Buy U.S. equities on any pullbacks
The U.S. economy and corporate America have a resilient, underappreciated capacity to absorb shocks, with construction, manufacturing, healthcare, defense spending, and AI driving growth. Consumer remains strong, and the dollar's demise has been called too many times. He views pullbacks as buying opportunities and is very constructive on U.S. equities overall.
U.S. solar stocks are breaking out
U.S. solar stocks are an under-the-radar trade that has done very well and is now becoming recognized. The need for all energy sources—fossil and renewable—has become critical after the Iran war and global demand. A new 15% tariff and price floor on polysilicon derivatives adds support.