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Non-Tech : Kirk's Market Thoughts
COHR 159.34+18.3%3:59 PM EST

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Kirk ©
To: Kirk © who wrote (23762)4/2/2025 3:26:51 PM
From: Magnatizer1 Recommendation  Read Replies (1) of 26433
 
IMO, Trump has been clear. Reciprocal tariffing is the model.

That said, you are correct about the perception of a thought exercise causing ripples. I am in supply chain, most manufacturing leaders are holding onto projects until the water is not so murky. Surprisingly it appears retailers may have turned a corner based on point of sale trajectory in Q1.
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