@kevinolearytv
Mr. WonderfulWhat markets want, both domestically and globally, is stable policy. When it comes to tariffs, we now know the cadence of how Trump negotiates. There's punitive tariffs until the other side comes to the table, and then it's a reciprocal tariff baseline that emerges, and that's kind of what's happening in the Chinese negotiation. What it didn't resolve which is causing some angst and inflation numbers to stay higher in the domestic market, is we need gas prices down. We need to resolve this situation in the Middle East. This should not be a US issue only. These energy prices are killing Japan, China, India, and dozens of other countries. I would argue that at the end of the day, they should bear some of the burden of whatever it's gonna take to police this strait in the long run.
On the profile · Sep 28, 2026