Thoughts on short term market direction
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HI Oli,
The last 3 days was a big reversal(gain) followed by a Dip, followed by a modest gain(yesterday).
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What direction might we expect on Monday given Trump's reversal of China tariffs for (some) tech products?
The obvious answer would be gains for tech stocks but I know it's not that simple...
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You’d expect the likes of Apple to get a good tick up …but like Monty Pythons Spanish Inquisition…expect the unexpected
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Trumps taken a wrecking ball to the US economy, people trust him even less than they did before, so I think it will be some time before things recover, no matter how good the companies are trust in america has been eroded.
What's the point of doing a deal with him, when he'll change his mind the next day, next month or next year.
Markets need stability, not constantly changing direction with an unpredictable president.
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Our main Pharma holding is Vertex. They have majority manufacturing presence in Boston, Massachusetts, where they use a cutting-edge continuous manufacturing facility for cystic fibrosis drugs like Trikafta. Their golden goose.
Other companies:
