I am leaning more in this direction every day.
After the extreme market reaction (and the recovery), I don’t think has the fortitude to go back to 20% across the board tariffs. And the recent “blink” on tech from China and I think we may have achieved a bottom, or were at least very close to it.
I am strongly considering moving my cash off the sidelines. I no longer think this admin has the stomach for a self-imposed bear market.