2 posts
Tax
EU Avoids Trump's July 4 Tariff Deadline: Why "De-Escalation" Is the Wrong Read
A look at what the EU-US tariff deal actually locks in, why markets are reading it as de-escalation, and why the underlying trade risk hasn't gone away for the companies caught in the middle.
California’s Billionaire Tax Looks Strong - Until You Look Closer
Strong polls make California’s billionaire tax look tempting. But the market may still be overpricing how easily “Yes” survives November.
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