A lot of companies, mine included, bought excess international stock in Q4
On the threat of tariffs. Now that stock is depleted or nearly depleted and Trump seems like he’s going through with the tariffs (today at least), so companies are now buying with tariffs factored in.  Previous Message https://www.nytimes.com/2025/08/02/business/trump-tariffs-consumer-prices.html?unlocked_article_code=1.bE8.4-zA.W22VABB58VY2&smid=nytcore-ios-share&referringSource=articleShare And in recent days — before Mr. Trump announced tariffs for much of the world on Thursday night — Adidas, Procter & Gamble, Stanley Black & Decker and other large corporations told investors that they either had increased prices or planned to do so soon to offset the tariff costs. Companies like Walmart and the toymakers Hasbro and Mattel had already warned that tariffs would lead to higher prices. “We have no interest in running a lower-margin business, particularly due to tariffs,” Richard Westenberger, the chief financial officer of Carter’s, a children’s apparel maker, said on a call with analysts on July 25. “And if this is something that’s going to be a permanent increase to our cost structure, we have to find a way to cover it.”
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"the sum value of my outfit will always be higher than yours."
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Message Thread | This response ↓
 check yo stocks - Ari Gold June 27, 2025, 8:33:50
- “ After a Lag, Consumers Begin to Feel the Pinch of Tariffs” - ATL Today, 12:20:58
- Check yo bonds - jfinsocal Today, 11:44:09
- Can’t wait for Ari to return to being a principled conservative who was always against trump.* - Toonces Yesterday, 18:50:08
- NYT headline yesterday was hilario - ATL Yesterday, 10:09:03
- what's up with RDDT today? not that I'm complaining
 - IlliniSax05 Yesterday, 10:07:59
- the good week we had the last few have all been wiped out this week - TarheelIllini Yesterday, 9:52:48
- So much volatility and market manipulation - OrangeSox Yesterday, 9:34:33
- back to it still being the Biden economy I guess* - ECEIllinois Yesterday, 9:32:37
- The Ari Warrin Trump economy is doing GREAT!* - ATL Yesterday, 9:30:02
- Check yo stocks after Big Tech cuts CapEx spending - jfinsocal Yesterday, 9:27:46
- Lol - OrangeSox Yesterday, 8:55:10
- Jerome Powell was wrong* - gvibes Yesterday, 8:36:39
- Ari, need a markets update. I don't have cable or internet so can't tell - Stu Yesterday, 5:55:42
- Apple did pretty well.* - Stu July 31, 2025, 15:31:24
- Figma looking to be valued at $60Bln when it IPOs later today - timmer July 31, 2025, 12:21:36
- rinse and repeat.* - Ari Gold July 31, 2025, 8:55:47
- down three straight days is indeed rinse and repeat, I guess* - assassin July 31, 2025, 15:46:16
- nice try* - TarheelIllini July 31, 2025, 14:51:10
- That you do this during trading hours always gives me a chuckle* - Carl Spackler July 31, 2025, 13:17:33
- It's Ari. - KingTalkyTiki July 31, 2025, 14:48:43
- Pretty amazing how the Biden economy just isn't getting ruined by Trump* - Stu July 31, 2025, 9:02:11
- TSLA misses earnings but that doesn’t matter. Stock up* - timmer July 23, 2025, 15:14:17
- Do we have any other proud shareholders of GE Vernova here, or is it just this brilliant guy?* - Stu July 23, 2025, 8:48:47
- rinse and repeat.* - Ari Gold July 21, 2025, 19:50:14
- Back to pre-Trump levels. Congrats?* - WhitmansFolly July 2, 2025, 20:13:04
- another record high for those stuck inside their bubble.* - Ari Gold July 2, 2025, 19:51:07
- Are the stocks still booming, or is it just a mirage?* - KCWildcat June 27, 2025, 13:55:40
- What’cha talking about Willis? - TarheelIllini June 27, 2025, 13:30:19
- I wish I bought more shares of COIN when it was $35. Although I fear they are pretty evil.* - Warrin'_Illini June 27, 2025, 9:42:26
- that's a good thing. will the fed cut rates as expected? will the "china framework" actually be - Nobster June 27, 2025, 8:59:45
- Wat? - ATL June 27, 2025, 8:53:16
- Biden’s economy* - memyselfandillini June 27, 2025, 8:51:51
- personal income down, personal spending down, inflation up... and you're gloating? - VIV June 27, 2025, 8:50:46
- The dollar losing its value is good?* - KCWildcat June 27, 2025, 8:35:01
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on August 2, 2025, 12:59:06, in reply to "“ After a Lag, Consumers Begin to Feel the Pinch of Tariffs”"