Aug 6, 2025 8:19:38 AM Tariffs by POV: Who Wins, Who Pays, Who Pretends Mark Malek A trillion-dollar shift in trade policy is coming. Here’s what it means for your investments. KEY TAKEAWAYS Tariff collections are soaring, but they’re being paid by U.S. companies—not foreign governments Tariffs act as a tax hike for corporations, reducing earnings and pressuring stock valuations Consumers bear part of the cost through higher prices—i.e., inflation The Fed may be forced to hold or hike rates longer due to supply-push inflation Tariffs are politically popular but economically inflationary and regressive MY HOT TAKES Tariffs are corporate taxes in disguise Investors should focus on EPS and P/E—not headlines The Fed can’t fix inflation that comes from policy, not demand Consumers will pay more—whether they realize it or not This is a political game with your portfolio as collateral You can quote me: “The Treasury may be celebrating, but investors should be worried.”
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