tariffs

“Literally zero orders came out of this conversation, right? And some, that's not uncommon, but like for an event and a news cycle that is meaningful and somewhat anticipated, I would argue and also I think with the approach with the appropriate amount of skept…”

“For the ticker tape economy, the tariffs are not going to be terrible. In fact, they could be constructive.”

“For the middle market, though anything above like a five or six percent tariff will have a devastating impact on margin, and consequently on the ability to service their debt stock.”

“Now your tariff is more or less what President Trump wakes up in the morning and thinks it should be.”