New indications. President Trump is feeling the heat over his low grades on handling the economy and Democrats election day big victories driven by cost of living concerns. The administration on Friday announcing new exemptions to certain tariffs including beef, coffee, and citrus products amid mounting pressure to combat high consumer prices.>> I just want to bring down some of the foods. Look, for the most part, the foods where we cut back a little bit on those tariffs, uh, we'll get the price down, but t ...

I have said all year that tariffs lead to lower prices and do not cause inflation.Now the Fed is agreeing based on their recent study of the last 150 years.You would have known this back in April if you read the daily letter I write.Subscribe here: https://t.co/29uk453LoPGeiger Capital (@Geiger_Capital):Absolutely incredible…The SF Fed just released a study of 150 years of US tariff policies. The conclusion?Tariffs lead to *lower* inflation. https://t.co/WeKJQ1l3N9 ...

Core Insights - The secondhand apparel market is experiencing significant growth, projected to reach $367 billion by 2029, growing almost three times faster than the overall apparel market [1] - ThredUp's logistics network is highly developed, processing approximately 40,000 pieces of used clothing daily and capable of holding over 3.5 million items [1] - The impact of tariffs on retail prices is shifting consumer demand towards resale platforms, making them a more attractive option [3][4] Company Performance - ThredUp reported a 34% year-over-year revenue growth in the third quarter, with new customer acquisition at an all-time high, increasing by 54% compared to the previous year [3] - The company operates with gross margins near 80% and is free-cash-flow positive, indicating strong financial health [3] Market Trends - The rise of secondhand fashion is being driven by Gen Z shoppers, with a growing number of Americans embracing this trend [2] - Tariffs are contributing to the appeal of resale platforms, as pre-owned items are not subject to the same duties, thus making them more cost-effective [4] Technological Advancements - ThredUp is leveraging automation and AI to enhance operational efficiency, with AI systems capable of processing thousands of garments per hour [4][5] - The use of AI is also improving customer experience through better discovery, styling, and personalization [5] Future Outlook - The future of fashion is anticipated to be more sustainable, with secondhand shopping playing a central role in this transformation [6]

Tariffs could change your gift list. See what to buy and what to skip this year https://t.co/5XdenXYspO ...

The US decision to lower Swiss tariffs means respite for the country's watchmakers, who have struggled with weaker sales. https://t.co/TZhGqgMa3w ...

This year’s U.S. tariffs on Chinese imports pushed the EV maker to accelerate its strategy of cutting China-made components out of its U.S. production. https://t.co/KZamp0QqBp ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the increasing need for energy as AI technologies expand [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9][10] Strategic Advantages - The company is involved in large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including nuclear energy, which is crucial for America's future power strategy [7][8] - The current political climate, particularly Trump's tariffs, is expected to drive onshoring and increase demand for U.S. LNG exports, positioning this company favorably in the market [5][14] Future Outlook - The influx of talent into the AI sector is expected to lead to rapid advancements and innovative ideas, reinforcing the notion that investing in AI is a way to back the future [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act now [15][19]

The Trump administration announcing a huge set of roll backs on tariffs on food products. So we're talking about hundreds, if not thousands of items, fruits, coffees, teas, beef. It will all now be exempted from the president's high tariff rates.The president's critics say his trade war and the government shutdown have only made things less affordable for struggling Americans. Brand, these seem pretty pretty sweeping here, right. The president has used these tariffs to a force trade deals.This is what a lot ...

Breaking news from the White House tonight. President Trump saying he'll reduce tariffs on some imported foods, a way to lower grocery prices as he's faced pressure over the cost of living. Garrett Hake joins us now.And Garrett, this all happened in an executive order moments ago. >> Yeah, Tom, that's right. This order exempts hundreds of products from the president's so-called reciprocal tariffs, a move aimed at lowering grocery prices.It impacts imported agricultural products, things like coffee, tea, ban ...

Trump rolls back tariffs on dozens of food products https://t.co/wZRLiqhaBR ...