Trump's Stock Market Ride: A Shelby Company Report Card

The Tariff Tango: A Shelby Perspective

So the market's been a bit like a bare knuckle fight lately eh? Trump's tariffs causing more drama than a Shelby family Christmas. Six days the S&P 500 took a proper beating dropping 2% or more and another 18 days where it shed at least 1%. Makes you want to reach for the opium doesn't it? But as I've always said 'You listen to me and you listen close: this affects all of us.' Even the market.

Annualized Returns: A Penny for Your Thoughts

Morningstar Direct says Trump's second presidency boasts a 1.58% annualized return for the S&P 500. Peanuts compared to Biden's 34% mind you. Obama did alright too around 30%. But let's not forget George W. Bush who had a 12% return. Now that's a proper disaster. Still 'Everyone's a wh*re Grace. We just sell different parts of ourselves.' The market sells fear mostly.

Stay Calm and Carry On: The Shelby Way

Cathy Curtis from Curtis Financial Planning says volatility doesn't predict direction. Wise words. 'Whisky's good proofing water. Tells you who's real and who isn't.' Same goes for the market. When everyone's losing their heads that's when the smart money moves. Remember 'Intelligence is a very valuable thing innit my friend? And usually it comes far too f***ing late.'

Presidential Parallels: History Repeating?

They keep comparing Trump to other presidents like it's some kind of horse race. Biden Obama Bush... they all had their moments. But the market's a fickle beast. One minute you're up the next you're flat on your arse. You need to play a longer game like chess not checkers. You need to know when to hold and when to fold. 'Lies travel faster than truth.' And the market believes every lie it hears.

Long Term Gains: The Shelby Company Strategy

Mark Motley at Foster & Motley talks about healthy stock market returns under almost every president since Carter. Except for poor old Bush thanks to that recession. Curtis even shows clients a chart going back to 1950. A thousand quid invested back then would be worth nearly 4 million today. Not bad eh? Now I'm not saying invest and forget. But I am saying plan for the long term. Like me.

The Unmistakable Trend: Upwards Always Upwards?

Curtis points out the short term dips but also the overall upward trend. The market will rise and fall. But like a Shelby you've got to keep pushing forward. 'We’re Peaky Blinders we don’t get f***ed by anyone.' And that includes the stock market. So keep your head down your powder dry and your investments steady. And remember sometimes the best move is no move at all. Unless you're talking about moving opium of course.