The tariffs are really just a symptom of the underlying disease that is fully eroded trust in the stability of the United States. If everything can change at any time, and the president makes up his mind about anything from tariffs to wars to brand logos, turning a full 180 degrees every so often, how could you do long-term business?

That is exactly the issue.

Why would you invest billions to build a factory when the president at anytime just decides that you can no longer build it or it's of "national security" and forces you to sell it at a loss?

At that point I would build the factory in China or India were the market is much bigger and at the moment the risk appears lower.