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Tariffs – The Aftermath
Tariffs – The Aftermath Investment Conclusion. We are far from done with volatility from Tariffs and Trade. The use of S.122 of the Trade Act 1974 is illegal in my judgement. It is also unfit for purpose as a policy to “correct” the US trade deficit. This leaves …
Supreme Confusion
Supreme Confusion. Investment Conclusion Supreme Court decisions from now to January will set the scope of this Administration’s executive powers and determine the fate of the equity bull market. Some of the decisions to be made will have societal impacts that will no…
US Tariffs: Judicial Disruption of Economic Disruption = > Disruption!
US Tariffs: Judicial Disruption of Economic Disruption = > Disruption! Investment Conclusion If the US Supreme Court backs the rulings of the two lower courts that the President’s use of the IEEPA to impose tariffs is mainly illegal, there will be a mess markets ca…