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Bill Bishop's avatar

I had a stupid typo in the original--"China does not export enough to the US to match the threatened tariffs on $250B worth of PRC exports". That of course was meant to say "China does not import enough from the US to match the threatened tariffs on $250B worth of PRC exports.". Now corrected, sorry about that, head hurts from smacking it several times after realizing this...

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David Kurt Herold's avatar

Posted a comment, read the rest of the newsletter and deleted the comment, now posting it again... slightly different:

The newsletter worries about Apple getting punished bringing products into China, but...

What if Chinese bureaucracy simply started delaying Foxconn products on their way OUT of China? What if one office misplaced some forms, another took a week to process it, someone made a mistake so the process had to be restarted and so on, while Samsung's new Galaxy phone and Apple's next iPhone spend 3 months in containers in a Chinese port waiting for clearance...

No WTO rules broken, no tariffs, no overt 'Beijing', just local officials making understandable mistakes. Combine this with a few 'accidents' or 'robberies' on the port facilities after the media reported on all of those phones just sitting there - endless fun just before the midterm elections in the USA.

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