And What Comes Next
It’s a stress test—for your portfolio, your convictions, and your attention span. Tariffs are just the surface. The real danger is underneath: broken supply chains, fragile margins, and CEOs praying you'll believe the word “resilient.”
Follow cash flow. Follow cargo. Forget headlines.
It’s the time to be selectively ruthless.
Ciao Jack,
base on which data do you think in 1/2 week we will reach the bottom and then recover?
Thank you
Riccardo
It’s a stress test—for your portfolio, your convictions, and your attention span. Tariffs are just the surface. The real danger is underneath: broken supply chains, fragile margins, and CEOs praying you'll believe the word “resilient.”
Follow cash flow. Follow cargo. Forget headlines.
It’s the time to be selectively ruthless.
Ciao Jack,
base on which data do you think in 1/2 week we will reach the bottom and then recover?
Thank you
Riccardo