
Tony Kim
@tonywkim
Global technology investor & portfolio manager at BlackRock. San Francisco.
ID: 17863258
04-12-2008 08:07:26
2,2K Tweet
859 Followers
2,2K Following




Nike won't build factories in the U.S. to make sneakers. That would add more cost than the 40% tariffs. Plus, they need to stay competitive selling to customers in other countries that don't impose tariffs. The result will be fewer sneakers sold in the U.S. at much higher prices.


While I support open markets and oppose protectionism, that is not my problem with the Donald J. Trump Administration policies. The problem is an utterly confused and incoherent doctrine that says bilateral deficits are a sign a country is exploiting us. Trump’s economic theory





HOLY SHIT! Did you see the end of 60 Minutes tonight?


President Donald J. Trump vowed to do new things and we have something new: the American capital flight trade. It's a major pattern in markets when the president does something consequential and new, we see four things: stocks go down, bonds go down, the dollar goes down and





