Final Thoughts
May 14, 2018
Final Thoughts
Written by John Packard
I am in Miami (South Beach) for a Bank of America Merrill Lynch conference. A little different than I am used to, but I guess the insights that Lewis Leibowitz and I bring on the market may help investors. I will be back in my office sometime late on Wednesday afternoon.
The questions that Lewis and I were getting this afternoon at a reception were about getting a “final” answer to the Section 232 tariffs/exclusions, et al. With the June 1 deadline approaching, I think the investors are hoping the chaos and uncertainty will go away. I don’t think Lewis or I are of that opinion. There will be more chaos to come.
