Afternoon Note
The United States is in a win-win position concerning Liberation Day.
For all the handwringing about those positions evaporating overnight, it's just not going to happen.
There is a reason the US market dominates. Nobody is doing business with America for altruistic reasons.
Importantly, we must use our powerful position while we have it.
It's time to start putting money into work - be smart and gradual. I'm confident this market is going to have a great 2025, which means current weakness is a gift.
Comments |
That market cap chart comparing the US to Europe is pretty incredible. I hope Charles is right that it's a win-win for the US. Might I add, it looks like a win-win-win based on the economy, military and reserve currency. Mike Mayone on 4/2/2025 1:18:22 PM |
Winner-Winner Chicken Dinner!! Randy Roberts on 4/2/2025 1:20:49 PM |
The rats begin to scurry as realization sets in the trap will close not withstanding their efforts to avoid exposure. Paul on 4/2/2025 3:27:08 PM |
Tweet |
5/8/2025 1:49 PM | First Trade Deal |
5/8/2025 9:37 AM | POWELL SEES NOTHING |
5/7/2025 12:53 PM | Powell Under Pressure |
5/7/2025 9:48 AM | THE LUXURY OF BEING GREEDY |
5/6/2025 1:20 PM | Anxiety Continues |
5/6/2025 9:45 AM | ANXIETY RETURNS |
5/5/2025 1:18 PM | Market Consolidating |
5/5/2025 9:41 AM | MID-CAP MUSCLE |
5/2/2025 1:19 PM | Labor Market Resilience |
5/2/2025 9:57 AM | BACK TO THE STARTING LINE |
5/1/2025 1:31 PM | Big Tech Resilience |
5/1/2025 9:52 AM | MAMA SAID |
4/30/2025 1:35 PM | Midday Recovery |
4/30/2025 9:52 AM | BIG HITTERS ON DECK |
4/29/2025 1:49 PM | Fluctuating |
4/29/2025 9:48 AM | BUY SIGNALS & RECESSION TALK |
4/28/2025 1:22 PM | Earnings Angst |
4/28/2025 10:03 AM | BIG TEST |
4/25/2025 1:16 PM | Quiet Friday |
4/25/2025 9:57 AM | HYSTERIA TO HOPE |
4/24/2025 1:12 PM | Solid Session |
4/24/2025 9:35 AM | VIOLENT SWINGS AND THE RECOVERY |
4/23/2025 1:45 PM | Fears Ease |
4/23/2025 9:38 AM | FUNDAMENTALS & HOPE |
4/22/2025 12:42 PM | Tuesday Reputation |
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