About this episode
DOD – Disrupter Disrupters
China markets reopening after Lunar New Year
Mexico Cartel Wars
Refunds requested for the illegal tariffs
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Warm-Up
- The CTP for Caterpillar announced
- DOD - Disrupter Disrupters
- China markets reopening after Lunar New Year
- Mexico Cartel Wars (Jalisco)
Markets
- Mortgage Rates - looking good!
- Tariffs found illegal - that is not stopping anything
- Refunds requested for the illegal tariffs
- Monday's big drop and AI taking a bite out of stock prices
Tariffs
- First, who actually knows what is going on. 100% chaos
- Supreme court ruled illegal (6-3)
- 10% flat across all countries immediately added
- Wait a day and make that 15%
- FedEx seeks refund for illegal IEEPA tariffs imposed by Trump after the Supreme Court ruled Trump's tariffs exceeded authority
- Numerous lawsuits expected for IEEPA tariff refunds
- Apple has spent more than $3 billion on tariffs since President Donald Trump enacted his trade policies. What about that? (HOW TO FIGURE OUT WHO GETS THE REFUND)
--- Estimate that $175B tariffs have been collected alreay
