Why Trump tariffs are burning up your portfolio

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Everyone wants to believe the pain and anguish will not appear on the threshold of their doors.

Bad things happen to everyone, right?

Well, this is mistake How to think now when placing money to work on the market! If you think that Trump’s tariff is a deception that will not happen (or if they do so to some extent, it will not be a big deal), you need to wake up and the smell of cooking on the gas torch wide open.

Expect pain! A model for pain in the cash flow estimates of companies and evaluation. Analyze the negative side scenario assessment. Do not look at the NVDA scheme of Yahoo financing and I think the level of fictional support is kept in this volatile market. Expect the NVIDIA chart to become more capable so that it is not anymore.

He watches: Trump’s tariff may train retailers

You are burning because you do not take Trump’s news seriously enough and still expect an amazing year of making easy money. The regulations will be cut by the administration. We get a bitcoin reserve. Here the tax cuts come. Food prices will suddenly go to the tank.

None of these great things happened yet, and it may not be at all.

The market procedure tells you that this will not be, at least in the short term.

The week started 25 % of the customs tariffs in Canada and Mexico. The week ended with this customs tariff to stop until April 2, probably with the exposure of the stock market. The new definitions are still 10 % on China in effect already 10 %. Commercial partners are lacking.

One of the sources told me by text in the middle of the week: “This is a chaos.” Yes.

Corporate Americana also tells you that this chaos – the same American companies that operate the S&P 500 (^GSPC) profits and stock market.

Profit warnings have left as cautious consumers retreat to spending after holidays. Execs issued expectations less than the 2025 constellation because they plan for a set of expensive tariffs.

Walmart (WMT) expectations were badly received by investors in mid -February. TARGET (TGT) did not have many good things that could either this week when I reported the results of the fourth quarter and guidance.

Abercrombie & Fitch (ANF) was shy of estimates; Ditto Best Buy (BBY) and MACY’s (M).

Chris Cox, CEO of HASBRO (HAS), CEO of HASBRO (HAS), most likely told me. ”Duke-in New York City was at the 2025 Games Exhibition, where Hasbro showed the latest for monopoly, Play-Doh, and NERF-was indicating when games prices rose as a result of fresh tariffs.