How I Think The Tariff Tantrum Plays Out

“The only way out is through” - Robert Frost

There isn’t too much I can say about this tariff mess that hasn’t been covered in the mainstream media. Well, with the exception of ridiculing everybody on television over the last 48 hours who told people to buy stocks heading into the announcement based on nothing more than their Modern Monetary Theory crystal ball, which rarely offers up any other direction.

By now, we’ve seen the tariff plans and we’ve seen the market reaction. Cat’s out of the bag so, as far as uncertainty around what the tariffs would look like, we can cross that off the list. As it relates to whether or not the tariffs will last long and whether the Trump team is playing 4D chess, here are my thoughts.