Your Playbook to The Great Tariff Tantrum

What history teaches us about market meltdowns - and why the recent tariff sell-off might be the best buying opportunity since 2020...

Schwar Capital

Apr 07, 2025

The markets are bleeding.

You've seen the headlines.

The worst sell-off since 2020.

Trillions in market value evaporating overnight.

Panic spreading like wildfire.

And yet, I can't help but feel a sense of... excitement.

Let me explain.

The Great Tariff Tantrum

Last week, as President Trump announced sweeping new tariffs, markets responded with the subtlety of a sledgehammer.

The S&P 500 plunged.

The Nasdaq followed.

Even "safe havens" wobbled.

Commentators called it "catastrophic." TV pundits declared the bull market officially dead.

But here's what they're missing:

Market panics are where fortunes are made.

Not by trading the chaos.

Not by timing the bottom.

But by recognising the fundamental difference between price and value.

As Howard Marks said:

"In the world of investing, perception often swings from flawless to hopeless, but reality usually lives in between.”

Right now, perception has swung dramatically toward hopeless.

Reality vs. Reaction

Let's get something straight: tariffs matter.

They disrupt supply chains.

They raise costs.

They complicate business.

But do they justify a market-wide meltdown that's erased 15% from quality businesses in a matter of days?

Hardly.

History tells us something critical about tariff shocks: their bark is almost always worse than their bite.

When companies face higher input costs, they adapt.

They find new suppliers. They pass costs through. They innovate.

The market, in its infinite short-termism, cannot see past next quarter.

That's your advantage.

How We're Navigating the Storm

At Schwar Capital, we've been preparing for this moment.

Our watchlist is ready.

Our cash reserves are positioned.

Our conviction is unwavering.

While others panic-sell quality assets, we're methodically deploying capital across select opportunities that meet our stringent criteria.

What exactly are we buying?

Our premium subscribers know precisely:

Which specific businesses we're accumulating
How we're structuring our entry points
What percentage of our cash pile we're deploying at each level

This isn't just theory. It's our actual playbook—unfolding in real-time.

And it's exclusively available to our premium members.

Finding Clarity in Chaos

During market panics, most investors make one of two mistakes:

They freeze completely
They trade frantically

Both are costly errors.

Instead, focus on what matters: buying quality at a discount to intrinsic value.

Look for businesses with:

Strong balance sheets (low debt is crucial in uncertain times)
Pricing power (they can pass on higher costs)
Geographic diversity (less exposure to single-market risks)

These companies won't just survive the tariff tantrum—they'll emerge stronger as weaker competitors falter.

The Investor's True Test

As Peter Lynch astutely observed:

"The real key to making money in stocks is not to get scared out of them."

Right now, fear is everywhere. In the headlines. In market movements. In conversations at dinner parties.

That's your signal.

Not to be reckless.

Not to speculate.

But to methodically acquire ownership in excellent businesses at prices that will look absurdly cheap three years from now.

The greatest investors in history made their most significant purchases not when skies were clear, but when storms were raging.

This moment - right now - is why you've been saving cash and building watchlists.

It's why patience matters.

It's why having a clear head when others are losing theirs creates generational wealth.

The Bottom Line

Panic creates opportunity.

Volatility isn't risk - it's the price of admission for returns.

And right now, the market is offering a discount that only appears once every few years.

Are you navigating this market storm alone?

For a limited time, join Schwar Capital Premium and receive:

🔥 Crisis Navigation Package:

20% lifetime discount on our annual plan
Complete access to our real-time trade alerts during this market correction
Complimentary access to Schwar's Radar

Don't miss crucial buying opportunities while this correction unfolds.

Lock in your membership today.

Until next week,

Dom
Founder & Chief Investment Officer
Schwar Capital

What's your "sleep-well-at-night" stock that you'd eagerly buy more of if it dropped 30% tomorrow? And what specific insight about this business gives you that conviction? Share below - I read and respond to every comment!💡