Analysis & Opinion
Economy Slows as Uncertainty Grows, but Seasonality Is Back on Our Side
03.03.2025
Economy Slows as Uncertainty Grows, but Seasonality Is Back on Our Side
This week we got the second look at Q4 GDP, which showed the economy grew at a 2.3% annualized pace.…
Stocks Week Ahead: Jobs Report, Powell on Tap as Markets Weigh Stagflation Risks
03.03.2025
Stocks Week Ahead: Jobs Report, Powell on Tap as Markets Weigh Stagflation Risks
Stocks got a major boost last Friday afternoon as implied volatility dropped sharply in the final hours of the day,…
S&P 500, Nasdaq Struggle as Markets Rethink Trump’s Economic Policies
03.03.2025
S&P 500, Nasdaq Struggle as Markets Rethink Trump’s Economic Policies
In recent weeks, many news headlines have suggested that the US economy is tanking and that so is the Old World Order. So, investors are jittery, and…
Another Massive Misallocation Of Capital? AI Spending Bubble May Be a Risk
03.03.2025
Another Massive Misallocation Of Capital? AI Spending Bubble May Be a Risk
LINK If the history of the capital cycle is any guide, the massive allocation into AI capex in recent years…
GBP/USD Volatile as Geopolitics, Trump Tariffs, and Key Data Collide
03.03.2025
GBP/USD Volatile as Geopolitics, Trump Tariffs, and Key Data Collide
GBP/USD caught between geopolitics, Trump tariffs, and key U.S. data. Rising wedge pattern warns of potential downside risks. Ukraine headlines…
Gold and Silver Could Soar After the Next Correction
03.03.2025
Gold and Silver Could Soar After the Next Correction
Nearly two weeks ago, we wrote that Gold and Gold Stocks were due for a pause. Naturally, that includes Silver.…
1 Stock to Buy, 1 Stock to Sell This Week: Costco, Foot Locker
02.03.2025
1 Stock to Buy, 1 Stock to Sell This Week: Costco, Foot Locker
• Trump’s trade war, U.S. jobs report, and last batch of Q4 earnings will be in focus this week. •…