The Morning Call
7/16/25
The
Market
Technical
Tuesday in the
charts.
Tuesday in the technical stats.
https://www.barchart.com/stocks/momentum
https://www.barchart.com/stocks/sectors/rankings
Tech euphoria
meets historic fund FOMO.
https://www.zerohedge.com/the-market-ear/tech-euphoria-meets-historic-fund-fomo
Finding and
trading edges in the market.
https://traderfeed.blogspot.com/2025/07/the-psychology-of-finding-and-trading.html
GDX: longer term
uptrend intact.
https://talkmarkets.com/content/etfs/gdx-longer-term-uptrend-intact?post=509318
Goldman on crypto.
https://www.zerohedge.com/crypto/goldman-crypto-what-has-changed
Fundamental
Headlines
The
Economy
US
Weekly mortgage
applications fell 10.0% while purchase applications were down 7.0%.
Month to date
retail chain store sales grew slightly slower than in the prior week.
June
PPI came in at 0.0% versus forecasts of +0.2%; core PPI was also 0.0% versus
+0.2%.
https://www.zerohedge.com/personal-finance/us-producer-prices-blow-tariff-flation-narrative
International
The May EU trade
balance was E16.2 billion versus expectations of E13.0 billion.
The June UK CPI
was +0.3% versus estimates of +0.2%; core CPI was +0.4% versus +0.2%.
Other
Some interesting observations on the economy
from Scott Gannis.
https://scottgrannis.blogspot.com/2025/07/charts-of-interest.html
Fiscal
Policy
How big, bad or beautiful?
https://www.civitasinstitute.org/research/how-big-bad-or-beautiful
Bessent’s interest rate bet could be a loser.
Inflation
Is inflation stuck at 3%?
Is
Inflation Stuck At 3.0% Because Of Trump's Tariffs?
Tariffs
Should any one man have this kind of power?
https://alhambrapartners.com/weekly-market-pulse-the-return-of-tariff-man/?src=news
Trump’s 50% copper tariffs jolt market.
How should our trading allies respond to Trump’s
tariff?
https://mishtalk.com/economics/how-should-the-eu-mexico-china-and-canada-respond-to-trumps-tariffs/
Investing
Q2 earnings season
preview.
https://www.advisorperspectives.com/commentaries/2025/07/14/q2-2025-earnings-preview
The everything rally rolls on.
https://www.capitalspectator.com/the-everything-rally-in-2025-rolls-on/
Is the dollar’s
era of exorbitant privilege about to end?
Avoiding
market noise.
https://behaviouralinvestment.com/2025/07/15/bring-the-noise/
News on Stocks in Our Portfolios
Johnson & Johnson Non-GAAP EPS of
$2.77 beats by $0.09, revenue of $23.7B beats by $840M
Johnson &
Johnson (NYSE:JNJ)
declares $1.30/share quarterly dividend,
in line with previous.
What
I am reading today
Descartes: the
French liar.
https://aeon.co/essays/was-rene-descartes-a-self-centred-guru-and-a-lying-fraud
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for Survival’s website (http://investingforsurvival.com/home)
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