Michael Parekh, a former Goldman Sachs employee with over two decades in finance, joins Tom Bruni, a market insights guru from Stocktwits. They tackle the declining container ship traffic from China due to rising tariffs and a surprising political shift in Canada that's got markets on edge. The discussion also dives into the chaotic nature of the current economy, the behavioral challenges traders face, and the impact of Amazon's tariff warnings on retail. It's a lively blend of economic analysis and humorous anecdotes from the trading world!
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insights INSIGHT
Sharp Decline in China-US Trade
Container ship departures from China to the U.S. plunged sharply after tariffs were announced. This shows significant supply chain disruption and corporate uncertainty globally.
insights INSIGHT
Reality of Empty Shelves Emerges
Retail shortages and empty shelves are becoming visible in failing drugstores. This could signal deeper upcoming consumer supply difficulties outside major cities.
insights INSIGHT
Canada's Surprise Election Ignored
The unexpected re-election of a liberal government in Canada surprises markets and could worsen border policy. Americans largely ignore the political shift despite serious policy consequences.
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đ China Trade Collapse, Market Confusion, and the Degenerate Economy on Full DisplayJoin Howard Lindzon, Phil Pearlman, Tom Bruni, and Michael Parekh for a live episode from New York as the Trends With Friends crew breaks down an insane week in the markets, rising global tariffs, and why uncertainty is the only certainty. From container ships stopping cold to Canadaâs political shock, Amazon pushing back on tariffs, and traders stuck between delusion and reality, itâs a masterclass in behavioral finance, policy risk, and staying sane through the chaos. Plus: Apple earnings, the most interesting chart in the world, and the rise of the degenerate economy.đ Recorded live from New York City at Witz podcast studios in affiliation with The Standđď¸ Hosted by the Trends With Friends crewđ Presented by StocktwitsKey Topics Covered:đ˘ China Trade Crash â Container departures to the U.S. plunge as tariffs biteđ The New Smoot-Hawley? â How Trumpâs global 10% tariff threat is freezing tradeđ¨đŚ Canadaâs Surprise Election â Why markets are ignoring a political shift at our borderđ Delusion vs. Reality â Behavioral breakdowns as markets bounce hard off the VIX 60 lowsđ Zweig Breadth Thrust vs. Financial Crisis Echoes â Which side wins?đ Amazon Adds Tariff Warnings â Retailers brace for the supply chain backlashđŚ Small Cap Struggle â Why the real damage might be happening in companies no one seesđĽ The Degenerate Economy Kit â From LA Golf to Manscape giveaways at the Cash Tag AwardsđŹ Why Being Honest Isnât Partisan â A riff on politics, finance, and staying realSlides: https://docs.google.com/presentation/d/e/2PACX-1vSpwlTNeQ0Gh8N4XZaXn9PRMl8gLn27H9K_1pM1PE4ZSqDrmjTfin08eeSqm0Pg45VCSEVK5IdAXADM/pub?start=false&loop=false&delayms=3000Chapters00:00 Introduction and Setting the Stage10:25 Market Trends and Economic Indicators19:13 Investor Behavior and Market Psychology27:12 Earnings Reports and Corporate Responses35:42 The Impact of Tariffs on Retailers38:14 Earnings Season Insights42:37 Market Reactions and Analyst Expectations46:39 The State of American Brands50:51 Apple's Supply Chain Challenges59:29 Antitrust Issues in Tech01:06:29 Final Thoughts and Call to ActionWhere To Find Howard and Friends:⢠Howard - https://stocktwits.com/howardlindzon⢠Phil - https://stocktwits.com/ppearlman⢠Michael Parekh - https://stocktwits.com/MParekh⢠Tom Bruni - https://stocktwits.com/BruniChartingDisclaimer: All opinions expressed on this show are solely the opinions of the hostsâ and guestsâ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
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