I want to be a buyer of companies or investment products that will participate in or even drive rising stock market indexes once we get clarity over tariffs. What would I buy? What can I do if I don’t have any cash to be a buyer now?
The only other time I might have suggested that a US President was the main market mover was when Donald Trump had his first stint as chief decision maker in the White House.
Provided they don’t get out of hand and create a real global trade war, these Trump tariffs are actually creating a buying opportunity. The next question is — what should I buy?
It’s been a good end to a week from stock market hell, and we all know who we’d cast in the role of devil!
It’s timely to look at what nervous/defensive investors and confident/growth players should be thinking as a consequence of what has been happening.
All week Donald Trump has been trumping stocks with his tariff tinkering and tirades that have really unsettled markets.
What follows is my rationalisation of what’s happening now and how I’m determined to hold my nerve.
Local stocks were trumped by the US President’s tariff threat, which above all is creating uncertainty.
With BHP down again today, it’s timely that I take a long hard look at my favourite individual stock plays for 2025 and that would be BHP, followed by CSL.
Here’s a fair question: what just happened this week? The RBA cut rates, and our stock market went down!
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