I Just Bought More of These 2 Stocks -- Even Though a Recession Looks Likely

Between the uncertainty caused by President Donald Trump's tariff policy, consumers being increasingly reluctant to spend on discretionary purchases, and several other factors, a U.S. recession in 2025 looks a lot more likely than it did a few months ago.Of course, nobody has a crystal ball, and there's no way to predict a recession with perfect accuracy. But many experts believe there's a strong possibility of a recession. JPMorgan Chase recently raised its probability of a recession to 60%, and a survey of top economists found a consensus 45% probability, just to name a couple of examples. While a recession can cause significant stock market turbulence in the short term, from a long-term perspective, it has historically been a good time to start looking for opportunities when the S&P 500 is down more than 15% from the highs, as it is now. With that in mind, here are two stocks I just bought more shares of, and why I believe the long-term investment thesis for both is still intact.Continue reading

Apr 23, 2025 - 10:38
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I Just Bought More of These 2 Stocks -- Even Though a Recession Looks Likely

Between the uncertainty caused by President Donald Trump's tariff policy, consumers being increasingly reluctant to spend on discretionary purchases, and several other factors, a U.S. recession in 2025 looks a lot more likely than it did a few months ago.

Of course, nobody has a crystal ball, and there's no way to predict a recession with perfect accuracy. But many experts believe there's a strong possibility of a recession. JPMorgan Chase recently raised its probability of a recession to 60%, and a survey of top economists found a consensus 45% probability, just to name a couple of examples.

While a recession can cause significant stock market turbulence in the short term, from a long-term perspective, it has historically been a good time to start looking for opportunities when the S&P 500 is down more than 15% from the highs, as it is now. With that in mind, here are two stocks I just bought more shares of, and why I believe the long-term investment thesis for both is still intact.

Continue reading