Tariff Tantrums 2
Tariff Tantrums Again! I had planned to do this week’s blog on letting runners win – but after Friday’s drop that seemed to be in rather bad taste. Instead, we revisit the previous tariff tantrum and see if we can work out what is likely to happen this time around. Your browser does not support […]
Tariff Tantrums
Tariff Tantrums. I was watching market open on Friday with a sense of disbelief: The market, especially the Nasdaq, was dropping like a stone. What was going on? New: ITM Podcast Prefer to listen? Try the podcast! Your browser does not support the audio element. (and please let me know what you think ) Yes, […]
Tariffs
Tariffs, tariffs, tariffs. That’s all we seem to hear about in the financial press and MSM (MainStream Media). Of course, we are interested – after all it is having a marked effect on the markets – so let’s try to sort out what is real and what is hype. I don’t want to go through […]
Selling Naked Puts
The unexpected happens. And, boy, didn’t it happen last Monday! When I wrote the blog, I had just seen the news about DeepSeek (China’s answer to ChatGPT) and noted that the futures were going down. What an understatement! When the market opened the Nasdaq plummeted more than 3%. Not nice. Shoot first, ask questions later […]