Editor’s Note: While many people are wondering if the White House is just making up new tariffs and other policies willy-nilly, Manward Press Chief Investment Strategist Shah Gilani says it’s all part of Trump’s Master Plan.
He explains more below…
– James Ogletree, Managing Editor
When markets crack under the weight of White House policy, most investors run for cover.
I don’t.
That’s especially true when a president understands market psychology better than most politicians – and when his endgame is ultimately market-friendly.
Trump has a Master Plan. And if you caught my appearance on Varney & Co. a few weeks ago, you already know my position: buying the tariff-driven dip is not only logical, it’s the smart play.
When Stuart Varney asked me if President Trump would step in to prevent a market collapse, I answered with a simple “yes.”
That’s not based on wishful thinking. It’s based on decades of trading through everything from Black Monday to Brexit to the COVID crash.
The White House Won’t Let Markets Crash
Trump won’t let the market tank this early in his presidency. Not with the 2026 midterms around the corner.
Since March, we’ve seen escalating tariff rhetoric: blanket auto tariffs, then flat 10% on all trading partners, culminating in that April 2nd announcement that sent global equities tumbling.
Traders were caught flat-footed. Volatility spiked. Bond yields cratered.
But look closer at the pattern. Each major selloff triggered by tough trade talk has been followed by a walk-back. A delay. A clarification. A carve-out.
This isn’t a coincidence – it’s a strategy.
Trump views markets as a scoreboard for his leadership. If they collapse, his approval follows, investment dries up, and the media narrative turns against him – especially with 2026 midterms approaching.
Market Leverage: The Real Game
What we’re witnessing is classic negotiation tactics. Trump uses tariffs the way a poker player uses a raise – to apply pressure, gain leverage, and if necessary, strategically retreat.
He never overplays his hand to the point of no return.
That’s why for weeks I’ve been telling subscribers: this isn’t the time to panic – it’s the time to position.
This tariff tantrum is event-driven, not structural. It’s a temporary dislocation with a predictable outcome.
I’ve had my readers initiate one-third positions in world-class companies:
- Apple (AAPL)
- Amazon (AMZN)
- Microsoft (MSFT)
- Meta Platforms (META)
- Alphabet (GOOG)
- Nvidia (NVDA)
These aren’t just great companies – they’re systemically essential to American technological leadership and global economic growth.
Trump may talk tough, but he won’t sacrifice the engines of American prosperity.
We’ve Seen This Movie Before
Let’s not forget: this isn’t Trump’s first rodeo.
In 2018 and 2019, he deployed tariffs against China like missiles, but every time markets wobbled too hard, he changed the tone.
Exemptions were announced…
Deals were teased…
And markets rallied.
This is the Trump Put – a market floor based on the belief that if conditions deteriorate, he’ll act. Whether it’s walking back tariffs, hinting at tax cuts, or jawboning the Fed, he’s done it before, and he’ll do it again.
Because at the end of the day, Trump needs the market. Not just for votes, but for validation that his policies work.
The Smart Money Strategy
Now, I’m not advocating indiscriminate buying. No seasoned investor plays that way.
That’s why I advised my newsletter subscribers to take a measured approach: build one-third of a position now. This gives us exposure to world-class businesses at discounted prices while maintaining dry powder if we retest the lows.
Why one-third? Because the game isn’t over. Trump still needs to show the world he’s not bluffing. He may escalate tariffs just to make his point. If that triggers another leg down, we’ll be ready to add.
Real wealth isn’t built by panic-selling on CNBC headlines. It’s created by understanding the narrative, recognizing the pattern, and positioning before the crowd catches on.
The media will say this market’s direction is uncertain…
That the tariff threat is real…
That we could be headed for recession…
They don’t see Trump’s Master Plan.
It’s a calculated approach: push until markets push back – then provide just enough relief to claim victory.
If you understand this dynamic – and believe Trump won’t sacrifice market strength this early in his presidency – you buy the dip. Scale in. And prepare for the inevitable rebound.
Because when the chaos is orchestrated, so is the recovery.
And if you’re following my playbook, you’ll be ready for both.
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