Tariffs, Tantrums & Opportunity
Apr 04, 2025
Listen, we love a good market tantrum. Especially when it comes with headlines screaming “Dow drops 1,500 points” and “S&P back in correction territory.” Well, Wall Street threw a fit this week, and if you only read the surface-level hot-takes, you’d think we were headed straight for economic doom. But come on—let’s not confuse drama for disaster.
Here’s the real story. President Trump rolled out a fresh batch of tariffs—a minimum 10% on all imports, plus steeper rates for countries that have been playing hardball with U.S. goods for years. Some of these tariffs are hefty, with China possibly seeing a 54% effective rate once all the math is done. Markets didn’t love the surprise. The S&P 500 dropped 4%, the Dow tanked 1,500 points, and the Nasdaq got hit hardest with a 5% slide. Big names like Nike, Lululemon, and Apple all took major hits. Even Bitcoin took a breather, dropping below $82,000.
Cue the headlines, the panic, and the “is this the top?” think pieces. But, if you’re paying attention, you know this isn’t the end of the story—it’s the beginning. These tariffs are a negotiation tactic, not a final chapter. This isn’t the first time we’ve seen tough trade talk rattle the markets, and it won’t be the last. The truth is, most countries need American consumers more than we need their exports. No one wins in a full-blown trade war, and no rational leader wants one. This is a power move, and one that will likely bring people to the table. That’s how leverage works.
Of course, the markets hate not knowing. They can handle bad news—but surprises? Not so much. That’s why we’re seeing the selloff, especially in import-heavy sectors like tech and retail. But that’s also where opportunity lives. While most investors panic and run for cover, the smart ones start looking for entries. Price matters again. Multiples are resetting. Volatility is back, and with it, the chance to pick up great assets at a discount.
What we’re watching now is how the S&P 500 handles the 5,500 level. If it holds, the worst may be over. If not, we could drift lower into the 5,100 to 5,300 - where, frankly, there will be some juicy bargains.
Meanwhile, consumer staples are holding their ground. Stocks like Procter & Gamble, McDonald’s, and Coca-Cola are quietly rising, which tells you money is simply rotating, not fleeing the market. As Buffett always says: be greedy when others are fearful. Well, this week? Fear’s on sale. Your move.
So, here’s the deal: if you’re a wealth builder, an entrepreneur, an investor or a financial advisor who thinks long game, this isn’t the time to tune out. It’s the time to lean in. Volatility weeds out the noise. It shakes loose the weak hands. And for those with a little courage and a solid strategy, it’s where real gains begin.
Wonder where to get that solid strategy? Check out our 6 Figure Trader program to learn how to navigate these types of market conditions to your benefit. See the links below for ways to connect