UNDERSTANDING THE TARIFF CYCLE:

Watching how tariff announcements ripple through markets tells you a lot. The playbook typically looks like this: first comes the bold statement—usually dropped when fewer eyes are watching. If pushback erupts, the rhetoric escalates. Meanwhile, backroom talks are already happening. Markets get whipsawed in the chaos. Price swings create openings. Those who got the memo early? They're positioned to capitalize when panic selling hits. It's less about tariff logic and more about information asymmetry—who knows what's actually negotiable versus what's theater. The real tells are in the timing and the volatility spikes. For traders and investors, the lesson is simple: when policy becomes this predictable, the opportunity window opens fast.