Today, the S&P 500 is 3% from an all-time high. Its incredible how fast markets move, especially when the narrative flips. What happened? It seems it was the 🌮 TACO = Trump Always Chickens Out. #markets #stocks #investing

"The hardest day to invest is always today" Great article by Ted Seides @ Capital Allocators

Investors are in a weird place where: - U.S. investors are overexposed to the U.S. - Some Global investors are all-in the U.S. - Some Global investors are still stuck in home country bias planet. And everyone thinks they’re diversified. #investing #stocks #markets #diversification

S&P 500 just erased a 15% YTD decline in 6 weeks First time since 1982 we've seen this kind of reversal I had my spreadsheet open ready to "buy the dip" Then Trump folded on tariffs like a house of cards 🫠 The market doesn't care about your perfect entry point #TimingIsFutile #stocks

Worsening job market for recent college graduates. What’s driving this trend? Is ai playing role by killing some entry level jobs? Chart: The Atlantic

Wow! End of an era for the investing world #markets #investing #berkshire

Europeans traveling to the US dropped pretty hard in April. #bullish 😅 Great chart from BCA Research. #markets #investing #tradewar

The S&P just had its best two-week stretch in years. So why does everything feel so bad? According to economists: Maybe consumers are pulling forward spending to stay ahead of tariffs or inflation. Maybe it’s just lag? Maybe this, maybe that... 🤣 #markets #stocks #investors

Me trying to make sense of trade war, soft data, hard data, vibecession, stocks recovering, (maybe Fed cuts?) and earnings in 2025 #markets #stocks #investors #investing

Podcasts are screaming recession: @weisenthal.bsky.social @downtownjoshbrown.bsky.social @michaelbatnick.bsky.social The SP500? Grinding higher like it didn’t get the memo One of the best 2-week stretches in yrs The disconnect is getting harder to ignore Feels like 2020 all over again #markets

The week started like a #recession. It ended like a bull market. Full of breadth thrust porn. WTF just happened? #markets #investing #stocks #investors

Wall Street LOVES to say it’s time to get “active.” Especially in uncertain times like today, you here stuff like: "regime shift" "sea change" Be careful. You sure it’s not just time to get played? #markets #investing #advisors #wealth

Starting off another week winning in #markets #stocks 🧨🎊 I'm definitely gonna get tired of winning.

#Markets are still wild. #Gold is hot. #Dalio is doomsdaying. Powell’s sweating… Grab a cup of coffee, get comfortable, and catch up on financial markets in 5 mins:

S&P500 up 9.5% and QQQ 12% Markets backtracked 70-80% of the tariff hit. What a surreal week. #markets #investing #stocks

Long dated US treasuries going up while stocks tumble. = Something is breaking Another day in the history books for markets. For LT investors keep calm and DCA slowly #markets #investing #stocks

The S&P500 was up 4% at one point today and closed almost 2% down. A swing of almost 6% in one day. #volatility #markets #stocks

Bessent transmitting a much more rational message this morning. Negotiations are coming soon. “Friendly countries” that don’t retaliate will be first in line to cut a deal… #markets #investing #tradewar

At the heart of the trade war is a truth contained in this comment: “For how long can America reap the rewards of empire if it no longer wants to be an empire?” - Jawad Mian Does the US raise taxes? Cut spending? Tax other countries? The bid is to stay #1. #markets #investing #tariffs

Larry Fink just now: “most CEOs I’ve talked to in last couple of days think we are already in a recession” #markets #investing #recession #tariffs

Monday morning #stocks #markets

Things are definitely not normal when Bloomberg is covering the futures open on Sunday as if it was a regular trading day. S&P500 futures down 4% 🩸 #markets #investing #stocks

Trumps tariffs liberation bomb was finally unveiled. Feels like the 🧞 is out of the bottle. And there’s no putting it back. #markets #investing #stocks

🤣🤣🤣

The market didn’t just crash because of tariffs: it crashed because the President meant to crash it. MAGA-Exit isn’t policy, it’s a message. I unpack the most surreal week in markets since 2020 in this week’s Market Bites 👇 #markets #investing #stocks

One of the worst performances of the S&P500 index vs the rest of world - in a loooong time. So many people calling for the end of US outperformance… maybe, maybe not. #markets #investing #stocks

#Auto #trump #tariffs: what brands that sell in the US have more production in the US and which less. See below 👇 Not forgetting even a US manufactured car has foreign made parts that could be tariffed… #markets

Berkshire Hathaway is killing it this year 🚀 Its beating the S&P500 by almost 20% YTD, that has to be one the widest margins in a long time. - safety play - rotation out of MAG-7 What else? #berkshire #markets #investing

#facts “More than your salary. More than the size of your house. More than the prestige of your job. Control over doing what you want, when you want to, with the people you want to, is the broadest lifestyle variable that makes people happy” @morganhousel.bsky.social #life #money #happiness

The US is preparing for a #tradewar that could shake the entire global #economy. We are in an a new era of #tariffs, dollar diplomacy, and #deglobalization. In this week’s #Market Bites, I try to break down: 🔹 April 2: Tariff “Liberation Day” 🔹 The Mar-a-Lago accord 🔹 What's up with Gold? 👇

“People like to say: “To know where we’re going, you have to know where we’ve been.” But more realistic is admitting that if you know where we’ve been, you realize we have no idea where we’re going. Events compound in unfathomable ways. “ @morganhousel.bsky.social #uncertaintity #markets

#Stocks up, VIX down Nice job J Powell. Somehow he managed to give the markets comfort. #markets #investing #fed

GDP per capita growth in #canada has been the worst out of developed countries over the last 10 years. It Basically stagnated… Whatever was donde during this time has not been good. #markets #economy #gdp Credit: Andrew Sarna

Trying to wrap my head around how little or how much is April 2 priced into the market. “Liberation day” Clearly tariffs got everyone off guard the first one but now? #markets #investing #stocks #trump

Another doozy in the stock market today. Gold #GLD and Berkshire #BRKB are the only places to hide. Retesting the 10% correction level before recovering? Going lower? Hard to see past April 2D - #Tariff Day #markets #investing #stocks

"No one, not even Warren Buffet and John Neff, knows for certain what the market is going to do. No one can avoid the tough choices demanded by the optimal allocation of their capital, or the capital of others." #Markets #investing #finance

#gold @ $3,000/ounce recently What is gold's historic rally telling us? It's hard to seeing it as anything but the world distancing from the USD, US Bonds and US equities. As well as other Int'l assets and currencies. Is it a nothing burger? or a canary... for the market? #markets #investing

“You know a recession when you see one. Layoffs surge, markets plunge, and economic anxiety spikes. Right now, though, the signals are mixed:” #markets #investing #finance

“The countries that get along the best with the US will be "first in line" to adjust or mitigate the tariffs. "This is the policy. This is the way they're going forward” "Tariffs are now a global policy of the US, And this is a historic change to global trading patterns. #tariffs #markets

Interesting read by @kyla.bsky.social What’s going on #politically, #economically… is complex and there is no 666 plan way to sum it up. This was a brilliant bit: Facts, gone: They have created an information environment where factual economic understanding has been replaced by tribal signaling

#markets facing more Trumpian turbulence this week, with the SP500 at a 10% drawdown. Interestingly, the #MAG-7 #stocks, not at the frontline of tariffs, are among the hardest hit. Policy uncertainty is hitting market sentiment and taking down the AI momentum bull market with it.

Would have put money against this if I hadn’t seen this chart #Gold beating SP500 this century Not bad for a hunk of metal that has no cashflows… #markets #investing

#Gold continues blistering rally 🚀 Trump uncertainty adding ⛽️ to the 🔥 #markets #investing Bloomberg: Gold Breaks Through $3,000 as Trump Turbocharges Record Rally

JPM’s Michael Cembelest on the current market: 1) Markets hate Chaos: The market is a voting machine, and it’s casting a vote of NO confidence. Investors expected a balance of pro-growth and anti-growth policies, but the admin has led with tariffs, regulatory shakeups, and economic uncertainty.

#Berkshire #BRKB is like a quasi US treasury in terms of downside sometimes and a blue chip equity for long term upside #stocks #investing

Great start to the week everyone 💪🏻 Stocks are on sale. Good DCA-ing from here onwards 💵 #stocks #investing

What a week around the world EU finally talking about going all-in on defense and infrastructure spending in the trillions €€€ - Germany scrapping constitutional caps on spending - EU talking about joint defense spending - EU defense stocks going along for the ride #markets #investing #global

Weekly Market Bites: - Short-term pain for later gain? the 3D Chess theory? or chaos/Ego? - Trade war on, off, and back on. 😵‍💫 - Europe rethinks #defense spending due to US Isolationism - OPEC gives Trump a win - #Crypto strategic reserve launch flops 👇 #Markets #Investing #Finance

“A lot of people believe Trump and Bessent are deliberately orchestrating a recession” Interesting thoughts on the WTF times we are living through from: @downtownjoshbrown.bsky.social #investing #stocks #markets

#Bessent : #Stock Market isn’t the focus. Bringing down 10 year yields is. Which in that regard, they are below 4% so that’s actually working. Seems like they are willing to take the market hit now. #investing #markets