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 software company and looks back to a recent trade for a video communications company.
The market has bounced back from its April lows, but are investors getting complacent on the looming impacts of tariffs on supply chains and...
Tony discusses how tariff developments have affected inflation and rate cuts. He shares a trade idea for an overlooked supplier to chipmakers. Then he...
It seems we may be entering a new period of uncertainty with equities currently showing signs of exhaustion, yields rising and the dollar dropping....