The Portfolio Armor Substack

The Portfolio Armor Substack

Share this post

The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Blood In The Streets

Trade Alert: Blood In The Streets

Taking advantage of today's market chaos.

Portfolio Armor's avatar
Portfolio Armor
Mar 28, 2025
∙ Paid
1

Share this post

The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Blood In The Streets
1
Share
A dramatic and metaphorical illustration of the investing concept 'Buy when there's blood in the streets'. The scene depicts a busy urban street in a financial district, with tall skyscrapers and bustling people. The atmosphere is tense and chaotic, with a red hue symbolizing 'blood in the streets'. Investors are portrayed making decisive moves, calmly walking against the flow of anxious people. The image should capture a sense of opportunity amidst turmoil, with subtle details like stock charts, newspapers with alarming headlines, and contrasting elements of fear and determination.

A Sea Of Red Ahead Of “Liberation Day”

Next week is “Liberation Day”, when President Trump’s new tariffs are scheduled to take effect, and the markets are tanking. I took advantage of the chaos to place a few bullish bets on stocks that have these characteristics in common:

  • Overall technical ratings of 6 or better (data via Chartmill).

  • Overall fundamental ratings of 6 or better.

  • Beat on both top and bottom lines in their most recent earnings release.

  • Seem unlikely to be impacted by the new tariffs.

The maximum potential upsides for these four trades are, respectively, 150%, 200%, uncapped, and uncapped. The maximum potential downside in all cases is 100%.

Details below, but first, a note for the risk averse.

If You Are Risk Averse

As a reminder, you can download the Portfolio Armor optimal hedging app by aiming your iPhone camera at the QR code below (or by tapping here, if you're reading this on your phone). Our app can help you find the least expensive hedges given your risk tolerance and time frame.

Blood In The Streets Trade #1

Keep reading with a 7-day free trial

Subscribe to The Portfolio Armor Substack to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Portfolio Armor
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share