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So cyclicals, we think the valuation damage there, if we go down that

From The Long View · Jun 16, 2025

So cyclicals, we think the valuation damage there, if we go down that bear case, it's gonna be over a 20% hit to valuation of that sector. So it's a big hit. This is a space where a lot of things are manufactured internationally. So it's really in the direct bullseye of those tariffs.

Damian Conover

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