AI stocks continue to push the market to new highs, masking poor breadth and the underlying economic weakness driving the need for rate cuts. Tony shares his outlook on the state of the market and a bullish trade in AI.
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 equity downside risks, Powell’s latest remarks, and the legality of tariffs. He then shares a trade idea for a consumer electronics and...
Tony discusses fears spreading across risk markets, the chase for AI dominance, and potential rate cuts. He follows that up with trade ideas for...