July 24, 2025 • 7 mins
Winning numbers once again on Wall Street, Tim has all the details
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
How are you, mister Whetro.
Speaker 2 (00:03):
Of course, I'm fantastic, Fred. It was a good Weetro Wednesday.
And I'm the head muckety mucket. I'm changing my name.
Speaker 3 (00:08):
Yeah, I think it would look good on your business cards.
Speaker 1 (00:11):
Head muckety one. I'm sure all right, And I'll show
the Weetro.
Speaker 3 (00:14):
Wednesday in there someplace, because man, yesterday it was gangbusters
for you. We had more records announced the trade deal
between Japan and the United States.
Speaker 1 (00:24):
So let's get into the meat of this. What happened.
Speaker 2 (00:28):
Yeah, they have a record. It was set at twenty
five percent for tariff and then they got it down
to going with fifteen, right, not all the way down
to ten, but at fifteen. And that's between the number
one the number four economies, which that is good news
because Japan was kind of falling in the ways, had
going back and say, you know, they weren't ready to deal.
(00:49):
But thank goodness, they're working that out for the cars
and things. So good to see that that helps the economy,
that helps the marketplace. That that was up five hundred
and seven points, which is one point. That's the five
hundred and forty nine points, which is point seven to
eight and then NAZDAC up one hundred and twenty seven,
which is point six one percent. That's a record, and
(01:10):
it's it's interesting to see this and when you see
the earnings coming out. We saw a lot of earnings
yesterday that were positive. We had Alphabet beat on both sides.
Tesla though, took it on the channel. They're not sending
they're not selling as many cars.
Speaker 1 (01:25):
Hmm. I wonder why, but I have no.
Speaker 2 (01:29):
Idea, but he's hoping to make it up on the
autonomous taxis getting that out there more, which I think
that makes sense because they're staying in, you know, a
metro area, and I think that could work out. T
Mobile thoughs beat on both sides, so I see a
lot of green there. So it's it's good to see
these earnings that the tariffs. You're not hearing that talk.
(01:50):
But a lot of companies will have good earnings, but
yet the stock will go down because of their forecast
moving forward. But again, things might not be that bad,
and so far they haven't been that bad because remember
the first quarter, we're all saying, oh my gosh, you
know this is what's going to happen, and we're all
singing the blues, and it seems like it's not coming
to fruition yet. And I'm not saying it's going to
(02:10):
keep going, but you got to look at the numbers
as well. How are these companies really doing. And that's
some of the information because people get emotional stock to
go up. But again, you got to stay diversified and
take a look at things and and yeah.
Speaker 1 (02:26):
You got to be in it for the longing, to
be in it for the longer, you got to be
in it, you know, I mean you don't.
Speaker 3 (02:32):
You don't hear me calling you every day saying, you know,
oh my god, I'm really worried about these tariffs.
Speaker 1 (02:38):
Hurry up, do something. I let it ride. I put
it in the pot.
Speaker 3 (02:42):
And I let it ride because I know how this
is going to work on. We had winners yesterday. We
had a couple of losers yesterday. It has bro lost
a little bit. And this always, yeah, this always confuses me.
They had stronger profit, all right than they expected, stock
about the stock still fell.
Speaker 1 (03:01):
Texas Instruments also.
Speaker 2 (03:03):
Fell thirteen point three.
Speaker 3 (03:06):
Yeah, even though they had better monthly ratings and better
than what analysts thought. That one always just bothers me
because people are looking what to the future.
Speaker 1 (03:16):
On's just say both of those.
Speaker 2 (03:18):
Always when you're looking at stocks, you're looking three to
six months out, and that's exactly what they're looking for
in those quarter when they're coming out with their quarterly information.
That's what happened that quarter. They're going forward, and if
you're going to invest, you want to know, Okay, where
are we going forward. Maybe they didn't have a good time,
but they just sealed the deal with something and that's
going to push stack up. They could have a bad
(03:39):
quarter and then boom, off they go again. It all
depends on what they say. And these tariffs are like
ruffling feathers because they don't know what the what the
internal cost is going to be for items things like that.
But look look what popped yesterday. Gee ever Vernova, I
say that right a fourteen point six percent. That's an
energy company. What is going on? They're building these big facilities,
(04:01):
these AI things, and they're going to take a lot
of energy. So it's interesting to watch those go. And
then we had one of my favorites, Lamb Lesson. They
rallied sixteen exactly. They make potato and franchise and I
can't believe it doesn't stay steady because I have did
(04:22):
it my friend franchise. Most people do, but maybe they're
not the Lamb Weston.
Speaker 1 (04:27):
That's possible.
Speaker 3 (04:28):
I thought I thought when you when you said one
of my favorites, I thought you were going right for
Krispy Kreme.
Speaker 2 (04:38):
Yeah, Fred, that came out. It's down fifty eight point
or excuse me, fifty eight yeah point four percent this
year today it jumped, came out thirty nine within it. Well,
it didn't stay there for it is the positive four
point six, but yeah, eat more donuts.
Speaker 3 (04:55):
So with that, with that said, and we have an
agreement now with Japan.
Speaker 1 (05:00):
Some of the automakers are not happy with it though.
Speaker 3 (05:03):
The fifteen percent covers everything that's coming in from Japan
the tariff except for one thing. The parts that American
cars import from Japan will have a higher tariff. And
so GM and the Big three are a little upset,
and that could shake out at some point if things
(05:25):
get changed. How did Japan react to all of this
and the Asian and European markets.
Speaker 2 (05:31):
Well, Japan had a great day. The knee k was up.
I believe over three percent the day before yesterday were
up right now, they're at one point five to nine percent,
which is six hundred and fifty five points. So I
mean that's that's a good couple of days because you know,
they were standing back, they weren't making the deal right,
and now they're get Now they're moving forward. And when
(05:53):
we look at the stock market, people are investing. They
want to know the rules of the game, what's going on,
whatever it's going to be, we want to know, and
then they determine what they're going to invest in. But
ge General Motors did have a good day yesterday. They
were up eight point sixty seven percent.
Speaker 1 (06:07):
Excellent.
Speaker 3 (06:08):
Now today is Thursday, we should end the week with
another winning week. I would think based on the numbers
we've already had this week. Who are we looking at today,
Any real big names today and any or any reports
from the government.
Speaker 2 (06:20):
Oh, we we have a bunch of Ernie's still coming out,
a bunch of names. But we have Intel, Union, Pacific,
Blackstone on the economic calendar, we have initial jobless claims.
We have the service PMI, the manufacturing PMI numbers coming out,
so we can talk about those tomorrow.
Speaker 3 (06:38):
Okay, all right, sounds good and we will talk about
that tomorrow.
Speaker 1 (06:41):
Right at around six thirty five.
Speaker 3 (06:43):
Now, if you need to talk before then four one
nine eight two four thirty three hundred, go ahead and
put that in your speed dial and that way when
the time does come, I gotta do is press it.
Tim w atwetroadvisors dot com, also on Facebook and LinkedIn.
Be sure to sign up for their weekly newsletter. It's
absolutely free. Advisory services are offered through Capital Investment Advisory Services.
(07:08):
LC securities are offered through Capital Investment Group, a member
of FINRA SPC
How are you, mister Whetro.
Speaker 2 (00:03):
Of course, I'm fantastic, Fred. It was a good Weetro Wednesday.
And I'm the head muckety mucket. I'm changing my name.
Speaker 3 (00:08):
Yeah, I think it would look good on your business cards.
Speaker 1 (00:11):
Head muckety one. I'm sure all right, And I'll show
the Weetro.
Speaker 3 (00:14):
Wednesday in there someplace, because man, yesterday it was gangbusters
for you. We had more records announced the trade deal
between Japan and the United States.
Speaker 1 (00:24):
So let's get into the meat of this. What happened.
Speaker 2 (00:28):
Yeah, they have a record. It was set at twenty
five percent for tariff and then they got it down
to going with fifteen, right, not all the way down
to ten, but at fifteen. And that's between the number
one the number four economies, which that is good news
because Japan was kind of falling in the ways, had
going back and say, you know, they weren't ready to deal.
(00:49):
But thank goodness, they're working that out for the cars
and things. So good to see that that helps the economy,
that helps the marketplace. That that was up five hundred
and seven points, which is one point. That's the five
hundred and forty nine points, which is point seven to
eight and then NAZDAC up one hundred and twenty seven,
which is point six one percent. That's a record, and
(01:10):
it's it's interesting to see this and when you see
the earnings coming out. We saw a lot of earnings
yesterday that were positive. We had Alphabet beat on both sides.
Tesla though, took it on the channel. They're not sending
they're not selling as many cars.
Speaker 1 (01:25):
Hmm. I wonder why, but I have no.
Speaker 2 (01:29):
Idea, but he's hoping to make it up on the
autonomous taxis getting that out there more, which I think
that makes sense because they're staying in, you know, a
metro area, and I think that could work out. T
Mobile thoughs beat on both sides, so I see a
lot of green there. So it's it's good to see
these earnings that the tariffs. You're not hearing that talk.
(01:50):
But a lot of companies will have good earnings, but
yet the stock will go down because of their forecast
moving forward. But again, things might not be that bad,
and so far they haven't been that bad because remember
the first quarter, we're all saying, oh my gosh, you
know this is what's going to happen, and we're all
singing the blues, and it seems like it's not coming
to fruition yet. And I'm not saying it's going to
(02:10):
keep going, but you got to look at the numbers
as well. How are these companies really doing. And that's
some of the information because people get emotional stock to
go up. But again, you got to stay diversified and
take a look at things and and yeah.
Speaker 1 (02:26):
You got to be in it for the longing, to
be in it for the longer, you got to be
in it, you know, I mean you don't.
Speaker 3 (02:32):
You don't hear me calling you every day saying, you know,
oh my god, I'm really worried about these tariffs.
Speaker 1 (02:38):
Hurry up, do something. I let it ride. I put
it in the pot.
Speaker 3 (02:42):
And I let it ride because I know how this
is going to work on. We had winners yesterday. We
had a couple of losers yesterday. It has bro lost
a little bit. And this always, yeah, this always confuses me.
They had stronger profit, all right than they expected, stock
about the stock still fell.
Speaker 1 (03:01):
Texas Instruments also.
Speaker 2 (03:03):
Fell thirteen point three.
Speaker 3 (03:06):
Yeah, even though they had better monthly ratings and better
than what analysts thought. That one always just bothers me
because people are looking what to the future.
Speaker 1 (03:16):
On's just say both of those.
Speaker 2 (03:18):
Always when you're looking at stocks, you're looking three to
six months out, and that's exactly what they're looking for
in those quarter when they're coming out with their quarterly information.
That's what happened that quarter. They're going forward, and if
you're going to invest, you want to know, Okay, where
are we going forward. Maybe they didn't have a good time,
but they just sealed the deal with something and that's
going to push stack up. They could have a bad
(03:39):
quarter and then boom, off they go again. It all
depends on what they say. And these tariffs are like
ruffling feathers because they don't know what the what the
internal cost is going to be for items things like that.
But look look what popped yesterday. Gee ever Vernova, I
say that right a fourteen point six percent. That's an
energy company. What is going on? They're building these big facilities,
(04:01):
these AI things, and they're going to take a lot
of energy. So it's interesting to watch those go. And
then we had one of my favorites, Lamb Lesson. They
rallied sixteen exactly. They make potato and franchise and I
can't believe it doesn't stay steady because I have did
(04:22):
it my friend franchise. Most people do, but maybe they're
not the Lamb Weston.
Speaker 1 (04:27):
That's possible.
Speaker 3 (04:28):
I thought I thought when you when you said one
of my favorites, I thought you were going right for
Krispy Kreme.
Speaker 2 (04:38):
Yeah, Fred, that came out. It's down fifty eight point
or excuse me, fifty eight yeah point four percent this
year today it jumped, came out thirty nine within it. Well,
it didn't stay there for it is the positive four
point six, but yeah, eat more donuts.
Speaker 3 (04:55):
So with that, with that said, and we have an
agreement now with Japan.
Speaker 1 (05:00):
Some of the automakers are not happy with it though.
Speaker 3 (05:03):
The fifteen percent covers everything that's coming in from Japan
the tariff except for one thing. The parts that American
cars import from Japan will have a higher tariff. And
so GM and the Big three are a little upset,
and that could shake out at some point if things
(05:25):
get changed. How did Japan react to all of this
and the Asian and European markets.
Speaker 2 (05:31):
Well, Japan had a great day. The knee k was up.
I believe over three percent the day before yesterday were
up right now, they're at one point five to nine percent,
which is six hundred and fifty five points. So I
mean that's that's a good couple of days because you know,
they were standing back, they weren't making the deal right,
and now they're get Now they're moving forward. And when
(05:53):
we look at the stock market, people are investing. They
want to know the rules of the game, what's going on,
whatever it's going to be, we want to know, and
then they determine what they're going to invest in. But
ge General Motors did have a good day yesterday. They
were up eight point sixty seven percent.
Speaker 1 (06:07):
Excellent.
Speaker 3 (06:08):
Now today is Thursday, we should end the week with
another winning week. I would think based on the numbers
we've already had this week. Who are we looking at today,
Any real big names today and any or any reports
from the government.
Speaker 2 (06:20):
Oh, we we have a bunch of Ernie's still coming out,
a bunch of names. But we have Intel, Union, Pacific,
Blackstone on the economic calendar, we have initial jobless claims.
We have the service PMI, the manufacturing PMI numbers coming out,
so we can talk about those tomorrow.
Speaker 3 (06:38):
Okay, all right, sounds good and we will talk about
that tomorrow.
Speaker 1 (06:41):
Right at around six thirty five.
Speaker 3 (06:43):
Now, if you need to talk before then four one
nine eight two four thirty three hundred, go ahead and
put that in your speed dial and that way when
the time does come, I gotta do is press it.
Tim w atwetroadvisors dot com, also on Facebook and LinkedIn.
Be sure to sign up for their weekly newsletter. It's
absolutely free. Advisory services are offered through Capital Investment Advisory Services.
(07:08):
LC securities are offered through Capital Investment Group, a member
of FINRA SPC
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
New Heights with Jason & Travis Kelce
Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.