With Full Tariff Capitulation, Who Will Pay For The Tax Cuts? + CPI Preview
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Market Recap:
0:00 Intro
0:35 Commentary: China Trade "Deal"
19:15 Market Strategy: It Pays Off To Have It
29:10 CPI Preview: New Cars
34:40 Market Performance: All Bullish
35:40 Heat Map: NFLX & SPOT
38:20 Commodities: Metals Pullback
39:40 Options: $64m Against The QQQ
44:35 Charts: Yields Matter
49:49 Outlook
Outro Music: All Quiet - Hara Noda
Comments
We all came here to get solid financial advice. Who gives a sh.it about a plane gift. The conversation does not belong here. That's my point Mav. Dems and Republicans in our government are all corrupt. We ain't in their team. They all sold us out.for 30 to 50 years. Nothing to discuss.
Contrarian
2025-05-14 15:00:46 +0000 UTCOh man, oh man, oh man. BRIBES are done on the down low (ask Biden) and the plane was given to the United States (all gifts are), not Trump. What a stretch. You are insufferable.
Sulcata
2025-05-14 12:21:40 +0000 UTCLet me help you with something Mav. You said tariff policy hasn't helped fund the deficit. Well, the facts are the most recent Monthly Treasury Statement for April 2025 reports a budget surplus of $258 billion. The U.S. government collected $17.4 billion in tariff revenue, nearly double the $9.6 billion collected in March 2025. Give credit where credit is due. You're getting unBEARable.
Sulcata
2025-05-14 12:18:55 +0000 UTC
