Why Trump tariffs are burning up your portfolio

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This is Takeaway today’s brief, which you can enroll Get your inbox every morning,

Everyone wants to believe that pain and suffering will not appear their doors.

Bad things happen to everyone, don’t you?

Well it’s Erratic A way to think at this moment when placing money to work. If you believe that victory tariffs are bluff that will not happen (or if they do any extent, there will be no big deal, you have to wake up and smell the flame of large-scale gas.

Do you expect pain? For pain in corporate cash flow assessments and evaluations. Make an analysis of the bottom script assessment. Don’t look Footstaff from nvidia (Nvda) In Yahoo Finance and think that it has a level of imaginary support in this atmosphere. Do you expect NVIDIA chart to be ugly until it’s no longer?

Watch: Trump tariffs can drill retailers

You burn because you don’t take the Trump news seriously and still expect easy money to make an amazing year. The regulations will be cut by the administration. We get a Bitcoin reserve. Here are tax cuts. Food prices are a sudden tank.

None of these wonderful things has yet happened, and it can be at all.

The market operation tells you that it will not be at least nearby.

The week started with 25% tariffs in Canada and Mexico. The week ended with these tariffs, which were laid until April 2, probably as a stock exchange. The new 10% tariffs on China have already entered into force at 10% on the spot. Commercial partners are responsible.

“This is F * cking chaos,” said a source at midnight in the text. Yes

Corporate America also tells you that this is all chaos, the same corporate America, the powers of S & P 500 (^ GSPC) earnings and stock exchange.

Profit warnings have been placed so careful consumers who have been pushed back after spending on holidays. And execs have released about 2025 views below as they plan a The ban on expensive tariffsA number

Walmart (:Wmt) Outlook was ill-obtained by investors in mid-February. Competitive Target (Naughty) did not have It is very good to say Or this week, when it reported the results and guidance of the fourth quarter.

Abercrombie & Fitch’s (Hind) Outlook was Shame of magazines; Ditto Best Buy (:Pupil) and Macy’s (M)

“I think it’s probably months to the category of toys,” says Hasbro (Have) CEO CEO Chris Escapes: told me about Yahoo finance Opening offer Podcast (video above). Cocks – NYC for a toy fair where Hasbrro showed the latest monopoly, Play-DOH and NERF’s latest recognition when toys rise as a result of fresh tariffs.



 
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