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Non-Tech : Kirk's Market Thoughts

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Nov 14 9:30 AM EST

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CrashDavis

From: Kirk ©	8/16/2025 12:05:44 PM
	1 Recommendation of 26512

Questions: Q1 Should the Fed cut rates in September? Kirk: I see inflation is still around 3% and people here are seeing their daily expenses still go up so they are going on strike for higher wages. News this AM has airlines cancelling hundreds of flights due to an Air Canada (our 51st state to be?) worker strike. Q2 Will the Fed cut rates in September? Kirk: Political pressure and auditioning for the chair position and favor with Trump, some might be inclined to lower rates but I think they will hold and the actual data says they need to raise rates. Q3 Berkshire bought United Health. Does that mean there is a "Buffett Put" under its price as you know he'll probably be adding shares if it pulls back after the surge Friday after it was disclosed he bought? Kirk: probably. From Seeking Alpha morning mail. Wall Street on Friday made solid gains for the week, helped by raised expectations for Federal Reserve interest rate cuts and hopes for progress on Russia and Ukraine. The July consumer and producer inflation reports highlighted the week. The core consumer price index in July came in hotter than anticipated on a Y/Y basis, while the producer price index readings were significantly higher than expected. Both sets of data showed the effect of U.S. President Donald Trump's tariffs on prices. After a weak July nonfarm payrolls reading earlier this month, market participants see this week's inflation data solidifying a September interest rate cut. Developments between Russia and Ukraine also took center stage this week. U.S. President Trump and Russian leader Vladimir Putin convened in Alaska on Friday, and Trump later described the meeting as "very productive," even though no agreement was reached to resolve a war that has raged for nearly three and a half years. Looking at the earnings calendar, Dow 30 component Cisco (CSCO) headlined the week. Also in focus were 13F filings—regulatory disclosures by major funds of their quarterly equity ownership changes. Berkshire Hathaway notably revealed a new stake in UnitedHealth (UNH). For the week, the S&P (SP500) climbed +0.9%, while the tech-heavy Nasdaq Composite (COMP:IND) gained +0.8%. The blue-chip Dow (DJI) added +1.7%.

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