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'Great Reset' – playing chicken with the tariffs game - The Loadstar

Summary by The Loadstar
The Great Reset that we witnessed yesterday (3 April) in the wake of Trump Tariffs Liberation Day leads to a few considerations concerning value in supply chain. And one obvious question: is it actually time for portfolio managers to load up the truck with battered equity in the sector? Uhmmm. First off  If we assume there’s truth in Bill Ackman’s take* on reciprocal tariff matters… (*Click to expand the screen grab below and all others ... The …
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The LoadstarThe Loadstar

'Great Reset' – playing chicken with the tariffs game - The Loadstar

The Great Reset that we witnessed yesterday (3 April) in the wake of Trump Tariffs Liberation Day leads to a few considerations concerning value in supply chain. And one obvious question: is it actually time for portfolio managers to load up the truck with battered equity in the sector? Uhmmm. First off  If we assume there’s truth in Bill Ackman’s take* on reciprocal tariff matters… (*Click to expand the screen grab below and all others ... The …

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The Loadstar broke the news in on Friday, April 4, 2025.
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