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We are past "max uncertainty" but not clear if we are past "max pain" -- $TSLA on Tuesday after the close will tell us how "washed out" key names are

It has been 18 days since tariff "Liberation Day" and the global economy has hardly been liberated and is still strangulated by the vast uncertainty of the existing tariff negotiations. I was at a wedding this weekend in New Orleans, with guests from all over the US. Not a single guest I spoke with had any "visibility" or "certainty" in their business or in their own minds. This is not entirely bad news.

Likely at "maximum uncertainty" point: To me, I believe we are here or even past this poin...

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