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Warm-Up
- JCD BACK IN THE HOUSE
- Need a new CTP
- Airports are a mess
- Not Kosher - Futures moves
Markets
- From the Brink....All is good?
- Correction in some areas and sectors
- US Dollar Rises, Gold, Silver and Bitcoin Drop
- Crude oil DROPS after "good" talks and a deal brewing with Iran - reversing all of the above
JCD UPDATE
- AH waiting by the microphone on a Tuesday in March - - no John... 9pm, 9:05, 9:15pm...
- Health update etc...Can we get the story?
- Thoughts on John S. Dvorak (Mimi on No Agenda) - Family backup!
Market Update
- Small-Caps taking the brunt of the selling
- Russell 2000 small-caps are down 10% from their high - an official correction
-- Interestingly the R2000 is still up this year by about 2%
- Stocks up on Monday after President Trump says intense negotiations over weekend and postpones targeted attacks for 5 days (after giving a 48 hour ultimatum)
Manipulation? Say it ain't so...
- Dateline Monday morning...
- Futures took a leg down pre-market - even after Friday (after close) President Trump said he was looking to wind down the Iran affair
- At around 6:50 a.m. in New York, S&P 500 e-Mini futures trading on the CME recorded a sharp and isolated jump in volume.
- A similar pattern was observed in oil markets.
- Roughly 15 minutes later, at 7:05 a.m., Trump posted a market-moving announcement about Iran on Truth Social.
- Futures on DJ up 1,000 and oil down 89%
--- Were there really conversations and negotiations over the weekend?
A Few Leftovers that need to be discussed
Private Credit Again
- All of a sudden they are admitting there is a problem.....
- Blackstone Inc. approved redemptions of a record 7.9% from its flagship private credit fund, tot
