Tariff Crash + Where We'd Buy More Update
The markets are down big after hours after Trump just brought out a ton of new tariffs that are at much higher rates than just about even the highest expectations were looking for. Turns out, I was wrong earlier today when I wrote: "I don't think today's tariff announcement is a big deal. Market has tariff flip-flopping exhaustion and is starting to look past it, I think."
On the other hand, I might turn out to be right about the next part of that paragraph: "The next five years and even the next five months are probably more about how tech/The AI Revolution develops than about Republican Democrat Regime policy."
