US tech tariff exemption may only be temporary, says Lutnick

The uncertainty only works to return manufacturing where America is cost-competitive without tariffs, and that's a tiny slice of manufacturing.

If they want anyone to believe that the tariffs will remain in effect long enough to make a profit, they will need to pass a bill. Ideally, a bill that ratchets tariffs up over a long enough period of time to actually build the capacity in the US of the thing you want to tariff.

You don't. You just give up on that market.

If manufacturers move overseas, they (so far) get to compete for US business on a level playing field, and (in some alternate countries) can make planning decisions that assume due process exists and the law will be upheld. In the worst case, they can sell everywhere but the US.

If they move to the US, the cost of their inputs varies 100% week over week, and 2/3rds of their highly skilled factory workers are subject to random imprisonment.

Also, the president will use market manipulation and insider trading schemes to raid their capital reserves, then brag about it on video.

That’s not avoiding the instability, that’s suffering the full brunt of the instability. That’s completely backwards.