X @Balaji
Balajiยท2025-09-04 07:40
"Abolish the trade" is about as crazy as "abolish the police", but I guess we are in the time of crazy now.Zane Hengsperger (@zanehengsperger):The premium on domestic metals will continue to surge amidst tariffs. Demand super high locally, mill lead time rising, and increasingly hard to get hands on cheaper materials. We are nearly 50% above global prices.Tariffs without supply chain is just a tax on the US https://t.co/zi8X0Sgbrm ...