Capital Punishes Whiplash: A 16% Verdict on Policy Uncertainty

A basket of Trump-aligned funds has shed roughly 16% since May, and the market's message to Washington is unmistakable: clear rules beat clever ones.

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By Harrison Vale, Founder · CEO Times

In This Issue

01Capital Punishes Whiplash: A 16% Verdict on Policy UncertaintyTHE FOUNDER'S LETTER
02A 16% Slump Prices the Real Cost of Policy WhiplashOPINION · MARKETS
03Buffett Preaches the Estate Tax, Then Routes $140 Billion Around ItOPINION · FISCAL
04America Needs 140,000 Tradespeople by 2030, and No GPU Can Weld a Cooling LoopOPINION · LABOR & AI

Opinion

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A 16% Slump Prices the Real Cost of Policy Whiplash

A basket of Trump-aligned funds has shed roughly 16% since May, and the Federal Reserve now debates a rate hike; the market is pricing uncertainty as a tax.

OPINION · MARKETS · By The Editorial Board

Buffett Preaches the Estate Tax, Then Routes $140 Billion Around It

The Oracle of Omaha has long championed taxing inherited wealth, yet his own lawful plan steers roughly $140 billion past the Treasury entirely.

OPINION · FISCAL · By The Editorial Board

America Needs 140,000 Tradespeople by 2030, and No GPU Can Weld a Cooling Loop

The AI build-out is stalling not for want of chips but for want of electricians, welders, and pipefitters. Markets, not mandates, will close the gap.

OPINION · LABOR & AI · By Nathan Brooks

A CEO Times Weekly Edition