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Debate about expensive cars in the U.S. mostly revolves around Fed rates and labor costs, but one of the key variables is much less visible: the USMCA agreement and tariffs on cars from Canada and Mexico. That framework is now hanging in the air — and foreign automakers, according to the WSJ, are warning the Trump administration that if the USMCA is not renewed, or if tariffs...
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Fortunately I don't have that much invested in carmakers anymore, but I still hold $P911.DE and $RACE.