Yesterday was like Christmas for me. Many of the comments and statements I read reminded me of the corona crash of almost exactly 5 years ago. Of course, you can now wait and see what happens and do nothing for the time being, but my grandmother already knew that you should buy cyclical slow growers as low as possible. There are exciting entry opportunities in every market phase. Should there be a prolonged "tariff crisis", I see the non-manufacturing sector (e.g. Netflix), materials (e.g. Rio Tinto) and communications (e.g. Deutsche Telekom) as "safe havens".
For this reason, yesterday I took a hearty and joyful plunge into the falling knife and bought Rio Tinto shares from some shaky hand in the world.
