Today is the scheduled announcement day on U.S. tariff policy.
Ahead of this important decision day, on March 29 I wrote:
Markets are going into the next Week, Month and Quarter with a low bar of expectations.
The setup is for a potential retest/undercut of the lows — then as key events are passed, a catalyst for a turn.
Beyond the short-term risks, low expectations create significant potential for upside surprise as April and Q2 begin.
Markets are now at an important decision point:
I have a specific & clear plan I will be executing without hesitation, IF conditions are met.
The following is what I’m watching/tracking, to make the next significant changes in the portfolio:
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