Don't think I've ever seen a bigger disconnect between retail investors and wall street. Most big name investors are bearish and the Fed is nowhere in sight... but retail is bullish lol. According to my analysis, the top of the Stocks/Cryptos market have still run time until the show is over. Retail is being hoarded to slaughter house at the moment. There is a shiny light before the dark. Current social media posts are so much nostalgic
In the end, smart money will swap it all to privacy coins until depression is over, it will be a sad moment for those who do not understand. Even a 1% tariff across the board is recessionary imo.
It looks like we are heading towards a 10% baseline across the board. This represents the biggest tax increase in 60+ years.
Nearly everyone I talk to seems to agree that the second half of the year will be ass. That's when you start to feel the effects of the tariffs. They all just seem to think they will perfectly time the top and sell in time before the next guy does. I personally think the SP 500 already topped at 6,300. The most prudent play is to just sit on cash like Buffett until the Fed is on your side. Unfortunately, the Fed won't be a tailwind for quite some time. They won't act until something breaks, they never do. In the meantime, the Fed is a headwind, tariffs are a headwind, the bond market is a headwind, etc.
