George Seay looks at other historical market plunges to call today a “big bag of nothing.” However, he expects it to get “a lot worse before it gets better,” so investors should be cautious when entering dips. He thinks the tariffs are a “tax increase” and possibly the first step toward a trade war. He's "intrigued" by China's stock market's strength and likes international exposure. In the U.S., he sees opportunities in Microsoft (MSFT), natural gas stocks, and other tech names.
The Watch List
03 Apr 2025
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