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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives

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Jan 26 4:00 PM EST

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Bob Miller

GROUND ZERO™

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To: GROUND ZERO™ who wrote (126985)	6/24/2019 6:21:40 PM
From: robert b furman	3 Recommendations Read Replies (1) of 222434

Hi GZ, No doubt the trade tariffs are creating a huge change in supply channels. China knows that tariffs are causing an exit in manufacturing. The longer they stay hard headed and reject that theft is not the answer for their growth and prosperity, their decline will be ensured and maximized. I suspect this has been mumbled about quite a bit more than we outsiders know. Those who have quietly and wisely reshuffled the chairs on the supply chain will have good earnings next month. I think as far as China requiring IP, most manufacturers have seen that once given away, if surfaces in competition with local "Party Ownership". One does not have to be real smart to see things going wrongly by moving into China. This I suspect was noticed well before Trump's presidency. He just accelerated those who were trying to leave quietly unnoticed to now many running as fast as they can (and avoid profit dips from supply chain shuffles) Those that will prosper are well into the transition and those who will get hurt probably did not see it coming till Trump started rattling XI's chain. It may be a really good time to load up on semis. My CY which is one of the few US chip makers around has now announced a sale to Infinien. So european automakers have a supply chain from the US. They may have to fly them to the US for a sticker to get put on them - but they'll be assembled in the US. Not sure what will be the catalyst, unless guidance includes "more tariffs will not impact us in their guidance. Bob

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