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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (77323)	3/27/2025 5:53:00 PM
From: Bob Rudd	2 Recommendations Recommended By sjemmeri Spekulatius Respond to of 78795

My dog in this fight is Honda, HMC. Based on info from Bofa and other sources HMC 62% US, Ca/Mex 27% ROW 2% Ca/Mex .27*.25=0.0675 6.75%+ROW 2%=8.75% tariff on non-US HMC content; Only non-US content is subject to Tariff. USMCA-compliant parts will be allowed to enter tariff-free until a process is established to apply tariffs to non-US content. Given the complexity that could take quite a while. I agree that this tariff process is batshit crazy, but that's the world we live in.