China just loves the average Americans. They oppose tariffs because they don't want average Americans and businesses to bear the cost of those tariffs.
GM
My August public newsletter has now been published:
https://www.lynalden.com/august-2025-newsletter/
This issue covers: macro impacts from tariffs (ie a slightly slower but still unstoppable fiscal train), upcoming Fed easing, and the latest newsletter portfolio snapshot.
China just loves the average Americans. They oppose tariffs because they don't want average Americans and businesses to bear the cost of those tariffs.
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