The Feud For The Fed… And How It’s Hitting The Bond Market 7/16/25
Rumors about Trump’s firing Fed Chair Powell heating up – then cooling back down. How the bond market is responding to Trump’s back and forth on Powell. Plus United’s second-quarter earnings results a...
16 Heinä 202543min
Nvidia’s Record Setting Run… And Trump’s Powell Pressure Ramps Up 7/15/25
Nvidia gunning for a license to sell its H20 chips in China, and one asset manager’s thoughts on what it means for the future of AI investments. Plus A hefty week of earnings, starting with big banks....
15 Heinä 202542min
Bitcoin’s Record High… And Big Banks Kick Off Earnings Season 7/14/25
Crypto cruising higher, as Bitcoin hits a new record high, topping $123,000. How U.S. lawmakers are gearing up to potentially pass regulatory changes that could bolster institutional demand. Plus Earn...
14 Heinä 202543min
Stocks Retreat From Records… And Bitcoin’s Fresh Record 7/11/25
Stocks close out the week pulling back from record highs. How President Trump’s latest tariff escalations hit markets, and how a number of catalysts next week could fuel the recent rally, or pressure ...
11 Heinä 202543min
Software vs. Semiconductors… And Big Box Battle 7/10/25
A divergence in the tech space, as software stocks trail the chipmakers. What it means for the broader market, and if the underperforming software sector can catch up. And speaking of underperforming,...
10 Heinä 202543min
Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25
Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can...
9 Heinä 202543min
The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25
Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its g...
8 Heinä 202543min
More Tariff Concerns Send Markets Lowers, and Is a Breakout Coming for Biotech? 7/7/25
President Trump announcing 25% tariffs on goods from Japan and South Korea, and a handful of other countries are also in the crosshairs. What it means for markets, as they back off record levels. Plus...
7 Heinä 202543min
