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Good morning investors! Fear ruled the market as most big names are under pressure.
Today we cover:
What to expect this week
Airline stocks in trouble?
Do no tariffs mean more tariffs?
📊 Economy and News
What to expect this week
It’s a four-day week for bond traders thanks to Veterans Day. With a government shutdown pushing back major economic reports, the spotlight’s on corporate earnings. Bonds, banks, and federal offices will be closed Tuesday—stocks, however, stay open.
Monday, Nov. 10
Earnings Spotlight:
CoreWeave (CRWV) – AI data center leader; shares doubled since IPO on Nvidia/Meta deals.
Occidental Petroleum (OXY), Rocket Lab (RKLB), AST SpaceMobile (ASTS), Tyson Foods (TSN).
Tuesday, Nov. 11 (Veterans Day)
Closed: Bonds, banks, federal offices. Stocks open.
Event: AMD Analyst Day (1 p.m. ET) – CEO Lisa Su on AI roadmap (watch here).
Data: NFIB Small Business Optimism (October).
Earnings: Sony (SONY), Oklo (OKLO – nuclear for AI), Nebius Group (NBIS).
Wednesday, Nov. 12
Earnings:
Cisco (CSCO) – doubled AI sales target last quarter.
Flutter (FLUT – FanDuel), Circle (CRCL – stablecoins), On Holding (ONON), Tencent Music (TME), Manulife (MFC).
Thursday, Nov. 13
Data: U.S. Monthly Federal Budget (tariff revenue in focus).
Delayed by Shutdown: CPI (Oct), Jobless Claims (week ending Nov. 8).
Earnings:
Disney (DIS) – post-ESPN app launch, NFL network plans.
Applied Materials (AMAT) – chip gear; China sales restricted.
Brookfield (BN), JD.com (JD).
Friday, Nov. 14
Delayed Data: Retail Sales (Oct), PPI (Oct), Business Inventories (Sep).
Fed Speakers: Kansas City Fed’s Schmid, Dallas Fed’s Logan.
Global hits:
Ireland’s credit rating affirmed at ’AA’ with stable outlook.
China’s factory-gate deflation eases in October.
China consumer prices return to growth in October, producer price slump extends to three years.
US Supreme Court lets Trump withhold $4 billion in food aid funding for now.
Check this: Trump tells Senate Republicans to send federal health insurance money ‘directly to the people’. Also, Trump once again has plans to replace the Obama-era law.
Should Obamacare be replaced?
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📈 Stocks
S&P 500 6,728.80 (+0.13%)
DJIA 46,987.10 (+0.16%)
NASDAQ 23,004.54 (+%) (-0.21%)
BRENT CRUDE 13 (-%)
* Prices as of Nov 10th, 12:20 AM UTC
Government Shutdown Slashes Flights: Higher Fares, Investor Risks for Airlines
The administration's ongoing shutdown is forcing flight cuts at 40 major U.S. airports, slashing up to 1,800 daily flights and 100,000–268,000 seats per Cirium estimates. This exacerbates holiday fare hikes (already up 7–10% YoY per Going.com) due to strong demand and capacity pullbacks by carriers like bankrupt Spirit Airlines.
Passenger Impact: Regional feeder routes from smaller airports face the highest cancellation risk, stranding travelers. Major airlines (American, Delta, United) offer full refunds even on non-refundable tickets. Delays could spike into Thanksgiving, the year's busiest travel week.
Investor Angle: Reduced supply pressures ticket prices higher but disrupts revenue stability, especially for low-cost carriers. Prolonged shutdown risks broader airline stock volatility amid packed schedules and weather threats. Industry hopes for resolution pre-Thanksgiving to avoid "travel pain."
Check this: Wendy’s is closing hundreds of restaurants. Also, Warren Buffett’s cash fortress Berkshire has closed gap with S&P 500 as AI worries depress Wall Street. Lastly, Facebook enables gender discrimination in job ads, European human rights body rules.
Trump’s Tariff Backup Plans if Supreme Court Strikes Down Broad Levies
President Trump warned that losing a Supreme Court case could devastate the US if it invalidates his widest tariffs under the International Emergency Economic Powers Act. These include reciprocal duties up to 50% on India and Brazil, and 145% on China, generating nearly $90 billion in revenue.
Even if struck down, Trump retains multiple authorities for similar tariffs:
Section 122 (Trade Act of 1974): Up to 15% tariffs for 150 days on trade deficits; no prior investigation needed, but requires Congress after.
Section 232 (Trade Expansion Act of 1962): Unlimited tariffs on national security grounds for specific sectors (e.g., steel, autos); requires Commerce investigation. Already used broadly.
Section 301 (Trade Act of 1974): Unlimited, ongoing tariffs for unfair trade practices; slower process with public comments. Recent China probe underway.
Section 338 (Tariff Act of 1930): Up to 50% on discriminatory practices; never used, risks WTO violations and retaliation.
Goldman Sachs predicts little change for trading partners, just shifted legal forms. Tariffs remain central to Trump’s agenda.
💵 Personal Finance
Neuroscientist-Backed Habit: Write a Letter to Your Future Self for Happiness and Direction
Ms. Fareeha Jabir, a neuroscientist, has written annual letters to her future self since 2022, scheduling them to arrive a year later. Opening them brings joy, reflecting on achieved hopes—like moving to a new apartment—and unexpected synchronicities, such as referencing a wrestling event days after attending it.
She always includes self-compassion: rest when needed, and remember "simply existing is enough."
Experts praises this as a powerful mental health tool as these letters help align life with your values and desired path.
Key Benefits and Tips:
Reflection and Growth: Writing creates check-ins; reading later tracks progress and allows change.
Avoid Rigid Goals: Set open-ended intentions with kindness. Ask:
What’s working well?
What’s not in alignment?
How am I spending time, energy, resources?
What are my priorities and values?
Metaphor for Guidance: Treat life like a ship; the letter is your compass nudging toward your direction. Belief in the process amplifies positive outcomes, per placebo-like effects.
Frequency: At least yearly, or during tough times—Jabir journals letters 40 pages ahead for surprises.
All sorts of people can utilize this technique as it fosters intention, compassion, and lasting happiness.
💰 Be a Better Investor
"Without continual growth and progress, such words as improvement, achievement, and success have no meaning."
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👩🏽⚖️ Legal Stuff
Nothing in this newsletter is financial advice. Always do your own research and think for yourself.