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Neil Freiman

👤 Speaker
4705 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

Almost $600 million, 15 minutes before this Truth Social post, the Financial Times talked to a couple of portfolio managers about whether this was unusual or not.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

One of them said,

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

is this is really abnormal.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

It's Monday morning.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

There's no important data today.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

There aren't any Fed speakers.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

It's an unusually large trade for a day with no event risk.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

Somebody just got a lot richer.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

And it wasn't just a bunch of money put in the oil markets.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

It was also S&P 500 futures, which spiked well over 1% after this Trump announcement.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

So

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

suspicious trades.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

We don't actually know what happens, but it fits sort of a pattern that President Trump can make huge waves in the market, in the oil market, in the equities market by these announcements we saw with tariffs last year and now with the war, because the war is hanging on or investors are hanging on is every word with the war.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

So we just saw a very unusual trade 15 minutes before this particular Truth Social post.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

The other big story we're tracking is Monday night's collision at LaGuardia that killed two pilots on an Air Canada flight and closed the airport until 2 p.m.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

yesterday.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

Here's the general outline of what happened.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

A fire truck had been dispatched to address a separate United plane that had aborted a takeoff.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

and received permission to cross runway four by the air traffic controller.

Morning Brew Daily
Trump’s TACO Trade Returns & Samsung Wants Your Fridge to Have Ads

That was when the Air Canada plane was landing on runway four.