Disinflation & Tariffs Not Mutually Exclusive…to a Point

Anthony Saccaro says the delays and reneging in tariff policy are negotiation tactics, and Consumer Confidence is reflecting that reading. He discusses how to play volatility depending on where you are in life. He talks about how disinflation and tariffs are not mutually exclusive, and where he’s looking to invest during this volatility. He’s particularly focused on companies that pay dividends.

The Watch List

27 May 2025

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