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Aocm🇨🇦💯's avatar

“The real pain for the U.S. doesn’t come just from retaliatory tariffs. It comes if the rest of the world starts quietly rebalancing away from America. “

That rebalancing includes the degradation of science and learning. The smartest teachers, scientists, researchers, inventors, entrepreneurs will be leaving in droves, and the best and brightest from around the world will choose anyplace but America. 😢

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Robert Jaffee's avatar

Well done Shankar, another great newsletter.

When will Wall Street finally get the memo, or do they not ultimately care, one way or the other? It seems they believe tax cuts are better than market growth; until it’s not.

That’s when all hell will break loose. Unfortunately, for most 401k holders and retail investors, the equity markets are lagging indicators. And they will ultimately be the ones left without a chair, when the music finally stops. IMHO…:)

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