Tariffs, Tech, and the Safety Trade
Fresh news and strategies for traders. SPY Trader episode #1492. Geopolitical tariffs slam futures, pushing Gold (GLD) to record highs. We analyze the tugofwar between this risk and explosive AI growth, highlighted by Alphabet's $4T valuation. The Fed remains cautious as inflation persists. Tactical recommendations focus on buying dips (VOO), staying overweight in Tech (QQQ), and using GLD as a geopolitical hedge.
The skinny
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