Tariffs

We Don't Need No Stinking Tariffs

This sure has been an interesting start of a year. I don’t know about you, but there’s one person I never want to compete or fight with, President Donald J. Trump. Round two of his political career is taking on a life of its own and that’s a good thing. Trump “don’t need no badges” and neither does anyone in his cabinet. Full speed ahead but for certain, it’s going to be rocky. Take advantage of the “herd” being wrong like they always are.

I Smell A Recession

Dylan would simply say that ‘times they are a changing” but in reality, change comes with problems. Musk is bringing us both the answers as well as the problems. There is no way that you can stop pumping money into any system without bringing negative impacts to an economy.

I’m a Buffett follower and have been for years. Buffett is big in cash and liquidity, I am too. The last time I was a huge buyer in the market happened when the “herd’ jumped on board that the “world was ending” wnen the “China Virus” hit. The herd was wrong then and they are wrong again.

I’m sitting on upwards of 70% cash right now but I’m starting to look, especially at the stocks I owned in the past that are less than half of what they were when I sold them. If I were you, keep watching what I’m posting. As a hint, take a long look at The Trade Desk (“TTD”) and judge for yourself. I’m about to pull the trigger on this one.

“Puff The Magic Dragon” was real. Whether you are from Honalee or Homestead, it is obvious that the rebels of the 1960s had the right idea years ago. Riots against wars in Vietnam were real. Nixon listened. It took years to accept the veterans who served in a war most objected to. Trump took a “majority” of the vote. everywhere. Today’s kids are listening to him. It’s a start. Tariffs are a start, a tool so the United States removes the threat of financial catastrophe. When you take money out of circulation markets head lower. Just like Puff, we’re growing up. It’s about time, eh?