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[@Beefshala](/creator/twitter/Beefshala)
"@DutchRico @FPWellman Not true. If so inflation would be ticking up. Inflation has been tame since the policies were enacted (CPI PPI and Truflation) Also we collected $XX billion in tariff revenue in June. Annualizes to $324bn so I will adjust that to a $XXX bn run rate"  
![@Beefshala Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3048438946.png) [@Beefshala](/creator/x/Beefshala) on [X](/post/tweet/1948467017620607036) 2025-07-24 19:35:12 UTC 1099 followers, XX engagements


"@jjividen @FPWellman Tariffs enacted in April are affecting shelter Home projects that 8-12 months to complete on average. Tariff affected houses will hit the market in early 2026"  
![@Beefshala Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3048438946.png) [@Beefshala](/creator/x/Beefshala) on [X](/post/tweet/1948515124643352774) 2025-07-24 22:46:22 UTC 1098 followers, XX engagements


"@JaredKingsfordB @jjividen @FPWellman I don't know your intelligence so I won't assume. If consumers paid tariffs we would see prices and inflation increase. It hasn't. therefore producers or importers are"  
![@Beefshala Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3048438946.png) [@Beefshala](/creator/x/Beefshala) on [X](/post/tweet/1948562895287063004) 2025-07-25 01:56:11 UTC 1099 followers, XX engagements


"@FPWellman I don't want to see losses anywhere but we are talking about an 8.5bn decline from around 1.9tn in 2024 (0.4%). Offset this with $400bn on tariff revenue and it looks like a great trade"  
![@Beefshala Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::3048438946.png) [@Beefshala](/creator/x/Beefshala) on [X](/post/tweet/1948408935708230003) 2025-07-24 15:44:24 UTC 1098 followers, XXX engagements