“The market is punishing US companies that rely on international supply chains or have a high international manufacturing footprint.” – Goldman

'The market is punishing US companies that, according to Goldman, "rely on international supply chains or have a high international manufacturing footprint." Investors want to see more onshoring.' t.co/N4gz5io4xu via @SoberLook pic.twitter.com/AFnzddq0j9

— Jesse Felder (@jessefelder) March 29, 2022