Intrinsic Value System

Intrinsic Value System

Share this post

Intrinsic Value System
Intrinsic Value System
Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.

Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.

Larry Cheung, CFA
Jan 06, 2025
∙ Paid

Share this post

Intrinsic Value System
Intrinsic Value System
Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.
Share

Hi Everyone - we got a considerably positive macro shift in headlines today with Trump aides discussing that he is looking at targeted tariffs rather than across-the-board tariffs.

In short, I believe this is considerably positive for Semiconductors and many components within SOXX ETF. I expect Semis to lead any rally as we progress throughout January a…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Larry Cheung, CFA
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share