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Cake day: July 12th, 2023

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  • Certainly don’t sell now. You’ll soon be seeing the combined pressure of the moneyed on Trump, and he’s nothing if not chaotic anyway. “Strategy” is just what he calls his whim of the moment. This may not be the end of the dip yet, but the whole tariff scheme will fall apart and stocks will rally. You could, without touching anything right now, take a look at the stocks that your fund is made of, and see if you want to make changes for ethical or practical reasons, so you’re ready to do so on the upswing. But let the big money investors throw their weight around first.