Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have... Read more
Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
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Hi, which stocks are you currently watching, and which do you think are fairly priced or undervalued? I'm still drawn to Google $GOOG!
Thanks and take care.
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$GOOG is no longer an optimal investment and appears overvalued, in contrast, $NFLX currently presents a more attractive opportunity.
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Tariffs as a new pillar of U.S. economic policy are starting to show up in hard numbers. According to data from the U.S. Treasury, nearly $28 billion flowed into federal coffers from tariffs in December, bringing the total for 2025 to a historic record of over $264 billion...
That's more than three times the amount in 2024 and clear evidence of how fundamentally trade flows have...
Read more
Zobrazit další komentáře
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Tariffs are clearly reshaping trade flows and boosting revenues, but the data show diminishing marginal impact over time. Markets and companies are already adapting, which limits their long-term fiscal power. For investors, this looks more like a structural reallocator across sectors than a true macro game changer.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
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