What comes next with Trump's tariffs.

Go global: Allocate 10-15% to non-US stocks (e.g. MSCI Emerging Markets ETF) to hedge US policy risk. 🌟 I follow @OkpoCythian and his portfolio templates are great🌟

Correction: While Canada was left out of Trump's idiotic "reciprocal tariffs", we are still facing: • 25% on common goods, 10% on oil & gas, 10% on potash (IEEPA) • 25% on steel and aluminum (s232) • 25% on motor vehicles (s232) and • 25% on auto parts (s232), May 3

Not 100% passthrough like youve argued before

Here’s what could get more expensive with Trump’s new tariffs.

Saw this post on fb, of course in defense of Trump. What would you say?

After watching closely, @ShallyWalk this trader is on another level. Followed his setups closely, Profit is steady at $160,000.

🎯🎯🎯

In two years we will probably see higher prices, higher wages, more industrial production, and billions in tax receipts from customs duties. Industrial production is the key metric to watch. We need to get the industrial production measure moving upwards again.

Tune in tomorrow for the next thrilling episode.

Wouldn't this lead to a recession, almost inevitably?