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Hayes: Trump & Iran "Very Much Like the Tariff Situation Last Year"

8 min23 mars 2026

Thomas Hayes sets the table for Monday's trading action by attributing the market reaction to headlines on President Trump and Iran as "very much like" 2025's tariff volatility. He explains what he learned from last year's moves and offers advice for investors when it comes to derisking and finding new market opportunities. Thomas sees the consumer discretionary sector as highly undervalued compared to other corners of the market.


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