Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing
Bloomberg reports that Trump's tariffs are likely to stick around despite their unpopularity, signaling that businesses and investors need to treat elevated trade barriers as a structural feature of the economy — not a temporary headwind. We examine the long-term investment implications of a world where tariffs are the new normal. Today's Stocks & Topics: Carpenter Technology Corporation (CRS), Market Wrap, Boston Scientific Corporation (BSX), Boston Scientific Corporation (BSX), Leopold Aschenbrenner, Vertiv Holdings Co (VRT), Tariffs Are Here to Stay: How Permanent Trade Barriers Are Reshaping Long-Term Investing, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Return of Equity vs. Return of Assets, Fox Corporation (FOXA), iShares 20+ Year Treasury Bond ETF (TLT), The U.S. Treasury. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands