Right now, Americans feel terrible about the economy.
The University of Michigan’s Consumer Sentiment Index just dropped to 50.8 — the second-lowest reading in its history.
Let that sink in for a moment…
In more than four decades of tracking how people feel about the economy, it’s only been worse once, during the depths of the COVID crash.
Source: Wall Street Journal. May 16, 2025
When consumer sentiment hits rock bottom — that’s when savvy investors strike.
And this isn’t just a one-month dip.
Consumer sentiment has fallen five months in a row and is now down 30% since December.
Three out of four people spontaneously mentioned tariffs as a major concern. Inflation expectations just hit their highest level since 1981.
The mood on Main Street is grim.
But if you’ve been with me for a while, you know this: when everyone else is worried, we get to work.
Because that’s when stocks go on sale.
I’ve been investing for over 40 years.
And I’ve learned the most significant gains don’t come when everything looks rosy.
They come when the crowd panics and throws out great businesses with the rest of the market.
Want proof?
We Follow the Data — and It’s Delivered Big
When panic hit the markets in March 2020 and everyone was heading for the exits, we recommended Arista Networks. The headlines were screaming doom, but we saw opportunity.
Since then, the stock is up more than 840%.
In August 2022, the sentiment around semiconductors was in the gutter. Analysts were warning about chip oversupply. We recommended Taiwan Semiconductor.
Today, it’s up more than 135%.
In November 2023, the market had thrown in the towel on real estate and alternative assets. That’s when we stepped in and recommended Brookfield Corp.
The stock is now up 95%.
Bottom line: When others run scared, stick to the system. We don’t guess. We don’t chase headlines. We follow the data, and it’s delivered time and time again.
That kind of return doesn’t come from following the herd — it comes from tuning out the noise and trusting a disciplined strategy like our Alpha-4 Approach.
That’s how real wealth is built, not by chasing hype, but by staying calm when others aren’t.
Focus on great businesses with strong leadership, financial strength, and long-term tailwinds. And buy them when the price is right — usually when everyone else is running scared.
And when you stick to that kind of model, making money isn’t just possible — it’s the natural outcome.
Regards,
Charles Mizrahi
Founder, Alpha Investor
