⏱️ Quick Chapters
[0:00–4:00] Market opens red: Apple tariffs, EU threats, and the return of trade war drama
[4:00–9:00] Technicals flash red: MACD topping, RSI crosses, support being tested
[9:00–14:00] Are these moves strategic? Possible market manipulation and timing signals
[14:00–20:00] Bond market freakout: 10-year and 30-year yields spike on deficit fears
[20:00–27:00] Why the U.S. might want a pullback before its massive June payment
[27:00–34:00] Sprinkling strategy + why shorting isn’t “safe”
[34:00–42:00] Signals spotlight: Used car stocks (KMX, PRTS) look strong amid consumer shift
[42:00–51:00] The “Feel-Good Spending” theory: Dating, beauty, and experiences bounce back
[51:00–58:00] What consumers are avoiding: Netflix, Walmart, eBay under pressure
[58:00–End] Big picture: YOLO Summer, rising rates, and how to play the shift
Key Takeaways & Commentary
Markets Dip as Tariffs Return — But This Time It’s Company-Specific
Trump’s latest move? Slapping a 25% tariff on Apple’s foreign-made iPhones. That’s new. Targeting companies directly introduces a whole new level of uncertainty — and markets responded accordingly. The S&P and NASDAQ opened lower and stayed weak.
Technicals Say: Pullback Mode
Momentum is fading. MACD bars are shrinking. RSI has crossed down. We’re sitting on key support — and if it breaks, the next stop is significantly lower. But like I said on stream, this isn’t panic. It’s strategy.
Sprinkle, don’t sprint.
Debt, Yields, and the “Strategic Selloff”
Here’s a theory: With a massive U.S. interest payment due in June, it might actually benefit the government if yields came down. How do you do that? Scare the market → trigger a flight to safety → money floods into treasuries → yields drop.
It’s speculative, but it fits. And yields have spiked fast — the 10-year and 30-year just hit levels not seen since 2007.
Signals Update: Used Cars Are In Play
Two standouts flashed on our Signals dashboard:
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