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"Tony The Tiger" - A Food Stock

The mood of Wall Street is now changing as the reality of tariffs is starting to kick in. Two weeks ago not so much so. Kelloggs had "so-so" earnings come out a few weeks ago and the stock exploded upwards. Note the very last line above mentions the effects of tariffs are not taken into consideration. So many stocks with "so-so" earning reports have jumped in price based on the "lets make America great again" slogan. Deere stock is shooting to the moon as I keep writing about in spite of declining sales in the last quarter. The sentiment seems to be that they are immune to tariffs. On paper they might be. Read this. Americans are struggling to buy gas, eggs and insurance. Total housing starts in the U.S.in 2024 were down 3.9%. Walmart, the recent darling stock in the last four weeks for Call option players woke up this morning with an earnings report which was healthy but with came with some caveats. Here is what happened. Perhaps the U.S. is starting ...
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Caterpillar Earnings. Ford Earnings

Here is the spin put on Caterpillar's earning report.
A heathy demand and the abilility to raise prices. No mentioning of the word covid. A referencing to 9% inflation. How management phases each little morsel is so ever important. The stock tanked on the news - on the takeaway that the company was running at full speed in a world of floods, wars and and of infrastructure building. It stock was punished. Strange. Ford had a wild and colorful story. It got punished for reasons which soon become apparent. A company still making millions of dollars in an environment amuck with change. Fourth quarter net income fell.
Tomorrow I will fill you in on why the Friday Call holders wished they had Puts. Here is what happened.
The 12 series of Calls opened up down over 90%. What a wabble. Now here is it's year to date chart.
The story of what is going to happen next with Ford never ends.

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