The Morning Call
10/8/25
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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
https://www.barchart.com/stocks/signals/new-recommendations
Can’t keep gold
down. (I am selling one have of my GDX position).
https://www.zerohedge.com/the-market-ear/cant-keep-gold-down-rsi-screaming-200-day-left-dust
The latest from
Goldman’s trading desk.
Fundamental
Headlines
The
Economy
US
Weekly mortgage
applications fell 4.7% while purchase applications were down 1.0%.
Month to date retail chain store sales grew
slower than in the prior week.
The September
consumer inflation estimates were for 3.4% versus estimates of 3.1%.
The October
economic optimism index was 48.3 versus expectations of 48.5.
International
August Japanese
YoY average earnings were up 1.2% versus consensus of up 2.4%.
August German
industrial production declined 4.3% versus predictions of -0.8%.
Other
No data, no problem.
https://alhambrapartners.com/weekly-market-pulse-no-data-no-problem/
Blue chip economists got it all wrong
(again).
Conflicting signals on expansion versus
recession.
https://bonddad.blogspot.com/2025/10/auto-and-truck-purchases-give.html
How screwed up are BLS real and nominal median
earnings?
https://mishtalk.com/economics/how-screwed-up-are-bls-real-and-nominal-median-earnings/
America’s economy needs expanded deposit
insurance.
https://www.ft.com/content/526ff07f-eb69-403c-9715-8dd27a910ec1
More evidence of de-dollarization.
https://www.zerohedge.com/markets/rabobank-gold-confirms-world-has-passed-fiscal-event-horizon
Overnight
News
Prolonged funding
pressures in US money markets, just as bank reserves held at the Federal
Reserve are dwindling, suggest the central bank may be getting closer to ending
the unwinding of its massive portfolio of securities.
Fiscal
Policy
Treasury rates tell us that there isn’t a
debt problem.
Both parties (i.e., the ruling class) are
guilty of executive fiat.
https://www.americanthinker.com/articles/2025/10/the_shell_game_behind_the_shutdown.html
Inflation
Is another spike in inflation developing?
https://www.apolloacademy.com/beginning-to-look-like-2021/
Investing
What is the best
age to claim social security?
https://www.usatoday.com/story/money/markets/2025/10/05/what-age-claim-social-security/86319827007/
How to make money
from tax loss selling.
Q4 stock market
outlook.
https://www.morningstar.com/markets/q4-2025-stock-market-outlook-no-margin-error
Getting ahead of
Market calamities.
https://talkmarkets.com/content/stocks--equities/how-to-get-ahead-of-market-calamities?post=526896
The latest from
Citadel.
Reserve managers are falling out of love
with the dollar.
https://www.zerohedge.com/markets/reserve-managers-are-falling-out-love-dollar
Bitcoin reserve
funding can start anytime.
https://www.zerohedge.com/crypto/us-bitcoin-reserve-funding-can-start-anytime-senator-lummis
News on Stocks in Our Portfolios
What
I am reading today
In praise of the
separation of powers.
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for Survival’s website (http://investingforsurvival.com/home)
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