Like Groundhog Day … Last Friday the Supreme court punted on the Tariff talks ….. We mentioned a heads up in our Friday post…
In true Groundhog Day format, they are back again today – Hence the earlier than usual am delivery of this post….
Our researchers at Hedgeye think it is a big possibility to be overturned, but Section 338 will be used to thwart the decision…
Could be a yawner, could be a roller coaster … BUT as we have said, lots of stimulus going into the Economic system…
This is the 2 Year and 10 Year Treasury – A Good place to watch the Groundhog affects!

Seems like only yesterday our yield was inverted — Digressing !
Have a Great “Groundhog Tariff” Day!
John A. Kvale CFA, CFP
AI Content Authenticity: AI created the splash image of the cute Groundhog. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.


