Thoughtful Money with Adam Taggart

Felix Zulauf: Build Dry Powder Until Fall & Then Go Long For A 2-Year Rally In Stocks

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Apr 18, 2025
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ADVICE

Keep Dry Powder for Dips

  • Investors should keep cash ready and use sell-offs to buy stocks they want to own.
  • Avoid selling during sharp market setbacks; do the opposite of your fear-driven instincts.
INSIGHT

2020s: A Decade of Reshaping Markets

  • The 2020s are a volatile decade with major geopolitical and economic shifts impacting capital flows.
  • Traditional investment approaches won’t work; investors must adapt to a new global rearrangement.
INSIGHT

Trade Wars Fuel Capital Shifts

  • U.S. trade deficits and protectionism by other nations are creating global frictions and mistrust.
  • Capital repatriation is weakening the dollar and reshaping global trade and finance multi-year trends.
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