A friend called me a "jinx"—I wrote about the market lacking beta yesterday, and boom, Nasdaq tanked overnight...Market Performance Recap: $NASDAQ(.IXIC)$ : -2.04% $S&P 500(.SPX)$ : -1.12%Russell 2000: -1.03%Dow Jones: -0.31%Why Did the Market Drop?1. Auto Tariffs & Trade TensionsStarting next week, Trump is imposing a 25% tariff on imported cars, affecting both fully assembled vehicles and key components like engines, transmissions, and electronics.Winners? Tesla. Since all its U.S. sales come from domestic factories, it's shielded from the tariff impact. $Ford(F)$ also has a partial advantage, as 80% of its U.S. sales come from locally built vehicles.Lose