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Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance

The Compound and Friends

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Trade Talks and Tech Turmoil

This chapter analyzes the shifting political landscape of trade negotiations and its impact on companies like Apple. It highlights the significant decline in Apple's stock due to fears of tariff implications and geopolitical tensions with China, while discussing the potential long-term effects on pricing and manufacturing strategies. The chapter also reflects on the broader concerns for the tech sector as investors react to changes in Apple’s market dynamics amidst political pressures.

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