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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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Getting On The Right Side of Trump

Jovy jumped. Here is something they make. Something like flying cars. Jovy is in the same space as a company called Unusual Machines.
.....
Now this, a Canadian company called Savaria.
It produces it's equipment in Canada and Mexico. With tariffs coming this could be problematic. The stock sold off last week. Trump has the power to move the markets. It's not fun trying to outguess his next move. The same thing happened the last time he was the President. Here is Savaria's five day chart.
Now Boeing. In past blogs on Nov.19th, Nov 4th and Oct 22nd and others I have mentioned how Boeing often seems to rally on Monday mornings. Today was no different. Here is it's five day chart including today which is a Monday.
Can you see how the Call options jumped in the morning? They also jumped last Friday.
Trump is making the markets more difficult to play.

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