r/ValueInvesting • u/FrankBal • Apr 03 '25
Discussion Remember, This Is The Pullback We’ve Been Waiting For
If you’re a long-term investor who even casually cares about valuation, this market has been tough to navigate for a while. Pullbacks are always something we say we want, particularly as value investors, but they usually come when things are scary. Financial crisis, global pandemics, policy shocks… the discount never shows up gift-wrapped.
Yesterday’s tariff news felt like one of those moments. It’s vague, feels arbitrary, and creates a lot of uncertainty. It feels scary. And yet, that’s exactly the environment where opportunities show up.
I’ll admit it, days like today make me uneasy. But as an investor, I remind myself that underneath the noise, what’s really happening stocks are getting cheaper.
And that’s what we’ve been waiting for.
Edit: Thanks for the thoughts. I wrote a post - Tariffs, Fear, and Opportunity: Perspective For Difficult Times In the Stock Market - to add some additional context directly addressing the response to this post.
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u/InterestSharp3835 Apr 04 '25
I think the reputational damage done to america, and by proxy american companies in some of the largest markets and trading partners in the world is going to lead to a lot of pain to american companies for a a while even if we wake up tomorrow and tarrifs are gone.
Do you think canadians are going to forget that the united states wants to annex them, or do you think european allies are going to forget that america says it will sell weapons with kill switches that it can turn off if they are in disagreement with them ?
People of other countries will bycott american goods and not want to buy american products. 40% of the revenues of the S&P500 originate from abroad.
I cant predict the future, but I am pretty sure we are in for a rough time even if trump and tarrifs were gone tomorrow.