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Posted by
Two Blokes Apr 28 -
Filed in
Stock
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3 views
The Vanguard S&P 500 ETF fell due to inflation fears related to tariffs but has a potential upside as the effects of demand destruction may be underestimated. This is supported by applying Consumer psychology to the tariff situation, suggesting that discretionary spending, which is also more price sensitive, will decline. In this case, higher import taxes could have less drag on earnings, potentially benefiting VOO's holdings and potentially raising the ETF's P/E ratio.
