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