You walk into this room at your own risk, because it leads to the future, not a future that will be but one that might be. Non-conceptual acquisition of a blank
Wow, that’s a worse print than during the 2001 and 2009 recessions. It’s getting really more and more difficult to imagine how we can avoid a recession right now.
Next after the #tariffs comes revision of #earnings for many companies to downside. Guidence south on next quarter, which means we are still to see downside pressures on market few months from now. This is done deal, unless tariffs are un-applied.
And then the CPI data upticking via inflation. This is a done deal as well, if tariffs stick. CPI uptick will signal to market that FED will consider hiking rates again, which will create risk-OFF pressures.
We might get very much 2022 style range bound market forward.
Unless there is liquidity influx from central banks. Which would invalidate above. But not likely to happen, because if FED will be afraid of inflation (which they already clearly stated) so the QE is probably off the table.
@dylankimrik@defundmanager@dylankimrik you mean like how to my best belief all these companies are owned by stu.. noticed the 19.99% rule started popping up in filing related too, so Tax/sec reasoning? $HOFV @defundmanager