for those unfamiliar, chuck carnevale is considered a legend in educating the public on equity fundamentals, despite his self-promotional product placement.
well this week, he made a fundamental error himself by straying far outside his circle of competence and sane-washing trump tariffs and economics.
i never imagined to see chuck randomly and carelessly mix past & present shoring and macro events...even referring to the CHIPS act which trump himself blasted !
for a second, i was almost expecting him to bring up the trump1.0 foxconn and multiple ohio factory wins...which remain mythical.
for MAGA, tariffs were great when chuck released the video, and every reversal wil be greater still.
