Have you ever wished to buy a super growing company like Nvidia before the price runs up? Maybe Palantir?
Have you ever wished for a pro-biz US President?
Have you ever wished that when you run out of money π°, you can simply take from others without being punished?
They are here, all here! Yes, all at once... In our face! ππ Don't you feel it?
Now that they are all here, are you overjoyed? You are supposed to feel that, or so Donald Trump thought so...
When the stock market crash occurs, have you then thought of a saviour (some sorts, any sorts in fact) to push them back up?
Ahhhhhh... Nice! It's also here!
What have you been doing all these times? From crash to rebound?
Did you scoop in when the crash arrived? π€ Or were you so badly wounded with your blood all around the street that you could barely move?
When the rebound happens, do you sell to recuperate some cash? Or did you buy more (so-called averaging down) to try to break-even earlier? Or maybe you have already left on a holiday and ignore all these mayhem? Hoping that all these will go away when you come back?!
Be careful what you wish for!
Not everything we wish for would work out exactly how we want them to be. Something would have to give... Normally...
We need to always be ready and channel our inner Warren Buffett, especially when US indices are hitting highs after highs! When the tide π goes out, we don't want to be found out (as the naked ones)!
Where are we now?
Tariff pause stage (90 days for all except China, Canada, Mexico and all those with 10% protection money π° that were already in place as the baseline fee).
What do we do?
Celebrate π₯³ π₯ like Wall Street did in the last session relieved rally?! Come on! Are you joking?
We know from both Mexico and Canada's experience, a pause doesn't mean anything. Look at their tariffs now! It seems to be a permanent feature... Yes, one that lasts forever! It's not over... Simple charts again... Where are we, really? All indices appear so far away from the positive trend line. Yes, the purple π£ line in the charts!
Buy the dips? It's important to take your pick! Choose those that can last 10 or longer years in a potential new world π order! Oh yeah, remember to price that in... The tariffs from both US and China could be a permanent feature. The minerals restrictions from China could also last for years.
Throw that projected growth of companies, especially those in tech manufacturing, out of the window. Companies like Nvidia and Apple might be in trouble.
For me, I am using the rebound to trim my positions further. I had a leveraged Intel option position due in 2 weeks. I have closed it. I still like $Intel(INTC)$
Does the rally have wings πͺ½ πΈ? Maybe.. learning from Canadian and Mexican dealings with Donald Trump, the risk could be overwhelming!
Stay safe, survive to fight another day! Have a plan and trade your plan. Wishing is not a plan!
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