Sizemore Investment Letter

Sizemore Investment Letter

Is the TACO Trade Still in Effect?

Charles Sizemore's avatar
Charles Sizemore
Jul 14, 2025
∙ Paid

I’m tired of tariffs.

I can’t say I’m tired of paying for them – their effects haven’t yet flowed through the economy.

But I’m tired of hearing about them. It’s exhausting.

Yet, we just got a new slew of them over the weekend. President Trump announced 30% tariffs on goods from the European Union and Mexico. They’re scheduled to take effect on August 1.

Thi…

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