Stocks and GDP forecast (Patreon)

Despite the tariff freak-out we went through, I never lost faith. I knew it would be great for the markets in the medium term. That being said, I did not expect the stock to have its strongest May in 35 years.

EVEN BETTER

Historically, when the S&P 500 rises over 5% in May, stocks tend to gain an average of 20% for the remainder of the year. Woohooo - and rate cuts are coming.

TARIFF IMPACT

Customs duties also reached an all-time high, driven by tariffs.

Even more crazy, the Atlanta Fed now projects a remarkable 4.6% GDP growth, a level rarely seen. This defies earlier predictions and aligns with my consistent optimism about tariffs—check my past tariff posts for proof. While challenges remain, these developments signal a robust market recovery ahead.

Stay vested.