Rules for buying the dip?

What Trump wants is following

Premiers and presidents from countries show up in White House, say nice things about him & USA, offer big concessions , promise to buy American oil, defence equipment, other random stuff and ask for relief. He will then give them some relief. This shows everyone need to toe the line or else Tariff. Maybe they can also push these countries to convert their debt into centurion junk no coupon bonds. US knows know that countries would prefer saving their current sales and might be willing to bend the knee to do so. Few have courage to stand up. Something similar to how he is dealing with the law firms. Threaten their business and they will cave.

This is the reason for 10% across the board + surcharge. Surcharge is to bully countries. 10% is to try to extract revenues and would not make much impact on inflation. Hence I think surcharge is negotiable.

Now what might happen is exactly that. Countries get bullied and start offering things which are not in their long term interests. If that happens, US Win and other countries lose.

However something different might also happen. Countries see this as a policy and they simply negotiate as much as possible but without giving up things which are not in their long term interest.
For example -: defence contracts to US is absolute NO. But buying American oil is not such a bad thing if we need it anyways.

And last option, countries get tired of this and just team up and play a different game with each other and ignore US. US is only 13% of global trade and cannot run the show. Europe , BRICS , ASIA and rest of LAA are huge markets . All US companies need to be present in growth markets and will need to feel the heat. Fact is US GDP is not enough for US companies. US has a lot of income disparity and most money stays with top 10%. US companies need other markets to remain big and relevant.

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Yes! But make them ‚phenomenal‘:

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A more logical approach is to stick with a standard investment plan and ignore market fluctuations entirely.

An investment plan is a long-term commitment. You select the components and ratios based on your needs (stability vs. returns). You select the size of your recurring investment based on what you can realistically afford to live without. Then you stick with that.

Reducing the cash component in favour of the stock component in order to “buy the dip” would require a complete rethinking of your investment plan.

My personal suggestion is to ignore your portfolio and market news entirely and just let your investment plan run its course.

Or there is the other option of “timing the market” which is, of course, more exciting. But unless you have in-depth/insider information about a specific asset, then it’s akin to a game of roulette. Not exactly a sound investment plan, but it’s great entertainment and you might get lucky.

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In tech: I will buy Microsoft if it drops to 320-330. that’s my buy zone as I feel it is still a bit pricey at 359. I really like ServiceNow (strategy, GTM, CEO, etc) but it is way too expensive

Outside tech, I like healthcare because I know med-tech but tarrifs are really impacting these and I need to think a bit more where the opportunity lies

2 posts were merged into an existing topic: Present and Future of Bitcoin [2025]