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'I find it impossible to catch my bearings': Yahoo Finance community reacts to Trump tariff stock market plunge

Brian Sozzi

Mon, Apr 7, 2025, 5:54 AM 6 min read

In This Article:

Shocked investors are searching for a light at the end of the tunnel after being hit by Trump tariffs.

Indeed a glimmer of any kind is hard to find at the moment.

Markets have shed an astounding $5.4 trillion in value in the two days since President Trump revealed big-time tariffs on major countries last Wednesday. The S&P 500 (^GSPC) is now at its lowest level in 11 months, with pros saying the carnage may not yet be over.

Futures on the S&P 500 (ES=F), Nadaq 100 (NQ=F), and Dow Jones Industrial Average (YM=F) are down 2.8%, 3%, and 2.5%, respectively.

Wall Street has been slashing its S&P 500 price targets for 2025, dialing up recession odds, and pontificating worst-case scenarios for the bottom lines of household name companies, from Apple (AAPL) to Amazon (AMZN) to Walmart (WMT).

"What I’ve been saying in my meetings lately, even before the Rose Garden [ceremony last week on tariffs], is that it’s not clear to me where [for sectors and industries] new value has been unlocked," RBC Capital Markets strategist Lori Calvasina told Yahoo Finance. "If you are looking at individual stocks that have any of these [tariff] issues, I suspect it’s very hard to make assumptions about earnings that you can have confidence in."

Read more: The latest news and updates on Trump's tariffs

So with this as a backdrop, I put a straightforward question to the Yahoo Finance retail investor community in my Sunday Morning Brief newsletter: What stocks are you buying amid one of the biggest routs in recent memory, if any?

"You're right, it's messy right now and difficult to decide what to do," one investor remarked.

Below are several of the best responses I received.

I would still love to hear from you as you navigate the markers this week. Drop me a line @BrianSozzi on X or directly via email brian.sozzi@yahoofinance.com.

"So what am I buying what am I selling? Buying, not much. Like you I find it is impossible to get my bearings on individual shares since tech began to waver last August.

"You're right it's messy right now and difficult to decide what to do. I have taken lumps and sold positions that I was keeping to see if they went up over time, but time ran out Thursday ... they went down too much, so my marginal investments went kaput and I sold for losses ranging from 8% to 25%. Gulp.

"I have retained my IT investments which earlier this year I had moved to ETFs due to individual position volatility, but I'am facing a huge loss with Dell, (DELL) my chosen darling and only remaining tech stock, in what now looks like a horrid decison. It is a loss that I have yet to materialize but it rankles me. I may average down.


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