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David Woo: Trade War Will Be Back In July — Stocks Are Tariff-Doomed!
Economist-strategist David Woo says investors are mis-pricing everything: Trump’s soon-to-be revived tariff war, China’s rare-earth dominance, and an AI bubble that’s ripe to burst. Betting on U.S. equities while ignoring these risks, he argues, is the fastest way to get burned.
In this explosive interview with Maggie Lake, Woo explains why:
Higher tariffs will crush corporate margins and crush stocks, not simply raise inflation.
Trump’s aggressive new tariffs are his only weapon against America’s twin deficits.
Retail traders are driving a bubble built on false assumptions.
Bonds are…
The skinny
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