Trump did it again... 👀
Another day, another tweet, another market wobble.
Another week of Trump doing a 180° with his tariffs. One tweet is all it takes for the Stock Market to drop or climb 10-20%, one day you can wake up and see green, and the other day, see red.
Note: This image is a digital creation and is not a real photograph. It is intended for illustrative purposes only.
In one week, President Trump has…
Implemented 145% tariffs on China
Announced 25% tariffs on imports from Mexico and Canada.
Paused all tariffs for 90 days, except China.
Announced Computers and Chips are exempted from all tariffs.
This first saw the crash of the Stock market, then with the pause of 90 days on all tariffs, but China, saw the Stock Market gain 8% within 20 minutes, making tech stocks climb massively, with Nvidia up 17%.
Now, with the recent news that Trump exempts Smartphones, computers and chips from the tariffs, we may see a rise in such stocks as Apple and Nvidia. So if you bought the dip in the past two weeks, when these companies’ stocks were at a huge discounted price, you may be in luck.
Disclaimer: Please note that the following content is for informational purposes only and should not be construed as financial advice.
📬 What’s in this week’s newsletter?
Trumps Tariffs.
10 Stocks I’m buying this month.
My Portfolio Updates - Wins & Losses.
Big things coming next week…
What am I doing in prep for Next Week?
Tip of the week.
Tariffs, Tariffs, Tariffs…
This week, Donald Trump enacted sweeping tariff changes aimed at reshaping U.S. trade policy and boosting domestic manufacturing amid his continued push to ‘make America great again’.
Tariffs on steel and aluminium were expanded to all countries, and duties on Chinese imports were hiked to 145%, with China retaliating at 125% against the U.S.
A proposed 25% tariff on Mexican and Canadian goods was paused for 90 days after market backlash. The “de minimis” loophole was also closed, targeting low-cost retailers like Shein and Temu as part of a broader push to curb cheap imports and support U.S. jobs.
These aggressive moves have already erased over $6 trillion from global markets, disrupted supply chains, and triggered warnings of a potential recession. Experts fear prolonged trade wars, rising consumer prices, and strained international relations could follow if the policies persist.
Is Trump a danger to your portfolio?
Yes.
Trump’s unpredictable tariff policies continue to cause havoc in the Stock Market, and it’s understandable to wonder how these moves might affect your investments. The volatility his tariffs cause can lead to sharp market swings, particularly in industries reliant on international trade.
Additionally, tariffs on imports from countries like China and Mexico could disrupt supply chains, while rising costs due to inflation might hurt consumer spending and corporate profits.
There is no point trying to time the market and buy stocks at a good price, as we’ve seen, one tweet from Mr Trump could send the market diving one way, and the following day could be worse.
That’s why I am going to start diversifying my portfolio, to cover my own back, in case of a Market Crash, which is where we could be heading if Trump’s tariffs continue in the way that they are.
10 Stocks I’m buying this month
Nvidia (NVDA)
Nvidia is in a strong position despite Trump’s tariff shifts this week. While tariffs on Chinese imports could increase some production costs, we could see a rise in Nvidia due to the news that chips won’t be affected. With global demand for AI and gaming tech soaring, Nvidia is well-positioned to weather tariff impacts and keep growing.
Reasons I’m investing:
High Demand: AI, gaming, and data centres are booming, driving continued demand for Nvidia’s GPUs, which could outpace any tariff-related cost increases.
Supply Chain Resilience: Nvidia’s diversified supply chain helps it avoid major disruptions, even with tariff uncertainty.
Profit Potential: As AI and gaming continue to expand, Nvidia’s earnings are poised to rise, making it a solid bet for long-term growth.
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