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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Hairy Notlob Balding 大老板‏Verified account @BaldingsWorld 18 Jun 2018
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      Hairy Notlob Balding 大老板 Retweeted FxMacro

      He's not wrong on thishttps://twitter.com/fxmacro/status/1008855590947446784 …

      Hairy Notlob Balding 大老板 added,

      FxMacro @fxmacro
      TRUMP: CHINA HAS NO INTENTION OF CHANGING UNFAIR TRADE POLICY
      5 replies 3 retweets 14 likes
    2. Yet Another Ryan‏ @so_many_ryans 18 Jun 2018
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      Replying to @BaldingsWorld

      Time is on the US side. As orders get switched to domestic producers to avoid uncertainty, US economy grows stronger. I tried to order stainless Chinese bolts from UK supplier to ship to USA... Order cancelled. Had to buy from US. Millions of times a day now.

      1 reply 0 retweets 0 likes
    3. Molson Hart‏ @Molson_Hart 18 Jun 2018
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      Replying to @so_many_ryans @BaldingsWorld

      In a lot of these industries, there is no domestic supplier. The orders are going to SEA or Mexico. In many of these industries, it's not a function of time. Certain products just will not be made here at American labor prices.

      1 reply 0 retweets 1 like
    4. Yet Another Ryan‏ @so_many_ryans 18 Jun 2018
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      Replying to @Molson_Hart @BaldingsWorld

      Tata and cmc others scrambling to bring up production at steel plants. 309/ton premium for domestic production. Huge incentive

      1 reply 0 retweets 1 like
    5. Molson Hart‏ @Molson_Hart 18 Jun 2018
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      Replying to @so_many_ryans @BaldingsWorld

      As you know, steel is not clothes, or toys, or whatever. That said, the tariffs need to be done in such a way that new plants are built. Kind of like the foreign orders are cancelled because of uncertainty, so will the new steel plants in the United States.

      1 reply 0 retweets 1 like
    6. Molson Hart‏ @Molson_Hart 18 Jun 2018
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      Replying to @Molson_Hart @BaldingsWorld

      Basically, what I'm trying to say is that you cannot make the steel China was supplying on Sundays or at night. So, to your point, the tariffs need to be established as long-term, in a credible way.

      1 reply 0 retweets 1 like
    7. Yet Another Ryan‏ @so_many_ryans 18 Jun 2018
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      Replying to @Molson_Hart @BaldingsWorld

      Definitely. Probably a few months off though. Trump is creating rules for access to US markets and a a stark alternative of limited access. Most trading partners remain in denial of new reality and think non trade gestures will restore market access. Not anymore. No chance.

      1 reply 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart 18 Jun 2018
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      Replying to @so_many_ryans

      If there is one thing that Trump understands, it is leverage in a negotiation. USA's got it, with pretty much everyone. Out of curiosity, yet another Ryan, what do you do man?

      8:03 PM - 18 Jun 2018
      0 replies 0 retweets 0 likes

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