Tariffgate needs a tin hat and a cool head – Ken Baksh

Away from the noise , and busy inboxes….full of the usual cliches, “Buy for the Bounce” “Comparison with 1929” “This time its different” “Conspiracy theories” “100% cash” “100% US tech” “Blood on the streets” “Correction territory” “Stagflation” Globalisation is good/bad…. China is the ultimate winner etc etc Some hard facts US forward PE below 20….for first time in ages..though still well above long term average .Market […]