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- Replay Available: Emergency Livestream on New Tariffs' Market Impact
Replay Available: Emergency Livestream on New Tariffs' Market Impact
Hi everyone,
In case you missed it, we recently held an emergency livestream to discuss the market implications of the newly announced tariffs. The session was packed with valuable insights.
Key Highlights:
Market Reaction: We analyzed the significant downturn in major indices like the S&P 500, NASDAQ, and Dow Jones following the tariff announcements.
Tariff Details: The new tariffs include a baseline 10% on most imports, with higher rates for specific regions—20% on the EU, 24% on Japan, and 34% on China.
Industry Exemptions: Certain sectors, such as pharmaceuticals, semiconductors, energy, and specific raw materials, have been exempted from these tariffs.
Ongoing Negotiations: Several countries are in discussions with the U.S. to potentially reduce these tariffs.
Investment Strategies: We emphasized focusing on the fundamental strengths of your investments during this period of volatility.
Potential Opportunities: Companies like ASML, Alphabet (Google), Meta, and Booking.com were discussed as potentially less affected by the tariffs.
Market Timing Risks: The dangers of attempting to time the market and the benefits of dollar-cost averaging were highlighted.
Options Strategies: We explored the use of call options in the current market environment.
You can watch the replay here
What is Pete’s Action Plan?
With the market forming another bottom, I will start to buy into good companies. In particular, I will buy into the non-tech sectors which have been quite resilient over the correction.
💡One of them is my SMG Stock on Spotlight fav - COKE
Just look at it, it is not only up 400% over the last 5 years. It is also up more than 10% in 2025. Handsomely outperforming the SP500.

🤫If you like to find out more of our SMG Stocks, you are welcome to join as our premium subscribers where you get all-access to my trades and top stock picks. We also host weekly live session to make you a better investor!
Use promo code: TARIFFS for $100 off (yes this is more like a reverse tariffs 😂)
Promo ends in 2 days
Happy Hunting!
Pete
Invest with Pete
🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!
The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.