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Seth Golden @SethCL on x 56.3K followers
Created: 2025-07-18 11:09:17 UTC
Morgan Stanley: Tariffs, Taxes, Buy Dips
Import cost exposure for $SPX corps is limited so far Higher tariff rates announced being negotiated Equites already priced fallout (-25%) Earning estimates resurgence as cash flows accelerate
Buyable until proven otherwise.
$SPY $ES_F $QQQ $IWM $NYA $DIA $VOO $SMH
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