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The S&P crashed more than 5% on consecutive days last week for the first time since the onset of the pandemic. The index came within a whisker of a bear market, down 20% from the high on a closing basis.

It’s easy to get spooked out of the market these days. Few people believe the market has hit bottom when it does. Unheeded warnings play over in your mind as Judgement Day seems to have arrived. Stocks were overvalued. The trade war will cause a global recession. Excesses of the last several decades are being called. It’s time to get out of the market and save yourself.

Markets are emotionally driven in the short term. Fear and greed tend to be the dominant forces. But over time, emotions take a back seat to money and profits. When the market tanks, our emotions tell us to run for the hills. But history tells us it’s the best time to invest.

There are some truly stellar stocks in the portfolio that have generated returns comparable to the most successful stocks on the market. The problem is that these stocks are rarely cheap. But the recent market has put these phenomenal investments back within reach.

The recent panic has provided a rare entry point. Even if prices fall further before they rise, these stocks can easily make up for lost time when they move higher again. In this issue, I highlight two of the best stocks in the market to own at valuations not seen in years.

It’s been encouraging to see the market stabilize over the last two days (though yesterday was a crazy session).

Headlines have shifted investors to “risk-off” mode, but there are seven reasons to buy stocks more aggressively before the market goes “risk-on.”

It was a historic week for the market, and not for any positive reasons as the S&P 500 fell 9.1%, the Dow lost 7.9% and the Nasdaq declined by 10%. Perhaps the weekend will give traders a bit of time to better digest the tariff news and the market will stabilize this week, OR, it’s also possible that the uncertainty is just too much for traders to digest.

There’s no sugarcoating it: This is a historic market collapse, and it’s no fun for anyone. Volatility, fear and uncertainty are as palpable as they’ve been on Wall Street since perhaps the Covid crash in 2020. Unlike Covid, however, tariffs can be reversed, or at least mitigated, by a policy change, comment or tweet from the person who enacted them. That adds to the uncertainty. But it also means that it is very much a day-to-day, and even hour-to-hour, situation.

Given how fluid things are, it’s a good time to add as safe a stock as possible to the Stock of the Week portfolio. So this week I called upon Cabot Turnaround Letter Chief Analyst Clif Droke to offer up one of his most reliable potential turnaround stories. It’s a company that sells a lot of products that everyone needs all the time – regardless of tariffs or the state of the economy.

Details inside.

It’s time to buy stocks more aggressively.

That’s the case for stocks in general, but also cannabis stocks. Most cannabis companies aren’t really affected by tariffs. But their stocks have been hit recently by the shift to “risk-off” mode among investors.

Small-cap stocks will recover recent losses and be fine, eventually. It’s the uncertainty of what happens between now and then, and how long it takes, that has the potential to leave scars.

The previous weekend’s worry about a crash last Monday proved to be incorrect as the market had some early-week struggles, but those were at least in the short term washed away on Wednesday as the indexes exploded higher. By week’s end the S&P 500 had rallied 5.7%, the Dow had gained 5%, and the Nasdaq had rebounded by 7.3%.

In today’s note, we discuss pertinent developments for some of the stocks in the portfolio, including Agnico Eagle Mines (AEM), Centuri Holdings (CTRI), GE Aerospace (GE), Paramount Global (PARA), SLB Ltd. (SLB), Teladoc Health (TDOC) and UiPath (PATH).

Gold miner Agnico Eagle Mines (AEM) continues to lead the portfolio after making a new record high on Thursday.

The U.S. natural gas outlook should prove supportive for SLB Ltd. (SLB).

The market has been chaotic for the last week, so today we’ll zoom out and look at some factors that can help investors manage the mayhem.

The market got a reprieve last week. But we’re probably not out of the woods yet.

The S&P 500 came about as close to a bear market as you can get early last week. In fact, it hit the 20% mark down from the high on an intraday basis twice. But it’s not an official bear market until the closing price falls below 20%. The S&P seemed to have one foot on a bear market and the other foot on a banana peel. Then last Wednesday happened.

Both European and value stocks are drawing investor attention as U.S. growth stocks struggle, and these three stocks offer the best of both worlds.

Investing legend Warren Buffett has recently garnered attention for closing out a number of positions in his Berkshire portfolio, but should you make a bearish pivot? Market liquidity would caution against it.

The markets have already entered a correction, but are we looking at a bear market? We can’t know for sure, but we can look back to 2022 and 2024 for clues.