I do lean toward respecting the “Trump first-principle” in this market. When price action keeps overriding fundamentals, it means liquidity and narrative are in control. I’m not abandoning analysis, but I’m adapting — treating Trump more as a volatility trigger than something to believe in. In this environment, reacting fast matters more than being right.
On stagflation, I think it’s a risk, not the base case. If Brent crude oil stays high while growth slows, the Fed gets stuck — that’s the real concern. But demand destruction or policy moves could still cap oil, so I’m watching energy closely rather than positioning aggressively for stagflation.
As for the market, I don’t see a clean bottom yet — more of a headline-driven range. Rallies can be fast but fragile, so I’m trading tactically, taking profits quicker, and staying flexible.
@TigerStars @Tiger_comments @TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments