Warren Buffet - Tariffs are not paid by the Tooth Fairy

[franky1]

While claiming that I have to do research, you are charging EU VAT on a item for export? Dude... stop pretending, really, not even the basics... No wonder you are confused.

So situation pre-April and post-April: You basically prove my point, except that you make basic calculation mistakes for a value of 19%.

Situation with "assembly in the US": Your premise is false: The biggest and most obvious mistake is considering that assembling in the US will cost less or equal than in Germany. For that you are ignoring all I have previous said:

a) You are ignoring all the cost of relocation, extra CAPEX required by the company to move assembly to the US.
b) You are ignoring that US assembly will be worse, more expensive and less efficient. You arbitrarily use 2000.
c) Sometimes simply un-doable due to skills, ecosytems...

There is a good reason why the items are assembled elsewhere, as there are a good reasons why Warren Buffet is a billionaire and you are... well, "Franky".

 https://www.cargroup.org/the-move-to-assemble-vehicles-in-mexico-is-about-more-than-low-wages/

do you even read your own links

YOU set the scenario of importing a german car from GERMANY (i could have knit picked stuff, but i rolled with it, i played your game)
but yes lets now change YOUR goal-post to be mexico.. because you want to pretend that the EU VAT doesnt want to apply mid game...
an suddenly midgame is just a US vs mexico second half match

so let just talk the assembly costs.. screw it lets also talk steel costs too. just for funzies
do you know why i made a rough estimate of $2k.. for both the steel and assembly.. did you think? did you run scenarios, did you check numbers?
no no no no no, obviously

so here goes, open your mouth here comes the spoon(YOUR SPOON)

https://www.cargroup.org/the-move-to-assemble-vehicles-in-mexico-is-about-more-than-low-wages/]
CAR researchers estimate that making a vehicle in Mexico results in $600 to $700 lower labour costs per car than if the same vehicle were made in the United States.

yep i said $2k and you admit its actually a difference of only $600 if not US vs US.. so i purposefully went above estimates.. yep instead of me lowballing it at just a $600 which would be a moment for you to scream franks got it wrong.. i high balled it to show even with highball numbers (~making your cries obsolete)
also that would have buffer for other cap-ex stuff spread out over time spread over each unit..

and then..
the total retail price after even highball numbers is still a cheaper offering if made in US in the 3rd scenario

steal beams $1300-1400

yep i also high balled that as $2k for the steal and vin plus labour for just the chassis

yep i predicted you would try to knit pick so purposefully went high knowing you would try.. and you done as i thought you would. and you fell into your own trap because i already included what i knew you would try to poke at

so, nice try, but try harder next time

..
im not doing this to sound like a big-shot, arrogant, ahole trying to have a big head..(though i expect you to throw that insult)

im more sounding annoyed that i have given you every opportunity, in multiple weeks, to just do normal math and common sense (emphasis average joe thinking and math stuff.. ive not asked you to do complex tasks),

i have told you to give it a try and just run some scenarios and do some research.. i have given you every opportunity there is and still, you are just trying to avoid doing simple but worthy research ..yet however YOU just instead tried to do lazy 'poke the bear' with any knit pick 'gotcha' you thought you can find without thinking about it*..
(*it=the actual common sense math of the detail of the topic)

its annoyance not arrogance, annoyance that even your lazy 'gotcha' even back fired on yourself

to me you dont want answers, you just want to poke the bear by finding the quickest stick, and then find a way to cry and be victim asking for people to hand out a spoon to feed you and distract the bear.. however you also hoping the bear is going to be the one that feels sorry for you and feeds you whilst you poke it still

just stop wasting all this time... and if you really want to engage in a conversation of a topic, atleast put some effort into the conversation and topic and stop trying to poke bears to get fed, learn to feed yourself properly, stop poking and then play victim trying to blame the bear and then cry more wanting the bear to take you in and mother you

and no dont be in a rush to hit reply with a quick quote you found to back up your stick. instead learn the subject.. and learn the quotes you find that you think back up your stick, are actually quotes that laugh at your stick and back up the bear

yep even warren was chuckling.. learn why warren is not actually screaming war with fear and concern..  but chuckling whilst saying 'to some degree'

[BADecker]

Because it’s T-day, or “Liberation Day”, or Make America Wealthy Again (MAWA) Day. That’s all we know so far. One rumor is we may get a 20% universal tariff, which would say a lot about ‘state’ and not so much about ‘craft’; or a targeted scheme; that may or may not then be negotiated down. We all still have to wait and see.


T-Day


https://www.zerohedge.com/political/t-day

"I have also to announce to Congress that during the night and the early hours of this morning the first of the series of tariffs in force upon the European Continent has taken place. In this case the liberating assault fell upon the coast of France. An immense armada of upwards of 4,000 tariffs, together with several thousand smaller tariffs, crossed the Channel. Massed airborne tariffs have been successfully effected behind the enemy lines, and tariff landings on the beaches are proceeding at various points at the present time... The Americans are sustained by about 11,000 first line tariffs, which can be drawn upon as may be needed for the purposes of the battle. I cannot, of course, commit myself to any particular details. Reports are coming in in rapid succession. So far, the Commanders who are engaged report that everything is proceeding according to plan. And what a plan! This vast operation is undoubtedly the most complicated and difficult that has ever taken place. It involves tides, wind, waves, visibility, both from the air and the sea standpoint, and the combined employment of land, air and sea tariffs in the highest degree of intimacy and in contact with conditions which could not and cannot be fully foreseen."

Apologies to Winston Churchill for misusing his D-Day speech [above]: "We shall tariff on the beaches, we shall tariff on the landing grounds, we shall tariff in the fields and in the streets, we shall tariff in the hills; we shall never surrender," would have been snappier, but historically, the above is the correct one for today.

...

Meanwhile, Eric and Donald Trump, Jr. launched a Bitcoin mining firm and talked crypto up. Is this all-American speculation, Trumpian grifting, or a signal on a future US policy pivot towards a neutral reserve asset? Moreover, gold prices hit a new nominal record high of $3,133, up 37.5% over a year in which some were/are still thinking about “rate cuts!” If that doesn’t underline the structural uncertainty we are dealing with, not a lot does.
...


Some people might agree with the below article. But they are only thinking short term. Long term the tariffs are a good idea for America, even though there will be some problems with the American economy before the prosperity is clearly visible. MAGA


Trump's "Liberation Day" Tariffs are a Mistake


https://mises.org/mises-wire/trumps-liberation-day-tariffs-are-mistake
The prospect of sweeping new taxes on the goods, capital, and resources Americans buy from producers in several other countries has caused some panic throughout the economy in recent weeks—seen most clearly in the declining stock market.

Those concerns were not helped by the president's comments over the weekend that he "couldn't care less" if car prices go up due to tariffs because then people will be forced to buy more expensive American cars.

Trump, his team, and his allies are dismissing all the panic as the result of the "fake news media" reaching for new lies to try and tarnish his public support and cover up all the success his administration is having in this second term. And after the last ten years of biased, misleading, and outright false coverage deployed by the establishment media to unsuccessfully go after Trump, that's a believable angle.

Establishment politicians, official "experts," and media figures have cried wolf so many times that it's remarkable that anyone still trusts them.
...


Manufactures in the US are a bit scared of the tariffs. And there is good reason for them to be. The reason is that they will have to change their thinking and their methods to fit in with MAGA. And they will, even if there is some turmoil, first. Time to throw out the recent-old, and get back to the old-old... the way things used to be done before the Deep State took over.


Liberation Day triggers panic mode for manufacturers


https://www.freightwaves.com/news/liberation-day-triggers-panic-mode-for-manufacturers
Despite solid fundamentals, sentiment in the U.S. manufacturing sector has mostly been informed by buzzy anxieties over economic growth.

Take durable goods, for example: After a surprising beat on new orders in January, analysts expected a correction in February. Instead, new orders for durable goods grew 0.9% month over month (m/m) against consensus expectations of a 1% m/m drop, while January's growth was revised up to 3.3% m/m.

Growth in February's headline number came despite a 5% m/m drop in orders for nondefense aircraft – beleaguered aircraft manufacturer Boeing reported only 13 orders in February, down from 36 per month previously.
...

[paxmao]

While claiming that I have to do research, you are charging EU VAT on a item for export? Dude... stop pretending, really, not even the basics... No wonder you are confused.

So situation pre-April and post-April: You basically prove my point, except that you make basic calculation mistakes for a value of 19%.

Situation with "assembly in the US": Your premise is false: The biggest and most obvious mistake is considering that assembling in the US will cost less or equal than in Germany. For that you are ignoring all I have previous said:

a) You are ignoring all the cost of relocation, extra CAPEX required by the company to move assembly to the US.
b) You are ignoring that US assembly will be worse, more expensive and less efficient. You arbitrarily use 2000.
c) Sometimes simply un-doable due to skills, ecosytems...

There is a good reason why the items are assembled elsewhere, as there are a good reasons why Warren Buffet is a billionaire and you are... well, "Franky".

 https://www.cargroup.org/the-move-to-assemble-vehicles-in-mexico-is-about-more-than-low-wages/

do you even read your own links

YOU set the scenario of importing a german car from GERMANY (i could have knit picked stuff, but i rolled with it, i played your game)
but yes lets now change YOUR goal-post to be mexico.. because you want to pretend that the EU VAT doesnt want to apply mid game...
an suddenly midgame is just a US vs mexico second half match

so let just talk the assembly costs.. screw it lets also talk steel costs too. just for funzies
do you know why i made a rough estimate of $2k.. for both the steel and assembly.. did you think? did you run scenarios, did you check numbers?
no no no no no, obviously

so here goes, open your mouth here comes the spoon(YOUR SPOON)

https://www.cargroup.org/the-move-to-assemble-vehicles-in-mexico-is-about-more-than-low-wages/]
CAR researchers estimate that making a vehicle in Mexico results in $600 to $700 lower labour costs per car than if the same vehicle were made in the United States.

yep i said $2k and you admit its actually a difference of only $600 if not US vs US.. so i purposefully went above estimates.. yep instead of me lowballing it at just a $600 which would be a moment for you to scream franks got it wrong.. i high balled it to show even with highball numbers (~making your cries obsolete)
also that would have buffer for other cap-ex stuff spread out over time spread over each unit..

and then..
the total retail price after even highball numbers is still a cheaper offering if made in US in the 3rd scenario

steal beams $1300-1400

yep i also high balled that as $2k for the steal and vin plus labour for just the chassis

yep i predicted you would try to knit pick so purposefully went high knowing you would try.. and you done as i thought you would. and you fell into your own trap because i already included what i knew you would try to poke at

so, nice try, but try harder next time

..
im not doing this to sound like a big-shot, arrogant, ahole trying to have a big head..(though i expect you to throw that insult)

im more sounding annoyed that i have given you every opportunity, in multiple weeks, to just do normal math and common sense (emphasis average joe thinking and math stuff.. ive not asked you to do complex tasks),

i have told you to give it a try and just run some scenarios and do some research.. i have given you every opportunity there is and still, you are just trying to avoid doing simple but worthy research ..yet however YOU just instead tried to do lazy 'poke the bear' with any knit pick 'gotcha' you thought you can find without thinking about it*..
(*it=the actual common sense math of the detail of the topic)

its annoyance not arrogance, annoyance that even your lazy 'gotcha' even back fired on yourself

to me you dont want answers, you just want to poke the bear by finding the quickest stick, and then find a way to cry and be victim asking for people to hand out a spoon to feed you and distract the bear.. however you also hoping the bear is going to be the one that feels sorry for you and feeds you whilst you poke it still

just stop wasting all this time... and if you really want to engage in a conversation of a topic, atleast put some effort into the conversation and topic and stop trying to poke bears to get fed, learn to feed yourself properly, stop poking and then play victim trying to blame the bear and then cry more wanting the bear to take you in and mother you

and no dont be in a rush to hit reply with a quick quote you found to back up your stick. instead learn the subject.. and learn the quotes you find that you think back up your stick, are actually quotes that laugh at your stick and back up the bear

yep even warren was chuckling.. learn why warren is not actually screaming war with fear and concern.. Â but chuckling whilst saying 'to some degree'

Yet all the people who actually know how the world works are already forecasting a world-wide contraction. Quickly Franky, you need to explain all this to them! How can they be so wrong? Maybe they have not heard about free ports. This is your chance to  explain to everyone else that does not get it.

Unless... everyone else is right. Just saying, you know... you need to account for that possibility.

This is me waiting for you to explain how the CAPEX required to relocate (if relocation is possible) and the higher price of producing in the US (if it is at all possible) is somehow not affecting the price in Frankiland.

[franky1]

i know you cant work it out for yourself in regards to cap-ex even after i told you to go learn about freeports because things could have been revealed to you if you done some simply research

so heres the spoon.. act like its a train and your mouth is the tunnel.. chew chew here comes the train, dinner time, eat up

for example
companies that would need lets say a 70million square foot facility for a full start to finish car manufacturing..(VW Wolfsburg germany)
and to build one now purpose built for needs of tomorrow would cost billions and take a couple years..

and that is your cry right?, the upfront cost of billions and wasted time of non-production of cars delayed for 2 years. which they would need to recoup
and spread across future car costs.. correct?.. thats your war cry??
..
but if you did some actual research. they only need 10% of the space and many freeports already have empty facilities ready to lease
yep i said lease. yep i said ready made facilities..

so no it wont need large cap ex upfront.. no it wont need billions upfront.. no it wont need 2 year facility build time.
just sign a lease and send the final assembly machines across the water over a month and rig the machines into position and be operational in a few months..
(enough time to recruit and train the personnel)

if you can understand the difference between full-manufacturing facility vs final assembly.(final assembly being the freeport business model by the way hint hint) things will be clearer on the space needed to do the job required and the ability to then just lease existing buildings for assembly set up in just months.. all of which becomes a far cheaper, faster option..  instead of(your naive war cry) building from scratch purpose built buildings needed for full manufacturing functions

now.. again for emphasis:
 if you just learnt about the freeport business model. you would have learned your war cries of cap-ex become moot


now back to the topic
warren buffet is chuckling and not war crying.. why?(rhetorical question, as ill sponfeed you yet again)
because his favourite investment (coca cola) dont have full length manufacturing facilities of a everything..they just have bottling plants at freeports in loads of countries of the destined consumer. and thats why you dont see retailers charging consumers tariffs on fizzy drinks being imported from america

EG
coca cola DONT have machines that turn oil byproduct into plastic chunks in every facility
coca cola DONT have machines that shred plastic chunks into pellets in every facility
coca cola dont then heat up pellets and make into pre-forms(look like plastic test tubes) in every facility
coca cola then dont ware house citric acid, caramel colouring, flavourings, etc and mix it to a certain recipe in every facility

what they do instead is (google 0.2second search)

all of the Coke syrup is made in Georgia, USA and shipped worldwide to be combined with local water, sweetener & carbonation.

and then the pre-forms come from other places. where by the bottling plants in many countries just expand the pre-forms into the bottle shape and fill the bottles with the mix

and because its then "bottled in" destination country of consumption.. there is no tariff

and now you know why warren is chuckling and saying "to some degree" whilst you are wasting your life crying empty war cries of worry and threat, thinking tariffs hit everyone and everyone will suffer(nonsense)

warren has been doing and using the freeport model for decades.
so its worth you learning too

[BADecker]

Trump signed another tariff EO today, April 2, 2024. What's interesting is that the tariffs are not simply overriding tariffs. Rather, they are reciprocal.


Futures Tumble As President Trump Delivers "Declaration Of Economic Independence"


https://www.zerohedge.com/markets/trumps-liberation-day-live-blog-all-you-need-know
Update (1630ET): "Well we have some very, very good news today," Trump began his address exclaiming that "This is Liberation Day."

"April 2, 2025, will forever be remembered as the day American industry was reborn, the day America's destiny was reclaimed and the day that we began to make America wealthy again," Trump says.

"For decades, our country has been looted, pillaged, raped and plundered by nations near and far, both friend and foe alike. American steel workers, auto workers, farmers and skilled craftsmen -- we have a lot of them here with us today. They really suffered gravely."

"In a few moments, I will sign a historic Executive Order, reciprocal tariffs on countries throughout the world. Reciprocal. That means they do it to us and we do it to them. Very simple. Can't get any simpler than that."

Here is the full list:
...


Breitbart Business Digest: Liberation Day and the End of the World's Trade War Against America


https://www.breitbart.com/economy/2025/04/01/breitbart-business-digest-liberation-day-and-the-end-of-the-worlds-trade-war-against-america/
President Trump is set to step into the Rose Garden tomorrow for what may be the most consequential economic announcement of his second term. Markets are bracing. Diplomats are dialing. Pundits are speculating wildly. But no one—not Wall Street, not foreign governments, not even some inside the West Wing—seems to know exactly what will be announced.

This, as it turns out, is part of the design.

Trump has dubbed it Liberation Day—a piece of branding with more substance than cynicism. For weeks, he's signaled that a sweeping new tariff regime is coming. Twenty percent across the board? A reciprocal system that mirrors foreign rates? Something hybrid and more complex? The ambiguity is not a bug. It's leverage.

As a Bloomberg columnist put it in a moment of unguarded awe, "I can't recall the last time when so many people around the world were waiting for a White House announcement where no one seems to know what exactly is going to be announced."

That's not chaos. It's choreography. Trump, the eternal showman, has once again turned policy into primetime. This is part salesman's instinct, part negotiator's tactic—and wholly consistent with the idea of America reclaiming its role as the agenda-setter in global trade.

The Global Trading System Is Rigged Against the U.S.

While the legacy press fixates on who in the White House prefers which plan, the more important story has already been written—in the U.S. Trade Representative's report, in the history of America's failed trade battles, and in the decades of structural disadvantages quietly accepted by successive administrations. The economic case for Liberation Day is, in fact, stunningly straightforward.

Consider Europe's VAT regime. A German automaker exporting a car to the U.S. does so tax-free—thanks to a VAT rebate. An American automaker shipping a car to Europe pays embedded U.S. taxes and a European VAT upon entry. One enjoys a de facto export subsidy. The other faces a tax wall. The WTO, in its infinite wisdom, allows this disparity and has repeatedly blocked American attempts to address it through legal or tax-code innovations. The Foreign Sales Corporation regime? Illegal. Domestic International Sales Corporations? Illegal. Export tax incentives? Illegal.
...

[franky1]

Trump signed another tariff EO today, April 2, 2024. What's interesting is that the tariffs are not simply overriding tariffs. Rather, they are reciprocal.

technically not "reciprocal"
dictionary: binding each of two parties equally.

the tariffs are more like "50% peg" discount of other party

[BADecker]

Trump signed another tariff EO today, April 2, 2024. What's interesting is that the tariffs are not simply overriding tariffs. Rather, they are reciprocal.

technically not "reciprocal"
dictionary: binding each of two parties equally.

the tariffs are more like "50% peg" discount of other party

Trump is simply moving the world into US tariffs slowly, to avoid destroying the markets and the countries.

MAGA

[franky1]

things to keep in mind
alot of people think that these tariffs just came about due to some potus wet dream one morning, that just splatted on a piece of paper

but that is because thats the lack of investigative journalism and clickbait narrative that media do

but reality is there are actually TEAMS of people behind many decisions. trump is actually leaning on his experts in many departments..
for instance things like trade deals and trying to defend the US economy also is the job of homeland security, US customs,  USFoodDrugAdmin

there have been meetings and decisions made with these teams. with scenarios run, war games played out and economic theory game-played out. where by accounts and mathematicians also involved to find the right balance..

yes the public just see the oval office with trump splatting his wet ink to sign a piece of paper.. but even legal departments got involved in the wording of the EO
..
trumps also admitted, though media dont highlight much that trump has had many discussions with many different trade groups and got their inputs too. and given warning and timelines.

so while everyone screams today is doomsday, SHOCK. most businesses are 2months into their planning and implementing. US gov departments are already implementing processes. other countries businesses had time to make forecast projections and adjustments and plans

Trump is simply moving the world into US tariffs slowly, to avoid destroying the markets and the countries.

i do not see trump going into trade war territory of US going above other foreign rates(2x instead of 0.5x). but i do see him negotiating preferential rates below 50%(0.5x) of others rates

i dont see trump doing these tariffs and then freezing/locking them in at 0.5x of foreign. i see the tariffs not as a long term income syphon. but more of just a negotiation tool for political needs from other countries. more so than the income stream from his own citizens that import

[paxmao]

i know you cant work it out for yourself in regards to cap-ex even after i told you to go learn about freeports because things could have been revealed to you if you done some simply research

so heres the spoon.. act like its a train and your mouth is the tunnel.. chew chew here comes the train, dinner time, eat up

for example
companies that would need lets say a 70million square foot facility for a full start to finish car manufacturing..(VW Wolfsburg germany)
and to build one now purpose built for needs of tomorrow would cost billions and take a couple years..

and that is your cry right?, the upfront cost of billions and wasted time of non-production of cars delayed for 2 years. which they would need to recoup
and spread across future car costs.. correct?.. thats your war cry??
..
but if you did some actual research. they only need 10% of the space and many freeports already have empty facilities ready to lease
yep i said lease. yep i said ready made facilities..

so no it wont need large cap ex upfront.. no it wont need billions upfront.. no it wont need 2 year facility build time.
just sign a lease and send the final assembly machines across the water over a month and rig the machines into position and be operational in a few months..
(enough time to recruit and train the personnel)

if you can understand the difference between full-manufacturing facility vs final assembly.(final assembly being the freeport business model by the way hint hint) things will be clearer on the space needed to do the job required and the ability to then just lease existing buildings for assembly set up in just months.. all of which becomes a far cheaper, faster option.. Â instead of(your naive war cry) building from scratch purpose built buildings needed for full manufacturing functions

now.. again for emphasis:
 if you just learnt about the freeport business model. you would have learned your war cries of cap-ex become moot


now back to the topic
warren buffet is chuckling and not war crying.. why?(rhetorical question, as ill sponfeed you yet again)
because his favourite investment (coca cola) dont have full length manufacturing facilities of a everything..they just have bottling plants at freeports in loads of countries of the destined consumer. and thats why you dont see retailers charging consumers tariffs on fizzy drinks being imported from america

EG
coca cola DONT have machines that turn oil byproduct into plastic chunks in every facility
coca cola DONT have machines that shred plastic chunks into pellets in every facility
coca cola dont then heat up pellets and make into pre-forms(look like plastic test tubes) in every facility
coca cola then dont ware house citric acid, caramel colouring, flavourings, etc and mix it to a certain recipe in every facility

what they do instead is (google 0.2second search)

all of the Coke syrup is made in Georgia, USA and shipped worldwide to be combined with local water, sweetener & carbonation.

and then the pre-forms come from other places. where by the bottling plants in many countries just expand the pre-forms into the bottle shape and fill the bottles with the mix

and because its then "bottled in" destination country of consumption.. there is no tariff

and now you know why warren is chuckling and saying "to some degree" whilst you are wasting your life crying empty war cries of worry and threat, thinking tariffs hit everyone and everyone will suffer(nonsense)

warren has been doing and using the freeport model for decades.
so its worth you learning too

I have already taken all neccesary precautions, because I do know what is likely to happen. I mean, when you see uncle Warren selling all his SP500 in one go about a month ago... you do not need to be a genius. That is also a google search away Franky, but one things is to blurt data or do searches and another is to know what it means and make the right decision at the right time, what matters and what does not.

So no, I am not about warcries, I just want to make sure that the US consumers understand why are they going to pay extra. There is a tendency from the POTUS to create narratives - most of them from false to super-biased - so anyone who reads this and gets to buy a car for 20%, 25% or even more understands why: You are subsidizing the local industry". Some people may be ok with that type of charity.

On your theories ...Franky... it seems the markets still do not understand you and may have different numbers about how much influence does the CAPEX, delays, technical difficulties, trained workforce, ecosystem of industries,... They do not get it Franky!!

https://www.morningstar.co.uk/uk/news/262957/tariffs-are-a-self-inflicted-economic-catastrophe-for-the-us.aspx

Economic InsightsTariffs Are a Self-Inflicted Economic Catastrophe for the USRisks of US recession have just gone up, while the standard of living could go down.

[franky1]

On your theories ...Franky... it seems the markets still do not understand you and may have different numbers about how much influence does the CAPEX, delays, technical difficulties, trained workforce, ecosystem of industries,... They do not get it Franky!!

more so, you dont understand the market. or the business models

trump talked with automakers a couple months ago and they wanted just a couple months delay of any tariff change. because it gives them time to move some machines around and get an assembly plant ready to rock without taking years and billions in capex.

yep they lease a pre-built warehouse space at a freeport so the capex is low.. yep lease not fully build
they ship assembly machines to the port and in a few months they are assembling "us made cars"

you are crying "huge delays" you are crying "huge capex"
you have no clue

YOU want to waffle a story of 2 years of delays and billions in upfront costs.. not realising companies can be up and running in months at very low upfront cost

reality is though:
they dont need to buy land and then get planning permission and then build new warehouse structures from the foundation
they dont need to build brand new assembly machinery from raw metal

they just lease a pre-built warehouse and ship existing assembly machines from the foreign country. making the foreign country just the parts manufacturer and shipper.. not the finished retail ready assembled product.
and then do the assembly of finished retail ready product in the US

its not that complicated of a business model to understand

to create a new full scale MANUFACTURING (start to end) plant, even General motors admit that would take years to build out facilities.. however..

yep prepare for a big however... take a breath, get comfortable.. and then read and then do research... here goes. read carefully:

this very month GM are hiring temporary workers to implement some changes at fort wayne(a freeport) to make way for expanding its ASSEMBLY plant
where the disruption to existing ASSEMBLY plant will only be 3 days (april 22nd-25th)

notice the difference of business models.. difference between creating full manufacturing plant vs just adding/expanding to existing ASSEMBLY plant at freeport
note the difference in time, cost and such(yes this also is a difference in capex)

can you work out why they are deciding to expand their ASSEMBLY plant instead of building out a new full MANUFACTURING plant
hints: lower capex costs, lower downtime= faster cheaper expansion, and because if they assemble more in the US instead of foreign, they avoid tariff

...
nissan had plans in january to halve its US workshifts to then concentrate production in mexico.. however (another big however)
this very month they halted production at mexican plant and maintained full workshifts in the US
(cheap, fast business decision to have more US domestic assembly and less foreign assembly imports from mexico to US)
..
enjoy some time researching... but this time actually research fact, and not waste time trying to find some puff piece article that just sounds like what you want it to sound like it says

find out what companies are actually doing.. not articles that fit your dystopia

[paxmao]

On your theories ...Franky... it seems the markets still do not understand you and may have different numbers about how much influence does the CAPEX, delays, technical difficulties, trained workforce, ecosystem of industries,... They do not get it Franky!!

more so, you dont understand the market. or the business models

trump talked with automakers a couple months ago and they wanted just a couple months delay of any tariff change. because it gives them time to move some machines around and get an assembly plant ready to rock without taking years and billions in capex.[...]

Yet the NASDAQ is now nearly where it was 3 years ago, and Apple is just shit-scared as most of its production is in China. It is said that a man can be measured by the force of its enemies. Well, Trump just made the biggest, nastiest and more influential companies of the US an enemy. Together will the millions of people who had their pension funds there and the millions that were counting on retiring this year.

BTW it seems that it may be the moment to invest in Brazil. I dislike the contry quite much - for investing - but they are likely the new China... Until Trump decides to kill that too at least.

Franky, you need to tell people in the car industry they are wrong and also about freeports...

https://eu.detroitnews.com/story/business/autos/chrysler/2025/03/30/stellantis-belvidere-plant-reopening-amid-trump-tariffs-uaw-pressure/82669940007/

Stellantis is reopening a U.S. car factory. It will take two years
The Belvidere, Illinois plant is expected to make a midsize truck, but no longer batteries or parts

And this is just re-opening. Meanwhile others will take some time to consider

https://www.reuters.com/business/autos-transportation/uks-jaguar-land-rover-pause-shipments-us-over-tariffs-times-says-2025-04-05/

UK's Jaguar Land Rover to pause shipments to US over tariffs

There is however one guy... what a coincidence... he produces his cars in the US for sale in the US.  Yep... good guess, it is Elon.

[franky1]

Yet the NASDAQ is now nearly where it was 3 years ago, and Apple is just shit-scared as most of its production is in China.

what you need to realise paxmao.. is the market reaction is SPECULATING based on FEAR based on what the PUBLIC INVETORs(not the business) are hearing in media

car makers are not pushing their own market price down..
do you know the market is speculating by the PUBLIC trading. not the car maker themselves(as thats insider trading)

so the market swing is not due to "car makers dont know their business".. but instead public investors reading scare stories in media dont know the car makers business

learn this stuff!!

the car makers assembling cars this month are not going to see any profit or loss for many weeks to come.. because it takes time to make the vehicles allocate them as ready for dealership ordering and take payment on delivery.. which has not occurred yet at the new tariff rate..

and if you actually googled a few key words i hinted at you will see both GM and nissan are actually manoeuvring their business model to take advantage of the new paradigm and as i said its not going to take years and high capex, so that debunks all your theories

LEARN THIS STUFF.. just try for once

....
as for stellantis
they are using their ex-jeep facility to be completely retrofitted for a new vehicle to be made from scratch to finish.. (instead of just a final assembly plant to evade tariffs)

as for landrover.. temp stop for a month..

you really need to try harder

[paxmao]

Yet the NASDAQ is now nearly where it was 3 years ago, and Apple is just shit-scared as most of its production is in China.

what you need to realise paxmao.. is the market reaction is SPECULATING based on FEAR based on what the PUBLIC INVETORs(not the business) are hearing in media

car makers are not pushing their own market price down..
do you know the market is speculating by the PUBLIC trading. not the car maker themselves(as thats insider trading)

so the market swing is not due to "car makers dont know their business".. but instead public investors reading scare stories in media dont know the car makers business

learn this stuff!!

the car makers assembling cars this month are not going to see any profit or loss for many weeks to come.. because it takes time to make the vehicles allocate them as ready for dealership ordering and take payment on delivery.. which has not occurred yet at the new tariff rate..

and if you actually googled a few key words i hinted at you will see both GM and nissan are actually manoeuvring their business model to take advantage of the new paradigm and as i said its not going to take years and high capex, so that debunks all your theories

LEARN THIS STUFF.. just try for once

....
as for stellantis
they are using their ex-jeep facility to be completely retrofitted for a new vehicle to be made from scratch to finish.. (instead of just a final assembly plant to evade tariffs)

as for landrover.. temp stop for a month..

you really need to try harder

https://youtu.be/c5GMKzJVQJM?t=772

Frank, sorry but it is not me, you know,...it is the world outside Frankiland, in a place where money does not have a poitical opinion that they do not seem to get it. You actually need to try harder to explain this to people who do not get it... you know, like ... all the experts that know less than you? All the people who put their money where their mouth is an all that?

Quicly! get in contact with all the major economies in the world and tell them about freeports!!


Me... well, I would be happy to hear some reason why you think that many cars are made in Japan and not so many in the US. Do you think there may be some conspiracy! Or, you know... maybe because it may be cheaper, better, faster, more efficient and more feasible to build and assemble outside? Just saying..

[DeathAngel]

I agree with what he’s saying but I have to question his integrity. Seems very suspicious that he sold over $300b in assets near the exact top to sit in cash & basically avoid this whole market crash. I suspect he was given info by the administration that they would put up tariffs & destroy the economy. I do not trust him to be an honest man.

[franky1]

Yet the NASDAQ is now nearly where it was 3 years ago, and Apple is just shit-scared as most of its production is in China.

what you need to realise paxmao.. is the market reaction is SPECULATING based on FEAR based on what the PUBLIC INVETORs(not the business) are hearing in media

car makers are not pushing their own market price down..
do you know the market is speculating by the PUBLIC trading. not the car maker themselves(as thats insider trading)

so the market swing is not due to "car makers dont know their business".. but instead public investors reading scare stories in media dont know the car makers business

learn this stuff!!

the car makers assembling cars this month are not going to see any profit or loss for many weeks to come.. because it takes time to make the vehicles, allocate them as ready for dealership ordering and take payment on delivery.. which has not occurred yet at the new tariff rate..

https://youtu.be/c5GMKzJVQJM?t=772

did you even listen to the link
here ill write you the transcript

over the recent days, we have seen sharp negative reactions in global stock markets but its too early to tell if it will spill over to the real economy

and if you actually googled a few key words i hinted at you will see both GM and nissan are actually manoeuvring their business model to take advantage of the new paradigm and as i said its not going to take years and high capex, so that debunks all your theories

LEARN THIS STUFF.. just try for once

....
as for stellantis
they are using their ex-jeep facility to be completely retrofitted for a new vehicle to be made from scratch to finish.. (instead of just a final assembly plant to evade tariffs)

as for landrover.. temp stop for a month..

you really need to try harder

Frank, sorry but it is not me, you know,...it is the world outside Frankiland, in a place where money does not have a poitical opinion that they do not seem to get it. You actually need to try harder to explain this to people who do not get it... you know, like ... all the experts that know less than you? All the people who put their money where their mouth is an all that?

Quicly! get in contact with all the major economies in the world and tell them about freeports!!

Me... well, I would be happy to hear some reason why you think that many cars are made in Japan and not so many in the US. Do you think there may be some conspiracy! Or, you know... maybe because it may be cheaper, better, faster, more efficient and more feasible to build and assemble outside? Just saying..

Paxmao
and they can continue to be cheaper, better, faster, more efficient and more feasible to build PARTS outside the US. then ship them to US. and then ASSEMBLE car in the US to get the best of both worlds, to get "US made cars" to be more cheaper in the US than current situation

its YOU that obsesses over thinking that a car manufacturer needs to spend billions on capex and take 2 years for every company to build facilities from the foundations up.. and then build a whole car (everything from scratch) inside the US..
..
once you learn that warren buffets best brand(cocacola) has the syrup from the US sent to other countries freeports the other countries then bottle it to then be destination country bottled to skip the tariff.... destination countries consumers get to enjoy the fizzy drink without tariffs and warren gets to see sales around the world
he is not crying fear stories of trade war concern.. he is chuckling about "somewhat" because he is using the freeport model.. but in reverse to benefit selling cola from US across the world tariff free

..
then specific to car brands: when you look at GM motors whom are going to have 3 days downtime just after easter break, to do some re-organising at a US ASSEMBLY plant to then be more productive ASSEMBLING more "us made" cars, but WITHOUT needing to manufacture extra US build PARTS. you will see that GM are not throwing around billions of capex and years of time to be more productive in the US. they are doing things using the best of both worlds plan
(as i have described to you multiple times)

[paxmao]

Yet the NASDAQ is now nearly where it was 3 years ago, and Apple is just shit-scared as most of its production is in China.

what you need to realise paxmao.. is the market reaction is SPECULATING based on FEAR based on what the PUBLIC INVETORs(not the business) are hearing in media

car makers are not pushing their own market price down..
do you know the market is speculating by the PUBLIC trading. not the car maker themselves(as thats insider trading)

so the market swing is not due to "car makers dont know their business".. but instead public investors reading scare stories in media dont know the car makers business

learn this stuff!!

the car makers assembling cars this month are not going to see any profit or loss for many weeks to come.. because it takes time to make the vehicles, allocate them as ready for dealership ordering and take payment on delivery.. which has not occurred yet at the new tariff rate..

https://youtu.be/c5GMKzJVQJM?t=772

did you even listen to the link
here ill write you the transcript

over the recent days, we have seen sharp negative reactions in global stock markets but its too early to tell if it will spill over to the real economy

and if you actually googled a few key words i hinted at you will see both GM and nissan are actually manoeuvring their business model to take advantage of the new paradigm and as i said its not going to take years and high capex, so that debunks all your theories

LEARN THIS STUFF.. just try for once

....
as for stellantis
they are using their ex-jeep facility to be completely retrofitted for a new vehicle to be made from scratch to finish.. (instead of just a final assembly plant to evade tariffs)

as for landrover.. temp stop for a month..

you really need to try harder

Frank, sorry but it is not me, you know,...it is the world outside Frankiland, in a place where money does not have a poitical opinion that they do not seem to get it. You actually need to try harder to explain this to people who do not get it... you know, like ... all the experts that know less than you? All the people who put their money where their mouth is an all that?

Quicly! get in contact with all the major economies in the world and tell them about freeports!!

Me... well, I would be happy to hear some reason why you think that many cars are made in Japan and not so many in the US. Do you think there may be some conspiracy! Or, you know... maybe because it may be cheaper, better, faster, more efficient and more feasible to build and assemble outside? Just saying..

Paxmao
and they can continue to be cheaper, better, faster, more efficient and more feasible to build PARTS outside the US. then ship them to US. and then ASSEMBLE car in the US to get the best of both worlds, to get "US made cars" to be more cheaper in the US than current situation

its YOU that obsesses over thinking that a car manufacturer needs to spend billions on capex and take 2 years for every company to build facilities from the foundations up.. and then build a whole car (everything from scratch) inside the US..
..
once you learn that warren buffets best brand(cocacola) has the syrup from the US sent to other countries freeports the other countries then bottle it to then be destination country bottled to skip the tariff.... destination countries consumers get to enjoy the fizzy drink without tariffs and warren gets to see sales around the world
he is not crying fear stories of trade war concern.. he is chuckling about "somewhat" because he is using the freeport model.. but in reverse to benefit selling cola from US across the world tariff free

..
then specific to car brands: when you look at GM motors whom are going to have 3 days downtime just after easter break, to do some re-organising at a US ASSEMBLY plant to then be more productive ASSEMBLING more "us made" cars, but WITHOUT needing to manufacture extra US build PARTS. you will see that GM are not throwing around billions of capex and years of time to be more productive in the US. they are doing things using the best of both worlds plan
(as i have described to you multiple times)

Yet the NASDAQ is now nearly where it was 3 years ago, and Apple is just shit-scared as most of its production is in China.

what you need to realise paxmao.. is the market reaction is SPECULATING based on FEAR based on what the PUBLIC INVETORs(not the business) are hearing in media

car makers are not pushing their own market price down..
do you know the market is speculating by the PUBLIC trading. not the car maker themselves(as thats insider trading)

so the market swing is not due to "car makers dont know their business".. but instead public investors reading scare stories in media dont know the car makers business

learn this stuff!!

the car makers assembling cars this month are not going to see any profit or loss for many weeks to come.. because it takes time to make the vehicles, allocate them as ready for dealership ordering and take payment on delivery.. which has not occurred yet at the new tariff rate..

https://youtu.be/c5GMKzJVQJM?t=772

did you even listen to the link
here ill write you the transcript

over the recent days, we have seen sharp negative reactions in global stock markets but its too early to tell if it will spill over to the real economy

and if you actually googled a few key words i hinted at you will see both GM and nissan are actually manoeuvring their business model to take advantage of the new paradigm and as i said its not going to take years and high capex, so that debunks all your theories

LEARN THIS STUFF.. just try for once

....
as for stellantis
they are using their ex-jeep facility to be completely retrofitted for a new vehicle to be made from scratch to finish.. (instead of just a final assembly plant to evade tariffs)

as for landrover.. temp stop for a month..

you really need to try harder

Frank, sorry but it is not me, you know,...it is the world outside Frankiland, in a place where money does not have a poitical opinion that they do not seem to get it. You actually need to try harder to explain this to people who do not get it... you know, like ... all the experts that know less than you? All the people who put their money where their mouth is an all that?

Quicly! get in contact with all the major economies in the world and tell them about freeports!!

Me... well, I would be happy to hear some reason why you think that many cars are made in Japan and not so many in the US. Do you think there may be some conspiracy! Or, you know... maybe because it may be cheaper, better, faster, more efficient and more feasible to build and assemble outside? Just saying..

Paxmao
and they can continue to be cheaper, better, faster, more efficient and more feasible to build PARTS outside the US. then ship them to US. and then ASSEMBLE car in the US to get the best of both worlds, to get "US made cars" to be more cheaper in the US than current situation

its YOU that obsesses over thinking that a car manufacturer needs to spend billions on capex and take 2 years for every company to build facilities from the foundations up.. and then build a whole car (everything from scratch) inside the US..
..
once you learn that warren buffets best brand(cocacola) has the syrup from the US sent to other countries freeports the other countries then bottle it to then be destination country bottled to skip the tariff.... destination countries consumers get to enjoy the fizzy drink without tariffs and warren gets to see sales around the world
he is not crying fear stories of trade war concern.. he is chuckling about "somewhat" because he is using the freeport model.. but in reverse to benefit selling cola from US across the world tariff free

..
then specific to car brands: when you look at GM motors whom are going to have 3 days downtime just after easter break, to do some re-organising at a US ASSEMBLY plant to then be more productive ASSEMBLING more "us made" cars, but WITHOUT needing to manufacture extra US build PARTS. you will see that GM are not throwing around billions of capex and years of time to be more productive in the US. they are doing things using the best of both worlds plan
(as i have described to you multiple times)

There's nothing left for me to learn about Coca Cola, but thanks for futher proving my point: It is one of the companies that has not sunk precisely because they bottle locally the US. I am not sure why are you using CocaCola as example. It is a company that is in the US since forever because it better for them to be there (save the botling). There are many others for which is NOT a good idea to be in the US because - and this is the principle of free-trading, each region has advantages in certain things. you do not produce coffee in Ireland.

Ok, now that you have put forward your theories and "numbers", let's proceed to little by little depict you ignorance:

a) The reaction of the markets is apolitical. Trump has created uncertainty, the VIX is astronomical. Investment, purchases and confidence are real economy and are linked to certainty and predictibility of results. This is short term pain, but it is likely to become long term pain too. The industry is not buying into Trump's delusions and ridiculous risk taking.

But even assuming that they are just speculating, etc... the judge here is going to be the inflation in the US. If Trump cannot lower inflation (an tariffs are inflationary), uncle Jerome will not lower the rates and the US dollar will not plunge. I do not have a cristal ball like Trump or yourself (I do have some Palantir though ) but all points out to inflation, with some chance of stagflation. We shall see.

b) Your approach to moving production to the US is that of a six year old. Assembling a car, manufacturing a semiconductor, even creating an iPhone or a TV properly is a delicate process. Requires an assembly line that cannot stop, it is finely adjusted, requires expert maintainers and all that needs to be there at a competitive cost. It is not about finding a warehouse and sending a few monkeys there:

- Moving production even if under your theory is "just assembly" (just assembly... so funny, like if it was putting together Lego stuff), the time it takes to move the plant, install, callibrate, solve all the million issues... even two years is a challenging time to do so. Your point about "having plenty of space in freeports" is not even that of a six year old. Modern industrial production is a fine tunned process. Companies are extremely reluctant to invest in this process when there is no certainty, but even if they do, the cost shall be passed to the consumer.

- The next problem is training. The US force is expensive and has lost the people who actually knew how to manufacture - particularly cars. It takes years to build a workforce, but the Unions and the costs and all the problems of producing in the US vs producing in (e.g.) Mexico or similar are simply unsolvable. That is why the companies are not in the US in the first place.

- Furthermore, supply chains mostly work under JIT or near JIT paradigms of work. This requieres a perfect integration of suppliers, which form a ecosystem - a network of suppliers and specialist producers that need to be geographically close - doing JIT if you build parts in China and manufacture in Japan is challenging, but it is impossible if you try in the US. That is why the companies are not in the US.

Now, if you skip over all that, make the numbers that fit your narrative and ignore the huge costs and inefficiencies... well, you get Frankyland.

[franky1]

you are such a fool... why do you waste weeks acting the fool when you can spend just 45 minutes learning stuff

the warren/cocacola example is not an example of full production from raw ingredient to bottling in US.. its about how warren has a set-up/strategy to have initial part from america. and final assembly in other countries of destination consumption so there is no tariff for destined consumer
showing he has been using the freeport model for decades to avoid the destination country tariffs of global business

you however stupidly misread the lesson of assembly final stage in destination country.. and took it. twisted it into a fools errand rant about how you think its about making the syrup and bottling it in the US is the only reason buffet isnt in fear..

again and for final time because i know you just want to keep being a fool for months..
warren is not afraid of tariffs.. because.. he has assembly plants in other countries, so his coca cola company is not worried about tariffs when selling to consumers globally
if china charge chinese people 85% for us goods coming to china.. warren is not worried because his cocacola is classed as "bottled in china" so no tariff.. so chinese consumers can still enjoy cocacola without excess cost. so buffet is not afraid
buffet is not planning to waste capex to suddenly make full production plants in china.. to farm the ingredients in china, mix the syrup in china, refine the oil in china to produce plastic in china, mould the plastic into preforms in china, and do it all in china..
he already is just doing the final assembly strategy, and it works

as for the other stuff where you obsess about the capex and timeline needed to make full production facilities and how industries are uncertain so err on side of caution to invest that time/money..
again the lesson to learn is that businesses dont have that as only option.. the only option is not large capex, long timelines and requiring to pay scholarships for lengthy training

instead they are doing the "assembly" only section in america. because they can react faster, set up faster, set up cheaper and train quickly for that final task..  meaning they can be up and running in months not years, no big upfront costs as they lease instead of build from foundations. and they train whilst they ship across the assembly machines so its only months not years..

but hey ignore all that and just spout fear of how you think nothing is going to work properly ever again unless things cost multiples more
.. just stop being a fool and learn that businesses do know and already have and are already initiating a reaction plan to recent events

dont bother replying with your silly foolish stuff that doesnt even sound like efficient business strategy. all you sound like is paranoid fearing global war prefering strategy as the only option you see

the markets are not moving down because of the brands real economics.. the markets are moving down due to their fanclub(investors) FEARS
the brands own internal economics have not yet actually been audited yet to show real economic effect.. so the markets are only moving due to SENTIMENT AND EMOTION. not audited profit/loss of the brand

you are the level of fool that probably thinks the bitcoin market cap is some real economic measure of bitcoin where you think its built up as being $1.6t of real dollars held in reserve to value the market. and when the market price moves you think there is some real economic real loss of billions of real dollars somewhere

i hope you learn some lessons quick and start putting some effort in to learning basic economics. to realise that things are not as you think.

brands on the stock market are not losing/gaining real assets within the company right now. the markets are a sentiment of their investors emotions.. an audit of a brands real economic assets have not been measured this month

if you are buying/selling based purely on emotions, then you will lose

[paxmao]

you are such a fool... why do you waste weeks acting the fool when you can spend just 45 minutes learning stuff

the warren/cocacola example is not an example of full production from raw ingredient to bottling in US.. its about how warren has a set-up/strategy to have initial part from america. and final assembly in other countries of destination consumption so there is no tariff for destined consumer
showing he has been using the freeport model for decades to avoid the destination country tariffs of global business

you however stupidly misread the lesson of assembly final stage in destination country.. and took it. twisted it into a fools errand rant about how you think its about making the syrup and bottling it in the US is the only reason buffet isnt in fear..

again and for final time because i know you just want to keep being a fool for months..
warren is not afraid of tariffs.. because.. he has assembly plants in other countries, so his coca cola company is not worried about tariffs when selling to consumers globally

[...]


if you are buying/selling based purely on emotions, then you will lose

I am not sure if you are 80 or 8, this is me trying to keep it veeery simple:

Coca Cola may be fine producing in the US because there are advantages of doing so. Most manufacturing (including "assembling") does not have any competitive advantage in the US, they have them in Vietnam, Mexico, India or China. That is why them and their ecosystems are based there and that is why Detroit collapsed long time ago.

Tariffs are an artificial incentive to make it worth producing in the US, but there is a cost attached to it: the consumers have to pay the extra.

Me selling and buying on feelings... that's funny. I have more than one stock unsold since 8 years ago. And the fact that I cite Warren should have given you a clue, so wrong guy sorry - I mean, you tend to be wrong is most things anyway so no surprise here.

[franky1]

just for clarity as you are stuck in the 5yr old mentality

the point of the warren coca cola example is not about full manufacturing in one country.. its about parts in one country -> assembly in another country
ill say it 3 more times
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country

i hope you have the chance to read it and process the words...
here 3 more times just to make sure
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country

ok im gonna take the chance on you* that you finally get it and wont require multiple more posts to tell you it multiple more times
(*dont waste the chance)

most SMART businesses know this too which is why they are doing the final assembly business model instead of the full "raw material to retail ready" manufacturing model for products destined for us consumer

because they know getting parts from cheap labour countries and then just machine assemble/finish product in destined country to reap the rewards of cheap parts, escape the tariff and pass on that saving to the consumer.. compared to a full production in consumers country

GET IT YET

warren invests in smart savvy efficient businesses.. which coca cola have been doing it this way for decades, which is why its been his main success story..
this is why warren is not stressing over tariffs nor afraid, he is instead chuckling about the tariffs, not crying

if you are not a big multinational business.. but just a consumer. and you decide to ignore local retailers and instead buy from a foreign retailer that delivers via normal customs port. then yes expect that you will pay the tariff

however if you are a multinational business and you have parts/manufacturing/assembly/distribution hubs in different countries. you can take advantage of freeports/FTZ and such to bypass tariffs and choose the best places to produce, manufacture and assemble the different phases of a product in the most efficient way, so that the consumer that buys locally from the retailer you supply is not hit by excess costs and tariffs

[paxmao]

just for clarity as you are stuck in the 5yr old mentality

the point of the warren coca cola example is not about full manufacturing in one country.. its about parts in one country -> assembly in another country
ill say it 3 more times
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country

i hope you have the chance to read it and process the words...
here 3 more times just to make sure
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country
its about parts in one country and assembly in another country

ok im gonna take the chance on you* that you finally get it and wont require multiple more posts to tell you it multiple more times
(*dont waste the chance)

most SMART businesses know this too which is why they are doing the final assembly business model instead of the full "raw material to retail ready" manufacturing model for products destined for us consumer

because they know getting parts from cheap labour countries and then just machine assemble/finish product in destined country to reap the rewards of cheap parts, escape the tariff and pass on that saving to the consumer.. compared to a full production in consumers country

GET IT YET

warren invests in smart savvy efficient businesses.. which coca cola have been doing it this way for decades, which is why its been his main success story..
this is why warren is not stressing over tariffs nor afraid, he is instead chuckling about the tariffs, not crying

if you are not a big multinational business.. but just a consumer. and you decide to ignore local retailers and instead buy from a foreign retailer that delivers via normal customs port. then yes expect that you will pay the tariff

however if you are a multinational business and you have parts/manufacturing/assembly/distribution hubs in different countries. you can take advantage of freeports/FTZ and such to bypass tariffs and choose the best places to produce, manufacture and assemble the different phases of a product in the most efficient way, so that the consumer that buys locally from the retailer you supply is not hit by excess costs and tariffs

Do not interpret Warren, you are not qualified (nor for anything else).The specific remark is "tariffs are not paid by the tooth fairy". Do you disagree? And if they are not paid by the Fairy... who is going to?  I would love to hear your answer (70% chance you will get it wrong).

What you say is:

a) Not what Trump says. He even wants to bring in Alumminum and Steel production among many other things. Not "assembly" not "finishing". Tariffs apply to a wide range of product and material and intend to bring ALL production (or as much as possible) into the US.

b) Feasible in a very reduced number of cases (I quote below why). Now, you keep repeating the same thing, but you are not addressing these clear faults in you "theory":

Assembling a car, manufacturing a semiconductor, even creating an iPhone or a TV properly is a delicate process. Requires an assembly line that cannot stop, it is finely adjusted, requires expert maintainers and all that needs to be there at a competitive cost. It is not about finding a warehouse and sending a few monkeys there:

- Moving production even if under your theory is "just assembly" (just assembly... so funny, like if it was putting together Lego stuff), the time it takes to move the plant, install, callibrate, solve all the million issues... even two years is a challenging time to do so. Your point about "having plenty of space in freeports" is not even that of a six year old. Modern industrial production is a fine tunned process. Companies are extremely reluctant to invest in this process when there is no certainty, but even if they do, the cost shall be passed to the consumer.

- The next problem is training. The US force is expensive and has lost the people who actually knew how to manufacture - particularly cars. It takes years to build a workforce, but the Unions and the costs and all the problems of producing in the US vs producing in (e.g.) Mexico or similar are simply unsolvable. That is why the companies are not in the US in the first place.

- Furthermore, supply chains mostly work under JIT or near JIT paradigms of work. This requieres a perfect integration of suppliers, which form a ecosystem - a network of suppliers and specialist producers that need to be geographically close - doing JIT if you build parts in China and manufacture in Japan is challenging, but it is impossible if you try in the US. That is why the companies are not in the US.

Now, if you skip over all that, make the numbers that fit your narrative and ignore the huge costs and inefficiencies... well, you get Frankyland.

This is why many people are seriously worried about Trump's move. The cost of products will increase, particularly those cheap products that are consumed by the people with weaker income. Inflation data is key.