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by refulgentis
401 days ago
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Idk the whole discussion is hard for me to parse. - Any one-off data point could be just random decrease or tariff impacts and we do not have a forward-looking time machine to accumulate more data - It doesn't really shed any light at all if volumes are less or more: both outcomes can be spun as a success (if they're less, great, American Juche continues unimpeded, if they're more, great, then we just debate if the manufacturers ("China") are "paying for" the tariffs by decreasing list prices to the importer enough that the importer can maintain the same price for customers) ("China" cannot literally pay for the tariffs, they are paid for by the US company or individual accepting the shipment from the dock) It's sort of like if it was February 2020, Wuhan was overrun and Italy was exploding, and people spent a lot of time in the nuances of if the US double digit case was up more this week than it was last week or two weeks ago |
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People crave conclusions with early, messy data.