If you go by some of the info being given out by people on China, we need to start building these plants now, not years down the road.   The US military is already preparing for a conflict with China in 2027/28 with the invasion of Taiwan.  The Chinese are going to be in rough shape in the next 10 years-half their population is over the age 50 and whole host of other problems. The real question is how many people does the Chinese communist party want to give up to stay in power. 

I will keep my Trump comments to a minimum don’t want to ruffle feathers in here. Let’s hope in the end deals are reach that are fair for all. 

Stealing!!!

Had Bloomberg on all day and even the Trump supporting execs they interviewed thought Trump had gone too far. Was good to see Trump retreat a bit, but new plants are billion dollar 50 year investments that can't be made when Trump changes his mind on tariffs every day.

The body looks like a rivian and a gladiator had a baby. It has a tough, modern military truck vibe. I don’t know what to say about the front. If it looked more like a traditional truck up front, I’m sure they would sell a ton. The interior is already light years ahead of most other midsize trucks. Kia pumps out those refreshes about 5x faster than ford does though so I’m sure that front end will get reworked in a year or two. 

My wife's 2023 Corsair Reserve does NOT have illuminated sill plates.

Not sure I agree much of this was planned.  What I heard CNBC report was that Navarro’s hardline approach on tariffs was paused at the last minute to avert a financial crisis.  It was reported that the president changed his mind at the last minute when other senior advisors and financial/business leaders prevailed over Navarro.  Bond market sell off was the last straw.  Doesn’t sound like the mess is over yet.

All part of his plan I suppose

Common sense says if there are 6 or 7 product reveals on the same day or two then they are all being covered by the media at the same time and Ford is competing with the other 5 or 6 for attention.   Whereas if they do a standalone reveal they’re the only big thing being reported that week.  Once it goes on sale it will be at the auto shows for those customers who buy that way but the average consumer only knows what they see on tv or see driving down the road.

I believe I called that one.  And now they’re discussing removing their tariffs and restrictions.  All it took was motivation.   I’m super happy considering my boxster is sitting on a boat in the German harbor as we speak.