Trump says these tariffs are "over and above" any Tariff that China is currently paying. Trump also says these tariffs could be imposed sooner than November 1st. It appears the US-China trade war is returning. Follow us @KobeissiLetter for real time analysis as this develops.

@KobeissiLetter Yes please do this he has no idea how much better he’s making china through this They may suffer for 3-4 years more or less because of this After that they’ll have built everything themselves for themselves and won’t need anything American at all lol

@KobeissiLetter Trump’s 100% tariff and export controls show strong U.S. leverage. China imports over $600B in goods, and restricting critical software protects American tech, boosts domestic innovation, and forces China to compete fairly instead of stealing IP.

@KobeissiLetter Bro the power this guy has with 1 tweet to ruin portfolios. Lmaooo. Hes gonna walk it back next week after he longs his longs

@KobeissiLetter Trump just told global supply chains to go touch grass.

@KobeissiLetter We anticipated that this trade war was not going to fade away:

@KobeissiLetter Are fireworks exempt?

@KobeissiLetter This isn’t trade policy, it’s economic warfare. Export controls weaponize technology as leverage. How long before markets realize this is inflationary, not protective?

@KobeissiLetter someone unplug his tariff machine fr, it’s overheating

@KobeissiLetter Why design software—not factories—has become the quiet center of geopolitical leverage https://open.substack.com/pub/...

@KobeissiLetter Merica!

@KobeissiLetter @husainhaqqani India must stay unmoved by the dragon’s theatrics. Each U.S.–China swing is transactional. When Washington smiles at Beijing, India gets sidelined. Our path is clarity, not reaction—zero trust, full reciprocity, and unwavering pursuit of strategic autonomy.

@KobeissiLetter Farmers, manufacturers, and tech workers will be hurt first while Trump plays “tough guy” on paper. Export controls on software without coordination will just slow down American innovation and global competitiveness.

@KobeissiLetter Tariff war part 2

@KobeissiLetter 100% tariff + software export control = economic decoupling event. This isn’t trade war rhetoric—it’s infrastructure separation. Δ

@KobeissiLetter It’s as if Trump only has two buttons: The Tariff button (to kick himself in the balls) The Bomb button (to kick someone else’s balls) That’s it. He has nothing else but warm gas chuntering over his bored larynx. What a loser.

@KobeissiLetter You can make FAST big money only in a volatile market Trump knows it the best and I bet Barron and others loaded puts before this post

@KobeissiLetter Read this twice, but on the second read, switch the names of the countries around. #Idiots

@KobeissiLetter We pay the Tariffs. I own an Ecom business. I pay the Tariff. My employees will pay the tariff. NOT FUCKING CHINA.

@KobeissiLetter China is one of the GREATEST threats and menaces to the US. What Trump did is indeed really good - and I am not the kind of person thay often agrees with him.

@KobeissiLetter Maybe he doesn’t care about his rate cuts anymore

@KobeissiLetter Ah yes, because trade wars always end well for everyone involved. Can’t wait for the popcorn moments ahead... gap down Sunday 6PM.

@KobeissiLetter Strap in. The VIX is about to scream. This isn't a dip to buy; it's a structural shift that demands a full risk reassessment. Key level for the SPX is the 200-day MA. If that breaks, it's a waterfall.😨😨

@KobeissiLetter I don’t get it, he can take an extraordinary aggressive position on trade with tariffs to basically the whole world and where basically unheard of in international trade but when china does it then it’s bad???

@KobeissiLetter I wonder how much money Trump and his friends can make from the stock market this time.

@KobeissiLetter Take his phone away

@KobeissiLetter This is so he and all his friends can load up and have a nice Xmas rally?

@KobeissiLetter Without establishing options at home, imposing tariffs on the biggest supplier of day to day things, is dumb as hell..!!

@KobeissiLetter When the only tool you own is a hammer...

@KobeissiLetter Ending Russia/Ukraine war. Forcing China to shifting to buying US oil.

@KobeissiLetter @bamabeckygirl How about a 100% ban for Chinese citizens attending US universities. Why do we educate our enemy, and CCP, whether recognized or not, is an enemy of the US. They possess a greater threat than the USSR did during the Cold War.

@KobeissiLetter Like even if you order today, you’d be lucky to get shipments from China by the 1st — so many businesses are fucked if this actually happens bc there’s not enough time before implementation. Stocking up on supplies in summer was wisest move, in hindsight ofc

@KobeissiLetter Gonna leave this here...everything is fine guys! I promise. {That's sarcasm btw} https://x.com/FreightAlley/sta... When this sh*t happens at scale... across a bunch of states, THAT'S where the problem comes in. And then the fact that the BLS was shut down & stats are gonna lag.....

@KobeissiLetter It's so dumb that the market keeps over-reacting to this stuff. Obviously they will cut a deal before November.

@KobeissiLetter If the markets don't correct themselves, they'll just carve out time frames. But it's fine.

@KobeissiLetter Buckle up, the trade war's back on the menu.