With 125% tariffs, will the e-bike market die?

[Mr. Coffee]

One needs to crack the egg to create an omlet.

Which is fine if you are 100 percent sure you aren't one of the eggs.

 

[DaveMatthews]

The whole tariff thing is a giant insider trading grift.

Yes, indeed it is sir. Purpose built to ransack the country.

 

[Roamers]

Although I am a US first supporter, best of wishes to the rest of the world. Please note it is up to each country to do what is best for themselves.

I'm actually on a cruise right now, have spent time with several Canadian couples, one Irish couple, and staff from a dozen or so countries (including one Russian.) Life appears to be great with everone (except one ice cream scooper that wasn't having a good day.)

Back to affect on ebikes.

 

[Roamers]

Which is fine if you are 100 percent sure you aren't one of the eggs.

I agree, personal responsibility.

 

[PedalUma]

As this Admin. sinks, like a ship, it will suck to take down too all close by with it. Run away now, swim away, fast. Hash browns shaped like phalluses for breakfast everyday. Dick-tater-tots. With undercooked overly high priced runny eggs if you can get them. Push that plate away and walk. Say, No Way. I want my country. Hands Off, Do Not Grope on Me.

 

[gromike]

Now back to those tariffs. Who's that going to bust?

 

[Chargeride]

So we're just finding out the EU was considering banning carbon fibre.

I feel this is going to be an ongoing issue

 

[Stefan Mikes]

So we're just finding out the EU was considering banning carbon fibre.

I feel this is going to be an ongoing issue

With Greta and her carbon fibre yacht? What are you reading?

 

[Mr. Coffee]

Now back to those tariffs. Who's that going to bust?

All of them, or for all practical purposes all of them. The bike industry as a whole is in poor shape with a glut of products that aren't selling sitting in bike shops. There's no way anyone's buying a new tariff-priced e-bike when there are models from 2022 still in bike shops.

The big players like Trek and Specialized are making moves like they expect a long winter ahead.

I can go even further and say that if your business depends on selling bikes you are in deep yogurt. The bike shops that survive will have to focus on repairs and upgrades to existing bikes for the time being.

 

[Roamers]

The bike industry as a whole is in poor shape with a glut of products that aren't selling sitting in bike shops

So pre-tariff product. Sounds like a positive for those shops; I bet they wish they weren't giving them away earlier this year!

 

[jabberwocky]

The markets abhor uncertainty

Businesses abhor uncertainty as well. Which is why the breaking-some-eggs-to-make-an-omelette attitude is so baffling. There is no omelette being made. Its just breaking eggs because the people running things are toddlers and like the sound they make when they hit the floor.

If the goal is to move production from China to somewhere else, whats happening is not only not the way to do it, its actively hurting that goal.

 

[Roamers]

The markets abhor uncertainty

Short-sited, emotional investors and algorithms create the appearance of abhorring uncertainty.

Long-term logical thinkers take advantage of other's fear.

 

[Mr. Coffee]

I agree, personal responsibility.

The problem with your theory and world view is that these things are all interconnected. Even if you have perfect forward knowledge of how events will play out in the financial markets, if somebody somewhere else you've never heard of makes a huge (and stupid) bet that goes bad it may take your investments down. That is especially true if you aren't a whale with a hunting license, and even then you probably can't completely insulate yourself from the chaos.

That for sure happened in 2007-2008.

 

[Chargeride]

So we're just finding out the EU was considering banning carbon fibre.

I feel this is going to be an ongoing issue

I presume because it's basically fancy fibreglass.
I think the proposal was just car interiors as rubbing the surface can release fibres.

EU Drops Plan To Ban Carbon Fiber In Cars (Updated) | Carscoops

Carbon fiber is lighter than aluminum and stronger than steel, yet the EU wanted to ban it from cars by classifying it as hazardous

www.carscoops.com

 

[Stefan Mikes]

Europe is now the land of the free. Even the UK.

I guess Make Britain Great Again didn't work, either.

 

[Chargeride]

I'll quote the Freedom speech from Brave heart.
It's better for everyone if we stay out

 

[Roamers]

That for sure happened in 2007-2008.

That period is the best example of "this is no big deal".

At the worst, I was down 60% in my 401k; ended the year ~40% down. With dollar cost averaging (I was still working and contributing 6%) my investment graph ($) was back on trajectory in about 1.5 years as if it never went bad.

These are small blips in life if you don't get emotional.

 

[Chargeride]

My friend has frozen his, I didn't cash in my pension as it's state guaranteed and I don't need money, just peace of mind.

 

[DaveMatthews]

The word myopic comes to mind...

 

[Rás Cnoic]

God help us life was much better when on this site the biggest danger was getting into a deadly argument of the distinct legally binding rules of what is and isn't a gravel bike. Not soberly pondering the collapse of the western economic system as we've known it.