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Market Commentary

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Jim Carlton | Feb 20, 2025

The Bears Appear

Daily Market Commentary

Friends

Just when I thought the bears had given up for the time being, they made a surprise attack today. Walmart’s concerns over tariffs and hot stocks Palantir

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Jim Carlton | Feb 19, 2025

Stocks Continue To Push Quietly Higher

Daily Market Commentary

Friends

It was another somewhat uneventful day of trading, though the bulls were able to post modest gains by the close. Typically, the second half of February

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Jim Carlton | Feb 18, 2025

Quiet Start To Shortened Week

Daily Market Commentary

Friends

It was a quiet start to this holiday shortened trading week. With no glaring headlines to deal with, market participants were mostly uninterested in

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Jim Carlton | Feb 14, 2025

Stocks Quiet Before Holiday Weekend

Daily Market Commentary

Friends

Stocks tried to push higher at various intervals during today’s trading session, but in the end some traders were just not comfortable holding into the 3

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Jim Carlton | Feb 13, 2025

Stocks Push Higher Despite Inflation Worries

Daily Market Commentary

Friends

Both yesterday’s CPI data and today’s PPI data were hotter than expected. Yesterday, bonds did sell off, but they rallied today. Stocks didn’t seem

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Jim Carlton | Feb 11, 2025

Stocks Quiet Before Inflation Data

Daily Market Commentary

Friends

Watching Fed Chair Powell testify before the Senate Banking Committee this morning, I concluded that they should just put a cardboard cutout of the

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Jim Carlton | Feb 7, 2025

Jobs Data Mixed/Stocks Fall

Daily Market Commentary

Friends

This morning’s jobs data was a bit of a mixed bag. Non-farm payrolls came in at 143,000 vs. the 170,000 analysts expected, while the unemployment rate

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Jim Carlton | Feb 6, 2025

Stocks Quiet Into Tomorrow’s Jobs Report

Daily Market Commentary

Friends

It was another mixed day for stocks with the Nasdaq and S&P 500 posting modest gains while the Dow moved lower. After the close we get an earnings report

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Jim Carlton | Feb 5, 2025

Stocks Push Higher

Daily Market Commentary

Friends

Despite a disappointing earnings release from Google after the close yesterday, stocks found their footing today and were mostly able to move higher

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Jim Carlton | Feb 4, 2025

Stocks Higher on Quieter Day

Daily Market Commentary

Friends

Stocks mainly traded higher today with the market averages adding different percentage gains across the board. Tariff talk continues to be front and

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Jim Carlton | Feb 3, 2025

Tariffs and Volatility

Daily Market Commentary

Friends

In what is likely to become the norm for a while, it was another wildly volatile day for the markets. Tariff declarations sent stocks tumbling at the

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Jim Carlton | Jan 31, 2025

Stocks End Volatile Week On A Sour Note

Daily Market Commentary

Friends

Similar to yesterday, stocks were doing just fine until word out of the White House was that tariffs are on (25%) for February 1st for both Canada and

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