Definitely agree that the only thing certain is uncertainty. But...

Definitely agree that the only thing certain is uncertainty.

But i disagree that there will be a recession in the US and the doom and gloom painted by the media.

Trump / china are dealing
The US Fed has signaled rates are near where they need to be (and ironically are only tightening as the economy / wages were growing)
China is still growing rapidly
Ironically lower prices are also good for growth

I think bots are causing the exaggerated moves that we are seeing.

My view is that equities are the place to be. The trend is your friend, and the long term trend is still that of a bull market.

I like the macro conditions, and especially how SEA is placed to be rewarded if they play out as I expect