Morning Commentary
It was a tough session, and fresh tariff warnings were hanging overhead last week, so investors retreated to traditional safe havens, led by Utilities (XLU) and Artificial Intelligence (AI)/Data Centers proxies—mid-cap momentum is the best factor.
Buying the Dip
The great news that continues into today's session is the 2025 bounceback, which is becoming the stuff of legends. It gets an assist today after President Trump pushed potential 50% European Union (EU) tariffs to July 9th.
Magnanimous
There are intriguing earnings, but the real action begins tomorrow.
Today’s Session
Durable goods came in better than expected on headline and ex-defense.
Now, we await the latest on consumer confidence.
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8/7/2025 1:10 PM | The NASDAQ Rocket Ship |
8/7/2025 9:58 AM | NARROW BUT MIGHTIER |
8/6/2025 1:37 PM | Apple Invests in America |
8/6/2025 9:50 AM | COULD IT BE A SMALL WORLD AFTER ALL? |
8/5/2025 1:14 PM | Trump's Tariff Talk |
8/5/2025 9:38 AM | ALLOW ME TO RETORT |
8/4/2025 1:39 PM | Healthy Rebound |
8/4/2025 9:42 AM | A BIG TEST WEEK |
8/1/2025 1:48 PM | Jobs Report Spook the Market |
8/1/2025 9:49 AM | CLASSIC SELLING THE NEWS |
7/31/2025 1:34 PM | All Attention to Apple and Amazon |
7/31/2025 9:35 AM | OPEN THE POD BAY DOORS |
7/30/2025 1:33 PM | Wait-and-See Game |
7/30/2025 9:35 AM | TIME TO BE A REAL WISE GUY |
7/29/2025 1:48 PM | Chinese Trade Talks Progress |
7/29/2025 9:41 AM | BUMPS IN THE ROAD AHEAD? |
7/28/2025 1:19 PM | Trade Talks |
7/28/2025 9:48 AM | OOPS!...HE DID IT AGAIN |
7/25/2025 1:29 PM | Friday Rebounds |
7/25/2025 9:47 AM | ANOTHER RECORD WITH THE SAME OLD SCRIPT |
7/24/2025 1:48 PM | Weak Day |
7/24/2025 9:43 AM | IT'S CONTAGIOUS |
7/23/2025 1:54 PM | AI Initiative |
7/23/2025 9:42 AM | ROTATION PICKING UP STEAM |
7/22/2025 1:26 PM | Tuesday Rotation |
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