Why Market Fear From Tariff Talks Signals Buying Time A Note From Amanda: Shah has uncovered what might be the most contrarian investment thesis of 2025. His "Trade War Master Plan" reveals how the current market volatility could be part of a calculated playbook designed to create once-in-a-decade buying opportunities. Shah spotlights three undervalued companies set to explode when key economic triggers activate... and smart money is already quietly loading up while prices remain at rock bottom. The media sells fear. Shah is selling opportunity. Don't wait until the rebound is front-page news. Access Shah's Trade War Master Plan here. | Shah Gilani Chief Investment Strategist | When markets crack under the weight of White House policy, most investors run for cover. I don't. That's especially true when a president understands market psychology better than most politicians - and when his endgame is ultimately market-friendly. Trump has a Master Plan. And if you caught my appearance on Varney & Co.last Wednesday, you already know my position: buying the tariff-driven dip is not only logical, it's the smart play. When Stuart Varney asked me if President Trump would step in to prevent a market collapse, I answered with a simple "yes." That's not based on wishful thinking. It's based on decades of trading through everything from Black Monday to Brexit to the COVID crash. The White House Won't Let Markets Crash Trump won't let the market tank this early in his presidency. Not with the 2026 midterms around the corner. Since March, we've seen escalating tariff rhetoric: blanket auto tariffs, then flat 10% on all trading partners, culminating in that April 2nd announcement that sent global equities tumbling. Traders were caught flat-footed. Volatility's spiked. Bond yields cratered. But look closer at the pattern. Each major selloff triggered by tough trade talk has been followed by a walk-back. A delay. A clarification. A carve-out. This isn't a coincidence - it's a strategy. Trump views markets as a scoreboard for his leadership. If they collapse, his approval follows, investment dries up, and the media narrative turns against him - especially with 2026 midterms approaching. Market Leverage: The Real Game What we're witnessing is classic negotiation tactics.. Trump uses tariffs the way a poker player uses a raise - to apply pressure, gain leverage, and if necessary, strategically retreat. He never overplays his hand to the point of no return. That's why for weeks I've been telling subscribers: this isn't the time to panic - it's the time to position. This tariff tantrum is event-driven, not structural. It's a temporary dislocation with a predictable outcome. I've had my readers initiate one-third positions in world-class companies: - Apple (AAPL)
- Amazon (AMZN)
- Microsoft (MSFT)
- Meta Platforms (META)
- Alphabet (GOOG)
- Nvidia (NVDA)
These aren't just great companies - they're systemically essential to American technological leadership and global economic growth.. Trump may talk tough, but he won't sacrifice the engines of American prosperity. We've Seen This Movie Before Let's not forget: this isn't Trump's first rodeo. In 2018 and 2019, he deployed tariffs against China like missiles, but every time markets wobbled too hard, he changed the tone. Exemptions were announced... Deals were teased... And markets rallied. This is the Trump Put - a market floor based on the belief that if conditions deteriorate, he'll act. Whether it's walking back tariffs, hinting at tax cuts, or jawboning the Fed, he's done it before, and he'll do it again. Because at the end of the day, Trump needs the market. Not just for votes, but for validation that his policies work. The Smart Money Strategy Now, I'm not advocating indiscriminate buying. No seasoned investor plays that way. That's why I advised my newsletter subscribers to take a measured approach: build one-third of a position now. This gives us exposure to world-class businesses at discounted prices while maintaining dry powder if we retest the lows. Why one-third? Because the game isn't over. Trump still needs to show the world he's not bluffing. He may escalate tariffs just to make his point. If that triggers another leg down, we'll be ready to add. Real wealth isn't built by panic-selling on CNBC headlines. It's created by understanding the narrative, recognizing the pattern, and positioning before the crowd catches on. The media will say this market's direction is uncertain... That the tariff threat is real... That we could be headed for recession... They don't see Trump's master plan. It's a calculated approach: push until markets push back - then provide just enough relief to claim victory. If you understand this dynamic - and believe Trump won't sacrifice market strength this early in his presidency - you buy the dip. Scale in. And prepare for the inevitable rebound. Because when the chaos is orchestrated, so is the recovery. And if you're following my playbook, you'll be ready for both. Cheers, Shah P.S. Trump is using market psychology to create buying opportunities through calculated tariff threats and walk-backs. In my brand-new "Trade War Master Plan," I share the specific investments to make during this manufactured dip - including a critical American steel producer available at a 75% discount from its previous Trump-era highs. This is exactly the kind of strategic reset that creates generational wealth opportunities, but only for those who understand the pattern and act. Don't miss what could be the buying opportunity of the decade. Click here to get started. Want more content like this? | | | |
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