4 quick ideas
3 for the list of active ideas (depending on price action tommorow)
Edit: Typed this out right before the announcement of 90 day paus on non Chinese tariffs. Euro stocks are a screaming buy now. Will try to load up to 100% invested tomorrow morning. I was planning to load up tomorrow, ofcourse I am off by one day lol.
After some consideration I figured I cannot predict what Trump will do next (yes shocker I know). But I can predict what will happen if he (fails) to take various actions. I think currently a lot of Trump voters and Republicans hold out hope for a deal and a resulting reduction in tariffs. and are willing to give him some leeway. If this does not materialize soon then:
Prices will increase and companies will put the tariff amount on them. This makes it hard to shift blame. This will cause his approval rating (and Republican approval rating) to drop.
Increasing talk of a Blue wave (democrats winning senate, congress and likely presidency) in 2028 and 2030.
Trump's position as a king maker in the Republican party will start to rapidly diminish
Trade deals will be made among non-US countries and plans will start to be made to move production out of the US.
The stock market will keep crashing.
This is compounded by the fact that the US takes all the pain here, whereas the pain of Trump's negotiating partners is much more spread out. So basically Trump’s hand is going to be weaker every day he does not make a deal. The main risk here is that he overplays his hand (which he seems to be doing so far judging by his ridiculous demands).
Given enormous pressure from Republicans and every lobbyist in America I think these consequences will be made clear to Trump. So this makes me optimistic this will not go on for that long.
With that said, here are 4 more stocks that are starting to look interesting at these price levels. Two of which I will add to active ideas tomorrow. One of which already added.
Please note this tweet as well:
I still own Green Tree (edit: And YI), don’t think this will happen or have a long term effect.
Enough of that though, onto the stocks.