New Trends With Friends Episode: Container Ships Stop, Canada Shocks, and What Stocks Have Tariff Clues

Good morning everyone,

In this episode of Trends with Friends, Michael Parekh, Phil Pearlman, Tom Bruni and I are live from New York (for the Stocktwits Cashtag Awards). We break down the fast moving markets, stocks (American brands) that hold tariff clues, and why uncertainty is the only certainty.

From container ships stopping cold to Canada’s political shock, $AMZN ( ▼ 3.77% ) pushing back on tariffs, and traders stuck between delusion and reality, we cover behavioral finance, policy risk, and some positioning strategies. Plus: $AAPL ( ▼ 1.02% ) earnings, the most interesting chart in the world, and the continuing rise of the degenerate economy.

🚀 Check out the charts discussed on the show right here 

JUMP TO THE GOOD STUFF:

• (0:00) Introduction and Setting the Stage

• (10:25) Market Trends and Economic Indicators

• (19:13) Investor Behavior and Market Psychology

• (27:12) Earnings Reports and Corporate Responses

• (35:42) The Impact of Tariffs on Retailers

• (38:14) Earnings Season Insights

• (42:37) Market Reactions and Analyst Expectations

• (46:39) The State of American Brands

• (50:51) Apple's Supply Chain Challenges

• (59:29) Antitrust Issues in Tech

• (1:06:29) Final Thoughts and Call to Action