To The Moon

While we have probably heard about some updates on the tariffs by Trump, I am toying with the idea that tariffs could trigger a "boom" in the U.S. stock market. It is a complex and highly debated topic in economics. While proponents argue for potential benefits, historical evidence and mainstream economic theory often point to significant risks and negative consequences. In this article I would like to share the information I have gathered to unpack the truth behind Trump’s tariffs and why (despite initial volatility )they could paradoxically fuel a stock market boom under certain conditions. The Argument for a Stock Market Boom (The "Truth" for Proponents) Protection of Domestic Industries: Tariffs make imported goods more expensive, theoretically increasing the competitiveness and profit

We saw major U.S. equities indexes giving mixed performance on the first trading day of the third quarter as the Senate narrowly passed a major tax and spending bill that includes significant tax cuts, reductions in health care and food assistance programs, and increases in national security spending. Market Performance Overview Dow Jones Industrial Average: Rose 0.91% to 44,494, led by strength in financials and industrials. $S&P 500(.SPX)$: Slight dip of 0.11% to 6,198, despite hitting an intraday record high of 6,215.08. Nasdaq Composite: Dropped 0.82% to 20,202, as mega-cap tech stocks like NVDA, TSLA, and META saw profit-taking. Russell 2000: Jumped 0.94% to 2,195, signaling strong small-cap momentum. Sector Rotation & Themes Winners:

Tariffs can introduce significant volatility and uncertainty into global markets. When seeking "tariff-resistant" ETFs, the goal is typically to find investments that are less directly exposed to international trade disputes or that tend to perform well during periods of economic instability. A rotation into defensive sectors can offer investors a strategic edge—especially when macro risks like tariffs, inflation, or slowing growth start to cloud the outlook. In this article, I would like to explore and break down how this shift can benefit portfolios and where to look for opportunity. While we explore which sector might be rotating, we should also stick to our long-term portfolio which need to contain good quality stocks, which should give us a pretty good returns in terms of dividends. W