Apr 8 • General discussion
US increases tariffs on China to 104%
Nothing of this will last. It's mostly short term noise. Sure, stock markets might fall by 50-60% from the peak, and they would still not be absolutely cheap. However, a crash of that proportion will be met by massive stimulus pulling gold, silver and crypto to super new highs, as well as the best stocks -- albeit not nearly all of them, and probably not the entire index as high as real assets.
There is nothing apocalyptic over these times, but it will pay to keep a cool head, and systematically sort through the rubble with value based goggles on, rank and sort accordingly and buy the best bargains in terms of potential and risk of permanent loss of earnings power.
Ask me anything, and I'll answer as best my experience and knowledge allow me to.
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US increases tariffs on China to 104%
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In this community, I share my real-time investment process, shaped by years of managing a billion-dollar hedge fund.
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