There was just an article on Zero Hedge showing freight coming into Long Beach is down quite a bit.
That is going to take the wind out of some sails for a while. Even if everything in China got back up to speed today, it would be six weeks before stuff arrived here.
There are some bargains, I guess. But I would be careful spending “priced for perfection” prices for stocks that won’t be perfect for a while.
We may dip into a recession from this but if gov will stay out of it we’ll bounce back quick. Expect volatility until election...after Trump win we’ll be knocking on 30k dow by end of year.