Navigating Tariffs and Market Dynamics

This chapter explores the impacts of recent tariff policies on corporate earnings and market valuations, highlighting the uncertainty businesses face in adjusting prices amidst rising costs. It introduces 'sneakflation' as a strategy to manage price increases while discussing stock classifications and investment implications against a backdrop of evolving geopolitical factors. Additionally, the chapter assesses recent trends in Bitcoin investing and the changing landscape of asset allocation due to economic shifts.