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Momentum Monday - Leadership Is Emerging

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Howard Lindzon
May 05, 2025

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Good morning…

If you are paying attention to prices and not headlines, you are starting to see some leaders emerging which we talk about in today’s quick show.

It is easy to get worn out by the headlines, but media is in the business of clicks and as we talk about each week here on Momentum Monday, my business is to follow prices.

The trade war is real, especially if you are a small business tied to China. If you are a large business you are scrambling to get in front of the President and good luck making sense of what you actually hear. The money has been flowing to companies either benefitting from these new tariffs or companies not in direct line of sight. The question is if those ideas have already gotten crowded…

Welcome back to Momentum Monday!

In today’s episode of Momentum Monday, Ivanhoff and I discuss the following:  

  • Market Recovery Insights

  • Impact of Tariffs on Tech and Retail Industries

  • Impact of Tariffs on GDP and Stock Market Trends

  • Volatility in Stock Markets: $TSLA ( ▼ 2.42% ) and $META ( ▲ 4.34% )

  • The Impact of $UBER ( ▲ 4.19% ) on Global Transportation

  • Cybersecurity Stocks and Market Insights

In This Episode, We Cover:

Here are Ivanhoff’s thoughts:

There are more stocks breaking out from various industries – AI, cybersecurity, infrastructure, and aerospace. The Nasdaq 100 tested its 50 and 200-day moving averages and didn’t even blink. Last week, the market went up on both good and bad news. The negative GDP print earlier in the week led to a quick shakeout that was bought immediately. The better-than-expected employment report led to a rally. These are all signs of improving price action and sentiment. 

Does that mean that it makes sense to chase blindly with the indexes near potential resistance and so far extended from their 20-day moving average? Not in my book. It also doesn’t mean that one has to remain stubbornly bearish when the price action is saying we should be looking for long setups. 

META and MSFT crushed earnings estimates and broke out above their 200dma. It was a huge sentiment boost for the market as it proved that the death of Mag7 is likely exaggerated and there’s still plenty of demand for the strongest and biggest companies in the world economy. 

The trade war remains a viable headline risk. Maybe we will see its real effect in the second half of the year. The odds are that there will be other extreme spikes in volatility. In the meantime, plenty of underinvested money managers are praying for a pullback to get in. Dips are likely to get bought. Chasers are likely to be shaken out.

And here are the charts discussed:

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