Siddell: See an ‘Awful Lot of Volatility’ Ahead, Some Sectors ‘Pushing Bear Territory’

Ed Siddell says tariffs are a powerful negotiating tactic as Trump looks for “reciprocity” in global trade. “It’s going to be a little bit painful, but long-term it’s going to benefit the U.S.” He’s also excited about “getting rid of bureaucratic red tape” and RTO mandates pushing the value of commercial real estate back up.

The Watch List

14 Feb 2025

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