Our Biggest Gainers & Losers of the Day in the $100,000 Build Portfolio

For the 24th February 2025:

For today’s newsletter… go & buy Chinese stocks. You’re welcome. Goodnight. 👋

No prizes for what caused this. It’s the orange man making things red again.

The US-China trade wars are escalating & the market doesn’t like it one bit. Earlier this month Trump slapped a 10% tariff on all Chinese imports to the US. That’s on top of the tariffs still going from his first presidency.

China fired back with up to 15% tariffs on a bunch of US goods & put more export controls on elements needed to make high tech goods.

The scores 1-1 so just leave it there, right? No. Trump has to win. So now the US are looking at hitting Chinese ships with big fat port fees.

Simple. Trade just got more expensive.

U.S. importers are sweating. Demand for Chinese exports will fall off a cliff.

Investors are nervous about Chinese stocks at the best of time but now they’ve got worry about a full blown trade war? I’m not surprised they’re hitting the eject button.

Higher costs, capital flight, & a fresh round of U.S. sanctions. No one wants to be left holding the Chinese bag… apart from me.

What does goldfish & investors have in common? They both have 2 second memories.

It was only 3 days ago Chinese stocks were rallying on the back of strong earnings & big promises of growth from AI driven tech. Apparently if Trump makes shipping containers a little more expensive, that all goes away.

Do you see why I think that’s a bit silly? Take Alibaba, for example. A near 50% rally in 1 month.

And they’re planning on spending over $52 billion on AI & cloud tech over the next few years. (that’s also part of the reason why they’re down today but that’s a whole other thing. People are worried about profits being low. Look at the bigger picture. Investing kicks the profits down the road but they’ll be bigger when they come. Anyway…)

That makes them a great option to park some cash on a pull back.

I also think the whole trade war worries are blown way out of proportion. Neither party wants it. They’re posturing but they’ll make up before things get out of hand.

China mines too much of the worlds minerals needed for tech for the US to really hit them with the “it’s not you, it’s me” treatment. Here’s a visual on just how much more China mines than everyone else.

No prizes for guessing what I’ve been doing today.

I’ve been adding stocks like it’s super market sweep. Even though the Chinese market’s been rallying, I still think there’s plenty of room to grow yet.

This drop today is just a great opportunity to buy at a discount in the middle of a strong rally.

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That’s all! See you same time tomorrow 👋

P.S Hit reply & let me know what you thought of today’s newsletter. All feedback is welcomed ❤️