redhumv
The details of the tariff policy
After watching President Trump's "Liberation Day" speech on what tariff policy is going to look like going forward, some things stood out:
- Reciprocal tariffs are the main point [the US will match foreign
Trump's Liberation Day: What's Working In A Tariff Tantrum?
Summary
- Focus on oil & gas, waste management, and REITs as they have been performing well and are tariff-agnostic.
- Avoiding investments in the auto sector and hard asset Mag 7 stocks due to their tariff focus.
- The tariff policy details are crucial for understanding market dynamics and making informed investment decisions.
I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and Fortress Investment Group.
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