All things STOCKS

If we can string together about 100 of those days in a row, maybe I can get back on track to have a chance of retiring!
I’m a banker so I follow closely. Today has been another 💩 show. I wish Trump and China could agree on a deal to stop the uncertainty.

Usually the inflation results would impact the market but not today as it’s all about the tariffs.
 
PPI MoM -0.4%, Exp. 0.2%
PPI Core -0.1% MoM, Exp. 0.3%
PPI 2.7% YoY, Exp. 3.3%
PPI Core 3.3% YoY, Exp. 3.6%

Market would be through the roof right now if not for the tariff situation. Keep buying fellas.
 
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There’s time. Don’t get hung up on FOMO.

AAPL has issues to work through. Tim Cook went all in on Chyna. That will take some time to change direction.

As aggressive and as delusional as Xi and the CCP are right now, there’s a lot of risk and uncertainty out there. Alternates to PPE and medicine could probably be addressed quickly. But chips are going to take a while to decouple. Especially if Taiwan is included.

The chip equipment makers should do well if we move forward on diversifying that manufacturing footprint. AMAT. AMSL. LAM. KLA.
 

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