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Market Commentary

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Jim Carlton | May 28, 2025

Headlines and Earnings Worries Send Stocks Lower

Daily Market Commentary

Friends

Stocks were mostly quiet today until a report this afternoon that The White House told chip design software makers to stop selling into China. That with

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Jim Carlton | May 27, 2025

Stocks Rally On Tariff Reset With Europe

Daily Market Commentary

Friends

Over the holiday weekend tariff tensions between the U.S. and Europe thawed and this morning’s Consumer Sentiment came in much higher than expected. This

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Jim Carlton | May 23, 2025

Tariff Worries Sink Stocks Into Holiday Weekend

Daily Market Commentary

Friends

The President hurled a threat at Europe this morning to start negotiating in good faith or big tariffs are coming June 1st. In addition, the President

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Jim Carlton | May 22, 2025

Stocks Mixed As Fiscal Policy Dominates Headlines

Daily Market Commentary

Friends

The reaction to the big, beautiful bill getting through the House of Representatives ended up being mostly muted after some early in the day

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Jim Carlton | May 21, 2025

Stocks Fall As Yields Rise

Daily Market Commentary

Friends

The bond vigilantes are at it again. Concerns about widening fiscal deficits are sending yields higher along the yield curve with the 10-year Treasury

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Jim Carlton | May 20, 2025

Stocks Drift Lower In Quiet Session

Daily Market Commentary

Friends

Stocks struggled to gain any traction throughout the trading session and drifted lower by the close. There were no market moving headlines for traders to

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Jim Carlton | May 19, 2025

Markets Shrug Off Moody’s U.S. Debt Downgrade

Daily Market Commentary

Friends

It was thought that Friday afternoon’s announcement from ratings agency Moody’s that they were downgrading U. S. debt from AAA to Aa1 would send shock

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Jim Carlton | May 15, 2025

Stocks Grind Higher

Daily Market Commentary

Friends

Though some of the big tech names struggled, it was another pretty good day for the bulls. The S&P continues to push higher and is now less than 4% from

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Jim Carlton | May 14, 2025

Stocks Mixed As Bulls Rest

Daily Market Commentary

Friends

Stocks were mostly quiet today and if you are a bull that might be a good thing. After the rally we have seen in the S&P 500 to erase 2025’s losses, a

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Jim Carlton | May 13, 2025

Stocks Still Pushing Higher

Daily Market Commentary

Friends

Don’t let the Dow fool you, it was another pretty good day for stocks. The Dow was pulled down by one stock, United Healthcare, but the rest of the

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Jim Carlton | May 12, 2025

Stock Soar On Chinese Tariff News

Daily Market Commentary

Friends

Word of a preliminary tariff deal with China sent stocks soaring this morning as the bears were sent scrambling to cover their shorts in the face of

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Jim Carlton | May 9, 2025

Stocks Quiet At Week End

Daily Market Commentary

Friends

After some gyrating it appeared that market participants were simply out of gas as the trading week came to a close. Stocks tried to rally early but

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