Markets took a sharp dive today, and it's natural to feel uneasy during days like this. We're seeing volatility mainly due to escalating trade tensions and concerns about the impact of Trump's policies on the U.S. economy.
πππ π₯π²πΊπ²πΊπ―π²πΏ: Markets tend to overreact on uncertainty.
Do you remember 2020? Markes crashed 30% in just 2 months. However, my portfolio ended up +80% that year. Market bottomed out in March 2020, well before the COVID-19 situation even began to improve. Markets can rebound rapidly, often unexpectedly, leaving those who try to time the bottom behind. And this was not an exception, the bottom of the 2009 recession was on March 2009, while all headlines and outlooks were more negative than ever. The Nasdaq ended up +50% on 2009.
Economies are far more resilient that they are given credit for, especially the U.S. economy. They might need time to readjust, but they always do. If economies adjusted to a global pandemic, to the point markets ended extremely bullish, they can adjust to increased tariffs or anything else.
The economy was already set for a big readjustment due to the impact of AI. So, I believe the impact of these policies won't be as bad as it might have been otherwise. For example, a big issue currently in the U.S., is that the new policies on immigration are making it hard for some companies to cover certain types of jobs. However, this could push companies to invest more in robotics and automation. Many of these jobs were already at high risk of being disrupted by AI and robotics, these policies can speed up the process. I'm not saying these policies are positive, but at least the impact can be smaller than expected thanks to the economy already being in a shifting context.
These turbulent moments often create great investment opportunities, especially when we focus on industries positioned for significant long-term growth, like big tech. Right now, we're on the cusp of another technological leap forward with generative AI, AI agents, and robotics , technologies already reshaping industries, enhancing productivity, and driving new business models. Companies leading these innovations are exactly the ones our portfolio targets.
Stay calm, stay patient, and remember: Short-term turbulence often precedes long-term gains. Thank you all for your continued trust.
Mentioned: $SPX500, $NSDQ100
Disclaimer: This article is not financial advice. Please do your own research before making any investment decisions.... Show More
Hola Mariano, gracias por tu update. Me da esperanzas en un momento de mucho pesimismo en las noticias y en los mercados. Crees conveniente mover una parte del dinero invertido a mercados europeos? Gracias! ... Show More Translate
Grazie per l'immediato aggiornamento sulla situazione.
Comunque anche io condivido la tua visione sulle possibili occasioni di acquisto post crolli improvvisi di mercato.
Buon lavoro!... Show More Translate
Turbulent times, indeed. But it will be good, in the end. Especially Europe and European stocks seem to be finally waking up. Same with China. ... Show More
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