In my turtle analogy of adopting a defensive investment strategy, my turtle will stick his head out of his shell to see if everything is all clear, and his eyes will immediately fix on the acrimonious exchanges of tariffs. That will cause him to pull it back in and squeeze his eyes shut, hoping to avoid contact. President Donald Trump has called himself “Tariff Man” suggesting tariffs are the salvation of the U.S. economy and means to retain his perception of American greatness.