Time for Estee Lauder? (EL)
Volatile tape, souring sentiment… yet one beauty giant is coiling tight. If it slips the leash, Scott Welsh tells us, momentum traders could get their shot.
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Tag: tariffs
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All Posts - Casey Stubbs - Chris Pulver - David Trainer - Graham Lindman - Geof Smith - Nate Tucci - Jeffry Turnmire - ProsperityPub
Tariff Shocks & Sector Checks: What Held Up — and Why
Tariffs hit, indexes wobble. Our Profit Panel pros scan for pockets of strength and trace the supply chain to find what held up — and why — before choosing defined-risk entries.
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Weekly Wrap-Up: Shutdown delays data, China jitters hit markets, and earnings loom
Shutdown-delayed data and a China shock rattled markets. Metals eased while copper held up; uranium names were steady. Banks kick off earnings next week. Geof Smith fills us in.
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Powell opens his mouth… and the market marches lower
Powell’s midday comments on hiring, spending, and valuations sent stocks lower, while Trump’s UN blast and Russia’s gasoline ban pushed oil and gas higher.
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S&P Hits New Highs… but Stands Alone
The S&P hit new highs — but without support from other indexes. Metals and PCE may hold the real clues.
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Gold’s Tariff Spike: All-Time High… then a Reality Check
Tariff headlines sent gold to a record high, but the pros warn: panic buying isn’t the play.
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The market’s in a weird mood again
Good news, bad news — the market’s faking traders out either way, making short-term, tight-risk plays the name of the game.
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Did the White House just fake the jobs report?
Geof Smith is not convinced the July jobs report is legit. Here’s why he’s brushing it off — and what he’s watching as we head into a high-stakes Friday.
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Weekly Wrap-Up: Markets Slip as Tariffs Return and Hype Wears Thin
Geof breaks down this week’s market weakness, what’s driving it, and how he’s adjusting with puts, commodities, and a big earnings week ahead.
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Market’s in a bad mood today (tomorrow could be even messier)
The market pulled back after stronger-than-expected data. But Geof Smith tells us that with NFP and tariffs hitting Friday, the real chaos might just be starting…
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Weekly Wrap-Up: Tariffs, Copper, and a Ticking Calendar. What’s Next
Tariffs, copper spikes, and a packed week of earnings and inflation data — Geof Smith breaks down what traders need to know as markets brace for a potential shift.
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The Government’s Writing Checks Again
The Pentagon is making bold bets on rare earths. But can government spending really fix a broken supply chain?
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