Jul. 12 at 8:46 PM
$SOFI,
$HOOD and other financial plays will go down Monday, along with the rest of the market, but not as bad as direct tariff stocks like
$NKE,
$ELF, etc. I get playing a financial stock like SOFI right now, or a manufacturer like
$CELH, that strictly makes products CONUS but overseas plays are still eligible for major slappings until Trump mostly stops with the tariff shit.
Plus, if he pulls a taco again he’ll continue to be made fun of. I have a hard time believing he will not give into arrogance at some point and keep the tariffs partially to halt taco talk.
All my opinion of course, it’s best for this nation for him to keep deal making but actually fold when it comes time to collect hard on tariffs.
Obviously, bearish for Monday but bullish if he folds again.
