I won't comment on how reliable the government's commitment to tariffs is as that will get this thread locked, but my view is that it is always wise to have an international allocation to avoid single country specific risks like this. People have talked to the moon and back on the dreaded 'Japan scenario', but it's the same principle with any country.No idea, but if they are in place now with no end scheduled, then wouldn’t one assume they are to remain in place?How does one know whether a tariff is 'long term' without being able to see the future?
I mean re-allocation of capital to avoid tariffs isn’t so easy to undo and redo and re-undo and re-re do depending on political winds.
Statistics: Posted by UNSpacy — Tue Mar 04, 2025 1:33 am