Today’s market staged an unprecedented rally, one of historic magnitude.
📈 The S&P 500 surged by 9.5%, marking its biggest single-day gain since 2008.
📈 The tech-heavy Nasdaq soared 12%, its strongest daily performance since 2001.
⸻
⚡ Leading the Recovery
Some of the market’s most iconic heavyweight stocks led the rebound:
• Apple (AAPL): +15%
• Microsoft (MSFT): +10%
• NVIDIA (NVDA): +18%
• Amazon (AMZN): +12%
• Tesla (TSLA): +22%
Just 24 hours ago, the market seemed to be on life support in the ICU. Now, many investors are regretting not buying more earlier. But…
⸻
🧭 What Sparked the Reversal?
Trump announced on social media today a 90-day suspension on most proposed reciprocal tariffs — excluding China.
The market reacted swiftly and positively, with sentiment flipping dramatically. Clearly, this is not a fundamental policy shift, but rather a strategically timed easing.
Importantly, China remains the primary target. Tariffs on Chinese goods have been raised further to 125%, while tariffs on other countries remain at a base level of 10% for now.
⸻
🏛️ The Monarch’s “Kindness”: Reflections of The Prince in Trump’s Strategy
In last weekend’s blog, I highlighted a core strategy from Machiavelli’s The Prince:
“Injuries should be inflicted all at once, so the pain is less felt;
Benefits should be dispensed gradually, so their effect is more deeply appreciated.”
Trump’s move today is a textbook example of this principle:
1. The major injury — a sweeping, aggressive tariff plan targeting all trade partners, especially China — was announced days ago.
2. The benefit — a temporary suspension — is being delivered gradually and selectively.
3. The timing is impeccable: just as the market reached peak fear, he introduced a “concession” to maximize psychological impact.
This isn’t accidental. It reflects a deep understanding of power dynamics, as described by Machiavelli.
⸻
🔮 What’s Next? The Tactical Playbook
If this continues to follow The Prince’s strategic arc, we may see:
1. Selective tariff relief for “friendly nations” — trading concessions for diplomatic and geopolitical leverage
2. Continued pressure on China, extending beyond tariffs to areas like tech restrictions, monetary policy, and capital controls (e.g., TikTok)
3. Introduction of a “Greater North America” narrative, casting Trump as the savior of regional trade chaos (despite having created that chaos himself)
Today is not the end of volatility — it’s merely the beginning of a new kind of volatility.
⸻
⏳ Why Long-Term Investing Still Wins
For readers who followed my strategy — accumulating quality assets at key macro-level support zones — today is a moment of partial validation.
Over recent weeks, we’ve consistently emphasized:
1. Steadily buying top-tier names (like M7) as they pull back to major support
2. Ignoring short-term noise and focusing on big-picture timeframes
3. Accumulating positions during panic, not chasing during euphoria
This is what we often call the “psychological time distortion” of the market:
1. When assets are crashing, time feels slower, pain feels prolonged
2. Every hour feels like a day — panic amplifies our sense of time
3. But only those who stick to process and structure, instead of emotion, can endure this phase and earn the long-term outcome
We’ve always said: bottoms are not defined by a price point, but by a process.
Only those who commit to the process deserve the outcome.
⸻
🧠 Are You an Investor — or a Reactive Puppet of Emotion?
Trump’s tariff “pause” is not a coincidence — it’s a carefully calculated political maneuver:
1. First, manufacture maximum fear
2. Then, gradually release controlled doses of “mercy”
3. Ultimately, seize control of the narrative and the agenda
As an investor, your edge is not in predicting every policy twist, but in remaining unshaken by them.
We must continue to:
1. Know our time horizon
2. Stick to our entry logic
3. Accumulate smartly when others are capitulating
The market will always be uncertain — but true growth never happens in certainty. It happens after enduring and navigating uncertainty.
More Information/Reports/Video/Analysis please contact us—info@the-currency-store.com. We offer fully customised content services tailored to you needs.
Add comment
Comments