Dear copiers, followers and eToreans.
We all knew 'Liberation Day' was coming. But I have underestimated two things:
1. I expected the announced tariffs to be far less severe to what had been threatened in the build-up, and surmised that if anything significantly lower than 20% was announced then we would see the markets react positively – or at least less negatively.
2. I underestimated the reaction of the market this morning upon hearing China's retaliation – I had surmised that this was an obvious consequence and that it was already largely priced in to yesterday's market movements.
So, what do investors and traders do next? Many questions remain unanswered, not least:
Will Trump roll back the tariffs? If so when?
How will other countries react? How will the markets respond to this?
What will the Fed do and what effect will it have?
Is this a time to hold, sell or buy?
If we buy, how cheap is cheap? Where is the bottom?
Are we now heading for a U.S. recession?
One thing is for sure, there will be opportunities here. I shall be watching the markets closely today and over the next few days/weeks in order to make the right decisions and capitalise on those opportunities.
Let's stay focussed and calm, and continue to build personal wealth together over time.
All the best, Ian.
$SPX500$DJ30$NSDQ100$SLV (iShares Silver Trust)$GLD (SPDR Gold)... Show More
.....und das war bisher "nur" die Reaktion der Märkte auf die chinesische Antwort! ... Show More Translate
2 replies
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Sat Dec 06 2025 02:43:30 GMT+0000 (Coordinated Universal Time)
