Exnavyew's Account Talk

[exnavyew]

Trump backing off a bit on April tariff threat?

Trump says tariffs coming in April will ‘probably be more lenient than reciprocal’​

https://www.cnbc.com/2025/03/26/tru...probably-be-more-lenient-than-reciprocal.html

 

[exnavyew]

Time to party likes it's 1929?
Or time to go bargain hunting?

Labor market pessimism hits highest since 2009 as Americans sour on economic outlook
https://finance.yahoo.com/news/labo...icans-sour-on-economic-outlook-142411222.html

How the rollout of Trump's reciprocal tariffs could become an 'absolute nightmare' at US ports
https://finance.yahoo.com/news/how-...absolute-nightmare-at-us-ports-080042120.html

 

[exnavyew]

FWIW:

Odds of a V-shaped recovery in stocks that come after April 2 is extremely high: Fundstrat's Tom Lee​

 

[exnavyew]

Tom Lee seems to think we're at or close to a 'relative bottom'.
Also, he still feels Bitcoin will hit 150K(!!??) by end of 2025.
IMHO Tom Lee is a bit of a permabull so as always Caveat Emptor.

Markets could have the 'right pieces' for a bottom this week, says Fundstrat's Tom Lee​

Odds of a V-shaped recovery in stocks that come after April 2 is extremely high: Fundstrat's Tom Lee​