Even Donald Trump said he will continue to launch out tariff war, the market is indifference to it. Some afraid of the war would bring about inflation, and some said such inflation would be just in short term, after a certain period it is beneficial to US for it will Make America Great Again.
The ceasefire of Gaza can continue, and war on Ukraine may start to talk about peace. These are all good news.
Stocks again soar up, so we can aim at NVDA and GOOG, these two are light house in the dark, if these two can gain back what they loose in the past week, then S&P would have record high. PLTR and TEM are my most favorites, but not suitable for those who chase high, if bought at lower level can keep them.
Ultimately there is still a hidden worry, tariff war on other products is not so important, but if it in on chips of Taiwan, Korea and Japan, it will be horrible, so also should keep an eye on TSM.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.