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☕ No question in my mind where markets go next

Feb 03, 2025

Good morning! 👋

The markets are down on news that the President’s tariffs have begun.

Step aside at your own risk.

There is no doubt in my mind that buying into the right companies is a smart move.

I’ve spent 45+ years in global markets and if there’s one lesson that I’ve learned above all others in all that time it’s that chaos always creates opportunity.

Bluntly, people worry about everything they can’t control (like tariffs) when the stuff they can is right in front of ‘em (like buying the best companies and using the right tactics to sidestep the risk that trips up most folks).

People think trade wars are “us versus them” but that’s not right.

Look at your history.

It’s more like “who’s going to blink first.”

I spoke about that with the super-savvy Stuart Varney ahead of this morning’s opening bell. (Watch)

ATTN OBAers: I sent you a special Sunday update yesterday outlining high priority names along with important historical context for tariffs and some thoughts on which tactics to use as a way of maximizing profit potential and minimizing risk today. (Login to read immediately if you haven’t already). Rock and roll! 😀

Now and with your permission, I’ve got a busy day ahead of me.

Like any smart investor, I want to do a little shopping while the major indices are down and I’ve got a shot at the buffet. I’m also keen to put the finishing touches on the February issue of One Bar Ahead® which goes to press this Friday.

We’re going to be talking about “why now” for a favorite choice at the intersection of AI and internet security which just became a whole heckuva lot more important after DeepSeek, how to spot corrections ahead of time, sharing the latest research on our model portfolio and more… so I’ve got to polish off a few notes yet.

Then I’m going to take some time with my bride who very patiently waited all day yesterday for me to get that note out. We’ve got a lovely walk planned with our 60-pound fur missile, Bryce.