The flip flopping of the government is also a gigantic macroeconomic signal to not invest in the US as there is no long term prediction possible. CHIPS act goe

The flip flopping of the government is also a gigantic macroeconomic signal to not invest in the US as there is no long term prediction possible. CHIPS act goes away, something else comes, trade deals are made, then tariffs, then no tariffs, then tariffs again. You don’t offset a cheaper dollar against counter tariffs. You’re one nationalization away from becoming the next Argentina.