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RE: TIB: Today I Bought (and Sold) - An Investors Journal #365 - S&P 500, Semiconductors, Marijuana, US Industrials, US Healthcare, Municipal Bonds, TV Streaming, Network Equipment , Real Estate, Rare Earths, China

in #investing7 years ago

I think markets are getting a bye this quarter as the mentality has somewhat shifted to a wait and see mentality fostered by the Fed (and the President) which seem to do everything needed to sustain the trend. While not an implicit put, it will more likely lead for more retail investors to come back in and move it higher but at a more measured rate.

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The Fed going to the sidelines is key. Now there are only two things to worry about - tariffs and China. Keep an eye on Scott Grannis stuff - he is very unemotive with a longer view than most.

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