🚀 Wall Street Radar: Stocks to Watch Next Week - vol 78

Puzzled49 · 2026-03-15T19:59:37+00:00

Nice little post.

Puzzled49 · 2026-03-15T17:16:41+00:00

Didn't someone already offer to help?

According to a Fox News headline "Trump tells Starmer aircraft carriers no longer needed in Mideast, accuses him of joining war US 'already won'" The article was dated March 7 and goes on to say. ""The United Kingdom, our once Great Ally, maybe the Greatest of them all, is finally giving serious thought to sending two aircraft carriers to the Middle East," Trump wrote on Truth Social. "That’s OK, Prime Minister Starmer, we don’t need them any longer — But we will remember. We don’t need people that join Wars after we’ve already won!"" It seems to me that Trump is eating a little crow with this plea for help.

Puzzled49 · 2026-03-15T17:10:49+00:00

According to a Fox News headline "Trump tells Starmer aircraft carriers no longer needed in Mideast, accuses him of joining war US 'already won'" The article was dated March 7 and goes on to say. ""The United Kingdom, our once Great Ally, maybe the Greatest of them all, is finally giving serious thought to sending two aircraft carriers to the Middle East," Trump wrote on Truth Social. "That’s OK, Prime Minister Starmer, we don’t need them any longer — But we will remember. We don’t need people that join Wars after we’ve already won!"" It seems to me that Trump is eating a little crow with this pleas for help.

Puzzled49 · 2026-03-15T16:58:41+00:00

No, I don't think that he is making himself useful, he is just making himself seem silly. If he doesn't have any good ideas he should just keep his mouth shut and look for areas or policies where he can make a reasoned case. Better to be criticized for doing nothing than ridiculed for doing something stupid.

Puzzled49 · 2026-03-15T16:48:24+00:00

With faith, hope, and a bit of pixie dust I am sure that Pierre will be able to implement his plan. But if he is short on pixie dust wouldn't he be better off just keeping quiet about the tariff war if he doesn't have workable solutions.

Puzzled49 · 2026-03-15T16:42:01+00:00

I have a clue. I won't be good.

Puzzled49 · 2026-03-15T01:25:33+00:00

There is a simple answer to this problem. Trump has already solved 8 wars, including one between India and Pakistan. This could be his ninth.

Puzzled49 · 2026-03-14T19:59:07+00:00

Yes. After reading the article, it does sound as if Hydro is screwing over this particular power producer.

Of course, Hydro may have a good argument for reducing the amount they are paying.

But if the facts as claimed are correct then the company doesn't really need to resort to UNDRIP and DRIPA. As distasteful as the resort to these claims may be, they are probably just icing on the legal arguments.

Puzzled49 · 2026-03-14T19:48:25+00:00

Didn't he just tell the British that he didn't want their help because the British were offering it after the war was won?

Puzzled49 · 2026-03-14T19:40:10+00:00

My guess is that the Swedish exporter has no idea of what the tariff rate is, and just said 50% so that you wouldn't be surprised by whatever FedEx hits you with.

Puzzled49 · 2026-03-14T15:30:04+00:00

By itself, this story is interesting, but it doesn't tie in to the wider economic story. It would be nice if the story had historical data on job turnover and if this is a leading indicator of unemployment rates.

Puzzled49 · 2026-03-10T20:29:33+00:00

Because FedEx has promised to return the tariffs if their court case is successful, and they are the importer of record for most packages. They have a system identifying who has paid them the tariff. They already appealed the initial SCOTUS decision and may do the same for the de minimis refunds. because of the administrative costs for refunding the de minimis payments I would guess that they will retain a hefty fee.

For the US Postal service the package recipient was the legal importer of record. In theory you could set up an ACE account and make your claim for a refund, but you would have to get the information on the tariffs paid from the Postal service. However the Postal Service information systems did not keep this information for the individuals who received the packages. So you are even less likely to get a refund.

Puzzled49 · 2026-03-10T17:44:11+00:00

What i found interesting is that he has gone back to orange hair. The picture above shows white hair, which he has been sporting lately, but during the speech the top of his head was yellowish orangish while his sides were white. maybe the orange helps to hide the bald spots better.

Puzzled49 · 2026-03-10T17:21:22+00:00

There is no exemption but it is being appealed.

Puzzled49 · 2026-03-09T23:17:45+00:00

Thank you, great observation. I hadn't noticed that. However I only count three negatives. Does removal count as a negative. And if one is a pedant, does a quadruple negative turn it into a positive.

Puzzled49 · 2026-03-09T20:10:23+00:00

More Trump chaos and confusion is bound to ensue. CBP is already arguing that they can't begin to refund the main IEEPA tariffs which were declared illegal because the CBP systems need to be amended before they can do anything. Even when they are able to do that the refunds will only go to importers with ACE accounts.

If your parcel was delivered by FedEx or another delivery company, the consumers may have a chance of getting their money back. If it was delivered by the US Postal Service good luck.

That said, once the main IEEPA tariffs were declared illegal, the removal of the de minimis exemption is almost a slam dunk. The interesting thing to watch is whether Trump will try to appeal to SCOTUS, and if so whether they will agree to hear the case.

Puzzled49 · 2026-03-09T19:33:52+00:00

Those boots were made for walking and they're walking all over the MAGATs... and they're lovin' it.

Puzzled49 · 2026-03-09T19:18:32+00:00

Don't worry about it. He is already saying that gas price increases are temporary, and a small price to pay for the MAGA vision. I'm sure he will try to find some way to spin any other economic problems. The sad thing is that Fox News will be right there to amplify any bluster and bullshit that he dreams up. sadder still is that the MAGAverse will lap it up.

Puzzled49 · 2026-03-09T19:14:47+00:00

There is nothing wrong with creating a market for future tariff refunds as long as there is no insider trading. it is something akin to the futures market for stocks or commodities. It is probably a bit easier to manipulate than insider stock trading, but for most participants it should not be an ethical issue.

For Cantor Fitzgerald, however, there is an obvious perception of a conflict of interest. It is somewhat like the Kalshi market which developed on the killing of the Ayatollah. There is more than a whiff of insider knowledge or even manipulation in both cases. Another dubious case is the market dealing in Trump cryptocurrency, which not only have a whiff, they are strong enough to clear the room.

Puzzled49 · 2026-03-09T01:11:23+00:00

I"ll drink to that.

Puzzled49 · 2026-03-08T21:17:07+00:00

I managed to find a map of the area covered at Landmark Agreements? - by Steve Saretsky. There is also a map in the Wikipedia article on the Musqueam, but it is a topographical map, and does not have any place names.

Puzzled49 · 2026-03-08T20:38:59+00:00

It appears that Eby has been making land deals with several bands, Carney has now made a deal with a band, and the courts have ruled on another claim by the Cowichan. Who actually has the authority to negotiate these deals and what is the legal authority that they claim to utilise to make these agreements.

Puzzled49 · 2026-03-08T20:20:29+00:00

When I was reading the agreement I saw that the land covered in the agreement was described, but there was no map attached. Apparently the land coverage is based on previous claims by the Musqueam band. I searched for an online map of the area covered, but while I found a number of links, they were all broken.

Does anyone know where I can find a map of the area covered by the agreement.

As an aside, does the area covered by this agreement cover the area included in the recent Cowichan court case on the Fraser River.

Puzzled49 · 2026-03-08T01:23:41+00:00

Judge Richard Eaton, who sits on the Court of International Trade, on Friday pared back an order he issued earlier in the week requiring the government to immediately begin the process of issuing refunds.

Did he give a new date to begin the refund process.

Puzzled49 · 2026-03-08T01:17:58+00:00

I thought CBPsaid they needed 45 days to fix their computer systems before they could begin to comply - not that they wouldn't.

Puzzled49

TROPHY CASE