[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![SethCL Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::568403097.png) Seth Golden [@SethCL](/creator/twitter/SethCL) on x 56.2K 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

![](https://pbs.twimg.com/media/GwIrFyvXYAAIKid.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946165370857091439/c:line.svg)

**Related Topics**
[dia](/topic/dia)
[qqq](/topic/qqq)
[spy](/topic/spy)
[spx](/topic/spx)
[$voo](/topic/$voo)
[$iwm](/topic/$iwm)
[$qqq](/topic/$qqq)
[$esf](/topic/$esf)

[Post Link](https://x.com/SethCL/status/1946165370857091439)