The court is doing a favor. Uncertainty hit the markets. Uncertainty hit the business world. Liberation day crashed the markets. The crashing markets forced the hand, thus the pause. Thus the many exemptions. Fear took over. The pause bottomed the markets. Exemptions stopped the bleeding in those areas. But there was one big matzoh ball…
SOURCE: https://www.spreaker.com/episode/them-spending-numbers-05-28-2025–66318637
Tariff pause= ramp the markets back up. Strong a/d today. Strong tech. NVIDIA after the close tomorrow will dictate. Love them yields heading lower again.
SOURCE: https://www.spreaker.com/episode/another-tariff-pause-05-27-2025–66301048
Listen Here: https://www.spreaker.com/episode/the-week-in-review-05-23-2025-w-adam-sarhan–66235160
SOURCE: https://www.spreaker.com/episode/the-big-beautiful-bill-05-22-2025–66207978
SOURCE: https://www.spreaker.com/episode/yields-bite-05-21-2025–66192010
Yields. Yields. Yields. Higher yields crater markets today. 30 year yield yearly high. Not many places to hide. That budget deal with no budgeting.
The 1st signs of distribution… But good finish. GOLD held 50 day on Friday and resumed uptrend. Latest spending/budget bill sucks. More abuse of us, the tax payer.
SOURCE: https://www.spreaker.com/episode/what-would-they-do-without-us-05-20-2025–66175895
