implicit
implicit
explicit
Metals
implicit
The Trump Organization, Inc
3.0
Real Estate
Donald Trump 7.0
Real Estate
Donald Trump 7.0
4/2/2026 9:36:47 PM
dxy
The combination of tariffs, trade uncertainty, and war with Iran creates a volatile environment for the US dollar, though no explicit direction is given.
ndx
The guest describes broad economic damage from tariffs and war, including job losses, inflation, and supply chain disruptions, which would negatively impact tech and growth stocks in the Nasdaq over the medium term.
wti
Crude oil up over 11% in New York today, we're back to 112 almost. Dated crude hit 140 today.
| 4/2/2026 6:55:00 AM | short term cautious down | 5 days later | -15.36% | +7.68% |
| 4/1/2026 3:20:56 AM | short term cautious down | 5 days later | +1.26% | -0.63% |
| 3/26/2026 6:00:03 PM | short term up | 5 days later | +0.48% | +0.48% |
| 3/23/2026 7:47:20 PM | short term sharp down | 6 days later | +11.40% | -17.10% |
| 3/18/2026 8:32:27 AM | short term up | 5 days later | -3.94% | -3.94% |
| 3/16/2026 11:23:07 PM | short term up | 6 days later | -8.40% | -8.40% |
| 3/16/2026 9:03:21 PM | short term sharp down | 6 days later | -8.40% | +12.60% |
| 3/16/2026 8:16:44 PM | medium term cautious down | 20 days later | +16.84% | -8.42% |
| 3/10/2026 9:18:14 AM | short term cautious down | 5 days later | +7.16% | -3.58% |
| 3/10/2026 12:50:01 AM | short term cautious down | 5 days later | +7.16% | -3.58% |
| 3/8/2026 6:30:54 PM | short term cautious up | 7 days later | -1.34% | -0.67% |
| 3/6/2026 12:26:05 AM | short term cautious down | 5 days later | +8.59% | -4.30% |
| 3/4/2026 9:51:48 AM | short term sharp down | 5 days later | +3.01% | -4.52% |
| 3/3/2026 11:55:33 PM | short term cautious up | 5 days later | +26.94% | +13.47% |
| 1/21/2026 7:26:12 PM | short term cautious down | 5 days later | +5.10% | -2.55% |
| 1/13/2026 7:24:32 PM | medium term cautious down | 20 days later | +1.92% | -0.96% |
| 1/9/2026 10:36:27 PM | short term cautious down | 7 days later | -0.12% | +0.06% |
| 1/5/2026 7:12:40 PM | medium term sharp up | 20 days later | +6.13% | +9.19% |
| 10/23/2025 12:46:28 PM | short term sharp up | 5 days later | -1.66% | -2.49% |
| 10/15/2025 10:20:54 AM | medium term cautious down | 20 days later | +3.72% | -1.86% |
| 10/9/2025 10:45:24 AM | short term cautious down | 5 days later | -1.07% | +0.53% |
| 9/15/2025 9:09:32 AM | short term cautious up | 6 days later | -2.91% | -1.46% |
| 9/12/2025 12:16:57 PM | medium term cautious down | 21 days later | -2.54% | +1.27% |
| 8/25/2025 10:59:06 PM | short term up | 7 days later | +3.70% | +3.70% |
| 8/5/2025 4:44:03 PM | short term cautious down | 5 days later | -0.61% | +0.30% |
yields
The guest states inflation is running 0.5-1 point higher due to tariffs and the Iran war will cause an even bigger wave of inflation, which would push bond yields up in the short term.
