FranciscoOrtiz13 @FranciscoOrtiz13: "Lately, a bunch of people..."

Georgia

Lately, a bunch of people have been asking me if now’s a good time to start investing—or to invest more than usual. And honestly, the answer hasn’t changed: it depends on your personal situation. BUT—if your finances are in good shape (you’ve got some savings and an emergency fund), then yes, I’d say it’s actually a great time to invest. Not in just anything. But yes, if you do it smart. It’s gonna depend on your goals and your risk tolerance, but these prices? We haven’t seen levels like this since the pandemic. Now, if you’ve been living under a rock this past week, here’s what happened: Trump managed to wipe out more market value in a few days than COVID did in months. The market, which had already been slipping since its Feb 19 peak, absolutely tanked—and people freaked out. This isn’t your standard market correction. Trump’s moves are flipping the global economic playbook and dragging us back to the 19th century (or mid-20th if you're from Argentina). Who would've thought Trump had a bit of Peronist in him? Populist, protectionist, trying to bring back manufacturing, slapping tariffs on anything that moves. So… what should you invest in? FIRST, if you understand Spanish I’d suggest watching this video I posted a few weeks ago—saw some of this coming (just not this much): 👉 youtu.be/8ntj9b6jqbI THEN, while I can’t give you personalized investment advice, here’s what we’re doing with our money in the next few months: 1️⃣ Investing in non-U.S. companies that don’t rely on the U.S. as a major market. Think Chinese companies that don’t sell much (or anything) in the States—like $0700.HK (Tencent) $BIDU (Baidu, Inc.-ADR) $01211.HK (BYD Co Ltd) $TCOM.CH (Trip.com Group Ltd-ADR) Especially China—I think they could end up big winners here by partnering with other countries to make up for lost U.S. trade. 2️⃣ Investing in non-U.S. companies that do sell to the U.S., got hit hard by tariffs, but actually have huge growth potential even without the U.S. market—like $PDD (PDD Holdings Inc-ADR) 3️⃣ Investing in global financial companies that won’t be directly affected by tariffs but saw big drops because people expect a global slowdown. Think $AXP (American Express CO) $MA (Mastercard) $V (Visa) $JPM (JPMorgan Chase & Co) 4️⃣ Investing in certain U.S. companies that got hammered, but actually aren’t very exposed to tariffs—companies that sell ads, software, services or mostly operate within the U.S. Examples: $GOOG (Alphabet) $META (Meta Platforms Inc) $MCD (McDonald's) 5️⃣ Investing in U.S. companies that will be affected by tariffs—they make stuff abroad—but are still global leaders in their space and already took a beating. Example: $NKE (NIKE) What I’m not doing: I’m not going the “safe route” of putting money into a broad ETF. And definitely not the S&P 500. ❌ Why not the S&P 500? Because right now, throwing all your money into U.S. companies is high risk. ❌ Why not a global ETF? Because I don’t think the best returns are gonna come from the world’s biggest companies—many of them are about to take a hit too. Think: $AAPL (Apple) $NVDA (NVIDIA Corporation) $AMZN (Amazon.com Inc) $TSLA (Tesla Motors, Inc.) etc. I agree with China that "The U.S. threat to escalate tariffs on China is a mistake on top of a mistake, which once again exposes the U.S.’s blackmail nature”. They're bullying everyone into better terms, but China can afford to go to trade war. They're probably the only ones that can. That's why the US has been choosing them as their number one enemy for so long now. It's clear that manufacturing everything in the US makes no sense. Everyone agrees on this. Except for Trump. He's speaking to his blue-collar base while taking actions that have global impact and will end up accelerating the US's decline as the global leader. Inflation is obvious unless he backtracks. Recession? Highly likely. Some people say he's doing all this to lower interest rates because of the ginormous US debt (that's unpayable by now). 🤔 Please explain to me how they will lower interest rates with prices rising across the board. Btw, I'm actually in China atm and they are so far ahead in so many things; that's not even funny. Infrastructure, EVs, Solar, E-commerce, AI, Robotics, etc. I was bullish before coming, now I'm even more.