Anthony Saccaro says he’s “not convinced” that tariffs will be an “extra tax on the American consumer.” While he sees the market in a positive light, “inflation is still sticky,” and wage inflation you “can never get back.” However, he thinks it could head “back towards more normalized levels” soon. He gives advice for portfolio construction based on where a trader is in their lifespan.
The Watch List
05 Feb 2025
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