I used cycles to trade before computers, back in the 1980's. It worked a lot of the time, and did not work at all some of the time. Will try and find my long term cycle work to see what it predicts for the next couple years.
Too much complacency, and the tariffs will not alone hurt the economy, but the uncertainty they engender will.
Housing starting to have problems, semi's taking a big hit, a big drop into mid oct makes the most sense, with lots of ups and downs between now and then.
Added some shorts in qqq this morning, so far so good. Actually still a loss in my sds position, but not by much.
