Reward 500 Tiger-coins$NASDAQ(.IXIC)$ fell 2.7%, and $S&P 500(.SPX)$ dropped nearly 2%. The combined market value of the seven major tech stocks evaporated by about $505 billion. $Alphabet(GOOG)$ closed down 4.88%, Meta and Amazon dropped 4.29%, Tesla fell 3.51%, Microsoft dropped 3.02%, Apple decreased by 2.66%, and Nvidia declined by 1.58%.
Initially, reports suggested that tariffs set to be implemented on April 2 might be more targeted than initially proposed, leading to a brief rebound in the S&P 500. However, further news indicated that automakers may still face higher import taxes, and the market turned back down again. This back-and-forth messaging heightened investor anxiety.
The Federal Reserve and other economists have repeatedly warned that trade barriers could slow economic growth in the coming quarters. The cost increase from tariffs is not only affecting corporate profitability but also dampening investment sentiment and consumer spending.
Most sectors in the S&P 500 have failed to meet previously expected profit growth. Profit growth in the tech sector reached its peak in 2024. Overvalued tech stocks have undergone a round of reevaluation.
The Shiller P/E for the S&P 500 remains at its highest level in 10 years.
The traditional P/E ratio is heavily influenced by single-year earnings and can be distorted by temporary financial performance (such as one-time gains or losses). In contrast, Shiller P/E accounts for average earnings over multiple years, avoiding the impact of short-term fluctuations.
In addition to the high valuation impact, Trump’s April 2 tariffs and Tesla’s Q1 delivery data also played a role.
$Tesla Motors(TSLA)$ has released its company-compiled delivery consensus for this quarter. The automaker is expected to deliver 377,592 electric vehicles, marking its worst performance in more than two years.
Did Black Friday wipe out all of this week's gains?
What is your strategy: Close positions, stop losses, and wait for a pullback, or relax and add to positions?
Do you think Trump or high valuations are more responsible for this year’s market performance?
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$Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ 📉📉📉 Well, the market’s been caught in a thundersnow storm, hasn’t it? Quite the understatement 😂! The NASDAQ plunged 2.7%, the S&P 500 shed nearly 2%, and tech giants, Alphabet, Meta, Amazon, Microsoft, Apple, and Nvidia, saw $505 billion evaporate in a single day. The Nasdaq 100’s now less than 7% from a bear market, with $QQQ slipping below the ,10% correction line and hurtling toward ,15%. If the bulls don’t muster some grit soon, we’re knocking on that bear market door. Black Friday didn’t just erase the week’s gains, it torched them, leaving us in a hailstorm of tariffs, valuations, and rattled sentiment. But as Warren Buffett, channelling Kipling, once said, “If you can keep your head when all about you are losing theirs… Yours is the Earth and everything that’s in it.” Time to cut through the chaos.
What’s Driving the Tempest?
Tariff Whiplash
President Trump’s tariff saga is a lightning rod. Early hints that April 2 tariffs might be surgical sparked a fleeting S&P 500 rebound, bottoming at 5,505 on March 13th, then climbing 5% through March 26th as headlines quieted. But then came the thunder, a 25% auto tariff threat. Trump, per Bloomberg, “couldn’t care less” if automakers hike prices in response. That indifference flipped the script, undoing the rally and igniting panic. Producers are front running tariffs, ballooning the US trade deficit to a jaw dropping $301 billion over two months, rarely have we seen it even half that size. Goldman Sachs warns broad tariffs could shave 1.5% off GDP, Morgan Stanley says the uncertainty alone freezes investment. It’s a storm no one saw peaking this late.
Valuations Teetering
The Shiller P/E for the S&P 500’s at a decade high, screaming that stocks, especially tech, are priced for a dreamscape. Unlike the standard P/E, skewed by one year flukes, the Shiller averages earnings over years for clarity. Tech profit growth crested in 2024, and with most sectors missing targets, the market’s questioning these heights. Amazon’s eight week losing streak, its worst since 2022, and Meta’s six week skid signal a reckoning. JPMorgan’s strategists see little margin for error, a stumble here could cascade.
Inflation’s Hot Sting
Friday’s Core PCE data landed like hail, 2.8% annually, up from 2.6%, with January revised to 2.7%. That’s when the equity slide accelerated, hot inflation plus tariff costs is a brutal combo. Sentiment’s so polarised it’s sending shockwaves, with investors caught in a bull trap after misjudging tariff relief as a peak. Risk appetite surged, then crashed.
Hedge Fund Signals
• Bridgewater: Ray Dalio’s team is doubling down on gold and inflation hedges, eyeing a correction as tariffs and inflation bite.
• Renaissance: The quant masters are quietly buying small caps, a contrarian move betting on value when giants falter.
Did Black Friday Wipe the Slate?
Yes, and then some. Whatever crept up earlier in the week, buoyed by that tariff “relief” narrative, got buried. The auto tariff jolt, valuation doubts, and PCE heat turned Black Friday into a reckoning. It’s the overreaction Buffett warns us to weather with a steady hand.
My Strategy: Hedged and Poised
So, what’s my play? I’m not slamming doors or chasing stop losses, that’s just locking in losses mid storm. I’m hedged with $FSM, a gold and silver miner that’s been my anchor. Gold’s up 70% in 16 months, hitting a $20.75 trillion market cap, $1.25 trillion more than the top 10 assets combined. It’s screaming safety amid inflation and chaos, and FSM’s dual exposure could shine. I was ready for this shakeout, and it’s paying off. I’m not adding yet, October looks grimmer with tariffs unresolved and valuations untested, but I’m eyeing small caps and inflation plays when the dust settles. Buffett’s unplugged Omaha vibe feels like an edge here, tuning out the noise lets me see the board clearly.
Trump or Valuations: The Real Culprit?
It’s a duo. Trump’s “couldn’t care less” tariff stance keeps markets guessing, Morgan Stanley calls it a sentiment killer. The S&P’s March rally unravelled the second auto tariffs hit, proving his moves are live wires. But the Shiller P/E was already flashing red, tech’s stretched thin. Trump’s the spark, valuations are the dry timber. Together, they’re a volatility vortex until trade clears or prices reset.
The Takeaway
This is a market wrestling with tariff tremors, valuation vertigo, and inflation’s sting. The Nasdaq’s bear market flirtation, Amazon and Meta’s slumps, and a $301 billion trade deficit paint a fragile picture. Buffett’s calm, distilled in Omaha far from the fray, pairs with gold’s surge to signal patience over panic. I’m hedged with $FSM, waiting for October’s downside to play out, then striking when the storm breaks. The crowd’s reeling, I’m ready for the reward.
📢 Please Like, Repost, and Follow me for sharp setups, stock trends, and actionable insights 🚀📈 I’m all about spotting the next movers and sharing strategies that deliver results. Let’s trade smarter and grow together 🍀🍀🍀
Happy trading ahead. Cheers, BC 📈🚀🍀🍀🍀
@Ah_Meng Join in the convo mate! Ah_Meng, since you’re already hedged in precious wisdom, drop another nugget here. This conversation could use a little more sparkle from your vault!![[Grin]](https://c1.itigergrowtha.com/community/assets/media/emoji_014_ciya.6e6d1a10.png)
![[Happy]](https://c1.itigergrowtha.com/community/assets/media/emoji_002_kaixin.d4dce72e.png)
![[ShakeHands]](https://c1.itigergrowtha.com/community/assets/media/emoji_041_woshou.5ba540f4.png)
🌟🌟🌟It maybe Black Friday in the US markets but surprisingly Singapore's STI Index set an intraday record on Friday as it crossed the 4,000 mark for the very first time in the morning.
Some people say that our Singapore marketis slow moving and boring. However the phenomenal performance of our 3 local banks helped pushed up the STI Index.
I am pleased with the performance of $STI ETF(ES3.SI)$
America's Liberation Day is coming - April 2 2025. That is the day that Donald Trump plans to reveal his Trade Tariff Plan. Tariffs are a bad news for the stock market and the economy. They raise prices, slow economic growth, cut profits, increase unemployment and increase global tensions.
I believe that April will be another volatile month. However with a long term horizon, great stocks like the Magnificent 7 will prevail. This is certainly a golden opportunity to buy the Magnificent 7 at great prices.
As Warren Buffett likes to say When there is Fear in the markets it is time to be greedy.
@Tiger_comments @TigerStars @CaptainTiger @TigerClub
$NASDAQ(.IXIC)$ fell 2.7%, and $S&P 500(.SPX)$ dropped nearly 2%. The combined market value of the seven major tech stocks evaporated by about $505 billion. $Alphabet(GOOG)$ closed down 4.88%, Meta and Amazon dropped 4.29%, Tesla fell 3.51%, Microsoft dropped 3.02%, Apple decreased by 2.66%, and Nvidia declined by 1.58%.
Did Black Friday wipe out all of this week's gains?
What is your strategy: Close positions, stop losses, and wait for a pullback, or relax and add to positions?
Do you think Trump or high valuations are more responsible for this year’s market performance?
$Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ 📉📉📉 Well, the market’s been caught in a thundersnow storm, hasn’t it? Quite the understatement 😂! The NASDAQ plunged 2.7%, the S&P 500 shed nearly 2%, and tech giants, Alphabet, Meta, Amazon, Microsoft, Apple, and Nvidia, saw $505 billion evaporate in a single day. The Nasdaq 100’s now less than 7% from a bear market, with $QQQ slipping below the ,10% correction line and hurtling toward ,15%. If the bulls don’t muster some grit soon, we’re knocking on that bear market door. Black Friday didn’t just erase the week’s gains, it torched them, leaving us in a hailstorm of tariffs, valuations, and rattled sentiment. But as Warren Buffett, channelling Kipling, once said, “If you can keep your head when all about you are losing theirs… Yours is the Earth and everything that’s in it.” Time to cut through the chaos.
What’s Driving the Tempest?
Tariff Whiplash
President Trump’s tariff saga is a lightning rod. Early hints that April 2 tariffs might be surgical sparked a fleeting S&P 500 rebound, bottoming at 5,505 on March 13th, then climbing 5% through March 26th as headlines quieted. But then came the thunder, a 25% auto tariff threat. Trump, per Bloomberg, “couldn’t care less” if automakers hike prices in response. That indifference flipped the script, undoing the rally and igniting panic. Producers are front running tariffs, ballooning the US trade deficit to a jaw dropping $301 billion over two months, rarely have we seen it even half that size. Goldman Sachs warns broad tariffs could shave 1.5% off GDP, Morgan Stanley says the uncertainty alone freezes investment. It’s a storm no one saw peaking this late.
Valuations Teetering
The Shiller P/E for the S&P 500’s at a decade high, screaming that stocks, especially tech, are priced for a dreamscape. Unlike the standard P/E, skewed by one year flukes, the Shiller averages earnings over years for clarity. Tech profit growth crested in 2024, and with most sectors missing targets, the market’s questioning these heights. Amazon’s eight week losing streak, its worst since 2022, and Meta’s six week skid signal a reckoning. JPMorgan’s strategists see little margin for error, a stumble here could cascade.
Inflation’s Hot Sting
Friday’s Core PCE data landed like hail, 2.8% annually, up from 2.6%, with January revised to 2.7%. That’s when the equity slide accelerated, hot inflation plus tariff costs is a brutal combo. Sentiment’s so polarised it’s sending shockwaves, with investors caught in a bull trap after misjudging tariff relief as a peak. Risk appetite surged, then crashed.
Hedge Fund Signals
• Bridgewater: Ray Dalio’s team is doubling down on gold and inflation hedges, eyeing a correction as tariffs and inflation bite.
• Renaissance: The quant masters are quietly buying small caps, a contrarian move betting on value when giants falter.
Did Black Friday Wipe the Slate?
Yes, and then some. Whatever crept up earlier in the week, buoyed by that tariff “relief” narrative, got buried. The auto tariff jolt, valuation doubts, and PCE heat turned Black Friday into a reckoning. It’s the overreaction Buffett warns us to weather with a steady hand.
My Strategy: Hedged and Poised
So, what’s my play? I’m not slamming doors or chasing stop losses, that’s just locking in losses mid storm. I’m hedged with $FSM, a gold and silver miner that’s been my anchor. Gold’s up 70% in 16 months, hitting a $20.75 trillion market cap, $1.25 trillion more than the top 10 assets combined. It’s screaming safety amid inflation and chaos, and FSM’s dual exposure could shine. I was ready for this shakeout, and it’s paying off. I’m not adding yet, October looks grimmer with tariffs unresolved and valuations untested, but I’m eyeing small caps and inflation plays when the dust settles. Buffett’s unplugged Omaha vibe feels like an edge here, tuning out the noise lets me see the board clearly.
Trump or Valuations: The Real Culprit?
It’s a duo. Trump’s “couldn’t care less” tariff stance keeps markets guessing, Morgan Stanley calls it a sentiment killer. The S&P’s March rally unravelled the second auto tariffs hit, proving his moves are live wires. But the Shiller P/E was already flashing red, tech’s stretched thin. Trump’s the spark, valuations are the dry timber. Together, they’re a volatility vortex until trade clears or prices reset.
The Takeaway
This is a market wrestling with tariff tremors, valuation vertigo, and inflation’s sting. The Nasdaq’s bear market flirtation, Amazon and Meta’s slumps, and a $301 billion trade deficit paint a fragile picture. Buffett’s calm, distilled in Omaha far from the fray, pairs with gold’s surge to signal patience over panic. I’m hedged with $FSM, waiting for October’s downside to play out, then striking when the storm breaks. The crowd’s reeling, I’m ready for the reward.
📢 Please Like, Repost, and Follow me for sharp setups, stock trends, and actionable insights 🚀📈 I’m all about spotting the next movers and sharing strategies that deliver results. Let’s trade smarter and grow together 🍀🍀🍀
Happy trading ahead. Cheers, BC 📈🚀🍀🍀🍀
@Ah_Meng Join in the convo mate! Ah_Meng, since you’re already hedged in precious wisdom, drop another nugget here. This conversation could use a little more sparkle from your vault!![[Grin]](https://c1.itigergrowtha.com/community/assets/media/emoji_014_ciya.6e6d1a10.png)
![[Happy]](https://c1.itigergrowtha.com/community/assets/media/emoji_002_kaixin.d4dce72e.png)
![[ShakeHands]](https://c1.itigergrowtha.com/community/assets/media/emoji_041_woshou.5ba540f4.png)
$Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ 📉📉📉 Well, the market’s been caught in a thundersnow storm, hasn’t it? Quite the understatement 😂! The NASDAQ plunged 2.7%, the S&P 500 shed nearly 2%, and tech giants, Alphabet, Meta, Amazon, Microsoft, Apple, and Nvidia, saw $505 billion evaporate in a single day. The Nasdaq 100’s now less than 7% from a bear market, with $QQQ slipping below the ,10% correction line and hurtling toward ,15%. If the bulls don’t muster some grit soon, we’re knocking on that bear market door. Black Friday didn’t just erase the week’s gains, it torched them, leaving us in a hailstorm of tariffs, valuations, and rattled sentiment. But as Warren Buffett, channelling Kipling, once said, “If you can keep your head when all about you are losing theirs… Yours is the Earth and everything that’s in it.” Time to cut through the chaos.
What’s Driving the Tempest?
Tariff Whiplash
President Trump’s tariff saga is a lightning rod. Early hints that April 2 tariffs might be surgical sparked a fleeting S&P 500 rebound, bottoming at 5,505 on March 13th, then climbing 5% through March 26th as headlines quieted. But then came the thunder, a 25% auto tariff threat. Trump, per Bloomberg, “couldn’t care less” if automakers hike prices in response. That indifference flipped the script, undoing the rally and igniting panic. Producers are front running tariffs, ballooning the US trade deficit to a jaw dropping $301 billion over two months, rarely have we seen it even half that size. Goldman Sachs warns broad tariffs could shave 1.5% off GDP, Morgan Stanley says the uncertainty alone freezes investment. It’s a storm no one saw peaking this late.
Valuations Teetering
The Shiller P/E for the S&P 500’s at a decade high, screaming that stocks, especially tech, are priced for a dreamscape. Unlike the standard P/E, skewed by one year flukes, the Shiller averages earnings over years for clarity. Tech profit growth crested in 2024, and with most sectors missing targets, the market’s questioning these heights. Amazon’s eight week losing streak, its worst since 2022, and Meta’s six week skid signal a reckoning. JPMorgan’s strategists see little margin for error, a stumble here could cascade.
Inflation’s Hot Sting
Friday’s Core PCE data landed like hail, 2.8% annually, up from 2.6%, with January revised to 2.7%. That’s when the equity slide accelerated, hot inflation plus tariff costs is a brutal combo. Sentiment’s so polarised it’s sending shockwaves, with investors caught in a bull trap after misjudging tariff relief as a peak. Risk appetite surged, then crashed.
Hedge Fund Signals
• Bridgewater: Ray Dalio’s team is doubling down on gold and inflation hedges, eyeing a correction as tariffs and inflation bite.
• Renaissance: The quant masters are quietly buying small caps, a contrarian move betting on value when giants falter.
Did Black Friday Wipe the Slate?
Yes, and then some. Whatever crept up earlier in the week, buoyed by that tariff “relief” narrative, got buried. The auto tariff jolt, valuation doubts, and PCE heat turned Black Friday into a reckoning. It’s the overreaction Buffett warns us to weather with a steady hand.
My Strategy: Hedged and Poised
So, what’s my play? I’m not slamming doors or chasing stop losses, that’s just locking in losses mid storm. I’m hedged with $FSM, a gold and silver miner that’s been my anchor. Gold’s up 70% in 16 months, hitting a $20.75 trillion market cap, $1.25 trillion more than the top 10 assets combined. It’s screaming safety amid inflation and chaos, and FSM’s dual exposure could shine. I was ready for this shakeout, and it’s paying off. I’m not adding yet, October looks grimmer with tariffs unresolved and valuations untested, but I’m eyeing small caps and inflation plays when the dust settles. Buffett’s unplugged Omaha vibe feels like an edge here, tuning out the noise lets me see the board clearly.
Trump or Valuations: The Real Culprit?
It’s a duo. Trump’s “couldn’t care less” tariff stance keeps markets guessing, Morgan Stanley calls it a sentiment killer. The S&P’s March rally unravelled the second auto tariffs hit, proving his moves are live wires. But the Shiller P/E was already flashing red, tech’s stretched thin. Trump’s the spark, valuations are the dry timber. Together, they’re a volatility vortex until trade clears or prices reset.
The Takeaway
This is a market wrestling with tariff tremors, valuation vertigo, and inflation’s sting. The Nasdaq’s bear market flirtation, Amazon and Meta’s slumps, and a $301 billion trade deficit paint a fragile picture. Buffett’s calm, distilled in Omaha far from the fray, pairs with gold’s surge to signal patience over panic. I’m hedged with $FSM, waiting for October’s downside to play out, then striking when the storm breaks. The crowd’s reeling, I’m ready for the reward.
📢 Please Like, Repost, and Follow me for sharp setups, stock trends, and actionable insights 🚀📈 I’m all about spotting the next movers and sharing strategies that deliver results. Let’s trade smarter and grow together 🍀🍀🍀
Happy trading ahead. Cheers, BC 📈🚀🍀🍀🍀
@Ah_Meng Join in the convo mate! Ah_Meng, since you’re already hedged in precious wisdom, drop another nugget here. This conversation could use a little more sparkle from your vault!![[Grin]](https://c1.itigergrowtha.com/community/assets/media/emoji_014_ciya.6e6d1a10.png)
![[Happy]](https://c1.itigergrowtha.com/community/assets/media/emoji_002_kaixin.d4dce72e.png)
![[ShakeHands]](https://c1.itigergrowtha.com/community/assets/media/emoji_041_woshou.5ba540f4.png)