Yes. Totally.

Japanese carmakers are indeed eating the bulk of Trump's tariffs — at least for now Japanese carmakers are eating the bulk of the 25% tariffs the administration slapped on its exports to the US, in a remarkably Trumpian violation...

Not trying to troll the Blue Sky faithful ... but Trump was kind of right.

sherwood.news/markets/japa...

@matthewsphillips.bsky.social makes the (convincing) case that Palantir’s valuation is INSANE sherwood.news/markets/pala...

It’s always Christopher Reeve. The greatest. Incidentally, pretty sure those movies are why I became a reporter. I still have my lunchbox somewhere, which shows Clark Kent getting yelled at by his editor.

www.nytimes.com/2025/07/16/m...

Lotta Gram Parsons influence too!

AMC TL;DR

sherwood.news/markets/amc-...

New high for stocks.

sherwood.news/markets/stoc...

New post just dropped:

sherwood.news/markets/gold...

Don Zimmer! 1955! Check the ups.

Really great work from Sherwood’s @jedwrdmoreno.bsky.social covering the murky “franken-pills” telehealth companies are increasingly pushing.

Where are the customers’ marinas?

Excellent bad sell-side research pun here ... chef’s kiss.

The word “tax” does not appear in this story. Remarkable.

Is that true? I was always under the impression that there was very little trade between the two countries. Russia put a bit of oil on the world mkt, we sold them some grain. Is that wrong?

A tuition-free school created by Mark Zuckerberg and Priscilla Chan will shutter next year | CNN Business In 2016, Mark Zuckerberg and his wife, Priscilla Chan, opened a free school for low-income families in California’s Bay Area, where Meta is headquartered.

www.cnn.com/2025/04/25/t...

The US bond market is tanking the stock market The S&P 500 slumped more than 1% on Wednesday afternoon....

Getting Yippy.

sherwood.news/markets/the-...

As goes the humble cardboard box, so goes the economy Box factories are folding, a worrying sign for the outlook....

Been doing a lot of thinking about boxes.

sherwood.news/markets/as-g...

GI Joe was the greatest cartoon experience of my life. So good.

Sherwood News is THE ONLY PLACE you get this level of stock market insight!

sherwood.news/markets/say-...

WSJ great Jason Zweig is a must read on Buffett’s farewell.

But I did chuckle at this phrasing: “a human form of artificial intelligence”

That’s what we used to call, wait for it.... intelligence!

www.wsj.com/finance/inve...

Important Associated Press reporting — and disturbing images — out of Gaza, where after a three-month blockade by Israel "acute malnutrition among children is spiking."

apnews.com/article/gaza...

Palantir’s Alex Karp made $6.8 billion last year It’s good to be the boss....

Palantir’s CEO Alex Karp made $6.8 billion last year, according to the company’s just-filed proxy. (For the record, Palantir was the top stock in the S&P 500, rising 340% in 2024.) $PLTR

But still. Wow.

sherwood.news/markets/pala...

Also minivans a good example of this! But I think there’s a distinction to be made between the iPhone or the minivan, which were genuine innovations that the market and the public recognized, and validated through sales! and the same tired ideas big tech tries to keep pushing. See: Glasses!

I believe this is what technical analysts might call a “weak ass tape.”

Wall Street is finally starting to trim earnings expectations for Nvidia ... $NVDA

sherwood.news/markets/nvid...

Look at all the Cybertrucks stashed outside Tesla’s factory in Texas We count more than 500, which is roughly 1% of the entire number of Cybertrucks owned in the US. That’s a lot of stainless steel that can’t survive...

I counted 500 Cybertrucks, or >1% of all of them owned in the US, just sitting in the parking lot outside the Tesla Texas factory where they’re made sherwood.news/tech/look-at...

Unbelievable work @jonkeegan.com is doing at @sherwood.news !

This doesn’t look good. I’ve never found too many helpful signals in the NY Fed’s manufacturing survey. But this is pretty sharp drop in expectations, chart from a Goldman note published Tuesday.

Wow. Remarkable, stark update from @ljkawa.bsky.social

sherwood.news/markets/glob...

Hell yes to this!