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16 hours, 57 minutes ago Edited

Do I feel less or more bullish about tariffs? Here's the way I look at it. It's very simple, very black and white. 10 to 15% tariffs equate to the same value-added taxes that most countries put on American goods all around the world, so if we whack them back at 10 to 15%, which is what the EU deal was, no problem. Anything more than that, big problem. Those don't work, but I'm a rational guy, assuming that Trump is using access to the world's largest consumer market as a head-squeezing device. So if we end up next week with a Canadian deal of 10 to 15%, good deal. It's gonna be fine for both countries, and that's why I say let's wait. Who's gonna negotiate 190 deals in six months? Impossible
Do I feel less or more bullish about tariffs? Here's the way I look at it. It's very simple, very black and white. 10 to 1...

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