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RenMac Off-Script: Tick-Tock Tariffs
Published 1 year, 6 months ago
Description
RenMac opines on tariffs and their economic impact, bar fights and political strategy, unpacking Jevon’s paradox, DeepSeek’s potential genome-sequencing moment for AI, handicapping this week’s confirmations, Fed’s outlook on inflation, the ongoing challenges in semiconductors, and RenMac’s mail-bag.