If you’re feeling uneasy about the markets right now, you’re not alone. Inflation concerns are rattling investors, the Dow is shedding points faster than a leaky faucet, and President Trump’s looming tariff announcements have the market on edge.

Uncertainty is at an all-time high, and for many, this is a time to panic.

But not for me. For seasoned investors who know where to look, moments like these are golden opportunities.

And one stock I’ve got my eye on right now is Cleveland Cliffs (CLF).

Why? Because in times of volatility, you don’t want to run from the chaos – you want to position yourself where the chaos creates opportunity.

And Cleveland Cliffs is sitting in the middle of a perfect storm of market catalysts. Let me explain why.

The Tariff Advantage: Shrinking Foreign Competition

Let’s start with the elephant in the room – tariffs.

President Trump has made it abundantly clear that protecting U.S. industries is a cornerstone of his economic policy, and the steel sector is at the very top of his list.

During the last trade war in 2018-2019, tariffs on imported steel sent prices soaring, giving domestic producers a clear edge.

I see the same scenario unfolding right now. Canada and Mexico, two of the largest exporters of steel to the U.S., accounted for 35% of imports last year.

With tariffs making foreign steel more expensive, domestic producers like Cleveland Cliffs are in prime position to gobble up market share.

This isn’t just a small advantage – it’s a massive shift in the playing field. As foreign competition shrinks, Cleveland Cliffs gains pricing power and can raise margins without losing customers.

That’s a recipe for higher profitability, and for us as investors, that’s where the money is.

Steel Prices and Profit Margins: CLF’s Sweet Spot

When it comes to cyclical industries like steel, profit margins are king. And let’s not forget what happened the last time tariffs were implemented.

Domestic steel prices surged, and companies like Cleveland Cliffs saw their margins skyrocket.

In 2018, hot-rolled coil margins averaged over $400 per tonne. We’re heading into similar conditions now, as tariffs are expected to push steel prices higher.

That means Cleveland Cliffs isn’t just poised to maintain its profitability – it’s set to improve it.

This is a company that’s already a leader in supplying automotive sheet metal, a critical product for the U.S. auto industry. With tariffs making foreign steel cost-prohibitive, automakers will have no choice but to source locally.

Cleveland Cliffs is perfectly positioned to capitalize on the increased demand, and investors who get in now stand to benefit from the boost to its bottom line.

Insider Confidence: Follow the Smart Money

Here’s something I always pay attention to – insider buying.

When insiders are buying their own stock, it’s one of the strongest signals that the company is undervalued or poised for growth.

And guess what?

Cleveland Cliffs is seeing significant insider activity. The company’s leadership has been aggressively buying back shares, signaling their confidence in the company’s future.

As an investor, you should take notice when the people running the company are putting their own money on the line. They know the business better than anyone, and their actions speak volumes.

Policy Tailwinds: Trump’s Best Friend in Steel

Let’s be honest – being a “friend of Trump” (or FOT) is a good position to be in if you’re a domestic steel producer.

Cleveland Cliffs CEO Lourenco Goncalves has been a vocal advocate for protecting American steel, and his alignment with Trump’s policies puts the company in a favorable position.

Trump’s administration has made it clear that steel is a priority, and policy support like this historically lifts valuations in sectors that align with the government’s agenda.

Cleveland Cliffs is not just aligned – it’s at the center of the conversation.

What does this mean for investors? Optimism around pro-American manufacturing policies could drive higher valuations for companies like CLF.

And when investor sentiment aligns with strong fundamentals, the result is often significant upside.

YOUR ACTION PLAN

Here’s the thing about opportunities like Cleveland Cliffs: they don’t wait around. Right now, the market is jittery. Inflation fears are dominating headlines, and tariff uncertainty is adding fuel to the fire.

But while some investors are paralyzed by fear, the smart money is positioning for the future. Tariffs are set to take effect soon, and when they do, the advantage will decisively shift to U.S. steel producers like Cleveland Cliffs. With rising steel prices and shrinking foreign competition, CLF is perfectly positioned to come out ahead.

The stock is already trading at attractive levels, and with the added boost from tariffs, I believe it’s a bargain that won’t stay undervalued for long.

If you’re looking for a way to turn tariff uncertainty into profits, Cleveland Cliffs is the trade to watch.

Want to stay ahead of market moves and get real-time trade ideas like this? Join me in the War Room.

Every day, I break down the latest market developments, uncover catalyst-driven opportunities, and share live trades with our members. Cleveland Cliffs is just one of many plays we’re tracking as the April 2nd tariff announcement approaches.

If you missed our Tariff Protection Summit, you can still access the strategy session on demand for a limited time.

👉 Click here to watch it now and see how we plan to trade this market-moving event.

Don’t let these opportunities slip away – let’s turn market uncertainty into profits together.

Explore More Tariff Opportunities

1. Tariff Turmoil? Here’s Why RXRX Is a 71% Gain Opportunity

2. This Retail Powerhouse Is Ready to Weather Tariff Turbulence

FUN FACT FRIDAY

Did you know that tariffs were once the largest source of revenue for the U.S. government?

Before the introduction of income taxes in 1913, tariffs accounted for up to 90% of federal revenue. While their purpose has shifted over time, tariffs continue to play a key role in shaping trade policies, boosting domestic industries like steel, and protecting American jobs.