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DHUnplugged Podcast - DHUnplugged #759: MSGA


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Month/Quarter ends and everything is just peachy

Banks got some good news – you can’t have a prolonged rally without the financial sector

Bond yields soften a bit as Trump closer to Shadow Fed announcement

ATH for SP 500 and NAS100 (DJIA and Russ2000 still lagging)

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 Warm-Up

- More companies are doing this again..
- Make Showering Great Again! MSGA
- - - Twitter Poll -
- New ways to buy stocks via tokens
- Musk/Trump Feuding Again

Markets

- Month/Quarter ends and everything is just peachy
- Banks got some good news - you can't have a prolonged rally without the financial sector
- Bond yields soften a bit as Trump closer to Shadow Fed announcement
- ATH for SP 500 and NAS100 (DJIA and Russ2000 still lagging)

Historically...

- Once we know the pattern - we know what usually happens next!

Stocks by Month

Circle (CRCL)

- MONDAY: Circle reverses ground after initially trading lower on JP Morgan initiation at Underweight and $80 price target.
- Note that several analysts' targets came in above $200.
- Stock down 15% since we mentioned last week (short idea)

Good News for Showering? MSGA

- As we know, Trump has railed against modern dishwashers, washing machines, light bulbs, showerheads and toilets, claiming that onerous government regulations render them less effective and more expensive.
- On April 9, Trump issued an executive order directing certain federal agencies “to incorporate a sunset provision” into a laundry list of energy production

...more
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NAFamBy Dame Jenn