Are fears of Trump’s tariff talks swaying our stock strategy in the wrong direction?

As we aim to refine our investment approaches, I feel like I'm seeing a trend: could our perspectives on Trump’s tariff negotiations be quietly influencing our stock choices, possibly undermining our returns? For instance, might fear of potential trade disruptions lead us to hastily sell stocks in sectors like tech, manufacturing, or retail, guided more by political unease than by solid fundamentals? I’ve observed some investors offloading or steering clear of certain stocks due to tariff-related concerns rather than comprehensive market analysis.What are your thoughts? Have you noticed fears about Trump’s trade policies prompting sell-offs or shaping stock selections, and how do you keep your decisions grounded?