As markets recover all YTD losses and eye potential new all-time highs, we discuss the many factors in play and the possible downside risks of tariff uncertainty and souring consumer sentiment. Tony shares a new trade idea in a tech company potentially poised to break out and looks back at a prior trade in an EV company.
It seems we may be entering a new period of uncertainty with equities currently showing signs of exhaustion, yields rising and the dollar dropping....
Tony discusses how tariff developments have affected inflation and rate cuts. He shares a trade idea for an overlooked supplier to chipmakers. Then he...
Tony discusses the current trade peace and the rise in US and Japanese bond yields. He then shares a trade idea for an AI-powered...