Pablo J

[Pablo J @pablojara9]

@sshkhr16 @chamath such a clown - thanks to Canada only

[Pablo J @pablojara9]

@SorayaMartinezF In rue Bourassa fence along CN tracks is destroyed, leaving kids with direct access to active rail lines carrying hazardous materials. Nearby encampment has caused fires. City and CN are pointing fingers. Please act—this is urgent.

[Pablo J @pablojara9]

@APompliano Clown 🤡

[Pablo J @pablojara9]

@Jason Stop trolling him and get him to the pod, he is definitely smarter than you, dont be afraid, invite him

[Pablo J @pablojara9]

@Jason @PeteButtigieg Finally a decent guest, love how he shut @chamath up. Chamath, 0 arguments, no facts

[Pablo J @pablojara9]

@BittelJulien Where can I find the report?

[Pablo J @pablojara9]

@APompliano You need to travel some more @APompliano

[Pablo J @pablojara9]

@APompliano Also, trump removed almost all the tariffs he initially announced, your point has no empirical data

[Mark Cuban @mcuban]

Let’s talk about why inflation isn’t up, as economists predicted. It’s really simple. I see it in all my product based companies.

1. They borrow money or use their available cash to front run the tariffs and buy as much inventory as they can. 3, 6 months or longer. In many cases they get a better price because the mfg knows the risks post tariffs
2. But that cash is expensive. They either lose the ability to earn interest , (4pct) the ability to invest in other parts of their biz or they pay interest on a loan (10 to 20 pct )
3. None of the above is a positive. Not having cash or add to their liabilities is a risk.
4. They see the on and off again tariffs in action , so they don’t know how long their inventory will have the value they expected
5. So they don’t raise prices. In fact they may even discount some as a way to clear out inventory and replenish cash or pay down expensive loans
6. This isnt just small companies. This is all companies facing this.
This is why Walmart says they will be raising prices in the future.

The variance in tariffs has made it impossible to know how to manage costs , so you do all you can to clear out inventory and get back to cash. And take your chances on tariffs not being as big as you feared.

7. This is why prices haven’t gone up to this point

[Pablo J @pablojara9]

@APompliano @APompliano Tariffs TALKS. The effect of actual tariffs will take weeks/months to be seen, after they are IN EFFECT. If Tariffs are so effective as you argue, why is the administration backing up?

[Pablo J @pablojara9]

@APompliano You are a clown @APompliano 🤡

[Pablo J @pablojara9]

@APompliano Get Larry to your show - https://t.co/Op9stDkqy9

[Pablo J @pablojara9]

@APompliano @LHSummers - I dare you pomp

[Pablo J @pablojara9]

@APompliano Canada is talking about retaliatory tariffs.

[Pablo J @pablojara9]

@tobi Wanna be Elon

[Pablo J @pablojara9]

@balajis @APompliano have a look

[Pablo J @pablojara9]

@APompliano @APompliano perhaps you can also tell us the amount of illegal weapons that come from the US to Mexico to be used by drug cartels, the numbers are public (by US entities). Mind blowing that you actually believe tariffs make economic sense

[Pablo J @pablojara9]

@APompliano I thought you were a facts guy @APompliano . Can you tell your audience what percentage of the total fentanyl comes from Canada? Trump also said US Banks cant operate in Canada, can you check if that is true?

[Pablo J @pablojara9]

@APompliano Not true. Why then did Trump remove the tariffs on Canadian steel in 2019? they didnt even last 1 year. Also, US steel production today is lower than 2017. Same with aluminum.

[Pablo J @pablojara9]

@APompliano You do know this plan was announced by Canada back in December right ? Again, I guess the tariffs really don’t make any economic sense, hence trump not implementing them

[Pablo J @pablojara9]

@APompliano Funny, trump just announced no tariffs for Mexico, I guess it’s not really about economics.