Great video! I have been staying calm and not panic selling during this pullback. This video has helped me to sustain that attitude for the bumpy road ahead.
I also want to know more about this topic. The dollar weakening 10% is perhaps not doing much for manufacturing with 25% tariffs across the board..? I feel like this topic is a bit left out.
Great video. Though I like it, I have one question: How could the fact that now the US is behaving in a nontraditional way by forcing the renegotiation of commercial conditions (leading a sort of commercial war), which in the past tended to be more stable, particularly with the US partners, be considered and modelled? How could the possible reaction scenarios of the commercial partners be modelled?
Thank you. I have a clear understanding of your perspective. Very few voices are clear. I want to know how you are factoring in other indicators that may not be aligned. How have tariffs influenced a market previously? If it costs more to get the parts, maybe our goods won’t be less expensive abroad. Is consumer spending going down? Is unemployment rate holding? Is there a movement of money into defensive stocks? What kind of indicators were flashing when the market went sideways for 5-10 years? Is that is what we could expect after this current bounce to all time highs? Why would REIT’s do well next? Low rates, check. full employment, check. BUT, real estate values are much too high for residential buyers and I guess for commercial buyers. Do REIT’s work because they control property and can impose rents? At what point do the renters not be able to pay and drop from the market or find alternatives? If manufacturing stays on the upswing, I can see where actual physical space will be in demand. Is transportation sector a leading indicator? Did I answer my own question?
Will oil affect as much since the US has a strategic reserve now and more people driving electric cars?
Great video! I have been staying calm and not panic selling during this pullback. This video has helped me to sustain that attitude for the bumpy road ahead.
How much will tariff and government policies affect economy?
I also want to know more about this topic. The dollar weakening 10% is perhaps not doing much for manufacturing with 25% tariffs across the board..? I feel like this topic is a bit left out.
Like always, excellent video!
Great video! I’m in for the UPRO trade.
Great video. Though I like it, I have one question: How could the fact that now the US is behaving in a nontraditional way by forcing the renegotiation of commercial conditions (leading a sort of commercial war), which in the past tended to be more stable, particularly with the US partners, be considered and modelled? How could the possible reaction scenarios of the commercial partners be modelled?
Thank you. I have a clear understanding of your perspective. Very few voices are clear. I want to know how you are factoring in other indicators that may not be aligned. How have tariffs influenced a market previously? If it costs more to get the parts, maybe our goods won’t be less expensive abroad. Is consumer spending going down? Is unemployment rate holding? Is there a movement of money into defensive stocks? What kind of indicators were flashing when the market went sideways for 5-10 years? Is that is what we could expect after this current bounce to all time highs? Why would REIT’s do well next? Low rates, check. full employment, check. BUT, real estate values are much too high for residential buyers and I guess for commercial buyers. Do REIT’s work because they control property and can impose rents? At what point do the renters not be able to pay and drop from the market or find alternatives? If manufacturing stays on the upswing, I can see where actual physical space will be in demand. Is transportation sector a leading indicator? Did I answer my own question?