
Hello everyone. The level of unknown surrounding the tariff situation continues to rise.
We continue our multi-day discussion on Apple and tariffs. Today’s update will keep us on Apple’s supply chain.
On our “to discuss” list for the rest of the week:
-
Pros and cons found with Apple passing tariff costs on to consumers.
-
More on what looks like a full-fledged game of who will blink first between the U.S. and China as 104% import tariffs go into effect.
-
Apple’s earnings power, and valuation implications, after considering both universal and reciprocal various tariffs.
Let’s jump right in.
Become a member to continue reading today’s update. Already a member? Read the full update here.
An audio version of this update is available to members who have the podcast add-on attached to their membership.