Subject: Re: "The Art of The Deal"
I enjoy your posts Mungo. Seems they heighten my personal introspection, especially when
I become recklessly bullish. Between your posts, other board postings and rewatching Netflix “Boom, Bust, Boom” I maintain relatively stability - ha.

Admittedly, I wrestle with the notion of Economist’s theorem implications (e.g. Lerner Symmetry) being strongest when policies are stable or even permanent vs. let’s say if, in this case, tariffs are temporary. Could symmetry possibly break down?

Heck, I dunno.

Keep posting Mungo!

Grateful Always,
PaulnKC