Tag: stock market

Twosda’s Theme Music

At 4:07 AM, the cat announced, “Let’s go!” Yes, he batted and chatted me awake enough to sleep walk to the door and release him back into the wild. He didn’t stay in the wild long. Cold, wind, and hunger drove him back in. “Not that wild, are you?” I asked him. He meowed back.

Thus began Twosda, April 22, 2025, much as many other days begin. Twosda and Thirstdas are the worse for me in this regard. My wife gets up early on Mun-Wen-Fri to attend exercise class. She deals with the cat between 6:30 and 8 AM on those days. But today has Papi testing the limits, in and out. I suspect he has two twins and they’re taking turns at this.

It was 39 F at 4:30 AM. If you trust Alexa. I asked it the temperature after Papi came back in. I was curious because it felt cold to my half-naked body. Like Sun & Mun, today features a clear blue-sky sauce and a glaze of sunshine with a tincture of wind and mild temperatures that lose their punch in the mid to upper sixties.

Trump continues to pile instability on instability, crazy on crazy, losses on losses. Like all great leaders, he sets ridiculous goals using ideologically-driven data, fails to take many details and factors into account, and then pretends it’s going great as everyone else prepares to get out the toilet plunger because this shit is overwhelming the crapper. He is consistently terrible and proud of it. Living in a Teflon-coated bubble, he’ll probably never recognize his insanity and the disastrous, negative impact he delivered to millions of people.

Unless, of course, his secret goal is to completely undermine and destroy the United States. That’s also possible. He could well be in collusion with Russian and oil oligarchs and are busy setting the table up to establish a powerful global cabal. Makes as much sense as any other shit he spreads.

They say that the Roberts Court is finally getting a backbone. “They’ll reign Trump in.” Ha. I think Trump is already smirking at the Roberts Court as he says, “Hold my Big Mac.” Harvard and other universities are suing the Trusk Regime. He doesn’t care. He’s already destabilized and disrupted our education systems and research programs. A third of the national NOAA weather offices have lost their leases. We’ll see what that does to the ability to warn about weather disasters. Then, Trump and Noem have been dismantling FEMA, so when these disaster squat on communities and drop a load, the state and community will struggle to recover and rebuild. Meanwhile, DOGE is raiding personal data and will probably weaponize that on behalf of Russia. He’s truncated international alliances and friendships that effectively worked for over half a century, isolating our nation. Besides all that, he’s been running due process over with a golf court.

And Trump and his supporters think this is just great. Anyway…onward.

When I first heard this Led Zeppelin song when I was thirteen, I thought, holy fucking shit. That was a startling development because I’d never sworn before that. That’s when I took up coffee, too. It all seemed to go together.

The song — “How Many More Times” — is in my morning mental music stream for reasons which The Neurons have sealed. They have better security than Kristi Noem and keep secrets more effectively than Pet (Pete) Hegseth. Not saying much, given how terrible and sloppy the Trump Regime has demonstrated itself to be, outside of the Musk-driven DOGE dogs.

Here is the music. When I listened to it today, my inner thirteen-year-old sat up and said, “Holy fucking shit.” This is a recording of a live show. Anyone familiar with Zep knows it’s gonna be a jam and will vary a bit from what was on the album.

Coffee has again insinuated itself into my body’s systems. I’m prepared to rock another day, at least until nap time later today. Hope your day is as purpose-filled as you need it. Carpe diem. Cheers

2

Frida’s Wandering Political Thoughts

I’m trying to decide: are we living in the New Dark Ages, or the Chaos Era?

I think it might be both.

It could also be that the Chaos Era is the New Dark Ages intro. Too early for mere mortals to decide. Historians or AI will call it at some future date.

The news churn stays heavy. Stock market swings and bond selloffs, inflation, and tariff wars suck up most of the oxygen, followed by Trump administration emergency appeals to the U.S. Supreme Court, and docket rulings. I’m forced to hunt for updates to stories which I follow, like the U.S. measles outbreaks.

West Texas has 541 reported measles cases but ‘only’ 30 of them are still able to spread. The U.S. has over 700 cases now. Six states are reporting measles outbreaks. The U.S. is reporting 90 new cases in one week in the nation, the highest since 2019.

Trump was POTUS for that 2019 outbreak, too. I think there might be a pattern there…

With vaccination rates down, measles cases have been reported in Alaska, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Kentucky, Maryland, Michigan, Minnesota, New Jersey, New York, Pennsylvania, Rhode Island, Tennessee, Vermont, and Washington.

Under RFK Jr’s guidance, the Federal government’s response is spotty. That reminds me that we already had the Anti-science Age and Misinformation Age under way, along with the Conspiracy Era.

Donald Trump may have put the name on the period for us: “I couldn’t care less.”

Yes, it’s the Careless Age of Misinformation and Chaos. CAMAC. A place of chaos, misinformation, declining personal freedom, drooping consumer confidence, rising prices, growing ignorance, increasing disease, less trust, more danger, and mushrooming lawlessness.

Also known as Trumpworld.

0

Frida’s Theme Music

Greetings again, world. It’s time again for Frida. Today is April 11, 2025. Those of you in ‘Merica might note the date and say, “Oh, yeah. Taxes.” I finished mine back in early Feb but held off submitting because I owe, I owe. Submitting them is on tonight’s agenda.

It’s 54 F at this point. Feels like it to me. Sunshine is a light version of itself today. Mmm, yeah, cloudy. Might rain. Might not. Might get up to 60 F. Then again, might not. This is Ashlandia spring weather.

Been reading and digesting the news. I know what I make of things. I see that on the political spectrum’s right side, they’re either cherry-picking info or hiding it. Cherry-picking as in, “Look how strong the market was Wednesday.” Hiding, as in, crickets about inflation and the price of eggs. Eggs bounced up into record realms. Rising prices were offset by Trusk Regime imports from Turkey and South Korea.

“Turkey and South Korea,” my wife said. “Wonder if the tariffs will change that.”

Looking out the window, I noted the weather change. The Neurons perversely seized the weather change and fired up “Call Me the Breeze”. They had the 1974 Lynyrd Skynyrd cover of the JJ Cale classic going in the morning mental music stream in short order.

“Ain’t no change in the weather
Ain’t no change in me
Ain’t no change in the weather
Ain’t no change in me
I ain’t hidin’ from nobody
Ain’t nobody hidin’ from me

h/t Genius.com

I enjoy the LS version but we’re not all the same, so here’s Eric Clapton and JJ Cale doing another offering.

And then we have an offerin’ by Tom Petty and the Heartbreakers.

I find them fine but in different ways. Hope one suited your Frida taste buds.

Coffee and I have metaphorically joined hands once again. Hope your Frida is going strong and just gets better and better, and I’m not being snarky when I say that.

Cheers

4

Humpda’s Wandering Political Thoughts

I want to believe. But the rug was pulled out from under me last November. I’m leery of trust and hope. They used to be my friends. Now they let me down.

I read a Brian Tyler Cohen post. Petitioning the King. Cohen writes well. Intelligently. Persuasively. Mr, Cohen says,

It’s clear by now that Trump’s imposition of tariffs has been a disaster. The market has crashed, wiping away all gains since he took office, companies are laying off employees by the hundreds, fears of a recession are reaching a fever pitch, and far from pressuring other countries into coming to the negotiating table, they’re going around the United States and entering into new trade agreements without us. New reporting suggests that Japan and South Korea are coordinating with China to respond to our tariffs. How’s that for 4D chess? At a time when American superiority is threatened by China, Trump is driving other countries into the arms of China.

And so given how disastrous these tariffs are on the economy, and given how potent the issue of high costs are (Trump himself admitted that he won the 2024 election as a result of high costs), it would lend itself to reason that he would want to avoid this like the plague. Even someone like Trump (who can’t bring himself to admit fault because he views any capitulation as a sign of weakness) can see how disastrous this is and should want to cut his losses.

Which raises the question: why plow ahead?

Right on dubious schedule, Trump announced a 90 day suspension on tariffs for all nations except his arch enemy, home to his products, China. So Trump is not plowing ahead.

Could it be that his falling poll numbers changed Trump’s mind?

Perhaps it was the turning of the worms like Joe Rogan, Mitch McConnell, Ted Cruz, and Thom Tillis.

Maybe Trump had a good game of golf. It could be that he saw that shares of DJT were down, affecting his personal wealth, or he noticed that crytocurrency had precipitiously dropped.

I personally doubt it was any of those things. They would indicate logic, consistency, personal reflection, things that Trump doesn’t do. I think he did it to amuse himself because he likes being the talk of the world. He’s that kind of egomaniac.

I think Brian Tyler Cohen may posit it’s something else. He finishes:

Now comes the hopeful part: we’re wise to his plan.

There is a reason that the Trump administration suddenly rescinded the nomination of Elise Stefanik to be UN ambassador, fearing Republicans would lose a seat in a district that Trump won by 21 points in November. And they saw what happened in Wisconsin, where Trump-endorsed conservative candidate Brad Schimel lost by 10 points in a 50-50 state. And they saw what happened in Florida, where even though Democrats lost a pair of special elections, the races saw an average 16-point swing to the left. And on Saturday, they saw millions of Americans take to the streets to protest their overreach. This matters because this administration derives its power from the perception that it is untouchable and can act with impunity. The fact that Americans are standing up, turning out, and fighting back threatens their entire power structure. I know it doesn’t feel like we have much to celebrate, but I want to be clear: the energy, the momentum, and the enthusiasm is on one side right now, and it’s not Donald Trump’s.

Boy, I’d sure like to believe Mr. Cohen. But one thing my recent experience has taught me is, don’t get too hopeful.

That’s probably Trump’s plan: keep folks like me from getting too hopeful.

He’s diabolical in that way.

0

Saturda’s Wandering Political Thoughts

A woeisme fugue is shrouding my mind.

“I give up.” My wife shook her head as she spoke. A heavy sigh followed. She explained that she spoke to her sister and niece yesterday. The two live in Florida. Both are intelligent and vivacious individuals. College educated. Democrats. Trump despisers. Sis is my age. She owns her own business. Daughter works in sales and marketing. Neither were aware that Trump had just passed his tariffs. Nor were they aware that the stock market had been dropping. They weren’t aware of most of the news that had my wife’s head spinning. In fact, her forty-year-old niece had decided that Thursday was the perfect day to invest in the stock market for the first time.

“My sister is a low-information person,” my wife said. “She’s always been like that. She used to be on top of her business dealings but now she’s moved away from those. She just wants to relax and not worry about things.”

I understand how my wife feels. We were shopping in Medford yesterday. Nobody seemed to be doing any prepping buying. In fact, the shoppers seemed like happy, oblivious people.

My wife had noticed this with her coffee group friends. Most seemed serenely oblivious to what Trump was doing. Several were planning their summer vacations.

“Is it just us and our tribe?” I wondered.

Maybe. My beer group members are acutely aware of what’s going on. It significantly depresses the female members. The male members are grim. But all have worried and wondered, what should we do to prepare?

“I don’t think most people know what’s going on,” my wife said. “And I don’t think they care.”

I agreed. “I don’t think they’ll notice until it hits them in the face. Then they’ll think, hey, what happened? Why is the national park closed? Did you see the state of that bathroom? It’s filthy! They’ll wonder why the water and sky is dirtier. They’ll try to buy a new car and will have sticker shock. They’ll try to eat out and discover businesses have closed, and those that are open will cost a lot more than they expected.”

My wife said, “You said one thing wrong.”

“What?”

“‘Then they’ll think.'”

And the band played on.

5

Frieda’s Theme Music

Sunshine broke on through, just as the doors urged. Frieda, April 4, 2025 is a windy, sunny, warm spring day. High and thin clouds scrub some blue sheen of the sky. It’s 52 F and heading to the high sixties.

Papi the ginger blade was so happy. At first. Prancing into a sunshine pool, he washed and lounged. Then, wind ruffled his fur and pushed his ears around. The little Butter Butt pressed to come in, pronto.

A shopping day is planned. Our household subjects have veered between Trump’s impact on our personal finances and situation to buying a bidet attachment or something. “Should we get an attachment or a seat?” my wife asks. She’s rethinking herself.

“I’ll research and report back,” I reply.

“I’m not even going to look at my 401K,” she says. She means that. I will discreetly check it for her. Keep the results to myself. Mine has lost about twelve percent of its value. My other stock holdings have dropped ten percent. It’s early, though. I consider divesting all.

Today’s strong jobs report surprised me. But, then again, no. I’ve read of substantial business closings. Layoffs and terminations. Food traffic down in stores. Sales down. I’ve not read of any companies gushing, “Look, we’re hiring! Woo hoo!” Trump’s administration puts out those jobs numbers. He’s a known liar. So are the lackeys populating his regime. I’m sure they looked at the first set of numbers and told one another, “Oh, no, we can’t publish those. He’ll fire us all.” So they doctored the jobs number to look good.

PINO Trump tweeted about it this morning. Sorry, he X’d about it. “GREAT JOB NUMBERS, FAR BETTER THAN EXPECTED. IT’S ALREADY WORKING.”

What does he think is already working? Farmers are being hit, Federal workers have been shelved, tourism has dropped and is expected to drop more. The stock market keeps dropping…well, if you’re not in the Trumphosphere, you know. Projections are not rosy. First quarter reports are going to be interesting.

A friend added comments yesterday to one of my posts. They linked to a Jimi Hendrix song, “Still Raining, Still Dreaming”. Hearing that provoked The Neurons to begin different Jimi Hendrix Experience songs in my head. I ended up with “Stone Free” in the morning mental music stream. The song coincides with my urge to take a trip, see the coast. I’ve been working on my wife for such a trip. Her stars aren’t yet aligned enough. That doesn’t stop me from joining Hendrix to sing, “I got to, got to, got to get away right now.” But I’ll hold on for my other to be ready.

Difficult to find a good video of “Stone Free”. I went with this one, despite its sound glitches. I enjoy the members playing and seeing Hendrix’s fast, meticulous playing.

Coffee has made its morning visit to my body. I’m rockin’ and arollin’. Hope you have an awesome experience today, wherever you are. Cheers

2

Thirstda’s Wandering Political Thoughts

It’s time to check the economy’s barometer. Dollar Tree is selling off Family Dollar after acquiring it ten years ago. Lack of synergies between the two. I admit, I confuse the two stores. They’re interchangeable in my mind. Anyway, you would think that they would have noticed the lack of synergies back when DT was thinking about buying FT. I guess that’s business.

What really struck me about the move were these insights from Dollar Tree Chief Executive Mike Creedon, with my emphasis added in bold:

With regard to consumer spending, Creedon said that Dollar Tree, like other retailers, is seeing middle-income shoppers focus more on value. “At the same time, we are seeing stronger demand from higher-income customers who increasingly see Dollar Tree as a cost-effective source for an expanding range of products,” he said during the conference call.sales

“We believe it doesn’t matter how much money you make. Everybody is hurting right now,” he said.

‘Everybody is hurting right now.’ That’s a knee slapper. I don’t think the Trusk Regime’s billionaire cabinet and their friends are hurting at all. But maybe that’s just poor, poor, cynical me. More critically, it seems that more middle class is shopping at the Dollar Tree. That’s a strong sign for the future…not.

But come on, how can we be hurting in Donald Trump’s economy? He’s making all those moves to save the government money. Well, okay, that DOGE stuff didn’t save much money. It instead destablised the government, outraged citizens, scared Republican senators and reps into hiding, caused confusion and triggered alarm, and sent the stock market down. But he added those tariffs…and took them away…and added them again…causing trade partners to retaliate. Which, yeah, hurt farmers, damaged overseas liquor sales, and has put a crimp in economic forecasts. Retailers and manufacturers have responded with layoffs and slashed their sales forecasts.

Naturally, shoppers were affected. US consumer confidence tumbles for the 4th straight month as future expectations hit a 12-year low.

The Conference Board reported Tuesday that its consumer confidence index fell 7.2 points in March to 92.9. Analysts were expecting a decline to a reading of 94.5, according to a survey by FactSet.

The Conference Board’s report Tuesday said that the measure of Americans’ short-term expectations for income, business and the job market fell 9.6 points to 65.2.

It is the lowest reading in 12 years and well below the threshold of 80, which the Conference Board says can signal a potential recession in the near future. However, the proportion of consumers anticipating a recession in the next year held steady at a nine-month high, the board reported.

“Consumers’ optimism about future income — which had held up quite strongly in the past few months — largely vanished, suggesting worries about the economy and labor market have started to spread into consumers’ assessments of their personal situations,” said Stephanie Guichard, senior economist at The Conference Board.

Oh boy, so much winning, it hurts.

0

Frieda’s Wandering Political Thoughts

The Great Deflector blames ‘globalists’ for the market drops.

Later in the same press event, Trump again blamed globalists for the market downturn. “I think it’s globalists that see how rich our country’s going to be, and they don’t like it.“

What an absolute crock. Couldn’t be the old standard of people and institutions who invest in the stock market were protecting their profits and selling stocks, could it? Oh, no, he has to pull up some bullshit bogey man.

Then again, PINO Trusk isn’t a deep thinker. Not a sharp guy. Doesn’t understand the global network of finance, manufacturing, and supply chains at all. Nope. He prefers a stone-age ‘isolationist’ approach. Thinks that will ‘make America great again’.

Meanwhile, treating your friends like shit ends up with them getting pissed at you and treating you like shit.

Ontario cancels Starlink deal over US tariffs — Italy may follow due to US pullback from Europe

Ontario Premier Doug Ford said that he would cancel the $100 million deal the Canadian province signed with Starlink in response to Trump’s 25% tariff on Canadian goods. He’s also imposing a 25% tax on electricity exports, with New York, Michigan, and Minnesota being the most affected. CBC also reports that U.S.-based companies are banned from procurement contracts with the province.

X Threatens Our Democracy. Canada Should Ban It

Last year, as the U.S. government debated and then followed through on banning TikTok, Republican lawmakers advanced numerous arguments against allowing a hostile foreign power to control a significant medium of public discourse.

They said a social media application owned by someone who is close to an autocratic leader might be used as propaganda.

They said the amount of data harvested by the app from users’ phones could pose enormous security risks, providing information to the security services of a hostile power.

Of course, I might be in the minority in my concerns about PINO Trusk.

What Big-Business Leaders, Including Democrats, Say Privately About Trump

One Wall Street executive told me that Mr. Trump remains better than any of the alternatives. Another — citing Elon Musk’s government shake-up — said he likes what he sees so much, he now regrets voting for Ms. Harris.

It wasn’t just that this group resented Mr. Biden’s intrusive regulatory policies. They didn’t like diversity, equity and inclusion policies either — or anything they derisively described to me as “woke stuff.” Now executives and bankers alike (my circles tilt a bit toward Wall Street) are celebrating early signs of a reversal.

I’m not really astonished by claims that business leaders ‘favor’ PINO Trusk’s trash and burn approach. Stories are rising across the political spectrum about people who first cheer the Trusk Regime’s behavior. Then they’re personally affected, and the song they’re singing goes from praises to complaints. So, as PINO Trusk burns supply chains, declares tariffs (and reverses them), and alienates markets and customers outside of the US, we’ll see how they’re feeling in a few months. Sure, they’re wealthier; their wealth cradles their asses as we go through chaos and inflation.

Or, as Paul Krugman stated it, One thing that really struck me from Rattner’s piece — something I’ve heard from other sources — is that big businessmen think Elon Musk is doing a good job. I guess this is one of those cases where power and privilege make you blind to things that are obvious to everyone else.

After all this fucking around, I’m waiting to find out.

0

Blog at WordPress.com.

Up ↑