Not a great opening, but if you're a sycophantic fan of TACO then I guess some form of insult to pad out a response is considered normal as a replacement for civility.
No, I didn't mean any of what you have superimposed.
I genuinely laughed out loud when I read:
"A successful businessman, who is not controlled by the major parties and entrenched interests in DC is very dangerous to the ongoing corruption and grift sponsored by the major parties and entrenched interests in Washington DC"
A $400 million gift is not corruption? Perhaps its just an exception we can sweep under the carpet as a one off? Guilty of 34 felony counts. Lets talk about Stormy Hush Money. Karen McDougal E. Jean Carroll Defamation. Trump Org Tax Fraud. Trump University. Trump Foundation. Six Bankruptcies. etc.
I reiterate again
An oligarch doesn't have the characteristics and temperament necessary for civic service.
How will his pathological tendencies impact your investment thesis and especially now he lashes out at everyone - globally!
More importantly, how will a modest 10-15% tariff tax impact the cost of goods. - higher prices for everyone - lower margins for company's that chew some of the increases - extreme valuations - higher treasuries and therefore domestic and commercial interest rates
What if they are higher??
Watch capital flows out of the US (DXY) and raising yields in the Bond market. Growth needs to outperform the revenue 'letting' but company's don't invest unless they need to and definitely never in a hostile, highly ambiguous, ideological environment - they horde. Consumers don't buy more when things cost more, they stop. Watch the downturn in consumer confidence and resulting spend.
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