Thanks for the analysis Paul. You said Trump backing off of tariffs is Bullish for stocks. Did you mean Neutral? As I see it, stocks are already at extreme valuations. I can't imagine anything the Trump admin does or doesn't do causing new growth in stock prices. At best, there's no adverse impact, so the best case is Neutral to stocks.
Hi Rational...for compliance purposes, I need to respond on my corporate email, paul@katecapllc.com. Email me there and I'll respond.
Thanks for the analysis Paul. You said Trump backing off of tariffs is Bullish for stocks. Did you mean Neutral? As I see it, stocks are already at extreme valuations. I can't imagine anything the Trump admin does or doesn't do causing new growth in stock prices. At best, there's no adverse impact, so the best case is Neutral to stocks.