Halftime Report Trading the Trade War 4/23/25
9 snips
Apr 23, 2025 Joining the discussion are Steve Weiss, an astute market analyst and member of the Investment Committee, and Jenny Harrington, a long-term investing guru. They dive into the recent trade war headlines that have unexpectedly boosted stock prices. The duo shares strategic portfolio moves and forecasts earnings from major companies, including Tesla and Chipotle. They also explore the impacts of Bitcoin's volatility and how market sentiment shifts affect investment decisions, all while emphasizing the value of maintaining long-term positions in a turbulent market.
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Markets React to Trade Rhetoric Shift
- The recent softening of trade war rhetoric caused notable market rallies and volatility.
- Markets are headline-driven with clear technical levels offering trading guidance amid unpredictability.
Stick Through Bear Markets
- Avoid panic selling during bear markets; stick with investments through corrections.
- Use market downturns as opportunities to buy quality stocks at reduced prices.
White House Tests Market Responses
- The White House is testing market reactions by dropping ambiguous comments.
- Investors must understand portfolio holdings amid volatile earnings reports and uncertainty.