Tough news to start the weekend - consumer sentiment just hit a record low. 😬 When people feel this grim, it can ripple through the entire economy and eventually hit corporate earnings. That's a key macro risk for my portfolio of tech and growth ETFs like $VOO (Vanguard S&P 500 ETF) and $TQQQ.
On the flip side, the Fed is still adding fuel to the financial system, which generally supports growth stocks. And a swelling IPO pipeline shows that, despite consumer fears, the market for new, risky companies is still open. That's a plus for the growth-focused parts of my portfolio in $VUG (Vanguard Growth ETF) and $SCHG.
It's a classic push-pull: weak consumer vs. supportive Fed. My strategy doesn't change - I'm staying invested in the durable, long-term winners. But days like this are a good reminder of why I only use ETFs that proved they can survive a crisis.
How are you processing conflicting economic signals like these?
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Not investment advice. The author may have financial interests in the mentioned instruments.
War conflicts have a negative impact on the stock market in every form, and the side effects are already partially visible. It’s not over yet! We had a calm week, but new tensions are likely ahead.... Show More
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Sun May 17 2026 12:07:10 GMT+0000 (Coordinated Universal Time)
