The thesis behind the TACO trade
The thesis behind the TACO trade: Sevens Report Founder, Tom Essaye Quoted in The Times of India
Explainer: What is ‘TACO trade’ – a new nickname mocking Trump’s tariff approach
As per a Bloomberg report, “The thesis behind the TACO trade is: Buy the Trump tariff dip,” Tom Essaye of the Sevens Report wrote in a note to clients on Wednesday. “Essentially, Trump has proven to investors that he won’t actually follow through with draconian tariffs. As such, any sell-off following a dramatic tariff threat should be bought.”
Also, click here to view the full The Times of India article featured in MSN, published on May 28th, 2025. However, to see the Sevens Report’s full comments on the current market environment sign up here.
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