I doubt we race back to all time highs. Need to get tax cuts and regulatory relief in clear sight and actually get resolution on these tariffs that are current suspended 90 days. Use the volatility ahead to add cash to market and rebalance. Your bonds are probably up and you may be overwieight bonds. Use bond sell proceeds to add to stocks if you don't have a current overweight to cash. Do not go underweight cash here.
We're not on a fiscally sustainable path, so spending cuts. which are a necessity, is what I really think will slow down US GDP for a bit if the cuts ever actually come to pass. Congress probably actually needs to rescind spending bills for this to happen. Tariffs don't help whatsoever, but US companies can manage through it at the rates the administration announced today. Tariffs on China at 125% are a BIG deal. If this relationship was somehow worked out, that would put market back in a clear bull trend in my opinion, but China may dig in. I have no idea. They may use this as an excuse to invade Taiwain. Who knows. Be ready.
The AI, robotics and the automous driving producitivty boom that we're in the early innings of will drive markets for the future. I'd gain exposure to Europe as well as they are raising their debit ceilings and increasing defense spending. The road may be more volatile and other asset classes and bonds as well should be in a well diversified portfolio. I even like gold now.
Good luck. Wish I had posted this sooner, but it's not too late to buy in even after today. Just don't go all in. Keep some dry powder. I think today makes the actual bottom on 4/7/25 at S&P 4835.
We're not on a fiscally sustainable path, so spending cuts. which are a necessity, is what I really think will slow down US GDP for a bit if the cuts ever actually come to pass. Congress probably actually needs to rescind spending bills for this to happen. Tariffs don't help whatsoever, but US companies can manage through it at the rates the administration announced today. Tariffs on China at 125% are a BIG deal. If this relationship was somehow worked out, that would put market back in a clear bull trend in my opinion, but China may dig in. I have no idea. They may use this as an excuse to invade Taiwain. Who knows. Be ready.
The AI, robotics and the automous driving producitivty boom that we're in the early innings of will drive markets for the future. I'd gain exposure to Europe as well as they are raising their debit ceilings and increasing defense spending. The road may be more volatile and other asset classes and bonds as well should be in a well diversified portfolio. I even like gold now.
Good luck. Wish I had posted this sooner, but it's not too late to buy in even after today. Just don't go all in. Keep some dry powder. I think today makes the actual bottom on 4/7/25 at S&P 4835.
