It seems we may be entering a new period of uncertainty with equities currently showing signs of exhaustion, yields rising and the dollar dropping. As we await the slew of economic data points dropping next week, Tony views the possibility remains for a more bearish outlook in the near term. Tony shares a bearish idea in manufacturing and looks back at a prior trade in tech.
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...
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...
Tony discusses how tariff developments have affected inflation and rate cuts. He shares a trade idea for an overlooked supplier to chipmakers. Then he...