CNBC: Tariffs Are a Matter of Optics; U.S. Interest Rate Was Always the First Priority for Trump: CIO

Jason Hsu says that the possibility that tariffs could be off the table or light is tremendously encouraging for the markets.

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Reuters: US Tech Stock Tumble Highlights Risk of Market Reliance On Megacaps

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Enterprising Investor: Balancing Innovation and Trust—Jason Hsu on Technology and the Future of the Investment Industry

Barron’s: U.S. Adds Tencent and Tesla Supplier to Its Chinese Military List. Why ‘Pandora’s Box’ Has Opened for Chinese Stocks.