$S&P 500(.SPX)$  watch the bond market. The strongest signals will come from there for the foreseeable future. The actions of sovereign buyers and large institutional investors in participating will set prices and yields. if bond prices continue to fall, be prepared for a break in the yield curve. And that could trigger a bloodbath in equities. Unless of course, the current tariff chaos is swiftly shut down.

In investing there's a little brother, the stock market and its big brother, the bond market. The stock market goes up and down and investors are used to that. The bond market is a very serious chap and doesn't believe in jumping up and down. So when he does jump (yields) then some serious shxt is going down 

When you're in your late 70s ala DT, you don't think much about the future seeing as you're down to a few years. You think of an impactful legacy. You think in terms of great, magnificent, humongous, BOOM. Exactly what he's doing. And the people around him are gradually waking up to this booming and turning a bit pale since most of them have decades of life left.  Eking out potatoes from the scorched earth ain't pleasant. 

Way back in 1988 when the world was much younger, DT laid out his views on foreign countries ripping off the USA in an interview with Oprah. He was very clear on what he'd do. He even spoke of winning the elections. And now as president, he's doing everything that he said he would. Back in 1988 and repeated ad nauseum during the elections.  And now the media and the pundits and everyone is gnashing their teeth and acting all surprised. Seriously dudes? Where did you miss the message? What part of tariff didn't you understand?  I'm not commenting on the validity of tariffs. I'm simply saying the man did what he said he would. 

Do not buy the dip as yet. Wait. The markets haven't really worked out tariff impacts on companies as yet. Still doing that. This round of selloffs were just lazy. Easy option, sell. Now will come the smart sales of companies that are truly impacted.Then value stocks will emerge. 

$NVIDIA(NVDA)$  market is way oversold. Have some coffee, play some video games. Turn off the screens 

Sell offs will continue before markets realise that tariff impacts are limited. Imports are 16 percent of GDP. Lots of imports are components and inputs not finished products hence price impact is lower. You can already see value buying of oversold stocks like Kohls and Skechers. 

The market is rebasing. These new lower levels will be the norm for sometime. And after earnings come in lower helped by tariffs, retaliation and etc, expect more value slippage. 

Value destruction on such a scale and with such clear intent and speed is unprecedented in modern times. The downward trajectory is now set and hitting the ejector is what many are doing as it looks to be the only rationale choice. 

Looking to buy the dip? Remember that the seller's likely a linebacker who's worked out all the plays prior to selling. Don't be a sucker

Market in big time sell off mood today. Relax people. The tariffs ain't gonna hurt that much. Sure, some people have to drive their cars for longer, use their phones for longer and wear crappy clothes but that's about it. 

Tesla yesterday was an object lesson on market chasing mirage. First down six percent, some correction. Then up five percent because musk is leaving doge. Not. So down five percent again. Nothing has changed about the company dudes!!

Markets seem to believe that impact of tariffs will be minimal. Tesla 10 Percent swing on musk leaving. 

Down in premarket. Tech story going down the toilet. Need a narrative now! 

$Intel(INTC)$  we need to see the revised financial details 

How is bitcoin digital anything? It’s Vapor and imaginary. The longest running bubble of all time

It's all good and silver and hedge instruments given the destructive nature of trump and his tariffs. 

$XIAOMI-W(01810)$  buy for the long term

Show me any investor who hasn't failed. If you invest, you will fail. Whether you can pick yourself up and return is a whole different matter. 

2025 is the year you put your portfolio to bed and took a study break. Or a holiday. Or a nice looooong snooze.