Economics

People misunderstand where the jobs come from wrt manufacturing. The memes are good and well about “going to the line” but if you’ve never spent time in a *true* manufacturing town - you don’t understand second order effects. 

It’s the restaurants, hotels, drug stores, construction workers, systems integrators etc that are the realm positive job growth. 

Robotics suck at a lot of stuff and it shows people don’t know that.

you probably don’t think about liquidity enough // it is what it is  // build value, not valuation

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it takes forever to stand these up and train all the people, too… 🤦🏻‍♂️

working on /campfire 🫴🪵🔥
producer+DJ 🎧🪩 
this bio is under construction. 🚧🚜

I think you’d be impressed by competent mfg companies. Fabs probably take much much longer but other things like auto can be much faster like 18-36 months. 

All depends really! I think tariffs stick around longer and eventually force the hand of shifting some factories around.

I do think this is the crux of the Trump argument. 

Why America has to uphold the “cheap goods and number go up” social contract while supporting cheap, subsidized slave labor is confusing. Really think America has to be reconditioned to the true cost of goods 

Tariff stuff is bad timing (would have been better in 2016) - idk how they thread this needle

labor costs here are so high here, i don’t see it working but i hope i’m wrong 🤷🏻‍♂️