National Economic Council Director Kevin Hassett said a study from the Federal Reserve Bank of New York showing US companies bear most of the tariff burden “is an embarrassment” and the people associated with it should be “disciplined” https://t.co/QRJ9VO6K7h
Original source ↗  |  February 18, 2026 at 14:11 UTC  |  Twitter - @business

Here are the actionable trade ideas extracted from the tweets:

IDEA [1] TICKER: EV manufacturers (e.g., TSLA, RIVN, LCID), Traditional Auto (e.g., GM, F), Oil & Gas (e.g., XOM, CVX) DIRECTION: Short EV manufacturers, Long Traditional Auto/Oil & Gas THESIS: The Trump Administration's rescinding of rules incentivizing electric vehicle production is negative for EV companies and potentially positive for traditional internal combustion engine vehicle manufacturers and the oil sector. SPEAKER: @financialjuice TIMEFRAME: Medium-term

IDEA [3] TICKER: MSGS DIRECTION: Long THESIS: Madison Square Garden's plan to explore spinning off