Markets hate this trade war and volatility is all over the map. There’s also an awful lot of uncertainty in the whole tarriff situation. However, I believe that consumers are ina strong position and that’s going to shove the markets higher. 

It has been said that bull markets don’t die on pessimism, they die on euphoria. This is far from a euphoric market, even though we are just a few short percentage points from all time highs. 

For this reason, I’m bullish, and went long the S&P with a full position today.