Clearly 2025 has not started out the way most investors would have wanted. The stock market has stumbled with the S&P 500 declining year-to-date. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals including weak consumer confidence, hotter inflation, government worker layoffs, and more.
It looks like some tariffs will be imposed this week. Imposing a tariff is like using a chainsaw instead of a paring knife to cut an avocado; crude, messy, and generally ineffective.
Diversified Portfolios Can Help Investors Weather Global Policy Changes