Kimberly Clausing 2.1 3 ideas
Professor, UCLA School of Law (Former Treasury Official)
After 1 day
N/A
3/15 min ideas
After 1 week
N/A
3/15 min ideas
After 1 month
N/A
3/15 min ideas
By sector
Stock
2 ideas
-5.6%
ETF
1 ideas
-9.4%
Top tickers (by frequency)
FDX
1 ideas
0% W
-10.1%
COST
1 ideas
0% W
-1.1%
XRT
1 ideas
0% W
-9.4%
Best and worst calls
Best calls
COST LONG
-1.1%
Following the Supreme Court ruling striking down emergency tariffs, companies like FedEx and Costco are "demanding a ful...
Feb 25
XRT LONG
-9.4%
Following the Supreme Court ruling striking down emergency tariffs, companies like FedEx and Costco are "demanding a ful...
Feb 25
FDX LONG
-10.1%
Following the Supreme Court ruling striking down emergency tariffs, companies like FedEx and Costco are "demanding a ful...
Feb 25
Worst calls
FDX LONG
-10.1%
Following the Supreme Court ruling striking down emergency tariffs, companies like FedEx and Costco are "demanding a ful...
Feb 25
XRT LONG
-9.4%
Following the Supreme Court ruling striking down emergency tariffs, companies like FedEx and Costco are "demanding a ful...
Feb 25
COST LONG
-1.1%
Following the Supreme Court ruling striking down emergency tariffs, companies like FedEx and Costco are "demanding a ful...
Feb 25
Following the Supreme Court ruling striking down emergency tariffs, companies like FedEx and Costco are "demanding a full refund of duties." Claims are trading up to 40 cents on the dollar. These refunds represent a massive, non-recurring cash injection for major importers. The market is currently pricing these claims at a discount, but the legal precedent suggests a high probability of payout, directly boosting balance sheets. Long importers with high historical tariff exposure. The Trump administration may use alternative statutes (Section 122) to delay or block refunds through new litigation.
Professor, UCLA School of...