(AMERICAN TRADE POLICY HANDS AUSTRALIAN BEEF A TOP SLOT) May 9, 2025 Hello everyone The Fed left rates unchanged, as expected, citing inflation concerns and continued uncertainty across the economic landscape. Australia scores big thanks to Trump President Trump has just gifted Australia near monopoly status in China’s almost $5 billion […]
Category Archives: Jacque’s Post
(A RETEST OF THE LOWS IS QUITE LIKELY) May 7, 2025 Hello everyone The bounce since the lows on April 8 has been quite strong on easing angst about tariffs and Federal Reserve independence. The strength and breadth of the rally have triggered some positive technical signals. However, it would […]
(THE RETAIL INVESTOR & WARREN BUFFETT ARE POLES APART) May 5, 2025 Hello everyone WEEK AHEAD CALENDAR MONDAY, MAY 5 9:45 a.m. PMI Composite final (April) 9:45 a.m. S&P PMI Services final (April) 10:00 a.m. ISM Services PMI (April) Previous: 50.8 Forecast: 50.6 Earnings: Clorox, Palantir Technologies, Ford Motor, Vertex Pharmaceuticals, […]
(SUMMARY OF JOHN’S APRIL 30, 2025 WEBINAR) May 2, 2025 Hello everyone TITLE – “The Special Recession Issue” PERFORMANCE – MTD = 12.69% 2025 YTD = 26.52% Since Inception = +776% Trailing one year return = 84.47% PORTFOLIO – Risk On (MSTR) 5/$220-$230 call spread (MSTR) 5/$250-$260 call spread (NFLX) […]
(THE STOCK MARKET IS HEADED HIGHER NEXT YEAR ACCORDING TO THIS SIGNAL) April 30, 2025 Hello everyone Have you ever heard of the Zweig Breadth Thrust? Well, last Thursday, April 24, it was signalled. And yes, that’s a good thing. The Zweig Breadth Thrust was developed by legendary investor Martin […]
(THE “SELL AMERICA” THREAD HAS TAKEN HOLD) April 28, 2025 Hello everyone WEEK AHEAD CALENDAR MONDAY, APRIL 28 10:30 a.m. Dallas Fed Index (April) Earnings: Universal Health Services, Domino’s Pizza TUESDAY, APRIL 29 8:30 a.m. Wholesale Inventories preliminary (March) 9:00 a.m. FHFA Home Price Index (February) 9:00 a.m. S&P/Case […]
(SUMMARY OF JOHN’S APRIL 16, 2025, WEBINAR) April 18, 2025 Hello everyone TITLE – The Special Chaos Issue PERFORMANCE April +0.95 MTD 2025 year to date = +14.78% Since inception = +766.33% One year return = 75.65% Average annualised return = 50.28% PORTFOLIO REVIEW Risk On (COST) 4/$840-$850 call […]
(TRUMP WAS FORCED TO EAT HIS WORDS) April 23, 2025 Hello everyone President Trump has indicated that he will lower the tariffs on Chinese goods, after acknowledging that the current trade war between the world’s two largest economies cannot last. Trump has said the tariff won’t be 0, but it won’t […]
(WANT A HIGHLY RESILIENT STOCK DURING A RECESSION – THEN LOOK AT NETFLIX) April 21, 2025 Hello everyone WEEK AHEAD CALENDAR Monday, April 21 10:00 a.m. Leading Indicators (March) Earnings: W.R. Berkley Tuesday, April 22 8:30 a.m. Canada PPI MoM Previous: 0.4% Forecast: 0.5% 9:30 a.m. Philadelphia Reserve Bank President […]
(SURVIVING THE TARIFFIED WORLD) April 16, 2025 Hello everyone The global economic landscape is being reshaped as we speak. There are now heightened concerns about economic growth, currency stability, and financial retaliation. We need to consider China’s potential response via US Treasury yields and other retaliatory measures. On April 2, 2025, […]