Summary:

  • Donald Trump’s approval rating on economic issues fell to 31%, the lowest of his presidency; overall approval stands at 35%.

  • A CNN poll (conducted Mar 26–30, n>1200, ±3.2% margin) showed ~65% of Americans believe government economic policies worsened the economy, up 10 percentage points since January.

  • Gasoline prices exceeded $4 per gallon, up from below $3 before U.S. and Israel strikes on Iran; over 60% of Americans report financial strain from rising fuel costs.

  • While 57% view the gas price increase as temporary, about 70% say the administration lacks a clear plan, and only 24% approve of its response.

  • Approval of Trump’s handling of inflation dropped to 27% (from 44% a year ago); over 60% of respondents have reduced spending, and over 40% have cut driving due to high fuel prices.

  • Economic concerns remain the top issue (40% rank it as primary), and even among Republicans, strong approval declined from 52% to 43%, indicating growing internal division.

Comment:

The reason I continue to place long-term trust in the U.S., similar to investors like Warren Buffett, is ultimately rooted in its institutional strength. It is not about any single administration or short-term policy direction, but about the underlying system—rule of law, capital markets, innovation ecosystem, and the ability to self-correct over time. Political cycles may introduce volatility, and leaders like Donald Trump may at times disrupt global order or create economic uncertainty, but historically, the U.S. system has demonstrated resilience and an ability to recover.

From an investment perspective, this is where conviction becomes critical. Markets will always fluctuate with sentiment, geopolitics, and macro shocks, but long-term returns are driven by structural factors. When volatility increases or when the U.S. market experiences a deeper retracement, it should not immediately be viewed as a signal to exit, but rather as a moment to reassess the core thesis. If the key fundamentals—innovation capacity, global capital dominance, and institutional stability—remain intact, then the correction becomes an opportunity rather than a threat.

In that sense, investing is not just about timing the market, but about holding conviction through uncertainty. If the underlying factors remain unchanged, periods of fear and drawdowns can justify a more aggressive stance. Not blindly, but with clarity: understand what you own, verify the thesis, and if it still holds, then act decisively.

Disclaimer:

The above content reflects personal views and market discussion only. It does not constitute any investment advice or recommendation to buy or sell. Investing involves risk, and readers should make their own assessments and bear responsibility for their own decisions.

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