Things are gonna get interesting.

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I think things are about to get interesting.  The combination of tariffs and incentives to bring American  manufacturing back to the United States should make for interesting times.  I wonder if that "Chinese Curse": "may you live in interseting times" is actually true, or if that is a mistranslation or a cultural trope that we invented.

The markets seem to be cotton candy these days.  One rain storm and it might melt, but as is often said, the markets can stay irrational longer than you can stay solvent. 


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