Me and the Money Printer

Me and the Money Printer

Share this post

Me and the Money Printer
Me and the Money Printer
Two Stocks Worth a Shot?
The Capital Wave Report

Two Stocks Worth a Shot?

There are not a lot of ideas on the value and momentum side... but that's kinda how it goes in this environment.

Garrett Baldwin's avatar
Garrett Baldwin
Apr 15, 2025
∙ Paid
5

Share this post

Me and the Money Printer
Me and the Money Printer
Two Stocks Worth a Shot?
4
Share

Market outlook:

  • Tax Day arrives as markets seek direction; mid-April historically marks a positive shift as retirement deadlines pass and cash flows normalize

  • Bond market nervousness persists with 10-year yield back up to 4.37%; CDS spreads widen as investors worry about foreign selling

  • Gold nears record at $3,222/oz as Chinese demand spikes; yuan concerns and "de-dollarization rhetoric" drive local buying

  • China targets Boeing in latest trade retaliation; orders airlines to halt deliveries and equipment purchases as tariffs make US aircraft economically unviable

  • Dimon unloads $31.5M of JPM shares - only his second sale in 19 years as CEO, despite record earnings

  • Archer-Daniels-Midland (ADM) phases out China trading, citing "challenging environment" as the trade war blocks American crop imports

  • Japan Finance Minister quashes supplementary budget rumors; government bond yields surge to 20-year high on debt concern.

Keep reading with a 7-day free trial

Subscribe to Me and the Money Printer to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Garrett Baldwin
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share