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Tariffs: Oh, Canada!
“The only certainty in (fiscal, trade and monetary) policy, politics, in our capital markets, in our social lives and, even in sports, is the lack of certainty these days.” — Doug Kass We published on tariffs on Monday. See https://kotokreport.com/tariffs/. So far here’s a succinct summary of the result and an excellent explainer from PBS NewsHour: “Trump’s 2.0…