Incremental Insights #42
A weekly collection of investing and business related links
Why Trump's 25% Auto Tariffs Won't Work
Trump's sweeping auto tariffs will likely backfire spectacularly - instead of bringing manufacturing back to America, the 25% tax on imported vehicles and parts could crater US auto demand while making weaker players like Nissan and Stellantis particularly vulnerable as stronger competitors may use this crisis to gain market share.
18 Quality Growth Ideas from Top Pros
At a Quality-Growth Conference, top investment minds shared 18 compelling stock ideas spanning from established European giants to moonshot opportunities in AI and emerging markets.
Is Something About To Blow Up In The Credit Markets?
A stark warning about potential turmoil in the credit markets: widening high-yield spreads, soaring VIX, and a dramatic $5.8 trillion loss in S&P 500 market value following Trump's recent tariff announcement.
Alex Sacerdote — Riding S-Cuves at Whale Rock
Where he is finding s-curves in technology today and which part of the s-curve each layer of AI is at.