Did Someone Say Dip? Stocks Take a Dive, But Are They Down For The Count?!

The Rollercoaster That Was This Week

Alright listen up Marines. This week's been a wild ride – felt like I was back on Installation 04 dodging plasma fire. The Nasdaq 100 somehow managed a 5.4% climb despite all the chaos. The S&P 500 is up 3.8% not bad but could be better. Dow Jones Industrial Average is up 3.3% solid but we need more firepower. Russell 2000? Flat. Looks like someone forgot their thrusters. Remember stick to the mission even when the gravity flips on you.

China's Tariffs: An Embargo Not a Hug

Cramer dropped a truth bomb: a 145% tariff is basically an embargo. Ouch. The iShares China Large Cap ETF (FXI) is down 3.6% in four days The iShares MSCI China ETF (MCHI) is down 4% in four days and The KraneShares CSI China Internet ETF (KWEB) is down 5.4% in four days. Someone cranked up the difficulty to Legendary. Time to adapt people. We can’t always rely on luck; sometimes you gotta make your own.

Post Election Blues: Market Takes a Hit

Since the election the market's been feeling the sting. The Dow's down 6.2% Nasdaq Composite is down 11% Nasdaq 100 is down 9.3%. The Russell 2000 got hit the worst down 19%. The S&P 500 is down 8.9%. Looks like we’re facing some serious resistance. But remember what I always say: 'I need a weapon!' And a solid plan. Time to regroup and push back.

Earnings Season: Banks Under the Microscope

Earnings season is here and the big banks are stepping into the arena. JPMorgan is down 5.3% in three months Morgan Stanley is down 13.7% in three months Wells Fargo is down 9.8% in three months BlackRock is down 10% over the past three months and Bank of New York Mellon is up 1.6% in three months. Let’s see if they can pull off a Warthog flip and land on their feet. Keep an eye on those numbers marines. Knowledge is power.

Manufacturing's Return: Can It Stick the Landing?

KeyCorp's CEO thinks manufacturing's coming back to the U.S. The Global X U.S. Infrastructure Development ETF (PAVE) fell 3.35% on Thursday. We'll see if they can deliver like a Pelican dropping a Scorpion tank right where it’s needed. This could be our chance to build something strong and lasting – a veritable Fortress of Solitude... but for industry.

Chips and AI: The Costly Culprits

Amazon's CEO is saying AI chips are too expensive and he's not wrong. The VanEck Semiconductor ETF (SMH) fell nearly 7% Thursday and The iShares Semiconductor ETF (SOXX) fell 8.2% Thursday. Nvidia fell almost 6% on Thursday. AMD fell 8.4% Thursday. These data center ETFs are taking a beating. The iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) dropped 3.2% Thursday The Global X Data Center & Digital Infrastructure ETF (DTCR) fell 1.5% Thursday and The Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (SRVR) fell 1.8% Thursday. Seems like someone needs a serious upgrade – both in tech and budget management. And Harley Davidson well someone quit over remote work policies and their stock fell 9.25% today. That's gotta sting worse than a plasma grenade to the foot.