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Originally Posted by Buehler445
I think the big moves are done.
Tesla skyrocketed, my ADM stock cratered. News is done and now it's back to business as usual.
One guy brought up that if Trump actually does Tariffs, the beneficiaries will be small-medium sized companies with no international exposure.
I'm unwilling to go there, at least at this point, but if you wanted to layer in some positions there I wouldn't hate it, especially because in my case, I've shirked small cap stocks. But I wouldn't be comfortable picking winners, I'd need to find an ETF or something that would filter out some international exposure, but still have a lot of diversification, because if Tariffs hit in earnest, the economic impact will be so damn significant that there isn't any real way to pick small cap winners IMO.
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Agreed. The challenge in picking tariff winners is that so much stuff comes from overseas in terms of components. Even if something is assembled in the USA, where were its components created? Probably overseas.
And will services be tariffed? I'm all on board with tariffs if it'll get me out of trying to speak pidgin English to third-world villagers whenever I call a help line. But programming costs and costs for some things like accounting have a lot of overseas workers now.
If prices go up, then that knocks out investing in retail businesses. I like the small and medium business angle, though if the entire market goes down it'll take small caps with it.
But you're right that the big fish have already implemented their strategies. I guess it's a good sign that the market has gone up.