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

An emotional seller is an emotional seller. On the road right now so I'll reevaluate when I get home. See if I should take profits in the 2 weeks I'm home b4 leaving for a month.

God bless our predictablely unpredictable President.
Labeling what has been historically the smart money "emotional" doesn't really accomplish much.

Yes, the smart money has been wrong multiple times. But if you are betting against them you'll damned well need a stronger thesis than that they are "emotional investors". Give me some structural reasons and examples of why they are wrong to make the decisions they are making.

The above paragraph is much of the difference between some yahoo on the internet or CNBC or Fox Business and an actual expert in investments.
 
No, it does not surprise me at all, and go tell all your Governors who beg us to visit and buy your products how insignificant we are... 🤣
In the big world picture, the Governors are pretty insignificant also. Only significant to their state though; I don't hold my state's Governor in high regard.
 
30% for US, 10% for China, for the next 90 days.
I’d just note that 30% tariffs are in the same range as the 1929 Smoot Hawley tariffs that made the Great Depression so great.

30% tariffs also likely imply inflation between ten and fifteen percent.

And for all we know the idiot in the White House will throw a fit and change the tariffs to 5000% or something.
 
As mentioned 99.6% of Li battery cells are made within a 100 mile area of each other in Shenzhen. That is where the supply chains have coalesced globally, and where factories, and labor are focused. You can't just move that. Most bike motors are made in the same region. It might have a Swiss or German brand name on it but that is not where it is manufactured. I rely on batteries and motors. And have done my very very best to maintain my relationships there. Ford has a battery factory built with huge government subsidies. They are not about to sell their own battery sock. Tesla also has a domestic US assembly plant that uses Panasonic cells made in China.
 
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