Jacquie’s Post

  (APRIL IS HERE - WHEN THE TARIFF UNCERTAINTY MAY BECOME A KNOWN CERTAINTY)   March 31, 2025   Hello everyone   WEEK AHEAD CALENDAR MONDAY, MARCH 31 9:45 a.m. Chicago PMI (March) 10:00 a.m. Dallas Fed Index (March) 7:30 p.m. Japan Unemployment Rate Previous: 2.5% Forecast: 2.5%   TUESDAY, APRIL 1 12:30 a.m. Australia

  (THE RETAIL INVESTOR IS BUYING THE DIP)   March 28, 2025   Hello everyone   The buy-the-dip mentality is still strong among the retail investing crowd, even though markets have been spooked by the Trump administration trade war and the growing risk of a recession. Individual investors have invested $32.9 billion into stocks since

(MARKETS ARE DEFINED BY UNCERTAINTY) March 24, 2025   Hello everyone   WEEK AHEAD CALENDAR Monday, March 24 8:30 a.m. Chicago Fed National Activity Index (February) 9:45 a.m. PMI Composite preliminary (March) 9:45 a.m. S&P PMI Manufacturing preliminary (March) 9:45 a.m. S&P PMI Services preliminary (March)   Tuesday, March 25 9:00 a.m. FHFA Home Price

  (SUMMARY OF JOHN’S MARCH 19, 2025, WEBINAR) March 21, 2025   Hello everyone   TITLE “Sell First, Ask Questions Later”   THE HIGHLIGHTS A five-year bull market is over. Economic growth has turned negative in 2025, and risks have risen. Weak economy will force the Fed to cut rates but not until year-end. Stock

  (THE TARIFF FIX) March 19, 2025   Hello everyone     We all know that markets and uncertainty don’t mix well.  And right now, there is a lot of uncertainty surrounding U.S. trade policy. While the Trump administration tariffs on Mexico and Canada have been delayed for a month, the 10% tariff on Chinese

  (INVESTORS ARE LOOKING FOR CLARITY AMID THE CHAOS)   March 17, 2025   Hello everyone   WEEK AHEAD CALENDAR Monday, March 17 8:30 a.m. Empire State Index (March) 8:30 a.m. Retail Sales (February) 10:00 a.m. Business Inventories (January) 10:00 a.m. NAHB Housing Market Index (March)   Tuesday, March 18 8:30 a.m. Building Permits preliminary

  (THE FED MAY PUT RATES ON HOLD THIS YEAR) March 14, 2025   Hello everyone   Good inflation reports mean lower rates, right?  The Fed may not see it that way. Inflation reports, which showed better-than-expected slowdowns in consumer and wholesale prices last month, may be hiding an unpleasant surprise.  Progress on the Fed’s

(THE POSSIBILITY OF A U.S. RECESSION IS NOW BEING ACKNOWLEDGED) March 12, 2025   Hello everyone   The shift is on from bull to bear as the “R” word becomes a discussion topic. After a few months of me warning everyone about an impending down move/bear market, going against the grain of most professional analysts

  (WELCOME TO THE WHIPLASH MARKET) March 10, 2025   Hello everyone   WEEK AHEAD CALENDAR TUESDAY MARCH 11 6:00 a.m. NFIB Small Business Index (February) 10:00 a.m. JOLTS Job Openings (January)   WEDNESDAY MARCH 12 8:30 a.m. Consumer Price Index (February) 8:30 a.m. Hourly Earnings final (February) 8:30 a.m. Average Workweek final (February) 2:00

  (THE BEAR IS GROWLING IN THE FOREST) March 7, 2025   Hello everyone   Peter Berezin of BCA Research was a Wall Street bear coming into 2025.  He believes the U.S. is probably already in a recession.   Coming into 2025, most Wall Street strategists were predicting further gains, however, Berezin was holding a


  (IT’S MARCH 2025 – LET THE TARIFF WARS BEGIN) March 3, 2025   Hello everyone   WEEK AHEAD CALENDAR MONDAY MARCH 3 9:45 a.m. S&P PMI Manufacturing final (February) 10:00 a.m. Construction Spending (January) 10:00 a.m. ISM Manufacturing (February)   TUESDAY MARCH 4 2:20 p.m. New York Federal Reserve Bank President and CEO John

  (SUMMARY OF JOHN’S FEBRUARY 26, 2025 WEBINAR) February 28, 2025   Hello everyone   TITLE The Last Glass of Kool-Aide   THE HIGHLIGHTS A five-year bull market is coming to an end. Economic growth will slow in 2025, and risks rise. Inflation is about to rear its ugly head once again. Interest rate cuts

  (THE CHANGING LANDSCAPE OF THE MARKET)   February 26, 2025   Hello everyone   Tesla stock is plunging. Why? Worldwide criticism for his role in the U.S. DOGE service cancelling contracts and slashing staff in the U.S. government.  And the way he has gone about this - slash and burn approach – has raised

  (NVIDIA IS THE HEADLINE ACT THIS WEEK)   February 24, 2025   Hello everyone   WEEK AHEAD CALENDAR MONDAY FEB. 24 5:00 a.m. Euro Area Inflation Rate Previous: 2.4% Forecast: 2.5% 8:30 a.m. Chicago Fed National Activity Index (January) 10:30 a.m. Dallas Fed Index (February) Earnings:  Public Storage, Diamondback Energy, Domino’s Pizza   TUESDAY

  (A MARKET CAUGHT IN THE CROSSHAIRS: WHICH WAY NOW?) February 21, 2025   Hello everyone   Walmart's profit growth has slowed.  Just how healthy is the American consumer? Mass sackings are happening now.  When people are employed, they spend.  When people are not employed, they stop spending.   It’s simple really. The AI trade

  (THE SCORCHED EARTH POLICY OF DOGE) February 19, 2025   Hello everyone   Donald Trump is pushing boundaries. And how will it all look when he’s finished? We know he recently fired people from the National Nuclear Security Administration (NNSA), which is the agency tasked with maintaining the country’s nuclear weapons. But, within a

  (WILL THE RESERVE BANK OF AUSTRALIA CUT RATES OR HOLD THIS WEEK? February 18, 2025   Hello everyone   WEEK AHEAD CALENDAR MONDAY FEB. 17 9:30 a.m. Philadelphia Reserve Bank President Harker speaks in “Global Interdependence Centre Central Banking Series Conference” with the University of the Bahamas. 10:30 p.m. Australia Rate Decision Previous: 4.35%

  (SUMMARY OF JOHN’S FEBRUARY 12, 2025 WEBINAR) February 14, 2025   Hello everyone   TITLE: Trade Wars   PERFORMANCE MTD: 0.48% Trailing One Year Return:  83.45% Average Annualised Return: 49.92% Since inception: 758.24%   PORTFOLIO Risk On (TESLA)2/$300-$310 call spread (closed) (GS) 3/$580-$590 call spread (NVDA)2/$90-$95 call spread (VST)2/$100-$110 call spread Risk Off (TSLA)

  (CBA DELIVERED A GREAT FIRST HALF PROFIT, BUT THE CEO WARNS OF STORMS ON THE HORIZON) February 12, 2025   Hello everyone   The numbers are in for Commonwealth Bank of Australia (CBA), and they are excellent. The bank announced better than expected first-half profits, as the bank continues to cash in on Australia’s