Facts vs Feelings with Ryan Detrick & Sonu Varghese

Holy Smokes, Are the Lows In? (Ep. 135)

May 14, 2025
The hosts dive into a surprising market rally following a U.S.-China tariff ceasefire that sparked bullish momentum. They discuss trade negotiations marked by a 90-day pause and the implications for investors. The conversation also highlights historic patterns indicating strong potential market returns and reflects on the Fed’s upcoming moves. Amidst the serious talk, lighter moments shine through, balancing family stories with financial insights. Overall, optimism reigns as the economy shows signs of recovery and stabilization.
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INSIGHT

US-China Tariff Reset

  • The U.S. and China agreed to roll back reciprocal tariffs to 10%, avoiding an escalated trade war.
  • This agreement is a reset, not a full resolution, but it calms market fears and boosts confidence.
INSIGHT

Market Signals Bullish Trend

  • Historical market breadth indicators suggest the lows are in and strong returns likely follow.
  • Similar periods after big rallies in the past saw the S&P 500 up 29 of 30 times a year later.
ADVICE

Emphasize Stable Investing

  • Manage portfolios with long-term perspective rather than reacting to daily target changes.
  • Avoid frequent trading to prevent tax issues and allow steady growth despite volatility.
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