China has quietly and secretly created a "whitelist" of US-made products that are exempt from the 125% punitive tariffs affected companies are informed discreetly and the list remains secret. Reuters

✨ Already known exceptions

• 💊 Active pharmaceutical ingredients
• 🖥️ High-performance microchips
• ✈️ Aircraft turbines
• ⛽ NEW: US ethanes for China's petrochemical industry (Satellite Chemical, Wanhua, etc.).
• Profiteers on the US side: Enterprise Products (EPD), Energy Transfer (ET). Reuters

🧐 Why this is important

Dual strategy: Beijing holds the hard line on foreign policy, but alleviates domestic cost explosions. Reuters

Participation principle: Companies are allowed to report "critical imported goods" - the list could continue to grow.

Impact check: Authorities survey companies to quantify real damage of the tariff spiral.

📈 Possible winners

• US chip suppliers ($NVDA (-6,14 %)
  $AMD (-10,01 %) ) & pharmaceutical players ($LLY (-3,36 %), $JNJ (-0,5 %))
• Ethane export duo $EPD & $ET
• 
  Chinese customers like Satellite Chemical, Sinopec, Wanhua
• GE Aerospace thanks to turbine exceptions

⚠️ Risk: Exemptions are revocable & depend on negotiation progress between Trump administration and Beijing.

#China
#USA
#Zölle
#Aktien
#Chemie
#Halbleiter
#Pharma
#Energy
#getquin

Earnings next week 🚀

$AMZN (-5,92 %)

$AMD (-10,01 %)

$SOFI (-10,55 %)

$MSFT (-3,3 %)

$AAPL (-4,63 %)

$META (-5,02 %)

$GOOGL (-3,4 %)

$INTC (-5,15 %)

$PYPL (-9,04 %)

$LLY (-3,36 %)

$F (-1,41 %)

$SNAP (-8,55 %)

$CMG (-3,56 %)

$COIN (-9,55 %)

$UBER (-3,78 %)

$BP. (-2,96 %)

$MCD (+0,18 %)

$HOOD (-9,88 %)

$PFE (-3,02 %)

$V (-2,33 %)

$NOVA

$ETSY (-5,7 %)

$ON (-7,46 %)

$FUBO

$PTON (-6,11 %)

$TMDX (-5,55 %)

$FSLR (-4,1 %)

$RIOT (-7,91 %)

$ROKU (-5,71 %)

$RCL

$CVNA (-9,59 %)

$CVX (-2,7 %)

$CAT (-2,48 %)

$HUM (-4,1 %)

$CDNS (-9,81 %)

$SBUX (-2,43 %)

$WM (+0,26 %)

$NXT

$THC

$JBLU (-4,27 %)

$CROX (-5,15 %)

$XOM (-2,64 %)

$MRK (-2,51 %)

$RDDT (-0,01 %)

$PHIA (-2,52 %)

$VFC (-6,23 %)

$RIG (-7,99 %)

$COP (-4,93 %)

$EPD

$RMBS (-9,87 %)

Sold the entire position with a good plus. The money will flow into a new position, namely $LCNB. I will leave part of it as cash to be able to buy more or open new positions.

I decided to buy 85 shares of $EPD because I want to be more invested in the oil and gas business due to rising inflation. $EPD is well on its way to becoming a dividend aristocrat and has a good dividend yield.