Doomsday stock market shopping list

What I want to buy at depressed valuations

In this weekends post I’m not going to spend time talking about the tariffs. I mostly recapped my thought about why Vietnam is the most important Tariff that the market freaked out about in my live stream. the TL;DW is that China is in the biggest bind and its now a global game of chicken, I don’t think Trump will blink first.

Saying that, the market is seemingly in free fall. While its likely Friday’s price action might create a small bottom at 5,000, we haven’t seen enough damage to confirm a longer term bottom. Its too orderly. That doesn’t mean we can’t attempt to make money in the short term, just that I think the arrow is point down on a mid term time frame. More odds and ends thoughts below.

Saying that, I wanted to put together a list of stocks I would like to own and what levels I would like to own them at. Some, many, might not get there, but the idea is when the market finally gets tired of selling some of these levels have been hit.