing “no problem, we’ll make and ship”.
The problem is, even under the most favorable conditions of China and the factories restarting economic ties as though nothing happened, it will be at least another 30 days before economic activity is revived.
And that’s just in LA.
In Chicago/Houston, you’ll need to wait another 45 days.
New York, at that point, will still be getting containers from before April 10th, they will then have 50 days (May 31 minus April 10) of zero economic activity at the ports, in trucking of Chinese goods, in warehousing.
The whole situation is a bit like lockdowns. Once you shut down, it takes a long time to get economic activity back to where it was, if you ever can.
And again, this assumes, that China and its factories, which make things you can’t buy elsewhere, will start right back up again as though nothing happened, which is unlikely.
It’s almost like we’re speeding towards a brick wall but the driver of the car doesn’t see it yet.
By the time he does, it’ll be too late to hit the brakes.
2/39
@greggcarey
@Jason please read these closely.
3/39
@caseyames
And this completely ignores the supply chain shock well see if everyone starts shipping shyt again at the same time.
I know you know that, but it'll 100% be a reality even in the best case
4/39
@endurise8
Transport is one thing but do you know if manufacturing has stopped in China
5/39
@cryptosmiff
@chamath says send a fat check and theyll listen
6/39
@Thrasymachus5
@threadreaderapp unroll thread
7/39
@KingBob53
It gets the layoffs the FED is desperately seeking
Sad but the truth
8/39
@Lilli8947
@threadreaderapp unroll
9/39
@RZ_3_
What are major retailers like Walmart, Home Depot etc all planning to do? Still shipping and will raise prices? Pause, allow stocks outs?
10/39
@Glen_Evans_01
well-deserved follow.
11/39
@waters_deng
Our government has been focused on tearing down China instead of building up America. It's the wrong approach. If we invest half of the money that we use to fight foreign wars, we can modernize our infrastructure and rebuild our manufacturing sector without tariff wars.
12/39
@KurtisHanni
This last year+ has been a dream.
I meet with business owners daily to look for financial solutions.
We help them:
1. Optimize their cash flow
2. Create more profit
3. Pay less taxes
But more than anything, we’re a strategic partner and coach.
Someone they turn to when they don’t know the answer. When the times get tough.
I’ve had more than one business owner tell me they’re sleeping better, more present when with family, and feel like they’re finally in control of their business (instead of it controlling them).
I can’t imagine anything more rewarding.
For people watching from the sidelines, it seems like an overnight success.
But in reality, it came after a 15+ year career of day-in and day-out partnering with my CEOs as a full-time CFO.
Now instead of building one business at a time, I get to help many at the same time!
Today, I’m headed to meet with a group of other business owners to learn and grow together.
I am truly living the dream!
13/39
@WojtekSar
It's not even about the transport industry, because that's the tip of the iceberg. The production industry will suffer even more, because some elements won't reach the factory on time and the lines will have to be stopped, this will cause downtime, quality problems - layoffs
14/39
@JoaodosReisAlb1
I know how a refrigerator works.
15/39
@Fly_Sistah
I was told years ago to "be a student of the business", basically understand every aspect of how your company works & how products reach customers. So many people have no idea what's about to happen.
[Quoted tweet]
Trump said he’d impose a baseline 60% tariff on Chinese exports. Laptop prices could spike by 50%. The cost of video game consoles could rise around 40%, making the upcoming PS5 Pro cost almost $1,000. The Switch 2 may be backward compatible, but it may cost quite a bit more.
16/39
@HughEdw54983916
There are ways. Anyone who has worked in logistics in Russia can explain.
17/39
@Tarde_WaterBear
purchasing depts, buyers, accountants who deal with inventory/production costs know.
it doesn't take much to destroy even a small part of that supply chain & when it breaks it's absolutely H*LL getting needed vital parts for MRP needs.
although Recession KILLS production needs
18/39
@FinDataByLig
@SeanDuffyWI @howardlutnick
19/39
@fullmoon6661
I thought refrigerators were quite well understood lol
20/39
@FormFollowsFctn
Whaddya mean nobody knows how a refrigerator works?
21/39
@GerauDub
It may be the biggest economic shock to the US since lock down but there will be billions to be made exploiting this situation.
22/39
@mavy85
Does it bring more goods to other parts of the world? Ships will have soon some free capacity.
23/39
@VictorishB123
The "bring back manufacturing" rhetoric from the admin puzzles me. US manufacturing output has been increasing. What has been in decline is number of people working in manufacturing but that seems to be by choice. We have 500,000 unfilled openings and 1 million expected by 2030.
24/39
@carrybeyond
And you’re not supposed to turn a refrigerator off.
25/39
@LucasPacioli1
Yet a good faith effort to understand basic HVAC concepts explains how refrigerators work. Same with supply chains.
26/39
@Heather20164
Agreed I used to work in the industry and I did for 18 years. The other problem is with LTL companies who may possibly have a delivery somewhere they will come back empty and the ruins the whole pricing system so rates will go up. Same goes for anything in the air
27/39
@Laxman35895072
@SecScottBessent
@POTUS
@realDonaldTrump
28/39
@driszhor
I know how refrigerators work.
29/39
@TedLohr
CTR’s are like your Tupperware. Everyone has too much to fit in their storage drawer. So there needs to some in the drawer, some in use in the fridge, and some in the dishwasher. We are now approaching a moment (like Covid) where all the CTR’s will be in the wrong places
30/39
@Oof86583180
Like the Defense of Department did, we're gonna find a lot of intermediate goods is Chinese stuff rebadged "Made in the US".
31/39
@Bitcoinsyrup
Respectfully, you have a decent grasp of 2nd and 3rd order downstream effects. However, you assume you see all the variables the administration sees, and you just dont. You can't make these blanket statements without having an even higher overview.
32/39
@plantifull
thank you for sharing and doing what you can to help online
33/39
@CapitalFixation
Can you buy your way to a conversation with the trump coins? Not kidding.
34/39
@beverlyray8700
Dangerous malignant narcissist driving the car toward the cliff.
35/39
@smartalek180
Followed for factuality.
36/39
@TurbulentTimes7
47 is turning into a disaster. Cacklin Kamala would've been better than this utter
show disappointment.37/39
@KratoskaPeter
Not just jobs in trucking, warehousing but in the stores. Do you think Walmart will keep people standing around? Americas 3 biggest employers Walmart, Amazon, Home Depot, lowes, target.... Dollar stores.
38/39
@GordonChum29691
It is a controlled demolition of the economy.
"You will own nothing, and be happy."
(that you're still alive)
39/39
@VelvetFucsia
Cartels are going to jump at this new opportunity & hopefully diminish their fentanyl & other illicit drug operations. @Mercadolibre /search?q=#MELI stands to benefit
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
The pump faking is the worst part.
You gonna stand on biz, fine. Crash out, but people gonna know you're serious if you follow thru no matter the fallout.
With the back and forth shyt, no matter if you eventually do the right thing.. no one will trust you so they gonna be working around you from now on.
You gonna stand on biz, fine. Crash out, but people gonna know you're serious if you follow thru no matter the fallout.
With the back and forth shyt, no matter if you eventually do the right thing.. no one will trust you so they gonna be working around you from now on.
Belize King
I got concepts of a plan.
Belize ain’t on the list.
Holla at ya boy if you got weight you need to move into the US.
Holla at ya boy if you got weight you need to move into the US.
They won’t be making Mazdas
1/2
@DeItaone
CHINA, U.S. NOT HAVING ANY TALKS ON TARIFFS -CHINESE EMBASSY
2/2
@Wise_Token
Mmmmmm
https://video.twimg.com/ext_tw_video/1915743757342777344/pu/vid/avc1/960x720/cNlwknfAMn--ZFt-.mp4
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
@DeItaone
CHINA, U.S. NOT HAVING ANY TALKS ON TARIFFS -CHINESE EMBASSY2/2
@Wise_Token
Mmmmmm
https://video.twimg.com/ext_tw_video/1915743757342777344/pu/vid/avc1/960x720/cNlwknfAMn--ZFt-.mp4
To post tweets in this format, more info here: https://www.thecoli.com/threads/tips-and-tricks-for-posting-the-coli-megathread.984734/post-52211196
IIVI
Superstar
Approaching day 20 of the 90 day plan Donald.
Where the deals at?
Tick tick tick tick.
Where the deals at?
Tick tick tick tick.
IIVI
Superstar
Commented on Sat Apr 26 12:15:13 2025 UTC
Our unemployment being so low was always the biggest WTF to why would we want tariffs. Who tf is going to work these jobs?
Our unemployment being so low was always the biggest WTF to why would we want tariffs. Who tf is going to work these jobs?
│
│
│ Commented on Sat Apr 26 13:13:51 2025 UTC
│
│ There never is a exact number but there is in the neighbourhood of 8 million prime age adults looking for work. Young men are a large part of that number. Antidepressants and video games have taken their toll.
│
│
│ There never is a exact number but there is in the neighbourhood of 8 million prime age adults looking for work. Young men are a large part of that number. Antidepressants and video games have taken their toll.
│
│ │
│ │
│ │ Commented on Sat Apr 26 13:34:12 2025 UTC
│ │
│ │ Underfunding education for decades by linking it to property taxes has led to a massive drop in literacy in the US. Many people simply lack the education and skills to get a decent job. Generational poverty and lack of investment are far far FAR more of a cause of unemployment than necessary medication and entertainment. Now add to that corporations offshoring unskilled jobs for generations to increase shareholder profits and you have a recipe for disaster.
│ │
│ │
│ │ Underfunding education for decades by linking it to property taxes has led to a massive drop in literacy in the US. Many people simply lack the education and skills to get a decent job. Generational poverty and lack of investment are far far FAR more of a cause of unemployment than necessary medication and entertainment. Now add to that corporations offshoring unskilled jobs for generations to increase shareholder profits and you have a recipe for disaster.
│ │
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