Investment thesis for 4/6-4/10

Please go back to last weekend's investment thesis for the bull and bear case.

Nothing changed!

I am still in the camp that believes this to be a buying opportunity.

I still believe that the Iran war is just temporary and that the fiscal policies in place will get the S&P 500 to a year end target of around 7600.

Congrats to all the bears that made money!

I am not good at shorting. Period.

Bulls make money, bears make money and pigs get slaughtered. I just hope I am not a pig.

From a chart perspective I believe that a buyable bottom is in!

The war (like last year's tariff situation) is just a fluke.

Please excuse that I don't even read comments in times like these. In the past the online echo chambers led me to panic and make the wrong moves.

In times like these I tune out and ONLY watch CNBC for financial news. That keeps me even keeled.

I still post in case my daughter wants to know what my feelings of the market were around that time.

I watch Half Time report at lunch, Fast Money at 5 and the first 5 minutes of Jim Cramer's Mad Money every day.

Happy Easter everyone!

I hope that all of you continue to make money!

Posted Apr 2, 2026, 10:48 PM UTC

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