est of the year. So I like the optimism. I like the fact that the Republicans are touting it as a win. I like the fact that the pundits are touting it as a win. And I was touting it as an economic win as well. But I want to just be on record saying I'm not stupid. It's way too early. It's way too early to know it's a win. So I'm not stupid, but I'm optimistic. So I don't mind rolling with it a little bit because optimism is what drives the economy. If you act optimistic, even if you're just acting, it's good for the economy because it makes other people think things are fine and then they invest and spend and do all those things that drive the economy.

All right. President Trump put a 50% tariff on Brazilian goods. So that's likely to increase the price of what? 50% increase of tariff on Brazilian goods is likely to lift the price of coffee. Well, remember I told you it wasn't a perfect world. The price of coffee might go up. But Trump is also citing an executive order ending what is called the de minimis trade loophole for low value packages. So it used to be that if you shipped something into the US, some goods that you were selling to companies in the US, you didn't have to pay a tariff if it was below $800. But now you will pay a duty or a tariff on all that. So will that increase inflation? It should. It should increase inflation. I mean that's how things work. But maybe not. Maybe not. We'll see.

Well, this trend that I love to death of Trump being able to announce a new trade deal once a week or once every few days. And once again, he's got another big win, or at least on paper, it looks that way. South Korea has agreed to a deal, and part of that deal involves them putting money into US investments that the US would direct. So we would tell them where to invest or at least approve where they invest and they said yes to that. Now, if you're not catching the pattern yet, it looks like Trump is injecting into the conversations that they need to commit to some kind of huge multi-billion dollar amount of investments in the United States. Technically, that would not be part of trade, but also technically I don't believe there's a penalty if they don't do it. So I'm not sure how many of these billion dollar investments in the US are really going to happen. If they don't happen, I suppose Trump could increase their tariff. So he does have a lever and a stick. But I'm not sure I believe the numbers. I suspect most of those companies say to themselves it would be better to say we're going to do this and then wait for the next president to get in office and maybe he won't push it so much. So if we don't do it all within Trump's term, we'll say, how about we give you 350 billion in investments over 10 years? Because then they can just wait for Trump to be out of office. But on paper and in terms of the news cycle, big win. South Korea, major trading partner, came in under the deadline.

But also, we hear from Howard Lutnick, commerce secretary, that we also have a deal with Thailand and Cambodia for a trade deal. Don't know the details of that. Some say it's not quite done. Some say it is. But another great week for Trump and Trump has allegedly struck some kind of an oil deal with Pakistan. T