I'm expecting rallies whenever there is possible "relief" in tariffs. IMHO so much market structure has been wrecked that unless a sudden reversal happens, new money or even old money to be put back to work long term will be hesitant. One can buy froth and ride froth higher which has been has been going on for years with all the printing. But once that trend is busted, one should focus on shorting rallies, sclaping oversold dips until long term support can. be established and valuations come at a discount. The tariffs introduce a structural change in markets. So unless that is reset, markets/investors need figure out value, price, future growth, where everything is more expensive for everyone. IMHO Big money will stay sidelined until there is much less uncertainty about the future.
What I'm most concerned with is, how impactful the tariffs are compared to even the COVID shutdown. that says a lot.
Good read, thanks for the context!
I'm expecting rallies whenever there is possible "relief" in tariffs. IMHO so much market structure has been wrecked that unless a sudden reversal happens, new money or even old money to be put back to work long term will be hesitant. One can buy froth and ride froth higher which has been has been going on for years with all the printing. But once that trend is busted, one should focus on shorting rallies, sclaping oversold dips until long term support can. be established and valuations come at a discount. The tariffs introduce a structural change in markets. So unless that is reset, markets/investors need figure out value, price, future growth, where everything is more expensive for everyone. IMHO Big money will stay sidelined until there is much less uncertainty about the future.
What I'm most concerned with is, how impactful the tariffs are compared to even the COVID shutdown. that says a lot.