What Could Go Right?

The financial press so often bombards us with what could possibly go wrong. Instead, we ought to take stock in what could go right! In the face of many negatives, the stock market has held up well, and in some cases, even thrived. So here are some things that are potential positives that investors may be sniffing out:

• • The tariffs will not end up being so draconian as to snuff out our economy.
  • Tariffs may be a sound new source of revenue that will help offset our fiscal deficits.
  • AI may bring in an era of rising productivity and growing profits.
  • All the money being spent on AI is a stimulus to economic growth.
  • The current federal deficits are also stimulating growth. This is new money for the economy.
  • Reshoring may be taking place, bringing a new source of work.
  • The world hasn’t ended and probably will not.

With the last point’s satire, the Bull will end this list, but there are other potential positives lurking in the background. Investors just need to keep an open mind and look objectively at the evidence as it emerges. This market has bottomed out and has been recovering from its spring sell-off. This says a lot! Stay steady my friends.

-The Lonely Bull