Apple and Tariffs (Part 2)



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.

We will be happy to hear your thoughts

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