| 01 | Sector map
8 sectors, 77 companies, one verdict each — WINNER / MIXED / LOSER. | |
| 02 | Three complete profiles
MP Materials, Century Aluminum, Centrus — in the exact format every member profile uses. | |
| 03 | Government-money ledger
23 equity stakes, loans, price floors and contracts, sourced to filings and agency releases. | |
| 04 | Household impact table
Where the tariffs land on a US household, item by item, with the estimated effect. | |
| 05 | Catalyst calendar
17 dated events — Sept 8 counter-tariffs, Sept 16 FOMC, Nov 10 China truce, Jan 1 auto doubling. | |
| 06 | Legal durability ladder
Section 232, AD/CVD, Section 338, IEEPA — which tariffs survive a courtroom or a deal. | |