Trump's 'tweets' and 'truths' Make Trading Risky; Overall, Stocks are Lower Since End of January; Gold, Silver on Sale in Weird Twist

Up one day, down another.

These are exceptionally difficult markets to trade, being that entire indices can turn on a dime whenever President Trump makes a statement on truthsocial.com, his very own bully pulpit platform. Whether the statement has any veracity at all matters not, only the message sent to markets concerning the war effort in the Middle East is tradable, the algorithms picking up on the tone and substance of whatever the Tweeter-in-Chief posts.

Taking market manipulation to an entirely new level, all but a few insiders - who are profiting handsomely - have advance information on which way Trump intends to send markets on any particular day. Trying to guess or ascertain in which direction stocks or the price of crude oil or natural gas on any day at any time is an extremely risky endeavor.

One thing that has become clear from all the lifting and dumping of stocks and commodity futures is that the direction for stocks has been decidedly down since the end of January, and has only accelerated since the onset of hostilities on February 28. The opposite is true for oil, as WTI crude oil had remained below $70/barrel until Friday, February 27, shooting up to above $90 by the end of the first week of the war. Since then, it's been up and down, bounced by presidential musings, half truths, and whole lies, but it appears the market has figured out the game. Thursday morning sees WTI crude priced above $94, with stock futures tumbling.

Trump posted early this morning (6:39 am ET) on Truth Social:

The Iranian negotiators are very different and “strange.” They are “begging” us to make a deal, which they should be doing since they have been militarily obliterated, with zero chance of a comeback, and yet they publicly state that they are only “looking at our proposal.” WRONG!!! They better get serious soon, before it is too late, because once that happens, there is NO TURNING BACK, and it won’t be pretty! President DJT

This whole charade is getting a bit tiring, to say the least, but naked emperor seems to be in a sour mood this morning, demanding Iran surrender for the umpteenth time.

However, as of this writing, at 8:30-9:00 am ET, the president still has an hour to make a market-moving pronouncement before the opening bell, and there's no guarantee that he won't mouth off a few times during the day. In fact, odds are good that he'll "tweet", "truth", or comment live to the press at some point. He simply can't help himself and there's still plenty of easy grifting available.

So, unless you have nerves of steel and money with which to play, day-trading with the heavy hitters and insiders might not be the optimal trading strategy at this juncture. A few ways to play the current malaise might be to go long defense stocks, energy, and financials. There's little doubt that more and more money is headed toward the likes of Lockheed Martin (LMT), General Dynamics (GD) or Northrop Grumman (NOC), or that ExxonMobil (XOM) and Chevron (CVX) won't be making windfall profits for a few quarters. And it's almost a certainty that the trading houses of JP Morgan (JPM), Goldman Sachs (GS) and Citigroup (C) will have been privy to at least some of the best insider trades.

Profits on these stocks may take a while to show up, but, if one has a six month or longer horizon, they may turn out to be mice catches. This is not financial advice, only opinion. Money Daily has no positions in any of these securities.

One of the oddities of the current global market is how precious metals have traded in tight correlation to stocks. For instance, stock futures are lower this morning, so gold and silver have traded off as well. This is far from normal. Usually, in times of stress, investors flee to gold and silver. This time, one supposes, is different. Markets are under control of a vast, deceitful cabal of internationalists whose goal seems to be the upheaval of everything in the political, social, military, and financial spheres. From the looks of it, they're doing a swell job, so far.

Gold and silver are on sale, so stocking up a little right now might not be a bad idea, unless you've got storage facilities for a couple thousand barrels of oil. Otherwise, canned goods and survival rations? Maybe.

At the Close, Wednesday, March 25, 2026:
Dow: 46,429.49, +305.43 (+0.66%)
NASDAQ: 21,929.83, +167.93 (+0.77%)
S&P 500: 6,591.90, +35.53 (+0.54%)
NYSE Composite: 22,127.62, +156.32 (+0.71%)