Lazy Bull Weekly #7 -Gold Dips, Tariffs Pause, Markets Party — We Stay Lazy

🇺🇸 Tariff Drama: 90-Day Cooldown (AKA “Let’s Pretend We’re Friends” Phase)

So Trump and Xi gave each other a temporary high five and decided to chill on tariffs—for 90 days. Cute, right?

• U.S. dropped tariffs on Chinese goods from 145% → 30%

• China did the same: 125% → 10%

• Basically: “Let’s pause before nuking the global supply chain again.”

Markets loved it:

• S&P 500 hit a 20-year record streak

• But Walmart, Best Buy, and friends? Still whining. “Margins are thin,” they say. Sounds like a you problem, Jeff from procurement.

📉 Lazy Bull Gold Recap:

Let’s rewind to April 21 Lazy bull Emergency tip.

Gold hit all-time highs.
Trump screamed:

Everyone turned into a gold bug overnight.

We didn’t.

We said:

Result?

• Gold dropped $300.

• 8 subscribers rage-quit

• We’re now buying it cheaper and will buy it more if it drop further while they watch TikToks about “why gold is crashing”

Still holding $IAU. Still unbothered. Still smug.

🇪🇺 Europe: Hustling to Keep Up

• EU proposed buying $50B more in U.S. goods to dodge new tariffs.

• Risk: 20–25% tariffs on autos, steel, aluminum if talks fail.

• UK GDP up 0.7% in Q1.

• U.S. house hunters 🔥 UK homes = 19% spike in inquiries.

• Germany begging the EU for defense budget rule-bending.

• EU wants to redirect €3B in frozen Russian assets to Western investors.

Europe’s working overtime just to stay in the game.

🧠 Lazy Bull Logic: Loud = Trim. Quiet = DCA.

Gold’s hype peak? We trimmed.
Now it’s quiet? We’re nibbling.

We don’t react. We rebalance.

Real investing =

• Buy real cash flow

• Hold tight

• Trim edges

• Stay lazy

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Appreciate you for being here 🐂

– Lazy Bull

Disclaimer: This is not financial advice. The content provided is for informational purposes only. Always do your own research