(SMALL-CAPS COULD SIZZLE THIS SUMMER) June 4, 2025 Hello everyone Tariffs worries have been hanging over the markets like a dark cloud. However, lately, there seems to have been a shift going on. Rather than cowering under the prospect of what tariffs will do to the economy, it appears investors may […]
Category Archives: Jacque’s Post
(THE BOND MARKET COULD BE IN FOR A BRUISING) June 2, 2025 Hello everyone WEEK AHEAD CALENDAR MONDAY, JUNE 2 9:45 a.m. S&P PMI Manufacturing final (May) 10:00 a.m. Construction Spending (May) 10:00 a.m. ISM Manufacturing (April) Earnings: The Campbell’s Co TUESDAY, JUNE 3 5:00 a.m. Euro Area Inflation Rate […]
(SUMMARY OF JOHN’S MAY 28, 2025, WEBINAR) TITLE – Topping out TRADE ALERT PERFORMANCE May MTD = -2.43% 2025 Year to Date = +25.79% Since inception = +777.86% Trailing One Year Return = +83.00% Average Annualized Return = +50.46% PORTFOLIO REVIEW Risk On (MSTR) 6/$330-$340 call spread (closed May 28) Risk Off […]
(THE BIG PUSH INTO NUCLEAR) May 28, 2025 Hello everyone WEEK AHEAD CALENDAR MONDAY MAY 26 9:20 a.m. Euro Area ECB Lagarde Speech NYSE closed for Memorial Day holiday TUESDAY MAY 27 8:30 a.m. Durable Orders preliminary (April) 9:00 a.m. FHFA Home Price Index (March) 9:00 a.m. S&P/Case Shiller comp. […]
(KRAKEN WILL LAUNCH TOKENIZED STOCKS) May 23, 2025 Hello everyone CRYPTO AND THE UK – NEW REGULATORY CONTROLS. In just over six months’ time, when 2026 rolls around, UK regulations will mandate full reporting of all crypto transactions. Firms will have to log: Sender & recipient names Addresses & tax IDs Full […]
(JAPANESE LONG RATES: A RIPPLE THAT COULD BECOME A GIANT WAVE) May 21, 2025 Hello everyone For many years, the Bank of Japan (BoJ) has set its 10-year government bond yield near zero through relentless buying. The upshot of this is that it owns over half of all Japanese Government Bonds (worth around […]
(IT MIGHT BE TIME TO START ACCUMULATING SOME PLATINUM) May 19, 2025 Hello everyone WEEK AHEAD CALENDAR MONDAY, MAY 19 No items of significance TUESDAY, MAY 20 12:30 a.m. Australia Rate Decision Previous: 4.1% Forecast: 3.85% Earnings: Home Depot, Keysight Technologies, Palo Alto Networks WEDNESDAY, MAY 21 2:00 a.m. UK Inflation […]
(SUMMARY OF JOHN’S MAY 14, 2025, WEBINAR) May 16, 2025 Hello everyone TITLE – “Rocketing Back to Zero” PERFORMANCE MTD = – 4.21% Year to Date = +24.19% Since Inception = +776.08% Trailing One Year Return = +90.95% Average Annualized Return = +50.84% PORTFOLIO Risk Off (GLD) 5/$275 – […]
(THE QUIET CORNER) May 14, 2025 Hello everyone If history is our guide, what boomed in the last decade may not shine quite so brightly going forward. Two questions for you. What are you focused on in the market right now? And Where are you not looking in the market right […]
(CHINA AND THE U.S. AGREE TO A TRADE DEAL IN SWITZERLAND) May 12, 2025 Hello everyone WEEK AHEAD CALENDAR MONDAY, MAY 12 8:30 a.m. Australia Consumer Confidence Previous: -6% Forecast: 2% TUESDAY, MAY 13 6:00 a.m. NFIB Small Business survey (April) 8:30 a.m. CPI (April) WEDNESDAY, MAY 14 9:30 p.m. […]