Viva Frei

Tom, deine Gedanken? About a year later, they announced that they had produced over 14 billion dollars worth of iPhones over the fiscal year ending August in 2024. And so they have already been moving there and they had crossed 15 percent of the iPhones were made in India as of mid 2024. 20 percent of the iPhones were made in India as of the end of 2024.

And now they're saying all of the iPhones that are coming to the U.S., Ja. And they felt that Foxconn China had too much power. So they created this balance so they could get the two legs competing against each other. And now what this announcement says is like everything's coming from India. So India is very happy because this is accelerating. India is the new China.

And now they're saying all of the iPhones that are coming to the U.S., Ja. And they felt that Foxconn China had too much power. So they created this balance so they could get the two legs competing against each other. And now what this announcement says is like everything's coming from India. So India is very happy because this is accelerating. India is the new China.

And this is making Apple happy because they're out from under tariff clouds, an issue like this. And oh, If you don't think this was like item 3H on J.D. Vance's list to talk to India's Prime Minister about on the trade talks that he had two weeks ago after Tim Cook had been talking to President Trump, then you're not paying attention. Cook talked to Trump. It was on the agenda almost certainly.

And this is making Apple happy because they're out from under tariff clouds, an issue like this. And oh, If you don't think this was like item 3H on J.D. Vance's list to talk to India's Prime Minister about on the trade talks that he had two weeks ago after Tim Cook had been talking to President Trump, then you're not paying attention. Cook talked to Trump. It was on the agenda almost certainly.

I don't know that for... Das ist Apple. Apple.

I don't know that for... Das ist Apple. Apple.

Look, there's something going on here, and I think it's very, very political, and I agree with the White House on this, and this is why. Wall Street Journal reported this morning that they did a couple of surveys, and prices for the consumer... Stay on that, Rob.

Look, there's something going on here, and I think it's very, very political, and I agree with the White House on this, and this is why. Wall Street Journal reported this morning that they did a couple of surveys, and prices for the consumer... Stay on that, Rob.

Keep going, Tom. And prices for consumers, for instance, they took and did a survey of 10,000 everyday household...

Keep going, Tom. And prices for consumers, for instance, they took and did a survey of 10,000 everyday household...

products sold online by walmart 10 000 of them were surveyed by the journal because they they ran a uh they ran a bot that went in there and did all this the pricing is flat since april 2nd so the armageddon that's on the american people it's not it's not not there at walmart yet the people aren't seeing inflation on walmart because of that

products sold online by walmart 10 000 of them were surveyed by the journal because they they ran a uh they ran a bot that went in there and did all this the pricing is flat since april 2nd so the armageddon that's on the american people it's not it's not not there at walmart yet the people aren't seeing inflation on walmart because of that

Und Home Depot und andere haben gesagt, wir haben corporate Perks entfernt, wir trimmen Kosten und wir versuchen, die Preise flach zu halten, um dem Präsidenten Zeit zu geben, um den Handel zu machen. Präsident of Home Depot said, CEO of Home Depot said, look, this status quo can't last forever. We need to get the win.

Und Home Depot und andere haben gesagt, wir haben corporate Perks entfernt, wir trimmen Kosten und wir versuchen, die Preise flach zu halten, um dem Präsidenten Zeit zu geben, um den Handel zu machen. Präsident of Home Depot said, CEO of Home Depot said, look, this status quo can't last forever. We need to get the win.

So to Pat's point, that he said 15 minutes ago, that this could be an A plus in 30 days. That's what these people, look, these are companies that are trying to keep the pain off the American consumer, that are trying to keep... Sie sind durch den Wal-Mart gegangen und haben gesagt, und Midwest Trading Group, they talked to CVS. They said this stuff is flat right now.

So to Pat's point, that he said 15 minutes ago, that this could be an A plus in 30 days. That's what these people, look, these are companies that are trying to keep the pain off the American consumer, that are trying to keep... Sie sind durch den Wal-Mart gegangen und haben gesagt, und Midwest Trading Group, they talked to CVS. They said this stuff is flat right now.

And so these companies are doing the right thing and should be applauded for trying to hold the line to give the administration a harbor to go get these deals done. But they got to get some closes on it and they got to get it done. And by the way, when the president walked in the door, the S&P was 59.96 on Friday, then it was inaugurated on Monday and it was 6.050 on Friday. Tuesday morning.

And so these companies are doing the right thing and should be applauded for trying to hold the line to give the administration a harbor to go get these deals done. But they got to get some closes on it and they got to get it done. And by the way, when the president walked in the door, the S&P was 59.96 on Friday, then it was inaugurated on Monday and it was 6.050 on Friday. Tuesday morning.

It's 55-40 right now. That's down 8%. And yes, that's the worst it's been down since Nixon. That's 8%, not 80%. The average president goes up 1.2%. So be careful what headlines you're being gaslit by. The market only needs... By the way, the market is up 8% in the last 10 days. So if we had another 10 days and it was back up 8%, oh my gosh! It's right back.