The strategist expects that the fundamental earnings strength underpinning his original thesis will hold, betting Trump’s reversals on tariffs will limit any market or economic fallout.
Related Posts
Trump, Jon Voight meeting led to Hollywood tariff proposal, his manager says
A White House spokesman said “no final decision on foreign film tariffs have been made,” a day after President Trump’s announcement of a tariff plan.
One group of stocks is off to a hot start this year. How to play it from here
Katie Stockton on the insurance stocks and The Hartford.
These were the three worst stocks of 2024
CNBC Pro screened for the worst performing S&P 500 stocks this year.