Comment / 'Great Reset' – playing chicken with the tariffs game

ID 87443304 © Anutr Yossundara | Dreamstime.com

The Great Reset that we witnessed yesterday (3 April) in the wake of Trump Tariffs Liberation Day leads to a few considerations concerning value in supply chain.

And one obvious question: is it actually time for portfolio managers to load up the truck with battered equity in the sector?

Uhmmm.

First off 

If we assume there’s truth in Bill Ackman’s take* on reciprocal tariff matters…

(*Click to expand the screen grab below and all others in this column.)

… let’s also acknowledge that truly global tariffs ...