Markets are rattled again. On September 25, 2025, President Trump announced a 25% tariff on imported heavy-duty trucks, along with threats of 100% tariffs on foreign-made films and potential tariffs on imported furniture and pharmaceuticals. These moves have investors worried about rising costs, disrupted supply chains, and market volatility.

So, what does this mean for you, and how should you respond as an investor.

Markets reacted immediately. Indices like the S&P 500 and Dow Jones dipped, reflecting fears over inflation and profit pressures in affected sectors:

• Pharmaceuticals: Imported drugs may become more expensive.
• Automotive: Truck manufacturers reliant on imports could see margins shrink.
• Furniture: Higher import costs may lead to increased prices for consumers.

While headlines can trigger panic, history shows that markets tend to recover once investors focus on fundamentals rather than political noise.

Value investors don’t chase headlines. They focus on intrinsic value: the true worth of a company’s business, leadership, and long-term earnings potential. Here’s their approach:

• Analyze Fundamentals: Determine how tariffs impact earnings, cash flow, and competitive positioning.
• Spot Opportunities: Identify companies punished by market fear but strong in fundamentals.
• Maintain a Margin of Safety: Invest in businesses with resilient balance sheets that can weather volatility.

By combining disciplined analysis with patience, value investors can not only protect their portfolios but also seize opportunities when others panic.

CFOS allow investors to generate income while managing risk, even during periods of market uncertainty. Selling covered calls or using protective puts creates a steady cash flow, which acts as a buffer during volatility. This strategy works hand-in-hand with value investing, letting you stay invested in fundamentally strong companies while capturing extra income.

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