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PinguCapital Avatar Pingu Capital @PinguCapital on x 1526 followers Created: 2025-07-26 04:56:02 UTC

Tariffs are actually worse now than what was announced in April, but the risk global trade re-ordering is off the table.

Makes sense because the changes that the current tariffs will bring about are obvious and immediate, & there will be nil second or third order effects that we need to consider.

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