Author Archives: Jason Kelly

Trump Relights the Tariff Fuse

Market Report for Friday, October 10, 2025 Markets rediscovered volatility Friday after President Trump’s latest diplomatic haiku: threaten 100% tariffs, cancel a meeting, then wink that maybe he’ll still go. Traders reacted like toddlers hearing thunder for the first time: loudly and with tears. Of course, for the second time. Level Change 10/10/25 (%) – […]

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Back to Believing Again

Market Report for Wednesday, October 8, 2025 Wall Street forgot why it stopped loving artificial intelligence—for about five minutes yesterday. With the government still shut and the Fed flying blind, today’s traders preferred fairy-dusted Nvidia to lights-out Washington… _________________ Free gets you the knock on the door. Paid gets you invited inside, handed a drink, […]

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Oracle Rents the AI Revolution at Dollar Store Margins

Market Report for Tuesday, October 7, 2025 Wall Street finally blinked. After seven straight days of caffeinated optimism, traders decided to give gravity a go. The machines paused, and the primitive yellow rock known as gold looked like the smartest guy in the room… _________________ You’re on the free list, where the swan still has […]

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Stocks Rally on Hopes Congress Stays Shut Forever

Market Report for Thursday, October 2, 2025 Investors concluded government gridlock isn’t a bug but the upgrade. The Dow, S&P, and Nasdaq hit fresh records on Day 2 of Washington’s nothingburger. If politicos want to keep the lights off, Wall Street will happily comp the candles… _________________ Free subscribers get the appetizer. Paid subscribers get […]

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Pfizer Cures Medicaid, CoreWeave Cures Boredom

Market Report for Tuesday, September 30, 2025 Stocks finished a good quarter on an up note. The Dow scribbled another all-time high, the S&P hovered just shy, as recessionistas wondered how a world going wrong can make markets look so right… _________________ If you’ve read this far, you’re probably curious enough to go the distance. […]

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