Trading The Shit Show: March 2025 Market Review

The phrase “Gentlemen, this is what we planned for” was echoing through my head today. I think it’s from a movie or something—maybe one of you can tell me.

Or, like I do now sometimes at 42 years old, maybe I’m just imagining things.

Regardless, this characterizes my sentiment on markets as we get started with the first week of March. Let’s take a look at how my 25 Stocks I’m Watching for 2025 list (part 1 here and part 2 here) are holding up against the S&P average, and then I will offer up my take on where the market stands today and what could be next.

As always read my disclaimer at the bottom of this post, and also on my “About” page.

As you can see from the chart, those 25 stocks are up about 3% YTD and outperforming the S&P - which is now down about 1% YTD - by about 4%.