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☕️ Tariff tantrums continue, what’s an investor to do?

Mar 10, 2025

Howdy! 👋

The tariff tantrums continue as I type.

Not particularly surprising under the circumstances, imho.

But what is surprising?

The sheer number of people who thought everything would be smooth sailing and who are now absolutely livid that reality isn’t playing along. 🤦‍️

That’s how markets work.

Grey swans – like tariffs - don’t tend to show up with a flashing neon sign, but when they do, they tend to send folks into a full-blown panic.

This is where fortunes are made, at least for those who can see past the noise.

History shows that moments like these—when uncertainty is high and everyone’s running for the exits—are precisely when the biggest, boldest, and best investing opportunities emerge.

Here are just a few recent examples to think about.

Trade war 1.0 (2018-2019) – The world freaked. Smart money, on the other hand, doubled down on resilient tech and logistics plays. Who won? Investors who had the foresight to buy before the dust settled.
COVID crash (2020) – A brutal selloff that turned into one of the most profitable rebounds in market history. Those who stayed in—or better yet, bought in—cleaned up with one of the fastest trough to peak rallies in history.
Banking panic (2023) – The doomsayers were out in full force, but investors who looked past the headlines and picked up solid financials on the cheap are sitting pretty today.

Same playbook, different chapter.

What to do?

Focus on high-quality names that thrive in shifting environments. Ignore the hysteria and remember…

Chaos creates opportunity, and the more of the former there is the more of the latter there will be.

Here’s my playbook.

1 – How low can markets go?

Technically speaking… to zero.

That’s beside the point.

The next logical support if the S&P 500 can’t retake 5700-5800 in short order is ~5500, a support level dating back to last July.

I’d be lying if I said I wasn’t frustrated about what’s happening; I am an investor, too.

Hunting for blame like a lot of folks are at the moment won’t improve your portfolio nor build your wealth.

What will?

Positioning for markets that will come roaring back to new highs when the bears are ultimately sent packing.

Always remember that every seller has a buyer.

That’s an important consideration for one very simple reason.

History shows beyond any shadow of a doubt whatsoever that every single bear market eventually gives way to another running of the bulls which is why you want to stay in the game if you can.

Quality names are your best friend right now and so are simple, powerful and effective tactics like DCA/VCA. Reinvesting too.

If you have this covered, great! If not and you would like some help, I’d love to throw my hat in the ring. And if you are already an OBAer, keep an eye on your email for this week’s update a few hours from now. We’re going to make a few subtle tweaks.

2 – What to buy now?

Quality names only.

Tariff tantrums could be with us for a while so focusing on stability is what you want to do. Starting with the very best, most consistent dividend payers you can buy.

Here’s two to get you started that I believe will hold up well… or at least better. (Watch)

3 – The most important decision you can make right now

Take a good hard look in the mirror and ask the person staring back at you if you’re an investor or a trader.

If you’re a trader, you ought to be in fat city or legendary hog heaven as the old expression goes. If you’re not, something’s wrong with your tactics, your approach, your stocks or a dozen other things that should otherwise be an advantage. Time to adjust.
If you’re an investor, know your history and your numbers. The markets work in long sweeping cycles which is why every protracted downturn is an opportunity to UP your profit potential, particularly if you’re sticking to quality names and reinvesting – both of which I encourage repeatedly to the point that I know I sound like a broken record.

Examples of big down cycles are not about avoiding the fall as much as they are about positioning for the upside.

Don’t believe me?

I get that a lot.

Here’s a few examples of terrifying crashes that knocked a lot of folks outta the game and rewarded those who stayed on the pitch.

✅ Apple (AAPL) - 2008: Cratered by ~60% during the financial crisis. Now up over ~5,000% since.

✅ Amazon (AMZN) - 2000s: Fell ~95% after the dot-com bust. Today? A trillion-dollar giant.

✅ Nvidia (NVDA) - 2022: Plunged ~67% on recession fears. Now up more than ~500% since.

✅ Tesla (TSLA) - 2019: Nearly written off, trading under $20 (split-adjusted). Up over ~1,500% since.

✅ Meta (META) - 2022: Lost ~75% of its value as Wall Street called it "dead money." Tripled since.

Once again and despite the fact that many folks just don’t want to believe it, the worst downturns almost inevitably turn into amazing opportunities.

Keith’s Investing Tip: The late Sir John Templeton, who is widely regarded as one of the best stock pickers in history used to say bluntly, “buy at points of maximum pessimism.” I agree. And to which I add, “even if you hate every minute of what’s happening!

4 – I never thought I’d see this in a million years.

Palantir is being added to the S&P 100, replacing Ford. (Read)

The S&P 100 comprises the largest, most established, and most liquid companies within the S&P 500. It is often considered a premium segment of the S&P indexes, making inclusion a mark of greater credibility, recognition, and increased visibility among funds that track the S&P 100.

I hope I’m smart enough to buy more.

You?

Karpus Maximus!

5 – Eutelsat to replace Starlink in Ukraine?

Last week, reports surfaced suggesting that Eutelsat was in the running to potentially replace Musk’s Starlink in the embattled Ukraine. (Read)

Interesting!

Eutelsat, dupped the European ‘Starlink’ has seen shares increase by 312% over the last month. I wish I owned shares, but I don’t and that’s okay with me, at least for now anyway.

Global connectivity is the real opportunity here.

Grandview Research estimates the market at $1.98T as of 2024 but sees it growing to $2.87T by 2030 - a figure, btw, that I think is an order of magnitude low.

You know what to do!!!