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Originally Posted by butterfly
That part is definitely true. Do you have any data to support the rest of it?
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Do you? Everything priced in is the laziest analysis you can do. If he keeps those tariffs on which no one actually expected him to do then it starts cutting into the earning power of companies that are already trading off stretched valuations and it would make it a lot harder for the fed to cut rates and add an outside chance of them actually implementing a rate hike. It wouldn’t be a cataclysmic stock market drop but it would add a lot of uncertainty to a market that is stretched as is.