Elementary, My Dear Investors: Trump's First 100 Days in Market Mayhem!

The Curious Case of the Plummeting Portfolio

The game as they say is afoot! Or rather the market is afoot… and stumbling quite dramatically. It appears President Trump's first 100 days have not exactly been a boon for investors. Mycroft might call it a 'trifling matter,' but a 7.9% drop in the S&P 500 is hardly insignificant. It's the worst start since Nixon's time and we all know how that ended – with a resignation not exactly a bullish signal for long term investments eh Watson?

Nixon's Ghost Haunts Wall Street

Ah history repeating itself like a poorly written penny dreadful! CFRA Research informs us that Nixon's second term saw a 9.9% tumble in the S&P 500. It seems economic measures intended to combat inflation back then led to the 1973 75 recession. One might say 'Data! Data! Data! I can't make bricks without clay!' And the clay here paints a rather grim picture. Let's hope President Trump doesn't meet with a similar shall we say 'untimely exit' from office.

From Euphoria to Existential Dread

The initial euphoria following Trump's election was rather…unsettling. The S&P 500 soared fueled by the hopes of tax cuts and deregulation. From Election Day to Inauguration Day a 3.7% advance! It reminds me of the calm before the storm. But alas the rally 'sputtered,' as they say and then dove headfirst into the abyss. As I always say 'It has long been an axiom of mine that the little things are infinitely the most important.'

Tariffs and Tribulations: A Trade Tempest Brews

It appears President Trump's aggressive approach to trade is causing quite the stir or rather a full blown tempest! Reciprocal tariffs you see are rarely met with open arms by the market. The S&P 500 briefly flirted with bear market territory after Trump's tariff announcement. It seems investors took his campaign promises more seriously than anticipated resulting in concerns about inflation and a potential recession. A classic case of 'the devil is in the details,' I daresay!

The Search for Solid Ground: Is This the Bottom?

Jeffrey Hirsch editor of the Stock Trader's Almanac suggests this might just be a bear market rally. A 'near term bounce,' he calls it. A temporary respite before the plunge continues if you will. 'Lack of clarity and continuing uncertainty in Washington,' he says. It seems even the experts are scratching their heads which in my experience is a clear sign that something is amiss. As I'm fond of saying 'When you have eliminated the impossible whatever remains however improbable must be the truth.'

A Race Against Time: Can Trump Salvage the Situation?

President Trump has a mere two trading days to salvage his first 100 days. A rally could potentially avoid the ignominy of being the third worst start after George W. Bush's 6.9% decline. Only time and perhaps a carefully worded tweet or two will tell. Elementary my dear investors elementary! We must deduce whether he can pull a rabbit out of his hat. Or more likely find a scapegoat.