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Bear Market In Melt-Up Bets Points To Rally Pain Trade
What's the "pain trade" in US assets going forward?
If you read "The ‘Less-Bad’ Thesis For Stoc
I appreciate the coverage of both the Bull and Bear perspectives. Given that Trump needs the tariffs to pay for the tax cuts, I do not understand why he is using threats and headfakes instead of just enacting the tariffs and getting it over with.
Great discussion, which goes to show how many ways this market can be parsed. Thanks
Does anyone reading news of Lord Donald of the Tiny Hands actually know how much of our food is imported from tariff targets? Mexico (nearly all our seasonal vegetables, fruits and many specialty products), Australia and New Zealand (lamb, farm products, fish) Canada (grain, meat, fish, specialty products), Europe (cheese, wine, fish, meat, specialty products), China (meat, canned goods; China has ownership of some of the largest meat packers in the US). The list goes. Envision all that food missing next time you go the the market. Also, take all the foreign parts from our cars. None will be driveable when those parts are all gone. Liberation cannot arrive, especially without our imports and sufficient immigration.