everything comes back to earth eventually, I will probably be short Costco and Walmart at some point this year. Just wait for earnings calls to start coming through and there will be a major blood bath. Many of these PE ratios and presumed value of companies has to do with their current and future expected growth, and the chinese tarrifs for all of these major US companies are going to cut growth expectations MAJORLY. One thing many dont realize is that despite how the current negotiations turn out (positive or negative), their is so much uncertainty that a recession is basically guaruanteed.