{"id":24196,"date":"2025-04-28T16:46:52","date_gmt":"2025-04-28T16:46:52","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=24196"},"modified":"2025-04-28T16:46:52","modified_gmt":"2025-04-28T16:46:52","slug":"navigating-a-roller-coaster-market","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=24196","title":{"rendered":"Navigating A Roller Coaster Market"},"content":{"rendered":"<div>\n<p><figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"582\" src=\"https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071043\/Roller-Coaster-1024x582.jpg\" alt=\"\" class=\"wp-image-11680\" srcset=\"https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071043\/Roller-Coaster-1024x582.jpg 1024w,https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071043\/Roller-Coaster-300x171.jpg 300w,https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071043\/Roller-Coaster-768x436.jpg 768w,https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071043\/Roller-Coaster.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\"><\/figure>\n<\/p>\n<h2 class=\"wp-block-heading\">We\u2019re In A Bear Market, And Stocks Have Further To Fall<\/h2>\n<p>That\u2019s been our basic thesis since early this month. Big market participants (such as Bill Ackman) thought Trump\u2019s tariffs were a negotiating tack or a bluff. Ergo, the extent of them wasn\u2019t priced in, and when it was, we would go lower.\u00a0<\/p>\n<p><figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/portfolioarmor.substack.com\/p\/the-64-trillion-question\"><img loading=\"lazy\" decoding=\"async\" width=\"922\" height=\"861\" src=\"https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071148\/64-Trillion.jpg\" alt=\"\" class=\"wp-image-11681\" srcset=\"https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071148\/64-Trillion.jpg 922w,https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071148\/64-Trillion-300x280.jpg 300w,https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071148\/64-Trillion-768x717.jpg 768w\" sizes=\"auto, (max-width: 922px) 100vw, 922px\"><\/a><\/figure>\n<\/p>\n<p>Whether it makes sense to balance trade is a separate question. We think it does, as does Warren Buffett and as did the late Intel CEO, Andy Grove. But even if it\u2019s a good policy, there is going to be a period of painful adjustment.\u00a0<\/p>\n<p><figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><\/p>\n<div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">The warnings from public trucking companies, including LTL providers, tells us that the Trade War is about to take a massive toll on the economy.<\/p>\n<p>Most Americans are blissfully ignorant that Main Street activity has sharply down shifted.<\/p>\n<p>\u2014 Craig Fuller \ud83d\udee9\ud83d\ude9b\ud83d\ude82\u2693\ufe0f (@FreightAlley) <a href=\"https:\/\/twitter.com\/FreightAlley\/status\/1915970424648708338?ref_src=twsrc%5Etfw\">April 26, 2025<\/a><\/p>\n<\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/p>\n<\/figure>\n<h2 class=\"wp-block-heading\">Trading That Thesis\u00a0<\/h2>\n<p>It\u2019s a bearish thesis, so we\u2019ve mainly focused on adding short exposure, with some exceptions. If something looks cheap\u2013and likely to appreciate, we go long. And we do so on a day when the market is down. We did just that\u00a0last Monday, placing long term, bullish bets on two Bitcoin-related names.\u00a0<\/p>\n<p><figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/portfolioarmor.substack.com\/p\/trade-alert-bitcoin-bull\"><img loading=\"lazy\" decoding=\"async\" width=\"920\" height=\"842\" src=\"https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071408\/Bitcoin-Bull.jpg\" alt=\"\" class=\"wp-image-11682\" srcset=\"https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071408\/Bitcoin-Bull.jpg 920w,https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071408\/Bitcoin-Bull-300x275.jpg 300w,https:\/\/contributor-assets.benzinga.com\/wp-content\/uploads\/2025\/04\/26071408\/Bitcoin-Bull-768x703.jpg 768w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\"><\/a><\/figure>\n<\/p>\n<p>We explained our logic there:\u00a0<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Why Bitcoin?<\/h2>\n<p>Because <strong>Bitcoin<\/strong> is starting to behave like its own asset class, instead of like a more volatile version of the Nasdaq. While the &#8230;<\/p>\n<\/blockquote>\n<p><a href=\"https:\/\/www.benzinga.com\/markets\/cryptocurrency\/25\/04\/45045606\/navigating-a-roller-coaster-market\" alt=\"Navigating\" a roller coaster market>Full story available on Benzinga.com<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re In A Bear Market, And Stocks Have Further To Fall That\u2019s been our basic thesis since early this month. Big market participants (such as Bill Ackman) thought Trump\u2019s tariffs were a negotiating tack or a bluff. Ergo, the extent of them wasn\u2019t priced in, and when it was, we would go lower.\u00a0 Whether it [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-24196","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/24196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=24196"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/24196\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=24196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=24196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=24196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}