Daily Archives: June 29, 2025

Markets rebound as tariff headwinds subside

 

Howdy Folks

Bottom Line Up Front:   I am returning 50% S-Fund, 50% C-Fund.    Lets dig into this deeper below…

Unfortunately I am not able to upload graphics due to a server side issue with this site I am working to resolve.

The market indexes, the S&P 500 in particular, have made recent “All Time Highs” which indicates the lack of overhead resistance and an ostensibly “open road” to further gains.

Trivia but important- post US troop direct involvement on dates/ Jan 17, 1991 Operation Desert Storm, March 20, 2003 Iraq Invasion, and April 15, 1986 Libya bombing (by F-111 jets), the stock indexes all rallied.   The recent B-2 bombings of Iraq will most likely result in the same behavior.   Furthermore, tariff headwinds appear to have subsided.   Real world indicators such as travel counts, hotel rooms, consumer spending, all indicate that the economy and people in general are not being hampered by middle east tensions or inflation.   I

I feel comfortable returning to stock funds, with S-Fund and C-Fund being my choices.   The I-Fund in my opinion is a little more prone to volatility at the present time.

Thanks for reading and I apologize for the lack of charts

-Bill Pritchard