Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

“Trump is good for economy” narrative is taking some serious hits 

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The Trump administration is considering requiring companies to produce the same number of chips domestically as they import from overseas, with non-compliant companies facing tariffs, according to The Wall Street Journal, citing people familiar with the matter.

The policy would create substantial operational challenges for major technology companies like Apple and Nvidia, which rely on products containing chips from multiple global suppliers. It would be challenging for companies to quickly match domestically produced chips with overseas ones, as expanding U.S. production capacity requires significant investments and time.

However, the proposal could benefit companies already expanding their U.S. operations, including Taiwan Semiconductor Manufacturing Company, Micron Technology, and GlobalFoundries. These manufacturers could gain increased leverage in customer negotiations as demand for domestic production grows.

The proposal stems from President Trump’s previous statements that tech companies need greater investments in the U.S. to avoid the roughly 100% semiconductor tariffs. Under the proposed rule, companies pledging to build chips domestically would receive credits over time, allowing continued imports without tariffs until their U.S. facilities become operational, according to the Journal.

https://www.wsj.com/economy/trade/trump-chip-tariffs-exemptions-90fa2ab3?mod=tech_lead_story&utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

Exclusive | Trump Takes Aim at Chip Makers With New Plan to Throttle Imports

The Trump administration is considering requiring companies to produce the same number of chips domestically as they import from overseas, with non-compliant companies facing tariffs, according to The Wall Street Journal, citing people familiar with the matter.  The policy would create substantial operational challenges for major technology companies like Apple and Nvidia, which rely on products containing chips from multiple global suppliers. It would be challenging for companies to quickly match domestically produced chips with overseas ones, as expanding U.S. production capacity requires significant investments and time.  However, the proposal could benefit companies already expanding their U.S. operations, including Taiwan Semiconductor Manufacturing Company, Micron Technology, and GlobalFoundries. These manufacturers could gain increased leverage in customer negotiations as demand for domestic production grows.  The proposal stems from President Trump’s previous statements that tech companies need greater investments in the U.S. to avoid the roughly 100% semiconductor tariffs. Under the proposed rule, companies pledging to build chips domestically would receive credits over time, allowing continued imports without tariffs until their U.S. facilities become operational, according to the Journal.  https://www.wsj.com/economy/trade/trump-chip-tariffs-exemptions-90fa2ab3?mod=tech_lead_story&utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

The administration wants domestic manufacturing to match imports and would impose tariffs on those companies that don’t step up production.