You'll definitely be hit one way or another. The question is whether businesses can predict what their tariff hit will look like next year and plan around it, or can't and need to hold onto their cash until they know which investments are or aren't worth it.

The idea would be that different parts of the supply chain would build factories in the US to avoid tariffs. Money collected on tariffs would be redistributed in the form of tax cuts.

The end goal would be 0% corporate and income taxes, funded with high tariffs. Over time the US re-industrializes.

> The idea would be that different parts of the supply chain would build factories in the US to avoid tariffs.

Building a factory is a 3-5 year task, with a decade-long payback time. And at any point, tariffs can be removed, making all that investment futile.

And even then, there's no guarantee that the factory is going to help people. If it's a lights-out facility staffed with robots, then it'll just be producing more expensive goods, with all the profits staying in its owners' pockets.

> Over time the US re-industrializes.

Or just becomes another Argentina.

No such plan has been documented. This is just wishful thinking.

I am giving the steel man of why this may work. Whether it does or not, well, you can play the stock market as well as anyone

You are constructing a fantasy.

> The idea would be that different parts of the supply chain would build factories in the US to avoid tariffs.

Right, because the US doesn't have diamonds, vanilla, coffee beans or the many other things it needs? How do you avoid tariffs like this?

The US still needs fish from the penguins. What's the plan? To tell penguins to stop fishing and come to the US and work in factories?

> The end goal would be 0% corporate and income taxes, funded with high tariffs.

Well you have that right. When there's 0% of the people working no 1 will be paying corporate and income tax. It'll just crash.

> Over time the US re-industrializes.

Like it's gone? You do know the US is the 2nd largest global manufacturer right? That is even today. So do we need to blow that up 1st in order to re-industrialize?

Who would trust the US after this? Why would a company build a factory in a lawless state run by a moron like this who thinks blanket tariffs work and could replace taxes?

No part of your plan will happen.