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- May 14 Why are the indices diverging if there is a 50% chance of recession?
May 14 Why are the indices diverging if there is a 50% chance of recession?
$AFRM $SE $IOT
Market
“Most technology stocks that make up NASDAQ are reporting strong earnings and not really lowering guidance but most Dow stocks suspended guidance for 2025” 😊 😋

NASDAQ continued its move higher as Dow is heading lower
What this could mean is that stocks with a lot of exposure to tariff news such as $WMT ( ▼ 1.58% ) or $COST ( ▼ 0.82% ) are finding it tougher to show a strong forecast for the rest of 2025. While there is news of tariff reduction, no one really knows where this might end up.
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Insights from the portfolio
Video of the day
Today’s video is on Samsara $IOT the Internet of things company.