Decision Day

*Next moves and what I'm tracking.*

Today is the scheduled announcement day on U.S. tariff policy.

Ahead of this important decision day, on March 29 I wrote:

• Markets are going into the next Week, Month and Quarter with a low bar of expectations.

• The setup is for a potential retest/undercut of the lows — then as key events are passed, a catalyst for a turn.

• Beyond the short-term risks, low expectations create significant potential for upside surprise as April and Q2 begin.

Markets are now at an important decision point:

• I have a specific & clear plan I will be executing without hesitation, IF conditions are met.

• The following is what I’m watching/tracking, to make the next significant changes in the portfolio: