(WCTW) Gameplan
How to navigate through 2025.
We are entering an extremely uncertain period in investing/trading.
I don't think it's an environment where excessive risk-taking makes any sense. Instead, I would best describe the investing/trading environment in front of us as opportunistic.
I think in the near term, the Trump team will announce trade deals to buoy the market, but so long as these factors remain, the market will remain uncertain.
Factors
Lutnick and Navarro are both out.
A China deal is announced.
Tariffs will no longer be used as a weapon for negotiation (Congress needs to take the power away).