You know what they say: opinions are like elbows; everyone’s got them
And after the week we’ve had, you’re probably drowning in opinions, predictions, and free advice
Facts are cool, though, so here are a few factual things:
There are two types of people: Those who DON’T KNOW they can’t predict the future and those who KNOW they can’t
From the WSJ: “…45% of U.S. imports are inputs that go into our own manufacturing production. An import tax on these inputs hurts domestic manufacturing.”
You will be happier if you focus on things you can directly control (your money, mind, and time) instead of those you can’t (foreign trade policy)
There’s another saying: When in doubt, zoom out
S&P500 1870-May 1st, 2020
Mama Mia is that zoomed out! From 1870 to May 1st, 2020.
S&P500 5/1/2020 – 4/3/2025
From 5/1/2020 to 4/3/2025, the S&P 500 is still up 79%, even after the recent big drop.
Without daring to predict the future, the stock market has recovered from every dip, drop, crash, and bubble pop 100% of the time.
Many individual companies have not, but that’s a different story for a different day.
Brian Bollinger from SimplySafeDividends.com published a very insightful newsletter for subscribers, sharing the biggest winners and losers after President Trump’s April 2nd tariff announcements.
I thought it was great info, and I hope he won’t be too upset with me sharing a TLDR summary for you here:
Biggest Winners
Utilities: Companies that provide water, electricity, and gas stay strong because people always need these basics.
Consumer Staples: Businesses selling everyday items like food, soap, and toothpaste remain stable because people buy these products regardless of the price.
This pattern follows the classic “recession playbook” – essential services and basic needs win, while luxury items and big purchases lose.
But above all, it’s best to focus on quality companies and those that can compound their retained earnings at a high pace for many years.
That’s it, and I’d love for you to reply and share what stocks you’re scooping up with this dip. I’ll respond to every reply!
😁THANK YOU to all who responded to the last newsletter!!
Ryne Williams and Ari Gutman share their thoughts on their portfolios and the rapidly sinking stock market… and why Ari isn’t panicked about a HUGE loss!
🎦If you missed it, I share a simple Cheap Dividend Stock Trick!
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