The White House has an explanation for the nearly $2 trillion of manufacturing-related projects announced since the start of the year. It’s the Trump Effect. https://t.co/TeFof3pulT ...

Tariffs & Trade Policy - Tariffs are a symptom of underlying changes [1] - Well-executed tariffs of reasonable size can be beneficial [2] - The US aims to generate tax revenue from tariffs [2] - Tariffs are intended to boost US manufacturing for employment and security [2] Global Economic Shift - The world is moving away from efficient, globalized production and free-flowing capital [3] - The shift is towards a less efficient, more controlled global economy [3] - This transition may lead to higher inflation and slower growth, potentially stagflation [3] Manufacturing & Economic Impact - The potential for tariffs to develop US manufacturing remains a question [4]

China's Economic Slowdown - China Beige Book data indicates a broad slowdown in China's economy, with declines in manufacturing, consumption, and bank borrowing [3] - May data initially appeared positive due to tariff reductions and consumer trade-in programs, but subsequent data revealed a fall-off [2][3] Beijing's Policy Stance - Beijing seems less concerned about the economic situation and is intervening less aggressively than before [4] - This reduced concern is attributed to Beijing's confidence in its leverage in trade discussions with the United States [4] - China is easing rates and engaging in fiscal stimulus, but not to the extent that would be expected in an extreme downside scenario [5][6] Trade War Dynamics - China is perceived to be able to withstand more economic pain compared to Western democracies [8] - China is using export controls, particularly on rare earth magnets, to demonstrate leverage against the United States [8] - China feels it has presented a strong front in the trade war, reducing the immediate need for aggressive economic measures [9] Consumption and Manufacturing - Claims of China transforming into a mega consumer powerhouse are viewed skeptically [10][11] - China's weak domestic demand leads to increased exports and potential dumping of products on global markets [13][14] - Overcapacity in various sectors, including cars and EVs, contributes to the pressure to export [17] Overcapacity and Export Strategy - China's economic model, characterized by weak domestic consumption and strong supply-side support, results in overcapacity being channeled to the global market [17] - This overcapacity can be used strategically to exert leverage on adversaries like the United States, particularly in critical minerals [16]

Industry Problem & Solution - Wire harness industry relies on manual processes, unchanged since the Cold War, hindering scalability [2][6] - Current design process uses Excel and PowerPoint, lacking industry standards and causing inefficiencies [4] - AMP design tool aims to enable wire harness design in minutes, streamlining the process [5] - Company automates manufacturing, reducing technician training time from 12 months [6] Business Growth & Strategy - Company headquarters is in Southern California, Redondo Beach, utilizing data to streamline manufacturing [6] - Scaling manufacturing to meet increasing demand, exceeding current facility capacity [8] - Focus on software design tool development (AMP) and manufacturing expansion [7] - Targeting emerging customers needing fast iteration and high-quality harnesses [13] Funding & Market Opportunity - Received $25 million in funding to scale manufacturing and software development [7] - Capital markets are interested in industrial supply chain improvements [14] - Addressing the struggles of 800+ mom and pop shops in the wire harness industry [13] - Capital markets are very excited for the new incumbents in the space [14]

RT Tesla (@Tesla)Tesla has been focused on investing in manufacturing and infrastructure in the US since our inception and till the beginning of the year, we had invested ~$44B of capital expenditures. Just in the last fiscal year alone, we did ~$10B of capital expenditure and plan to invest another ~$8B this fiscal year. ...

Well, coming into this week, investors were awaiting commentary from Fed Chair Pal and a potential decision from President Trump on whether to take military action in the Middle East. I want to bring in my contributor for the hour, Jeremy Schwarz, Wisdom Tree Global Chief Investment Officer. Jeremy, good to have you here in studio with us.You say geopolitics are taking center stage in 2025 when it comes to the markets. How does that play into the portfolio rotation that you're conducting right now. Yeah, yo ...

After four years of price increases diminishing the US standard of living, inflation is showing substantial improvement due to the administration's policies. The one big beautiful bill will make the 2017 tax cuts permanent. This will provide individuals and businesses with certainty and build economic momentum.The legislation is squarely aimed at boosting the working and middle class and invi in reinvigorating American manufacturing. The one big beautiful bill will also incentivize unprecedented investment ...