Trump Tariffs-A Different Take to Find the Signal Through the Noise

Why Tariffs Are Widely Misunderstood and Their Short, Medium, and Long-Term Effects on Markets and Asset Classes

I write this commentary specifically for investors and business owners navigating what I called years ago the coming “Next World Order”. One thing is for sure, that order is now fully in play and the next few years will tell us how that all settles out.

The last 11 days of January 2025 under the new administration were packed with action and a pace that America hasn’t operated from in a long while. The rest of Q1 is going to be no different as the first 100 days of the Trump administration are going to put many new dynamics in play that markets haven’t seen in decades as global trade faces a complete reshaping.

Tariffs are sparking heated debates, F.U.D. (fear, uncertainty, and doubt), but their true implications—especially when implemented by a global reserve currency hegemon like the U.S.—are mostly misunderstood. Make no mistake it is a BOLD (an…