Trump:
"There could be a little disruption. Look, what I have to do is build a strong country. You can't really watch the stock market. If you look at China, they have a 100 year perspective. We go by quarters. And you can't go by that." Source: Aaron Rupar @atrupar on X
Year 3 of a bull market tends to be messy, and the current bull market is behaving as expected.
Source: Grant Hawkridge @granthawkridge
⚠️The famous Trade War Cycle is back in full swing...
Source: Global Markets Investor
‼️Global economic policy UNCERTAINTY is skyrocketing:
Economic policy uncertainty index based on news articles spiked to the highest on record. This exceeded the 2020 Crisis peak. US tariffs and deteriorating economy are among the major concerns and add to investors' angst. Source: Global Markets Investor
Canada Economic Uncertainty Index
Source: Bianco Research L.L.C.
"Be Greedy When Others Are Fearful"
One of Warren Buffett’s most famous quotes is to “be greedy when others are fearful.” Unfortunately, many anxious investors can’t stomach losses in the stock market, causing them to go to “all cash” at exactly the wrong times. Take large declines, for example. Since WW2, the S&P 500 has fallen more than 15% in nine different quarters. Following every single instance, the index was higher a year later with an average one-year gain of 25.1%. Similarly, the S&P 500 has had two-quarter drops of 20%+ just eight times, and over the next year, the index was up by at least 17% with gains every single time. source : bespoke
You can add Prague to the list of countries around the world making new highs.
There are more and more countries making new highs, not fewer. A broadening bull market is a positive development. Source: J-C Parets
⚠️Markets are RAPIDLY shifting again:
The market is pricing in almost 3 Fed rate cuts in 2025, the highest since November. This is up from just 1 reduction expected just 2 weeks ago. This comes as US economic data has deteriorated sharply, and Treasury yields have dropped. Source: Global Markets Investor, Augur Infinity
