Apple and Tariffs (Let’s Talk Sectoral Tariffs)
Hello everyone. Today’s discussion will be focused on sectoral tariffs tied to semiconductors. There is plenty to cover including differences between reciprocal and sectoral tariffs, the Trump administration’s goal(s) for semiconductors, and the various unanswered questions found with the topic.
Let’s jump right in.
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Apple and Tariffs (Exemptions Granted, With a Twist)
Hello everyone. It feels good to be back after some time off for spring break.
On the tariff front, the major news involving exemptions broke a few hours after the most recent daily update was published on Friday, April 11th. Accordingly, we are going to dedicate today’s update to going over the tariff exemptions. The way these exemptions subsequently played out on social media then fueled an interesting twist involving sectorial tariffs.
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Apple and Tariffs (Part 4)
Hello everyone. Today’s update will conclude our multi-day discussion involving everything tariffs. After today’s discussion, we will be in good shape in terms of addressing most outstanding questions involving Apple and tariffs. In terms of accuracy, we are right on track with how events on the ground have been unfolding. One of my goals for this week’s discussion has been to not get caught up in the craziness – most of which is unnecessary and driven by social media.
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Apple and Tariffs (Part 1)
Hello everyone. We are going to take advantage of this daily newsletter’s format when it comes to analyzing Apple and tariffs. There will be a discussion that stretches across several updates. Today’s update will be “Part 1.”
My goal is to cover pretty much every nook and cranny that should be covered when it comes to Apple and tariffs. There is a lot of noise in terms of publications and people focusing on the wrong things. Accordingly, our discussion may have different focus areas compared to prevailing analysis circulating on social media.
For today’s discussion, we are going to start a bit big picture by laying out the situation. In the coming days, there will opportunity for us to go deeper on some points.
Let’s jump in.
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Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic
We kick off today’s update with my thoughts on Tim Cook’s third visit to China in 2024 and what appears to be political maneuvering and massaging tied to President Trump winning a second term. The discussion then turns to Trump threatening a 10% tariff put on Chinese goods. We conclude the update with Amazon putting more money in Anthropic.
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President Trump Wins Blowout Election, Impacts on Apple, Tim Cook’s Key Role
Hello everyone. We are going to take a detour and talk about the U.S. presidential election. A second Trump term will present more work for Apple, although the resulting upside is significantly greater than what would have been found with a Kamala Harris presidency. Let’s jump into today’s update.
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Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.
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An audio version of the newsletter is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-ons.