RADIO SHOW 5/13- THEM SEMIS
SOURCE: https://www.spreaker.com/episode/them-semis-05-13-2025–66076657
SOURCE: https://www.spreaker.com/episode/them-semis-05-13-2025–66076657
SOURCE: https://www.spreaker.com/episode/tariff-bye-bye-05-12-2025–66060680
Quieter day. We love quiet days. Sets things up better. Not quiet is the White House. How many times did the numbers change today? Usual amount of blow-ups but… Quite the amount of great gaps to upside on earnings. We will study each.
SOURCE: https://www.spreaker.com/episode/the-what-the-heck-is-next-week-in-review-05-09-2025–66021423
Crummy close into the front running China news leaked at end of day. That news…they will lower the tariffs going into the weekend. They forgot massive overhead resistance soon. That UK deal is fine. Have a lot more great reactions to watch.
SOURCE: https://www.spreaker.com/episode/big-time-resistance-05-08-2025–66005045
Good close. We like good closes. Indices in some decent looking pullback wedges. Fed day is gone. Good! President gives relief to semis. Good news. Don’t change your mind. Do not think they are going to make this easy. New yearly high list still small.
SOURCE: https://www.spreaker.com/episode/fed-day-blah-blah-blah-05-07-2025–65982992
SOURCE: https://www.spreaker.com/episode/biotech-crash-05-06-2025–65951899
Never thrilled with weak closes. Normal pullback from big overbought…dont want to see it become abnormal. Powell tomorrow. Yippee! GOLD still on the go. India/Pakistan less than thrilling news.