I hope the folks at LaDuc Trading are not too stressed out, because this is a pretty stressful financial environment. I recall fondly the 1987 crash when it was basically over as soon as it started. Not so much THIS time. Just a thought (and I'm spitballing here)...Suppose Trump were to COMPLETELY cave to Party Chairman Xi? It would be curious to see how the markets responded to THAT one.
Trump is 'caving' already AND by increasing fiscal spending - to force US markets to stay bid as economy falls. And he is not supporting USD which means as it falls, 'things' appear larger, if you know what I mean.
But bonds are still the tell: higher yields mean, in time, corporate multiples will fall so focus on those stocks with real productivity and dividends, and those countries where money rains (China will do fine but not Chinese ADRs in US).
In a crisis: Stocks, Bonds, Credit, Currency go down. We just had a mini crisis which is why Trump caved on tariffs.
But a change in monetary order is a process, not an event.
I hope the folks at LaDuc Trading are not too stressed out, because this is a pretty stressful financial environment. I recall fondly the 1987 crash when it was basically over as soon as it started. Not so much THIS time. Just a thought (and I'm spitballing here)...Suppose Trump were to COMPLETELY cave to Party Chairman Xi? It would be curious to see how the markets responded to THAT one.
Trump is 'caving' already AND by increasing fiscal spending - to force US markets to stay bid as economy falls. And he is not supporting USD which means as it falls, 'things' appear larger, if you know what I mean.
But bonds are still the tell: higher yields mean, in time, corporate multiples will fall so focus on those stocks with real productivity and dividends, and those countries where money rains (China will do fine but not Chinese ADRs in US).
In a crisis: Stocks, Bonds, Credit, Currency go down. We just had a mini crisis which is why Trump caved on tariffs.
But a change in monetary order is a process, not an event.
...and quite the process it is. Not for the faint-hearted.