1 - Opinion (not that some users are crying again in the comments that a market forecast includes a forecast on Trump)

2 - SPX chart

3 - Which stocks are interesting

1 - So there's the tariff hammer and the crash. What now?

Trump's team is probably relying on the typical crash mechanisms.

The investors with the most capital can buy much longer and more in this crash and are not as affected by price losses due to their wealth. This means that the top 0.1% of the US will also benefit the most from this crash, so there are unlikely to be any major complaints from the US elite.

According to Project 2025, however, the plan for the next few years is to make the USA less dependent on foreign markets (rather stupid, as the United States exerts influence through the strength of its economy even without using the military)

To what extent this should and can be implemented is questionable to me, because American companies are only as valuable as long as they sell globally.

Here, the upper class will not sit around and wait for the basis of their wealth to be removed, especially if the rest of the world continues to act more or less globally.

So for me this attempt is more of a medium-term thing, either until Trump fires his advisors, until America gets rid of Trump or until they change their minds.

2 - Only the absolute basics $CSPX (-1,17%)

Forward path:

As the SPX is massively dependent on technology stocks ->

It could also soon become very difficult with the suspected EU tariffs on services and a 50% increase in Chinese tariffs in the entire technology sector.

How much is questionable, however, as tariffs can also be lifted from one day to the next...

• Upward trend of all averages broken
• Completely failed almost to the 2022 high/ 50% FIB

In the short term, there is certainly some upside potential now, but with Trump's tariff momentum, it may simply run through to the 4500 area on bad news.

In the medium term, it doesn't look good right now either, I can imagine that we will see 4000 this year. But maybe Trump will back down :)

3 - Interesting stocks for me:

China $1810 (+9,66%) ...

USA $SQ (-0,79%) buy before the next trend in case of strong price losses

Japan $8001 (+1,75%) diversified like hardly any other company

EU $AIR (-1,85%) Defense boom take the next few years with the most normal valuation

I would take a more relaxed approach to buying dips in the near future, otherwise the cash will be gone very quickly.

The S&P 500 $CSPX (-1,17%) has now lost more than 4.5% on two consecutive days, the Nasdaq 100 $CSNDX (-1%) even more.

• The last time this happened was in March 2020 and during the COVID-19 crisis
• Even worse: only the 5th time since 1987 and the 11th time in the last almost 100 years

So we are living through historic times.

You know what that means: it's time to BUY - now, in the coming days, weeks and months, even if the S&P 500 loses even more from its last all-time high.

Are you buying too?

$IWDA (-1,08%)
$CSPX (-1,17%)
$CSNDX (-1%)
$BTC (-0,26%)

$ASML (+2,51%)
$GOOG (-1,43%)
$CSPX (-1,17%)

I would like to make these purchases:

$SPOT (-1,26%) , $META (-0,52%) , $GOOGL (-1,4%) ,$APH (-0,99%) ,$CSPX (-1,17%) , $MC (+0,55%)
$MELI (-1,19%) but I would still wait for the US. Stock market or wait for the reaction of other countries

What do you want to get in any case?

$CSPX (-1,17%)
$IWDA (-1,08%)
$EQQQ (-0,85%)

The calculation is the country's trade deficit with the USA divided by the country's exports to the USA

Ex:

Vietnam: exports 136.6, imports 13.1

Deficit = 123.5

123,5/136,6 = 90 %

Well, things aren't going so well on the markets at the moment. I wavered a little as to whether I should wait and see or perhaps use the correction in "tech" to buy more ($NVDA (+0,99%) , $QCOM (-1,43%)).

Since I couldn't make up my mind, it was once again the $CSPX (-1,17%) ...