Volkswagen's Blues: Tariffs, Troubles, and a Touch of Shelby Pessimism

The Devil's in the Details

So Volkswagen's profits took a tumble eh? Down 37%. Peaky Blinders understand numbers especially when they're bleeding red. Seems like those Yankee tariffs are biting harder than Polly's tongue when you've had a few too many whiskeys. They talk about 'volatile global markets.' I call it a right bloody mess. And a man must accept the consequences of his actions eh?

Sales Up Profits Down: A Bloody Contradiction

Sales revenue's up 2.8% they say. Like winning a fight but still ending up with a broken nose. They’re shifting motors outside China good. Always diversify your portfolio I say. Never keep all your razor blades in one pocket. But the cost of doing business…that’s the killer. It's like trying to win a war with one hand tied behind your back.

Special Effects and Broken Promises

They warned us mind you. First quarter operating profit would be low. Special effects they called it. Funny that's what I call a rigged horse race. Analysts expected 4 billion euros; they got 2.9 billion. A man must have a code eh? This stinks worse than a Birmingham back alley after a rainstorm.

Antlitz's Lament: Control What You Can

This Antlitz fellow says they need to focus on what they can control. Solid advice. Like controlling the narrative controlling the streets and controlling the bloody bookies. “Complement our great product range with a competitive cost base,” he drones. Translation: cut costs and pray for a miracle. Seems someone has to learn about the business from the SCHOOL OF HARD KNOCKS.

Trump's Tariff Tango: Two Steps Forward One Step Back

Trump's playing games as usual. Easing some tariffs keeping others. He signs an executive order and thinks it all done. Like offering a man a cigarette after you've already shot him. He thinks he can play with my businesses. The Yanks think they can make deals and then go back on them. Don't they know that a man's word is his bond. But what is one supposed to do if he has no honour.

The Shelby Solution: Adapt or Die

Shares are up 10% year to date? Someone's still betting on the wrong horse. The future is uncertain tariffs are a mess and emissions regulations are tightening. Sounds like a Tuesday in Small Heath. But Volkswagen like the Peaky Blinders needs to adapt. Find new angles new opportunities. Because in this game you either evolve or you end up buried six feet under pushing up daisies. No exceptions. The world isn't black and white it's a million shades of grey.