Further, putting a high tariff on products that are sold at Wal-Mart ( WMT ) and Costco ( COST ) and on Amazon ( AMZN ) is massively inflationary to those shoppers (and that's most of us). They get all of the costs and are restricted from their normal activities. By John Mauldin : We've reached that wonderful time of year when financial pundits pull out their forecaster hats and take a crack at the future.