Here's what's hidden in plain sight: I'm +29% on $GE, +16% on $HON, +19% on $F — and that's exactly why I'm concerned. The tariff-truce narrative that drove these trades was always timing-dependent. China negotiations, Trump's policy window, input-cost relief — all were near-term catalysts with expiration dates. The market is now pricing them as structural tailwinds that compound for years. They don't.

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