Brandon Aceto

And it was slowly an off ramp for everybody getting off of the tariffs there.

And the same thing sort of happening here where, you know, he says two weeks.

I think, you know, frankly, I think this thing really the markets probably bottomed a week ago.

Oil probably peaked a week ago.

So I think we were starting to find a bottom in a lot of this stuff.

And that's going to play out.

I mean, Trump is a master of building a wall of worry for the market.

And so, you know, all of this stuff is a persistent worry.

But really, markets look ahead of that.

The economy looks ahead of that.

I think China's the winner, actually.

It's funny you mentioned them, because, I mean, you look at everybody in the room here, China all of a sudden looks like the adult in the room.

And I think their negotiating position in terms of everything involving Taiwan, I mean, that's my big worry.

I typically, I look at big geopolitical risks

like this, the tariffs last year, even this thing I said, this can't last.

This won't last more than a few weeks.

It's just, politically, it can't.

You can't go into the midterms with $4 gasoline and 6.5% mortgage rates.

It's just, it's impossible.

It's a narrative killer.