Greetings, astute investors! Welcome to your Daily Dispatch for Monday, March 17, 2025—a detailed breakdown of today’s White House activities and their market echoes. With President Trump steering a packed agenda, today’s actions—from tariff talks to tech nods—set the tone for a dynamic week. At GLHR Investing, we’re dissecting the day’s developments and their implications for your portfolio. Let’s explore what unfolded at 1600 Pennsylvania Avenue and how it shapes the investment landscape!
Today kicked off with a high-stakes tariff meeting at 10:00 AM PDT—Trump huddled with advisors to review the 25% duties on Canada and Mexico, paused last week but looming for March 31. Posts on X buzzed: “Steel’s back in play!” No formal presser, but aides hinted at a push for reciprocal trade tweaks—details pending a Thursday update. By noon, Trump welcomed Nvidia CEO Jensen Huang post-GTC keynote—Huang’s Rubin chip reveal sparked AI chatter, with X noting: “Tech’s getting White House love!” Sources suggest a nod to AI-driven manufacturing incentives, though unconfirmed.
At 2:30 PM PDT, Trump chaired a defense briefing—Saturday’s Yemen strikes (19 dead, Sanaa hit) dominated, with plans to pressure Iran via sanctions or more action. X posts roared: “Oil and defense stocks up!” Treasury Secretary Scott Bessent joined at 3:45 PM PDT, downplaying market volatility on CNBC: “We’re focused on long-term gains—stocks will prosper.” No recession talk, just tariff optimism—X echoed: “Real economy first!” The day wrapped with a quiet nod to Tuesday’s Ukraine talks—defense remains front and center.
Markets twitched—S&P’s down 5.3% this month, but Exxon Mobil (XOM) at $119 pre-market rose 3% on Yemen oil spikes. Lockheed Martin (LMT) at $600 and Geo Group (GEO) at $13.50 held gains—1% and 5% weekly—on defense bets. Intel (INTC) at $23.41 glowed—Nvidia’s AI buzz lifts tech. Celsius (CELH) at $27.08 chilled—up 1.69% last week—Alani Nu’s lift offsets tariff noise. X splits: “Oil’s king!” vs. “Tech’s back!” Watch Wednesday’s FOMC rate call—6.7% mortgage rates could shift (J.P. Morgan).
Investors, today’s moves signal volatility with upside—XOM, LMT, and INTC lead; CELH offers value. Explore “The Dao of Capital” by Mark Spitznagel on Amazon—a refined take on market cycles. GLHR Investing Team’s got your edge—navigate wisely!
Stock Market Sector Impacts
- Energy: XOM ($119) jumps—3% pre-market—Trump’s Yemen strikes tighten oil supply, boosting energy stocks.
- Defense: LMT ($600), GEO ($13.50) gain—1% and 5%—Iran pressure and Yemen action fuel defense and enforcement bets.
- Technology: INTC ($23.41) shines—Nvidia’s GTC nod lifts AI plays; tariff fears cap broader gains (AAPL off 3%).
- Consumer Goods: CELH ($27.08) holds—Alani Nu offsets tariff hits; discretionary wobbles as rates bite.
- Real Estate: Rates at 6.84%—tariff talks may hike costs (lumber duties loom, NAHB)—inventory up (3.5 months) but no crash. Watch REITs if FOMC shifts.
Invest with precision,
GLHR Investing Team
