- Lazy Bull
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- Markets Tried to Party, Politics Said Nope.
Markets Tried to Party, Politics Said Nope.
Trade wars, rate cuts, gold rush — same chaos, different week. Stay lazy, stay winning.
The past week was basically one big emotional rollercoaster:
A little bit of hope, a little bit of Trump, a lot of reality checks.
Here’s the lazy investor's cheat sheet:
📦 U.S.-China Trade Drama (Again)
China flirted with tariff exemptions = markets jumped 3.8%.
Trump hinted at 20–50% tariffs = rally cooled fast.
Lazy Move: Stay defensive. Favor domestic-heavy stocks (think consumer staples, utilities). Global trade noise isn't going away.
🇺🇸 Trump vs. The Fed (again...again)
Trump slammed Powell publicly.
Stocks + Dollar wobbled.
Gold hit a record high.
Lazy Move: Keep a toe dipped in defensives like utilities and gold exposure. Not the time to bet everything on high beta.
🌎 IMF Says: Global Growth = Meh
2025 world GDP forecast cut to 2.8%.
Inflation still sticky at 4.5%.
Emerging markets feeling the heat; U.S. yields climbed (10Y at 4.22%).
Lazy Move: Trim Emerging Market exposure, consider more Treasuries if you need ballast.
🇪🇺 ECB Rate Cut Surprise
ECB slashed rates to 2.25% to counter trade risks.
Euro popped, Eurozone stocks... not so much.
Lazy Move: Look at Eurozone healthcare if you want calm in the chaos.
💻 Earnings Season: Tech > Everyone Else
76% of S&P 500 beat estimates.
Overall Q1 growth at 6.9%.
Tech crushed it (except Intel lol).
Lazy Move: Stick to strong balance sheet companies, avoid tariff-prone names (like Tesla).
🧘♂️ Lazy Option if You’re Over It:
If all of this feels like too much drama...
Just keep DCA-ing into a good ETF like VTI, SCHD, or VT and chill.
Let the clowns fight — you keep stacking.
Lazy Bull Closing Thought:
The market wants to rally.
Politics wants to fight.
You?
You want boring cash cows that don’t care who’s yelling on CNBC.
Stay lazy, stay winning.
– Lazy Bull
Disclaimer: This is not financial advice. The content provided is for informational purposes only. Always do your own research
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