The Market’s on a Rollercoaster – Here’s How We’re Riding It
The stock market’s been taking a dive lately, and if your portfolio is making you feel seasick, you’re not alone. The S&P 500 and Nasdaq have been sliding, and investors are gripping their armrests like it’s the first drop on a theme park ride. But before you hit the panic button, let’s talk about what’s happening and how we’re making moves while everyone else is screaming.
So, Why Is the Market Dropping Like a Bad Internet Connection?
It all comes down to one word: Tariffs.
Yep, the U.S. just slapped 25% tariffs on imports from Canada, Mexico, and China, and guess what? They weren’t happy about it. Canada and China fired back with their own tariffs on American goods, turning this into a full-on trade battle. When the big players in the global economy start throwing punches, investors get nervous, and stocks take a hit.
But that’s not all…
• Tech Stocks Are Getting Wrecked – The Nasdaq is in correction territory, meaning it’s down 10% from recent highs. Wall Street is spooked, and traders are running for the exits.
• The S&P 500 Is Flirting With Its 200-Day Moving Average – If it drops below that line, we might see another wave of selling.
• Panic – Panic selling is in full force, and people are dumping stocks just because everyone else is.
Why We’re Not Panicking (And Why You Shouldn’t Either)
Look, we’ve seen this movie before. Fear-driven sell-offs create opportunities for investors who can stay cool while everyone else loses their minds. That’s why we’re not running for the hills—we’re buying strategically while stocks are on sale.
While tariffs are shaking up the stock market right now, history shows that their impact is usually short-term noise rather than a long-term game changer. Governments often use tariffs as bargaining chips in trade negotiations, and once deals are struck (or political pressure mounts), they tend to ease or get reversed.
Right now, markets are reacting emotionally to the uncertainty, but once the dust settles—whether through trade agreements, exemptions, or businesses adjusting their supply chains—the panic fades, and stocks recover. For long-term investors, this is just another bump in the road, not a reason to abandon ship.
Here’s what we’ve done so far:
✔️ Added to our Nvidia position – It’s down big, but we see long-term value.
✔️ Started a position in Capital One (COF) – The sell-off has made financials way too cheap.
✔️ Keeping cash ready – If the market takes another leg lower, we’ll be ready to pounce.
We’re not going all in just yet—this is a gradual process. There’s still a lot of noise in the market, and we want to keep some dry powder for even better opportunities.
What’s Next?
Market downturns don’t last forever. Right now, fear is driving the market, but eventually, things will settle, tariffs will get sorted out (or ignored), and stocks will rebound. When that happens, those who stayed patient and strategic will come out ahead.
The content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
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