Especially since we don't make any assumption that roads are profitable. It is just insane. Cars can lose as much money as it takes but god forbid a train lose 5%.

The solution is to stop subsidizing cars. We build roads for cars without a strong link to usage to charges outside of some minor gas taxes.

Link the cost of driving on a road to usage based on the weight of vehicle (proxy for the damage it causes) and this would be an entirely different equation.

My theory would be that a lot of companies imported a ton in the first quarter knowing that tariffs were coming.

For those interested, this lower level walkthrough is great: https://www.youtube.com/watch?v=ogN_mBkWu7o

There is also a high level walkthrough in the same video library.

Was the workshop recorded?