Trump’s Tariff Shifts Are a Warning for Corporate America to Expect Whiplash…
What Does It Mean – The recent shifts in U.S. tariff policies under Trump signal significant challenges for corporate America. The administration’s aggressive stance on tariffs aims to protect domestic industries but risks escalating trade tensions. Key points include the potential for increased costs for importers, disruptions in supply chains, and retaliatory measures from trading partners. The analysis highlights the need for companies to reassess their global strategies and prepare for a more protectionist trade environment. The conclusion emphasizes the importance of adaptability and strategic planning to mitigate the impact of these policy changes. Read more.
Trump Starts Reshaping US Energy With Focus on Oil and Gas…
What Does It Mean – The recent U.S. energy policy shifts under Trump emphasize a strong focus on oil and gas. Key points include increased support for fossil fuel production, deregulation to boost domestic energy output, and potential geopolitical impacts on global energy markets. The administration aims to reduce reliance on foreign energy sources and enhance energy independence. Significant conclusions highlight the potential for economic growth in the energy sector, but also raise concerns about environmental impacts and international trade relations. The policy changes underscore the need for strategic planning and adaptability in the energy industry. Read more.
Apple iPhone Sales Plunged 18% in China Over Holidays, Research Shows…
What Does It Mean – Apple’s iPhone sales in China dropped 18% during the holiday quarter, driven by increased competition from local brands and economic challenges. Key points include the impact of Chinese consumer preferences shifting towards domestic manufacturers and the broader economic slowdown affecting discretionary spending. The analysis highlights Apple’s reliance on the Chinese market and the potential risks associated with geopolitical tensions and regulatory changes. Significant conclusions emphasize the need for Apple to diversify its market strategy and innovate to maintain its competitive edge. Read more.
Trump Orders Removal of EV-Favoring Policies and Subsidies…
What Does It Mean – The recent policy shift under Trump eliminates subsidies and mandates for electric vehicles (EVs). Key points include the removal of the $7,500 consumer tax credit for EVs, aiming to reduce government intervention in the auto market. This move is expected to impact EV adoption rates and favor traditional automakers. The analysis highlights potential economic benefits for the fossil fuel industry and concerns about the environmental impact. Significant conclusions emphasize the need for the auto industry to adapt to changing regulatory landscapes and the potential geopolitical implications of reduced EV incentives. Read more.
Some US states not running on Dunkin’ doughnuts due to temporary supply shortage…
Dunkin’ dropped the “Donuts” from its brand name years ago. Now — at least across Nebraska, New Mexico and some other states — it doesn’t have doughnuts on the shelves either.
Dunkin’ stores in Omaha, Lincoln and Grand Island in Nebraska all had no doughnuts in their cases Thursday and Friday and put up signs on their doors and drive-thru kiosks informing customers that the pastries were unavailable “due to a manufacturing error.” Some locations did offer “Munchkins,” or doughnut holes, on Friday.
Tyler Raikar, of Omaha, stopped by a Dunkin’ in west Omaha early Friday after an overnight shift as a phlebotomist, seeking coffee and a chocolate cake doughnut.
“What? No doughnuts!” she exclaimed when told the location had none. “That’s tragic!”
The trip wasn’t a total loss, she said, as she was more interested in the coffee. Still, she was a little disappointed that she couldn’t get a doughnut.
“When the facts change, I change my mind.
What do you do?” ~ John Maynard Keynes
Our plan is “the plan will change.”
What is your plan?
Relative strength measures the price performance of a stock against a market average, a selected universe of stocks or a single alternative holding. Relative strength improves if it rises faster in an uptrend, or falls less in a downtrend. It is easily applied to individual positions in your portfolio and to sectors and asset classes.
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