Thank you for sending in questions and feedback!

The stock market took a nosedive this week after President Trump dropped a tariff bombshell.

It’s not all doom and gloom, though…

History tells us these tariff tantrums often settle as countries negotiate and companies adapt (think 2018’s trade war).

For now, it’s a fear-driven dip, and that’s where opportunity hides.

You’ve got questions about what’s next, and I’ve got answers – let’s dive in!

What do you do on days when everything’s red? – Cindy

Great question, Cindy! One bad day (or even one bad week) doesn’t change the long-term story for great businesses. Nvidia, Meta, Uber, etc. are still fantastic businesses expected to earn billions of dollars in profits this year. After the recent volatility, these companies (and many more) are on sale at a 25%+ discount.

To answer your question more directly, when everything is red I sit on my hands and watch. I do not get emotional and I definitely do not sell great businesses. In fact, red days are typically when I put my research to work and buy great businesses at depressed prices.

Do you expect a “V” shaped recovery here? Or is this the start of a long-term depression? – Stevie

I’m not in the depression camp. This isn’t 2008 and it’s not 1929. What we’re seeing is a sharp shock to the system – tariffs, rising rates, and sticky inflation all hitting at once. That creates fear and fast selling.

But fear-driven moves tend to reverse just as quickly. If the news flow improves (or even just stops getting worse) we could absolutely see a “V”-shaped recovery. I’m not calling a bottom yet, but I’m watching closely.

It’s important to note that over the last 15 years every market correction has been immediately followed with a “V” shaped recovery. Is this time different?

Have you put any money to work in your personal portfolio? – Dawn

I’ve got cash burning a hole in my brokerage account right now. I haven’t pulled the trigger yet, but I’ll likely put long-term capital to work early next week.

When I say “long-term capital,” I mean money that I intend to keep invested for years. I’ll likely buy the stocks that I talk about here in The Million Mission – Nvidia, Meta Platforms, Uber, Alphabet, etc. These are great businesses that I feel comfortable buying at these prices and holding for years to come.

I just read your article and the name of another old, beaten giant came to my mind: Intel. I am interested in knowing how you'd compare both Nvidia and Intel from an investor perspective. – Francisco

Thanks for the question, Francisco! What’s currently missing with Intel that Ford had in 1982 is a concrete turnaround plan. Ford had a turnaround plan that Peter Lynch believed in. Currently, Intel doesn’t have a turnaround plan because its new CEO hasn’t yet laid out his strategy going forward (He’s only been in the job for two weeks). Let’s wait until we hear that before we make moves in INTC.

For more insights on Intel, be sure to check out my previous thoughts here.

At what point would you consider leaving the U.S. for a more stable and less cruel government? – Jerry

Jerry you crack me up. You’ve been one of my most loyal readers and always generous with your feedback. For that I thank you. With that being said you are crazy if you think I’m leaving the U.S.A because of tariffs and stock market volatility! I’m trying to make $1 million in the stock market. This volatility actually gives me an even better probability of accomplishing that.