Economy Insights

Predicting the future is hard, but another huge leg down in the markets seems likely. The people still gullible enough to believe Trump has any kind of sane plan are likely buying the dip here, but when the world gives the US the middle finger instead of capitulating, it could get a lot worse. Tl;DR: don't by the dip.

Would love to hear ideas on international equities that could be relatively immune to (if not welcoming of) Trump admin incompetence.  Might by time to at least start dipping the toe in...

I asked Gemini this question and it was unwilling to give any specific recommendations (probably due to Google's stupid AI saftey BS).  ChatGPT and others are less encumbered.