dougal morrison

Simon Fraser University, BA, Senior Risk Assessment Analyst Government of Canada, 20 + years of successful investment, ONLY good advice and comments!

[dougal morrison @doog_Mo]

@RyanDetrick When you are a wonderful human being who contributes to the financial ecosystem in a positive way, people expect some eccentricity. Well done!!!

[Marko Bjegovic @MBjegovic]

@DeItaone Who is still expecting rate hikes after an employment report that is this weak?
https://t.co/Xqd3G86NF2

[dougal morrison @doog_Mo]

@gabz_investor05 @KobeissiLetter Careful of a value trap, Europe moving away from both...

[Marko Bjegovic @MBjegovic]

For who-knows-which-time in the past several yrs, the latest Employment Report looks strong on the surface, but terrible in the details.

The Mar Employment Report confirms that the labor mkt is still extremely weak and nowhere near "stabilizing".

Here is why.

1/11

[DD Geopolitics @DD_Geopolitics]

🇺🇸🇮🇷 The Trump Timeline:

🔸️Jan 18: “Iranian patriots, help is coming. We are moving in.”
🔸️Feb 28: “We are launching the decisive operation. It will be very fast.”
🔸️Mar 2: “We will win easily.”
🔸️Mar 3: “We have won the war.”
🔸️Mar 7: “We defeated Iran.”
🔸️Mar 9: “Strike Iran. The war is almost over—clean and decisive.”
🔸️Mar 12: “We have won, but not completely yet.”
🔸️Mar 13: “We won the war again.”
🔸️Mar 14: “We need help to open the strait.”
🔸️Mar 15: “If you don’t help, I will remember it.”
🔸️Mar 16: “We actually don’t need help—I was testing loyalty. If NATO doesn’t help, consequences will follow."
🔸️Mar 17: “We don’t need NATO help and don’t want it. No Congress approval needed to exit NATO.”
🔸️Mar 18: “Allies must cooperate to open the Strait of Hormuz.”
🔸️Mar 19: “US allies must step up and help open the strait.”
🔸️Mar 20: “NATO is cowardly. We may phase this out.”
🔸️Mar 21: “We don’t use the strait. Others need it, not us.”
🔸️Mar 22: “Final warning. Iran has 48 hours. Iran is finished.”
🔸️Mar 23: “One more week, then we bomb power plants.”
🔸️Mar 24: “The war is nearing its end.”
🔸️Mar 25: “We are negotiating with Iran.”
🔸️Mar 26: “Iran is begging for peace. They gave us a gift. We delay strikes on power plants.”
🔸️Mar 27: “I and the Ayatollah will jointly manage the Strait of Hormuz.”
🔸️Mar 28: “Regime change has occurred in Iran.”
🔸️Mar 29: “Negotiations with Iran are going extremely well.”
🔸️Mar 30: “We are prepared to destroy Iran’s oil and energy infrastructure and occupy Kharg Island.”
🔸️Mar 31: “We are ready to end the war without opening the strait.”
🔸️Apr 1: “War ends in 3 days. We will bomb them for 2–3 weeks back into the Stone Age.”
🔸️Apr 2: “We destroyed three major bridges. Why haven’t they called us yet?”

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

As bearish as it feels out there, keep in mind:

- stocks and crypto bottom on “bad” news
- not good

We are in the midst of a wave of bad news 🗞️

[dougal morrison @doog_Mo]

@RyanDetrick False start my friend?

[dougal morrison @doog_Mo]

@NicholasABrown_ How many of these spots could be addressed by the car folks put out of work in Canada? Is this the other side of the coin with bringing manufacturing back to the US? Hmmmm

[GKim @GKimbrougj]

@ericjackson Rising Dynasty : Up 11% in overall account in one day! I'm sure glad I bought the dip $OPEN $IREN $CIFR $HUT $BTQ

[Eric Jackson @ericjackson]

.@chooserich to No Balls

[Ryan Detrick, CMT @RyanDetrick]

Good reminder that if there isn't a recession during the year, the S&P 500 is higher 85% of the time.

Up double digits 68% of the time and down double digits only 5% of the time.

We don't see a recession in 2026 and this could bode well for this bull market to continue.

[FactSet @FactSet]

The forward 12-month P/E ratio for $SPX is 21.5, which is above the 5-year average (20.0) and above the 10-year average (18.7). #earnings, #earningsinsight, https://t.co/TmSYatv4Hz

[zerohedge @zerohedge]

Federal Judge Orders End To National Guard In DC https://t.co/TtTwq4w2zn

[The Economist @TheEconomist]

The proof this is a bad deal is that it is an ultimatum. If it offered Ukraine salvation, why would Donald Trump have to force it on Volodymyr Zelensky? Why are European allies scrambling to stall it? https://t.co/RaoqUFd9BK

[Dan Ives @DivesTech]

Great to speak tech stocks and AI Revolution with @DWeisburd 🏆🎯🔥🐂🍿

[The Boston Curmudgeon @MondoSully]

@TheStreet @DivesTech Keep up the great work Dapper Dan. No one is even mentioning GOOGL record high ……or strength in AAPL….bull markets climb on walls of worry….buy on the dips…this is all part of the game..

[unusual_whales @unusual_whales]

"I don't expect to sell my personal Tesla, $TSLA, or SpaceX shares in my lifetime," Rob Baron has said.

[Phil Rosen @philrosenn]

People have doubted new technology for decades.

It isn't a new phenomenon, and it isn't specific to AI.

Happened in early days with Apple, Netflix, Nvidia and others as @DivesTech explains:

[Ryan Detrick, CMT @RyanDetrick]

I update this each week during earnings season and once again '25 estimates ticked higher last week.

What really stood out though was a much larger than normal jump in '26 estimates this week.

[Charlie Bilello @charliebilello]

Don't believe these defeatist headlines.

Stop printing money.

Stop deficit spending.

Stop cutting interest rates.

Stop artificially subsidizing demand.

Prices will come down and affordability will immediately improve.