This is my assessment as well. Yes, all companies feel pain, but some can survivor years of pain compared to competitors, and couple that with price increases due to tariffs.
Then in 18-24 months when everyone has resigned themselves to the price increases and the politically connected buy up struggling businesses the tariffs come off.
At which point, the cost to the business is lowered but the price increases will more or less stay, and those that have consolidated power will be in prime position to remain dominate for some time, likely decades.
It’s a giant market manipulation experiment disguised as many other actions but will ultimately culminate in consolidations of power
Step II is going to be regulatory capture. I expect to start seeing this by summer or fall
Then in 18-24 months when everyone has resigned themselves to the price increases and the politically connected buy up struggling businesses the tariffs come off.
At which point, the cost to the business is lowered but the price increases will more or less stay, and those that have consolidated power will be in prime position to remain dominate for some time, likely decades.
It’s a giant market manipulation experiment disguised as many other actions but will ultimately culminate in consolidations of power
Step II is going to be regulatory capture. I expect to start seeing this by summer or fall