
The Gypsies' Crystal Ball is Clearer Than This
Right listen up. This stock market it's like a rigged horse race. One minute you're up the next you're flat on your back eating dirt. They say it was one of the wildest weeks ever with the S & P 500 pulling a stunt straight out of a bloody fairytale with biggest one day gain since 2008. But before that it was all doom and gloom. Like a Peaky Blinder walking into a temperance meeting.
Bonds Blinders and Betrayal
And the bonds? Don't even get me started. The 10 year U.S. Treasury yield climbing like a desperate man trying to escape the noose. They say it was Trump's bloody tariffs that did it. But who knows? In this game everyone's got an agenda and nobody's telling the truth. It's like trying to find an honest copper in Small Heath.
Certainty? In This Life? Forget About It
This Komal Sri Kumar fella hits the nail on the head. "What I want is certainty and I'm not going to get it." He says. Certainty is a luxury we Peaky Blinders can't afford. The world is chaos a storm and we are the ones trying to navigate it. This lack of certainty will lead to some nasty surprises. Already Delta's sweating over bookings and Walmart's binning their outlook. It's a bloody mess I tell ya.
Dimon's Warning: Brace Yourselves Lads
Even that high roller Jamie Dimon from JPMorgan Chase is saying earnings estimates are going to fall. Companies are pulling their outlooks faster than a Shelby pulls a trigger. "I expect to see more of that," he says. He is right. Grab onto your chair arms because this earning season's going to be a bumpy ride. More down surprises than up they reckon. As if we needed more bad news.
False Hope or Fool's Gold?
But hold on there's a twist. The stock market it still managed to post gains. The Dow Jones up nearly 5% the S & P 500 and Nasdaq even higher. Is it a sign of hope or just a temporary reprieve before the next storm hits? It is like a kiss before the execution. Always appreciate it.
The Bottom Line: Stay Sharp Stay Ready
Earnings guidance matters more than the results themselves. If CEOs start withdrawing guidance like they're running from the law we're in for a rough ride. This ain't about a recession it is about earnings decelerating. And that my friends is what drives the stocks down. So keep your eyes open trust no one and always have a plan B. "Family religion those are the crippling lies you tell yourself. It’s all a hustle. That’s what I believe." is what I would like to say but for now keep an eye on your money.
Liezz
I’ve learned not to trust anyone who says they know what’s going to happen.