Discussion about this post

User's avatar
Michael Thomas's avatar

What do you make of investor’s reaction to this bill? I was surprised how many of these companies saw their stock go up. I know part of that was the tariff news on Monday. But it seems like investors either:

1/ don’t appreciate how bad some of these provisions truly are (e.g. foreign entity poison pill)

2/ don’t think they will survive House negotiations and the Senate.

3/ think the bill was much better than initial expectations.

Expand full comment
2 more comments...

No posts