I dont agree or disagree with you as you have done VERY well for yourself in the market.
I do wonder though, if and it's a big IF maybe we bottomed already.
At least with big growth companies. WMT, META disappointed in Amazon but who knows.
Anyway, I read an interesting opinion piece today that China is getting crushed by these tariffs and talks are happening and China has made some moves. China knows they are in much bigger trouble then us.
Its interesting for me, having grown up in NY, this paper used to be considered a junk paper, now (no politics) it seems to be the truth paper of all things in the USA going back for years now.
Anyway (NO politics, strictly tariff related) I can't help but think China will in a short period of time settle this with the USA.
I wonder and just wonder if the institutions have already and continue to accumulate equities before the retail investor comes back.
I mean, funds HAVE to stay invested and legally can only pull out for short periods of time. With this said I think no one controls and manipulates the markets anymore. They are just too big on a world wide scale. I think it was much more prevalent many decades ago.
So, are the big guys buying back in, waiting for the tariff issue to clear up?
Once that happens will they sell back into the rally for what might be a sling shot effect of elation over the end of tariffs followed by the reality of weak earrings for a period of time, possibly recession as we come out of the effects of the tariff.
I know, I think too much... *LOL* Also I am only talking for the long term investors, short term market is another ball game.
Interesting perspective,
"America is by far China’s largest customer, absorbing about one-sixth of China’s exports. If the tariffs stay in place for any length of time, economists estimate that 80% of China’s goods will be priced out of the American market, representing a loss of almost $400 billion.
As many as 10 million Chinese workers might lose their jobs over the next few weeks, says Treasury Secretary Scott Bessent, a number that could easily double in the months that follow as the ripple effects of the slowdown tear through the economy."
https://nypost.com/2025/05/03/opinion/despite-their-denials-china-is-losing-the-tariffs-war/
