Bruce discusses the incredible moves we have been having in the market in the last month or so, some of the wildest swings he can remember, and in both directions. The market is moving on tariff worries, inflation worries, and recession worries, among others. It has been very hard to find a direction. Bruce discusses what has been working and how we need to be very careful in this market.

The fears are mainly over tariffs, but also economic data, inflation, and the upcoming earnings season. The good news is there will be a lot of great opportunities to be had, if we are careful. For now, we remain in Bearish territory, and Bruce does expect more volatility. He looks at possible outcomes on both sides and discusses the scenarios.

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