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Trailside22 : he’s about 50% correct. what he fails to understand is that consumers will not go broke if they can’t buy any goods. manufacturers and exporters will go broke if they can’t sell their goods, and pay their loans. then the banks holding those loans will suffer. my bank will not suffer if I can’t buy new electronic devices or cheap clothes or toys.
追跌杀涨 : normally people treat him abnormally.
SKYWalkers : I don't think he has brought anything insightful to the table, he's also limited in seeing just tariffs, like most people, it's a shocker when he said "sell all US stocks". um. ok.
whenever anyone uses "value" and "P/E", I know they are not tuned into what's happening, still using old mindsets.
in general, nothing wrong with what he has said, which is in line with what majority of people think.
and when the market is a zero sum game..... you form your conclusions.