The Real Eisman Playbook Tariffs Are Back, Apple's Big Bet, and AI's Real Impact - The Friday Market Wrap!
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Aug 8, 2025 Explore the impact of Trump's aggressive tariff strategy and how it reverberates through key industries like tech and pharma. Apple is making waves with a staggering $600 billion investment in the U.S., but skepticism lingers around its long-term effects. Palantir's growth is highlighted amidst a backdrop of challenges in government contracts. The show also dives into the mixed performances of companies reacting to market changes and the broader implications of AI's disruption in the tech sector.
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Tariffs' Effective Rate Lower Than Headlines
- Dan Clifton expects the effective tariff rate will likely reach 13%–14% instead of higher headline figures.
- That implies tariffs will be meaningful but materially lower than some media estimates.
Canada And Mexico Get A Competitive Edge
- Most trade between the U.S., Canada, and Mexico remains exempt under prior treaties, reducing effective tariffs for those partners.
- That gives Canada and Mexico supply-chain advantages and time to negotiate lower rates.
Be Skeptical Of Tariff-Avoidance Announcements
- Companies rush U.S. investment pledges to dodge tariffs and gain political favor, but many announcements are performative.
- Do not take these PR commitments at face value; apply healthy skepticism before trusting them.
