May 9 The market continues its recovery as tariff impact is reducing

$FLUT $CPAY $UBER

Author

Mukund Mohan
May 09, 2025

Market

“The market was doing very well until the self imposed tariff dip. In addition new wars in the Indian subcontinent and unresolved wars in Ukraine and Israel mean the overall geopolitical situation still means a recession in 2025” 😮 😦 

Continued recovery for NASAQ but lower movements for Dow and S&P500

With most of the big earnings and software companies reporting done, there are quite a few good surprises. Mostly this earnings is about strength from last year and the economy recovering, however the tariff unease is already showing in guidance.

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Insights from the portfolio

Flutter Deep dive and 2025 outlook - $FLUT

The betting company is faring well against Draftkings

stocksmarts.substack.com/p/flutter-deep-dive-and-2025-outlook

Video of the day

Today’s video is on Uber $UBER the rideshare company

Deep dive of the day

Corpay Deep Dive and 2025 outlook $CPAY – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/05/09/corpay-deep-dive-and-2025-outlook-cpay

Good setups for swing

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