Tariff Volatility: Trading the Policy Chaos
How recent court rulings against Trump's tariff policies create predictable market opportunities. Analysis of the announce-tank-pause-rally cycle and its implications for automotive supply chains.
Where Engineering Meets Policy Analysis
Translating complex automotive & energy policy into actionable market insights
Explore My AnalysisI bring a rare combination of hands-on automotive engineering experience and deep understanding of alternative energy technologies to policy and market analysis. With an AAS in Alternative Energy & Fuel Cells (2008) and 8+ years in automotive product development, I saw the EV transition coming before it was mainstream.
My background spans traditional automotive engineering at major OEMs (Ford, GM, Stellantis) and emerging clean technology, giving me insight into both sides of the industry transformation. I understand not just what policies mean on paper, but how they actually impact manufacturing, supply chains, and market dynamics.
How recent court rulings against Trump's tariff policies create predictable market opportunities. Analysis of the announce-tank-pause-rally cycle and its implications for automotive supply chains.
Breaking down which automotive companies will benefit or suffer from new semiconductor export restrictions. Technical analysis of supply chain vulnerabilities and opportunities.
What the latest EV incentive modifications actually mean for manufacturers. Why policy makers don't understand battery chemistry, and how that creates market inefficiencies.