Luke Lango’s “Liberation Day” Roadmap
What tariff path will Trump take? … Luke expects tariff drama to pass quickly … how big the reversion rally could be … the AI stocks Luke, Louis, and Eric like today
Wednesday brings “Liberation Day.”
This is what President Trump is calling April 2, the day he plans to unveil his master reciprocal tariff plan, or “the big one.”
From Trump:
This is the beginning of Liberation Day in America.
We’re going to charge countries for doing business in our country and taking our jobs, taking our wealth, taking a lot of things that they’ve been taking over the years.
They’ve taken so much out of our country, friend and foe. And, frankly, friend has been oftentimes much worse than foe.
According to a White House memo, the new tariffs will be tailored for each U.S. trading partner. The aim is to counteract the tariffs imposed on American goods as well as other factors that may disadvantage U.S. manufacturers (such as regulations, value-added taxes (VATs), and weak intellectual property protections).
Since Trump announced these tariffs, there’s been tremendous speculation…
Is the tough talk primarily negotiating leverage? If not, how severe might the tariffs be? Is Trump willing to throw the economy and stock market under the bus to achieve his tariff goals?
Last week, our hypergrowth/technology expert Luke Lango, editor of Innovation Investor, highlighted the three most likely ways that tariffs could manifest:
- Trump could match other countries’ tariff rates by closing the tariff rate differentials
- He could slap them with new tariffs equal to their respective VAT rates
- He could go after non-tariff measures – things like sanitary standards, quotas, licensing obligations, and more – with new tariffs
What’s the likelihood of each avenue, and what could it mean for our economy?
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