Skippy & Doogles Weekly: Burrito Bowls, Trade Wars & Financial Fraud
🔥 Market Take of the Week
The new 25% auto tariffs are (almost) here (maybe?) and they’re already causing whiplash. Automakers are scrambling, margins are under siege, and the policy whiplash is making long-term planning basically impossible. It’s another addition to the hall of mirrors that company strategic planning is experiencing right now.
🎙️ This Week’s Podcast — Episode 221: “Burrito Bowls, Now With Zero Percent Down” (Listen: Apple, Spotify)
We’re in peak 2025 energy: trade wars are back, Trevor Milton (yes, the rolling truck guy) got pardoned, and you can now finance a $7 burrito. This week we break down the investing implications of new tariffs, the decline of financial accountability, and what BNPL for food tells us about the state of the consumer.
Auto tariffs are here (solid thread on that here)! And the President says not to raise prices 🧐
Canadian travel to the US is down 75% YoY (not a typo)
Trevor Milton is pardoned. His thank you, and Trump’s rationale
DoorDash & Uber now offer “pay later” on tiny purchases. The clip we played
📊 Investing Insight of the Week
Used car prices are flirting with all-time highs again, thanks to tariff pressure and supply chain weirdness. But here’s the kicker: auto parts stocks might not be the safe haven you think. Many U.S. suppliers still manufacture abroad—and surprise tariffs mean even they’re in the crosshairs. The “Made in America” narrative is messier than ever, and uncertainty is the only certainty. Watch the sector, but maybe don’t jump in just yet.
🚀 Round the Horn
Has the decline in knowledge work started?
A visual of Trump’s government workforce overhaul
A look at options strategies from AQR
🎯 Get Involved
Got thoughts? Email us at skippydoogles@gmail.com 📧
Become a premium member for early episodes & stock deep dives 💰