Topic

#Trade

2 articles

A glowing blue holographic check disintegrating into digital pixels above a dark semiconductor manufacturing floor.

Feb 20, 2026 • 8 min read

The $129 Billion Phantom Refund: Tech's Tariff Trap

The tech sector won a massive Supreme Court victory overturning Trump-era tariffs. But the expected $129 billion refund is trapped in customs purgatory, and tearing down the tariff wall may doom the new US semiconductor supply chain.

#Tariffs #Supply Chain #Semiconductors

A glowing red line chart crashing downwards over a busy shipping container port at sunset.

Dec 12, 2025 • 7 min read

Tariffs Have Hit the Laffer Curve and Revenues Are Now Falling

It was supposed to be a cash cow. Instead, the Treasury is seeing a dip. We analyze how high tariffs may have finally choked off the trade they were meant to tax.

#Tariffs #Economy #Trade