With regard to extension of tax cuts, I appreciate that does not add anything to personal wealth, thus no additional disposable income, however it does avoid the negative impact of having less that would occur if the tax cuts are not extended as it relates to spending
Substantial tariffs = increased inflation. 60% tariff on China imports passed on to consumers in Walmart, Amazon, Home Depot, Lowes, Target, etc. US producers raise their prices to maximize profits as import prices rise. Substantial tariffs = increased inflation.
Substantial tariffs = increased inflation. 60% tariff on China imports passed on to consumers in Walmart, Amazon, Home Depot, Lowes, Target, etc. US producers raise their prices to maximize profits as import prices rise. Substantial tariffs = increased inflation.
So what I hear is continue to embrace a cautious and defensive strategy based on the expectations that stocks will fall to more reasonable levels in 2025 based on a late term business cycle and the stock market is currently overvalued against interest rates, earnings, cash flow and sales. The new administration will add volitivity with clashing priorities, geopolitical risks outside their control, and uncertainty with our trading partners. The strategy for 2025 appears to be sell into this market.
Wow! I really enjoyed this episode! Thanks so much!
Thank you fidelity, for giving honest panic free insights, so I can make informed decisions
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Great information
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With regard to extension of tax cuts, I appreciate that does not add anything to personal wealth, thus no additional disposable income, however it does avoid the negative impact of having less that would occur if the tax cuts are not extended as it relates to spending
in fact my credit card interest increased why is that???? People buying Bitcoin like no tomorrow
Patterns of Behavior (Chaos) - significant changes in policy - tariffs - war.
What can go wrong? The dumpster just elected the book of matches.
Substantial tariffs = increased inflation. 60% tariff on China imports passed on to consumers in Walmart, Amazon, Home Depot, Lowes, Target, etc. US producers raise their prices to maximize profits as import prices rise. Substantial tariffs = increased inflation.
Good for the long game
Too much inflation if the fed cut rates again fueling.
Substantial tariffs = increased inflation. 60% tariff on China imports passed on to consumers in Walmart, Amazon, Home Depot, Lowes, Target, etc. US producers raise their prices to maximize profits as import prices rise. Substantial tariffs = increased inflation.
So what I hear is continue to embrace a cautious and defensive strategy based on the expectations that stocks will fall to more reasonable levels in 2025 based on a late term business cycle and the stock market is currently overvalued against interest rates, earnings, cash flow and sales. The new administration will add volitivity with clashing priorities, geopolitical risks outside their control, and uncertainty with our trading partners. The strategy for 2025 appears to be sell into this market.