"Cry 'Havoc!', and let slip the dogs of war".

NEW -> Contingent Buyer Assistance Program

No new wars started under Trump…that still holds true unless India wrecks the streak… Sometimes promises take a little time. While we wait, he has delivered on 100 other promises. Love him or hate him..promises made, promises kept.
 
He will…and he is already winning the tariff war along with the other 100 promises made..promises kept. He will win this war on foolish “Sanctuary Cities and States” in the end….So much Winning!🏆
 
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You do realize the S&P is only down around 3% year to date, right? If you think a 3% move up or down is catastrophic then you really lack any understanding of the markets and you really should not play. By the way that is on the back of a 25% return for 2024….Cry me a river…😂👎🏽🤦🏽‍♂️
 
Hmm.... Which was a better way to begin 2025 investing? 100% in S&P now down 3% YTD, or 100% in Ferrari (Symbol RACE) which is up 13.8% YTD... quite a ponder.
 
You do realize the S&P is only down around 3% year to date, right? If you think a 3% move up or down is catastrophic then you really lack any understanding of the markets and you really should not play. By the way that is on the back of a 25% return for 2024….Cry me a river…😂👎🏽🤦🏽‍♂️
So why is Trump blaming Biden for the stock market? You're so silly.
 
Must I repeat myself?….
I do but maybe for different reasons than you think. This is an excerpt from my January 1 2025 letter to my clients….its why we were short the markets in the first quarter….Weak markets are the reckoning for Brandon’s reckless spending and government hiring…

Just like 1981, we have a new Administration coming into power with a decidedly business oriented direction for economic growth. But just as trees do not grow the sky, this cycle cannot move along without recognition of the recessionary forces that we have been in for the last 2 years. (yes, even as markets moved higher) Again, I will preface that these comments are NOT to be interpreted as political, just a reading of the information the Public has been fed is important for CONTEXT. One of the underlying gripes that current Presidential race has backlighted is the disconnect between what the economic (government) statistics say and what the public perceives and feels about the economy. Democrats kept pointing to positive economic indicators (GDP Unemployment, Job creation and wages) as proof that the economy is growing but could never understand why the electorate did not agree. The headline numbers always looked so good but months latter, (when no one was paying attention anymore to last months numbers) they were quietly revised down with little fanfare or attention. Markets reacted to the initial numbers and chose to ignore most of the negative revisions that hinted at a truly weak economy. Any gains in these statistics were really driven by MASSIVE government spending and largesse and not private sector investment and hiring. It’s not hard to see why the statistics and people on the ground tell a very different story.
I think a reckoning of where the economy has really been is in the makings. That means near term volatility while the system digests the reality of our past recession.”
 
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