Cram in a year’s supply of vitamin D
05.03.2026 11:54
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Cram in a year’s supply of vitamin D
London is GLORIOUS today
*opposition team turns up at the Emirates and parks 10 men on the edge of penalty box for 90 minutes*
Commentary team: Arsenal are so boring.
bsky.app/profile/atru...
“We hear … for you”
Some thoughts on what the weekend's conflict could mean for Trump's tariff policy.
mostfavourednation.substack.com/p/tariffs-in...
Some thoughts on what the weekend's conflict could mean for Trump's tariff policy.
mostfavourednation.substack.com/p/tariffs-in...
Also, is there something up with the pitch? Everyone’s (both teams) first touch has been atrocious
😭
My Trade Secrets today. The Trump tariff refunds saga is blackly comic. About 20% of tariffs levied on Chinese exporters are paid directly by those exporters. So they get a refund windfall, having largely passed the tariff costs on to US co.s & consumers. I know, right?
as.ft.com/r/30dbb3e0-8...
*Exhibit A*
www.ft.com/content/fca1...
We are so back
*taps mic*
It pains me to announce that I may have generated a "hot take"
mostfavourednation.substack.com/p/the-suprem...
New uncertainty for world trade, though uncertainty over if/when pharma is tariffed is not new (good section on medicines becoming less of a public good and more of a strategic asset).
In a word, uncertainty! It’s bad for business.
"...even exporters in those countries such as the EU, Japan and South Korea which already face a negotiated 15% rate potentially face higher tariff rates due to the possibility that the new 15% rate now stacks on top of pre-existing US MFN tariffs, unlike the reciprocal 15% rate." 🫨
As with most things in life ... sheer chance
Fair
*taps mic*
It pains me to announce that I may have generated a "hot take"
mostfavourednation.substack.com/p/the-suprem...
One of the issues for the UK is that nothing in the UK-US EPD mentions the 10% reciprocal tariff rate.
At the time this was viewed positively by the UK (in the hope it could be negotiated lower …)
assets.publishing.service.gov.uk/media/685587...
Trying to hide the purple curtain!
Nobody ask why this man is zooming in from a Holiday Inn in Norwich
Tariffs putting money into the real economy!
My half-joking the Supreme Court has made things worse hypothesis is becoming less of a joke
Unclear!
Tbf it was kinda surprising he didn’t go for 15% right away
Worst stag do ever
What’s your favourite Section?
Sec. 122 of the Trade Act of 1974
Look, I’m not okay