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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (23763)4/2/2025 12:49:42 PM
From: Augustus Gloop2 Recommendations

Recommended By
Kirk ©
robert b furman

  Read Replies (1) | Respond to of 26398
 
I'd like to think that call is the perfect contrarian signal but I hate markets that grind lower.

If tariffs turn out to be a partial bluff I could see a nice rally. If not, I suspect we've got further downside. I guess I'd rather deal with inflation caused by trying to achieve a national debt solution than from "Bidenomics."



To: Kirk © who wrote (23763)4/2/2025 1:21:44 PM
From: robert b furman  Respond to of 26398
 
Hi Kirk,

Perfect for a huge reversal!

Tariffs are not inflationary.

Currency adjustments neuter ter tariffs.

Bob