Afternoon Note
It’s a solid session for the market, and these days we’ll take it. Once we close above 5500, I’ll get excited, but for now this is a good day.
Growth sectors are leading the charge with Technology (XLK) being the tip of the spear.
The most intriguing stock of the session is Hasbro (HAS). It is supposed to be the poster child of negative tariff impacts.
I like the second layer chips that are rocking on strong earnings. United Rentals (URI) is up as a proxy for building activity in America.
Hasbro (HAS) says tariffs just missed this quarter. Management wasn’t so afraid and didn’t cut future guidance, which is unchanged.
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5/13/2025 1:21 PM | Don’t Fight the Feeling |
5/13/2025 9:39 AM | THE ULTIMATE SIGH OF RELIEF RALLY |
5/12/2025 1:22 PM | Strong Gains |
5/12/2025 9:47 AM | MAJOR PROGRESS WITH CHINA |
5/9/2025 1:15 PM | Friday Fluctuations |
5/9/2025 9:25 AM | SO MUCH EXCITEMENT |
5/8/2025 1:49 PM | First Trade Deal |
5/8/2025 9:37 AM | POWELL SEES NOTHING |
5/7/2025 12:53 PM | Powell Under Pressure |
5/7/2025 9:48 AM | THE LUXURY OF BEING GREEDY |
5/6/2025 1:20 PM | Anxiety Continues |
5/6/2025 9:45 AM | ANXIETY RETURNS |
5/5/2025 1:18 PM | Market Consolidating |
5/5/2025 9:41 AM | MID-CAP MUSCLE |
5/2/2025 1:19 PM | Labor Market Resilience |
5/2/2025 9:57 AM | BACK TO THE STARTING LINE |
5/1/2025 1:31 PM | Big Tech Resilience |
5/1/2025 9:52 AM | MAMA SAID |
4/30/2025 1:35 PM | Midday Recovery |
4/30/2025 9:52 AM | BIG HITTERS ON DECK |
4/29/2025 1:49 PM | Fluctuating |
4/29/2025 9:48 AM | BUY SIGNALS & RECESSION TALK |
4/28/2025 1:22 PM | Earnings Angst |
4/28/2025 10:03 AM | BIG TEST |
4/25/2025 1:16 PM | Quiet Friday |
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