The game has somewhat changed. You were waiting for Margin calls but these Calls are “much larger than during the 2008 Great Financial Crisis.” While devastation from the tariffs was already acknowledged, the MC’s make everything worse. Banks are in danger of failing, Insurance companies going under and everything in between. Just my opinion but calls of this magnitude will dictate to some degree how Trump p…
Some Observations on Tariff Hysteria
April 11, 2025