Violet Sky

I don’t think my cover images are ever particularly subtle, but this one is probably the least subtle yet. We seem to have returned to a tariffs era, for better or for worse (at present, “worse” seems like the more obvious outcome), during a time when we’re still struggling with inflation and weirdly, the price of eggs does not seem to have dropped no matter how many tariffs are levied against our trading partners. It’s probably apparent, if you’ve been reading past posts, that I didn’t think much of this shift in policy, but it at least set expectations for how stocks were probably going to behave in March.

Now that I’ve determined that I won’t be changing anything about my investment strategy, as discussed in my last post, the only thing to do with this month’s precipitous drop is wait. We didn’t do anything to celebrate crossing $1.5MM net worth, so maybe the next time we pass it, we can do something small to note it again.