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VRA Letter: Trumps Auto Tariffs Make Tesla the Clear Winner. Front-running of April & Q1 Earnings. Precious Metals & Miners; Here Come the Breakouts.

Good Thursday morning. Yesterday after the close Trump had a press conf to clarify his tariff policies, with a focus on automakers. Beginning on April 2, all cars not made in the US will carry a 25% tariff, which means Tesla is t ...

Posted On March 27, 20254 MIN Read
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Good Thursday morning. Yesterday after the close Trump had a press conf to clarify his tariff policies, with a focus on automakers. Beginning on April 2, all cars not made in the US will carry a 25% tariff, which means Tesla is the clear winner. Here’s the breakdown from Bank of America (below), highlighting that of the cars sold in America, Tesla, Rivian, and Lucid are the only OEMs that produce 100% of their vehicles in America. Trump also announced that interest payments on all cars made in America will be allowed as tax deductions. Our year end price target for TSLA is $700 with a $2000 PT in 2028. Last: $274

We expect tariff news to have less and less of an impact on the markets. That means a major move higher is on the way for US equities. Sentiment and seasonality are both flashing strong buy signals, with April being the 2nd strongest month of the year. We expect front-running of April and Q1 earnings to begin kicking in, with upward force. 

As I broke down on "Ma...

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