Earning season with tariffs will be interesting but curious to see how guidances will be presented.

CrossdInvestment
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Yeah! More jobless, more inflation, less economic activity! Best time to buy some crap stocks no? Like who could have seen this coming?
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Now feels like the perfect moment for a wait and see. VIX expiration, SPX expiration and yearly hole, un deux trois soleil…
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I am bearish stocks because we have at the same time a slowing economy, tariffs uncertainty, massive layoffs due to administration, deportations of labor workforce, some layoffs due to AI (or at least reduction of recruitment needs) and a level of greed through the roof.
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The portfolio Beta is a non-leveraged portfolio with a tactical allocation strategy designed for stability …
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