"Tariffs, Trade Wars and Trump — Oh My"

Mark Rossano — the founder and CEO at C6 Capital Holdings LLC — is a private-equity investor, a CFO with cross-border experience … and one of the top experts you’ll find on the supply chain.

And one of the best “global-macro” experts I’ve worked with in financial publishing …

In the face of one of the most-uncertain stretches we’ve faced since the pandemic, Mark stopped by Stock Picker’s Corner (SPC) last week to help us make order from chaos.

Here in Part I of this two-part interview, Mark dissected:

• Deglobalization (or so-called “reshoring”) — which will “import inflation” in the near-term — but could deliver certainty and renewed American industrial muscle on the global stage in the long term.

• Tariffs — and the “real” objectives for each targeted trading partner in the long haul — and what a “win-win” deal with China might look like.

• A “Secret-Decoder Ring” for the Trump Administration — including U.S. President Donald Trump’s ultimate objective for interest rates, U.S. debt and deficits, taxes, inflation and the economy.

• A Stunning Prediction for the Economy — why the administration may want a recession today to set up an economic boom tomorrow.

• The Possible Return of “Stagflation” — which I lived through in the 1970s.

• The “One-Investment” to Look at Now — namely, the iShares 20+ Year Treasury Bond ETF TLT 0.00%↑.

• The Long-Term Commodities Shortfall — and what that means.

And more …

Check it out. And please feel free to share it …

See you back here soon for Part II, when Mark will talk about some additional storylines — and ways to make money from them …

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