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New Investors Have Been Taught To Buy The Dip
2026-04-23 · via All Articles on Seeking Alpha

Summary

  • Despite S&P 500 and Nasdaq record highs, geopolitical tensions and rising oil prices pose underappreciated risks to market stability.
  • Nearly 80% of S&P 500 companies have beaten earnings estimates, fueling a buy-the-dip mentality and risk appetite.
  • Elevated energy costs and overseas economic pain threaten 40% of S&P 500 revenues, yet analysts' forecasts remain optimistic.
  • I remain bullish but cautious, as persistent inflation and slowing growth may cap further upside despite the recent correction low.
  • This idea was discussed in more depth with members of my private investing community, The Portfolio Architect. Learn More »
Business concepts, up and down

takasuu/iStock via Getty Images

The S&P 500 and Nasdaq Composite closed at record highs yesterday, but the headlines that explained why seem a bit misleading. Supposedly, the ceasefire has eased geopolitical tensions, yet oil prices rose nearly $3, with WTI crude oil settling at more than $92 after Iran attacked three

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Lawrence Fuller is the Principal of Fuller Asset Management (FAM), a state-registered investment adviser. He is also the manager of the Focused Growth portfolio on the copy-trading platform Dubapp.com. Information presented is for educational purposes only, intended for a broad audience. The information is not intended to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. FAM has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. FAM has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances or market events, the nature and timing of investments, and relevant constraints of the investment. FAM has presented information in a fair and balanced manner. FAM is not giving tax, legal, or accounting advice. Mr. Fuller may discuss and display charts, graphs, formulas, and stock picks, which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in market or economic conditions and may not necessarily come to pass.

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