Markets are rallying, but headwinds remain, including souring consumer sentiment, a cooling labor market, and sticky inflation. Tony discusses the need to balance bearish near-term trades with more bullish long-term positions and highlights a bearish opportunity in EVs.
Markets bounced back on the news of the shutdown ending with major indexes reapproaching all-time highs. Concerns remain, however, over market breadth and a...
Tony discusses fears spreading across risk markets, the chase for AI dominance, and potential rate cuts. He follows that up with trade ideas for...
Tony discusses the Fed’s 25bps rate cut, small caps, and more. He then shares a trade idea for an AI infrastructure company and looks...