Nvidia and Apple are so heavily shorted that i don't think the shorts are going to play their hands first. They are going to let them rally and hit them again. That's the only way they can get out of this mess because they can cover after they drive them down a bit. That said, (cont in reply...)

TJX all time high today. Only one. Good stock.

Apple, Mother of all Short Squeezes

You have to expect multiple plumbing of the depth of yesterday as we frantically try to price in a recession....

Contrast yesterday to today; huge up opening is horrendous; nice down opening is divine

Trump goes sell to buy...US equities...more powerful than any investment house....

Not a big fan of paying up for stocks when nothing has happened from when we had the closing selloff..except more troubling things...

Are we headed toward owning companies that only do business in the U.S. if you were starting a portfolio now would you buy a stock of a company that needs parts from China?

Need to be concerned about supply chain issues without a deal with China.. more tomorrow

The Investing Club is all about educating investors and one of the best learning experiences is my upcoming Annual Meeting in Orlando, FL. Get an inside look into what I’m seeing in this market and how to navigate the recent market turbulence. https://bit.ly/4cqmIew

Good discussion on China. Put us on

Are the buyers gambling that it doesn't matter if we put another 50 on China, that stocks are that low? Or is is all a big trap? We succeeded in not selling into yesterday's panic. But can we really buy into today's euphoria?

What a tough moment. We are so oversold and the futures are so high that buying here is a very difficult chore. We have been there before and the market can be a coiled spring without news

We don't want to se the futures up this much. So strange. We have come in down every night for 9 nights. Now the futures are up huge. Where are the sellers. Things aren't "better" now unless we are at levels people, at last, like.

We are not getting the whoosh that i would want. No washout.

Complacency? A belief that there has been enough of a haircut already? I'm not so sure...

I think the lack of significant reassurance that there was a plan here to deal with the seizing up of commerce is not good and keep the downside squarely on the table

Mirror account created April 7, 2025. Dates of prior posts not reflective of original posting.

I think the pressure on Chinese manufacturers that export here will be something that needs to be watched closely

How low can it go? Is another Black Monday beckoning? Join the Club the CNBC Investing Club and read my piece that just went live for the answers.

I think the difference between now and 1987 is that the circuit breakers could slow things down. Will write about this in my CNBC investing club Sunday think piece

some things never change

no Costco hoarding .. no pre-tariff bonanza

It's tough to build a new, weaker, world order on the fly. Frantically trying to do it but don't see anything yet that takes the October 87 scenario off the table yet. Those who bottom-fished are sleeping with the fishes ...so far

Gary told it like it is tonight on @MadMoneyOnCNBC https://www.cnbc.com/video/2025/04/04/we-can-navigate-these-tariffs-even-if-they-are-at-46percent-says-rh-ceo-gary-friedman.html

you heard the odds if you watched the show... @MadMoneyOnCNBC

Look i don't want a repeat of '87 of course. But i traded during that period and remember each day well.. We knew to sell.. and we are proud we did. But we felt like idiots because the week BEFORE the crash was so bad and we were late to sell

If President Trump does nothing and if Europe retaliates then we the odds jump for an October 87 replay

Same damned pattern; that thursday, that friday..... that Monday?

Like I said this morning--odds now favor the October '87 pattern if we do not get constructive comments from Trump this weekend

Started short cover rally too early... no mojo. ;87 pattern in place...

Surprised we can't get a short cover rally in case President Trump realizes that a Black Monday may not burnish a legacy

Bulls want a tiktok deal to show that perhaps we are still talking to the Chinese

Vietnam path: Nike and Deckers going up. This is the one i said Trump can do something about. He is doing it!!!

Movement with Vietnam! Trump with a good talk. Very constructive!!

if the president wants to avoid an April 2000, a March 2020 or an October 1987 he can offer a path to help workers. It can make a difference...

There is a path. The president must help American companies and their workers who did the right thing and help them.

There is a path to avoid a 20% decline. Give great America companies a path

salient

Peggy Noonan: less like the Don more like Fredo.. ouch

Major shift in stocks unless President offers a path to cure what a country may be doing. Saying what happened Wednesday is step one..

Treasurys indicating a tanking of the economy as a byproduct of nothing

Attitude this morning: there is no price where sellers won't sell Apple. Interesting reaction and probably a little too aggressive

time for the predictable farmer bailout as we have big ag business with China. Smaller semi business which pretty much ended this morning

We were only minus 3 on the oscillator so you knew there would be more downside. Did President Trump forget that tech is our only real export and therefore vulnerable, Or did it not matter because the goal was destroying the world order to make more socks

The U.S. has chosen a spiral that will gaffe the working person in our country, exactly who is supposed to be helped by fair trade.

Yes I am an acolyte of Peter Navarro but these ideas lack the rigor of what he has taught us. I know the man who taught so many of us how to make countries change could not really believe in this "plan." There is no gameplan

The only real case against a wholesale re-alignment of your portfolio is a recognition that punishment for the sake of punishment is not a strategy

Holy cow, as i live and breathe, for the first time in my 50 years of reading the http://wsj.com edit page i agree with their tariff piece line by line. Glory be!! And I thought it was only the beloved Peggy Noonan that i was 100% in agreement.

It turned out that they were just about :"Getting to No"