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Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Daily Archives: November 26, 2024
The hard math of election promises
2024 was about election promises. 2025 will be about the math of delivering. This segment looks at tariffs, taxes and spending cuts. With hedge fund manager Scott Bessent poised to be the next U.S. Treasury Secretary under the incoming Trump … Continue reading
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