Thanks so much for putting in the effort to provide such thoughtful context again. This latest edition was once more a great read – clear, insightful, and genuinely valuable. Much appreciated!
is this a view of someone who knows what they are doing?
trump is a empty cheerleader on tariffs, which is part of a larger mar-a-lago accord 'vision' shared by many gop.
even some of the smarter econ advisors (e.g., bessent) fail to see that they are missing the key ingredient, trust, despite their own words and grand missives.
Great article. What tickers would u still be buying in usa
Nothing at the current prices. I own some Radcom, other than that no US names.
Although of course a lot of companies have at least some of their revenue in the US, so can't avoid it completely.
Thanks so much for putting in the effort to provide such thoughtful context again. This latest edition was once more a great read – clear, insightful, and genuinely valuable. Much appreciated!
Thanks, glad to be of help.
lots of great points.
trump himself could change his mind randomly and repeatedly, cancel and un-cancel, see
https://www.npr.org/2025/04/02/nx-s1-5345926/trump-tariffs-timeline
is this a view of someone who knows what they are doing?
trump is a empty cheerleader on tariffs, which is part of a larger mar-a-lago accord 'vision' shared by many gop.
even some of the smarter econ advisors (e.g., bessent) fail to see that they are missing the key ingredient, trust, despite their own words and grand missives.
I think the mar-a-lago accord theory is sane washing Trumps idiocy.
Thanks for that summary, that is more erratic than I thought even.