Introduction: I watched President Trump’s tariff press conference yesterday. When the Wall Street Journal reported that the tariff level would be only 10%, the equity indexes traded up about 2% in the aftermarket. Then, the President pulled out charts that showed that in addition to the 10% baseline tariff, there would be additional reciprocal tariffs … Read more
I’m getting a lot of questions and seeing a lot of discussion about why President Trump is about to enact 25% tariffs on Mexico and Canada early next week. Government officials from both countries say that at this point, they aren’t completely sure what they’d need to do to be in compliance with the wishes … Read more
Introduction: I’d like to thank DKI subscribers for their thoughtful response to last week’s article on the potential Trump Tariffs. I got a lot of nuanced opinions along the lines of “I mostly agree with you, but I see this issue differently”. That’s fantastic. Thanks to those of you who chose to share your thoughts … Read more
