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Monday, February 3, 2025

A lil Market Update; Trump Tariffs, Trade War, $VIX timing

 

We saw some awesome trading during the first month of 2025; loving the volatility we saw return on Friday! 

Hopefully this keeps up, and as long  as investors are kept on edge by the current administration, I'm sure it will.

 I've embedded a video, which you may also find pinned in my current X timeline, which perfectly mirrors my take on what I believe we're are already seeing unfold in real time. 

 

Elon Musk says he’s teaming up with Jamie Dimon to convince bond markets that cost-cutting DOGE is good for U.S. debt fortune.com



Watch the Video, and share it with your friends and family. 

 

 Trump has already put the warning out that there may be some pain ahead.

I've already spent a lot of time trying to warn people about the implication of pulling money out of this corrupt system, but few wanna listen


Wrapping up the market action we saw unfold on Friday

No sooner than I made this timely observation on the $VIX, all hell seemed to break loose!

That was the most accurate read of the day, and all the warning I gave on X.

 Up until that point the market had remained awfully quiet, and even before the market open, Bloomberg seemed surprised that futures were up; given all the bearish news they had been regurgitating all morning. Everything from  the DeepSeek (Deep Fake) we saw on Monday, to Trump warning BRICS nations not to abandon the US Dollar. Heck, they even had Nouriel (Dr Doom)  Roubini on!

 

screen capture Feb. 1st, 2025

 

While Bloomberg is more often wrong than right, that offers a glimpse into how to use the lame stream media as a market sentiment indicator. 

So with all the bearish cards on the table, why did markets ignore all the warnings, and even rally Apple shares into a bearish midday reversal? I think part of it had to do with the fact that it was a Friday, and investors had been told that Trump wasn't going to drop any bombshells until Saturday! 

 Surprise!

Trump says tariffs on Canada and Mexico coming Saturday, and he's deciding whether to tax their oil

It looks like Europe is next, and it looks like we're well on our way to a long anticipated correction in global equities. 

 

Why Is Donald Trump Threatening the EU and UK With Tariffs? newsweek.com



Tale Care, AA

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