Trump's New Tariffs: Top U.S.-Centric Stocks Amid Escalating Trade Tensions

Group 1 - The article emphasizes the importance of classical value ratios for long-term investment strategies, focusing on metrics such as low P/B, P/FCF, Owner Earnings discounting, PEG ratios, and the Graham Number [1] - It advocates for self-indexing using the Dow Jones Industrial Average combined with Joel Greenblatt's Magic Formula to enhance tax efficiency compared to owning ETFs [1] - The author has a background in private credit and CRE mezzanine financing, with significant experience in China and Asia, which may influence investment perspectives [1] Group 2 - The article discloses a beneficial long position in several companies including HD, LOW, ACI, WM, RSG, TGT, and AMZN, indicating a personal investment interest [2] - It clarifies that the content is based on personal opinions and research, without any compensation from the companies mentioned [2] - The author is not a licensed financial advisor, which suggests that the insights provided are subjective and based on personal experience rather than professional financial advice [3]