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Strategies & Market Trends : Ride the Tiger with CD

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From: koan8/14/2025 10:06:12 PM
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Claude Cormier
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Think about the "tariff environment".

I expect most Democrats know this, so it is rhetorical for them, and a heads up for the MAGA folks-lol.

Trump has put so many different tariffs on things, no one can keep track of what is happening to whom, or when, but everyone knows prices are moving up.

Trump keeps saying the foreign countries are paying them, but we all know that is not true, they are a sales tax on the consumer-pure and simple.

Now the MSM keeps talking about companies like Walmart and Costco eating some of the tariffs, but they can't eat much. Profit margins are thin in the grocery business, 1 or 2%, so a 30% tariff is huge.

But back to the tariff environment, when people are raising prices all over the place, because of tariffs, those who do NOT have to raise prices because they are tariff free, will still raise prices, because they can.

And so will other places just because no one knows anymore what is inflationary.

The is the environment Trump has thrown the US into, and so we are going to have massive inflation, IMO, and I expect dedollarization, and a weak bond market to boot because of the debt Trump is piling on.

Almost $300 billion in July alone!

So I think people will be investing in that equation.
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