I bought VOO and AMZN yesterday. First time buying an individual stock since pandemic. Kicking myself for not buying more. Still waiting a week to possibly buy more if there's another shock, but if the market's up, I'll buy less.
Feels equally plausible that there would have been an across the board increase in tariffs just to look tough. There is no logical analysis of the current situation.
I just buy during big fucking crises, either individual stocks or index funds. Front page of the NYT type shit, "existential threats" to 100+ year old concerns. Boeing, Toyota, pandemic. Such opportunities only come up every 2-3 years or so. Sell after 1-2 years to get the lower tax rate.
DCA and time in market beat trying to time the market. If you're doing nothing all day but refreshing Twitter and Robinhood maybe there's some alpha but that's too much involvement for me.
The first sentence is a thought-terminating cliche and is not true. Correctly guessing the shape of the Trump tariff crash was worth an entire year in the market. Crashes that don't instantly reverse themselves tend to be more like ten years.