Sizemore Investment Letter

Sizemore Investment Letter

Forget Tariffs When We Can Profit From the Unstoppable Aging of Americans and Our Insatiable Need to Build Stuff

Charles Sizemore's avatar
Charles Sizemore
May 13, 2025
∙ Paid
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In a heartbeat, the market’s mood has shifted from suicidal to exuberant.

And it’s all because of the latest U.S.-China trade agreement.

The VIX index – commonly known as the “fear index” – is back under 20, signaling that investors aren’t particularly worried.

Even inflation, which has been sticky for years, looks like it’s finally trending lower.

So, the …

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