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    • BullarooBullaroo
      ·04-09

      Tesla Outperforms NVIDIA and Apple Amid Trump's Global Tariff Policy: A Four-Day Analysis

      On April 3, 2025, President Trump announced a global tariff policy, escalating trade tensions worldwide. Over the subsequent four trading days (from April 3), the stock performances of Tesla ( $Tesla Motors(TSLA)$ ), NVIDIA, and Apple diverged significantly. This article provides a horizontal comparison of their stock price movements, selling pressure, and underlying factors, with a focus on why Tesla emerged as the strongest performer among the three. We also examine Elon Musk's recent changes, his stance on the tariff policy, shifts in consumer and investor sentiment, the significance of the $220 price level for Tesla, and the ultimate drivers of its stock price. Tesla Stock Price Performance and Selling Pressure: A Four-Day Snapshot Tesla Price
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      Tesla Outperforms NVIDIA and Apple Amid Trump's Global Tariff Policy: A Four-Day Analysis
    • BullarooBullaroo
      ·04-09

      From Rally to Retreat: Unpacking the Market’s Wild Ride on April 8 and Beyond

      On April 8, 2025, the U.S. stock market took investors on a rollercoaster ride—surging in the morning only to plummet by the close. This dramatic swing encapsulates the broader uncertainty gripping financial markets as President Donald Trump’s tariff policies escalate and the Federal Reserve maintains a hands-off stance. With volatility set to persist, this article delves into the reasons behind Tuesday’s market movements, the latest developments in Trump’s trade war, the Fed’s reluctance to intervene, and actionable strategies for investors navigating these turbulent times. SPX A Tale of Two Markets: Why Stocks Rose and Fell on April 8 The trading session on April 8 began with a wave of optimism. The Dow Jones Industrial Average, S&P 500, and Nasdaq all climbed in early trading, fuele
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      From Rally to Retreat: Unpacking the Market’s Wild Ride on April 8 and Beyond
    • BullarooBullaroo
      ·04-08

      Friday Unofficially Kicks Off Earnings Season: Can Big Banks Weather Trump-Era Tariffs?

      This Friday, April 11, 2025, marks the unofficial start of the Q1 earnings season, with asset manager BlackRock and major banks JPMorgan Chase ( $JPMorgan Chase(JPM)$ ), Morgan Stanley ( $Morgan Stanley(MS)$ ), and Wells Fargo ( $Wells Fargo(WFC)$ ) set to unveil their quarterly results. Among these, JPMorgan Chase stands out as a bellwether for the financial sector, which was the best-performing sector last quarter. However, even if these banks surpass Wall Street’s expectations, souring economic sentiment triggered by the Trump administration’s recent tariff policies—implemented on April 5 with a blanket 10% levy on imports—has already battered their stocks. The qu
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      Friday Unofficially Kicks Off Earnings Season: Can Big Banks Weather Trump-Era Tariffs?
    • BullarooBullaroo
      ·04-08

      Navigating the Market Downturn: When to Consider Buying the Dip in 2025

      Introduction: The Current Market Plunge As of April 8, 2025, global stock markets are grappling with a significant downturn, driven primarily by an escalating tariff trade war. Major indices like the S&P 500 ( $S&P 500(.SPX)$ ) have potentially shed 10%-15% from recent highs (assuming a drop from 5,000 to 4,250-4,500), while volatility, as measured by the VIX, may have spiked above 40. Fueled by fears of disrupted supply chains and rising inflation, this sell-off has left investors questioning: Is this the bottom, or is more pain ahead? To answer this, we must analyze the broader environment and outline a framework for spotting a potential "buy-the-dip" opportunity. The Big Picture: A Trade-War-Driven Storm The intensifying trade war domin
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      Navigating the Market Downturn: When to Consider Buying the Dip in 2025
    • BullarooBullaroo
      ·04-07

      Global Markets Reel Under Trump Tariff Shock: A Black Monday Looms as Trade War Escalates

      As of Monday, April 7, 2025, during the Asian trading session (Australian Eastern Time, AET), global financial markets grapple with a sharp and unrelenting sell-off—the catalyst: escalating trade tensions sparked by U.S. President Donald Trump’s sweeping tariff policies. With major indices plunging across Asia, U.S. futures signalling further declines, and even alternative assets like Bitcoin and gold joining the rout, the world is witnessing a market reaction that surpasses the volatility of the COVID-19 pandemic. This article synthesizes the current market responses, the retaliatory measures from key nations like China, Canada, and the European Union (EU), and the broader implications for investors as uncertainty reigns supreme. Market Reactions in the Asian Session The Asian trading ses
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      Global Markets Reel Under Trump Tariff Shock: A Black Monday Looms as Trade War Escalates
    • BullarooBullaroo
      ·04-06

      Cramer’s Crash Call: Why Investors Should Look Beyond the Headlines

      Opinion: Cramer’s 22% S&P 500 Crash Prediction Is Unlikely—Here’s Why Investors Should Think for Themselves Jim Cramer’s dire warning on Mad Money on April 5, 2025, predicting a 22% single-day plunge in the S&P 500 (SPX) on Monday, April 7, has sent shockwaves through the financial world. Citing the spectre of the 1987 Black Monday crash, Cramer points to the recent tariff announcement from President Trump and the market’s two-day slide of 10.4% as harbingers of doom. While his flair for drama grabs attention, a closer look at today’s market mechanisms, the improbability of his exact scenario, and the complexities of global trade retaliation suggests investors should approach such predictions with scepticism—not blind faith. The intent here is clear: understanding the market’s nuan
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      Cramer’s Crash Call: Why Investors Should Look Beyond the Headlines
    • BullarooBullaroo
      ·04-04

      NVIDIA and AMD Face Tariff Pressures: Will a Price War or Steady Pricing Impact Their Game Plans?

      As of Friday, April 5, 2025, NVIDIA ( $NVIDIA(NVDA)$ ) closed at $94.31, down 7.36%, while AMD ( $Advanced Micro Devices(AMD)$ ) closed at $85.76, shedding 8.57%. These declines come amid swirling rumours about new GPU releases—NVIDIA’s RTX 5060 Ti and AMD’s Radeon RX 9060 XT—and growing concerns over tariff policies inflating supply chain costs. With both companies potentially opting to maintain current pricing or engage in a price war, their gaming divisions’ revenue, profit margins, EPS, and stock prices hang in the balance. Here’s a closer look at how these dynamics might unfold. Nvidia AMD New Product Rumors Set the Stage Reports suggest NVIDIA is gearing up to launch the RTX 5060 Ti on April 16, 2025
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      NVIDIA and AMD Face Tariff Pressures: Will a Price War or Steady Pricing Impact Their Game Plans?
    • BullarooBullaroo
      ·04-04

      S&P 500 Teeters on the Edge: Tariff Fallout, NFP Data, and the Looming Risk of a Deeper Correction

      April 4, 2025 – The S&P 500 ( $S&P 500(.SPX)$ ) is at a critical juncture, reeling from a tariff-driven selloff that has already shaved 2.84% off the index, closing at 5394.52 on Thursday, April 3. This sharp decline—part of a broader 4.8% drop, marking the index’s worst single-day performance since June 2020—comes on the heels of President Donald Trump’s sweeping tariff announcement, which introduced a 10% baseline tariff on all imports, with higher rates for specific countries, effective April 5. As markets brace for the Nonfarm Payrolls (NFP) report due today at 8:30 AM EDT, the stakes couldn’t be higher. A disappointing NFP print, combined with the tariff shock, could push the S&P 500 into a deeper correction, heightening the risk
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      S&P 500 Teeters on the Edge: Tariff Fallout, NFP Data, and the Looming Risk of a Deeper Correction
    • BullarooBullaroo
      ·04-03

      Trump’s Tariff Gambit: How Japan, Korea, Taiwan, and Malaysia Navigate the Semiconductor Storm

      On April 2, 2025, U.S. President Donald Trump signed an executive order imposing steep tariffs on imports, targeting key semiconductor supply chain nations: Taiwan (32%), South Korea (25%), Japan (24%), and Malaysia (24%). Effective April 5, these measures signal a return to Trump’s “America First” trade strategy, aiming to pressure Asian economies into concessions while bolstering U.S. manufacturing. For the semiconductor industry—a global oligopoly dominated by U.S. design giants like AMD and NVIDIA, yet reliant on Asian production—the stakes are immense. This article examines how these four nations might respond, the potential impact on the chip sector, and early indicators of their strategies, such as the Intel-TSMC joint venture. Trump’s High-Stakes Bet: Maximum Pressure Trump’s tarif
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      Trump’s Tariff Gambit: How Japan, Korea, Taiwan, and Malaysia Navigate the Semiconductor Storm
    • BullarooBullaroo
      ·04-03

      Nvidia Crashes: Has the Semiconductor Cycle Ended?

      On April 2, 2025, NVIDIA ( $NVIDIA(NVDA)$ ) saw its stock tumble over 5% in after-hours trading, a sharp decline that has investors questioning whether the semiconductor cycle—typically spanning 3-5 years—has run its course. Since 2008, the global semiconductor market has weathered four complete cycles, with the current one bottoming in Q1 2023. Some argue this cycle has ended, pointing to NVIDIA’s struggles as evidence, while others see its relatively low PE ratio (37-52) as a buying signal, tempered by concerns over Blackwell’s margin impact. This article dissects the cycle’s status and dives deep into NVIDIA’s underperformance, blending industry data, economic pressures, and company-specific dynamics to answer: Is this a cycle crash or an NVIDI
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      Nvidia Crashes: Has the Semiconductor Cycle Ended?